Emerson raises 2026 outlook as third-quarter adjusted EPS rises 13% to $1.71
Emerson reported fiscal third-quarter 2026 net sales of $4.873 billion, up 7% from a year earlier, and GAAP earnings per share of $1.28, up 24%. The company raised its full-year 2026 guidance, now calling for adjusted earnings per share of about $6.55, and plans to return roughly $2.2 billion to shareholders through buybacks and dividends.
Key points
- Q3 net sales $4.873 billion vs. $4.553 billion; underlying orders up 7%, led by Software & Systems
- Q3 adjusted EPS $1.71 vs. $1.52; GAAP EPS $1.28 vs. $1.03, including an $82 million IEEPA tariff refund benefit
- 2026 guidance: adjusted EPS about $6.55, GAAP EPS about $4.89, net sales growth about 5%, free cash flow about $3.6 billion
- Quarterly dividend of $0.555 per share payable September 10, 2026, to holders of record on August 14, 2026
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 04, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.