Every material Form 8-K Emerson Electric filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On November 20, 2025, Emerson said that, with its transformation complete, it revised its management organization and reportable segments, moving to five segments starting in fiscal 2026. It furnished unaudited supplemental historical segment results for fiscal 2021 through 2025 so investors can compare performance on the new basis, and the filing states this is not a restatement. The filing changes how results will be reported but contains no new quarterly results or guidance.
Five reportable segments from fiscal 2026: Control Systems & Software, Test & Measurement, Sensors, Final Control and Safety & Productivity.
Control Systems & Software and Test & Measurement form the Software & Systems group; Sensors and Final Control form the Intelligent Devices group.
On November 13, 2025, Emerson's Compensation Committee approved special performance-based stock option awards to CEO Lal Karsanbhai and COO Ram Krishnan, 350,000 options each. The company says the awards are designed so shareholders must see significant stock price appreciation for the executives to receive full value.
Each executive received 350,000 options in five tranches of 70,000, with exercise prices from $128.46 (the November 13 NYSE closing price) to $256.92 (a 100% premium).
The four higher-priced tranches are set at premiums of 25%, 50%, 75% and 100% over the grant-date closing price.
Options vest pro rata over five years, with 14,000 per tranche vesting each year, and must be exercised within 10 years of the grant date.
The awards require continued employment, include confidentiality, non-competition and non-solicitation obligations, and accelerate on death, disability or a double-trigger change in control under the 2024 Equity Incentive Plan.
Emerson reported fiscal fourth-quarter 2025 net sales of $4,855 million, up 5% from a year earlier, and adjusted EPS of $1.62, up 9%. The company also gave initial fiscal 2026 guidance for adjusted EPS of $6.35 to $6.55, compared with $6.00 in fiscal 2025, and its board authorized repurchases of up to 50 million shares, which matters to shareholders because it signals a shift toward returning cash to them.
Q4 net sales were $4,855 million, up 5% from $4,619 million; GAAP EPS was $1.12, up 15% from $0.97.
Fiscal 2026 guidance calls for adjusted EPS of $6.35 to $6.55, versus $6.00 in fiscal 2025, and a first-quarter adjusted EPS of about $1.40.
The board authorized repurchases of up to 50 million shares, in addition to about 20 million shares remaining under the March 2020 authorization; the outlook assumes about $1.0 billion of share repurchases in 2026.
The quarterly dividend rises 5% to $0.555 per share, payable December 10, 2025 to holders of record on November 14, 2025.
Emerson reported fiscal third-quarter 2025 net sales of $4,553 million, up 4% from $4,380 million a year earlier, and adjusted EPS of $1.52, up 6%. The company raised its fiscal 2025 adjusted EPS guidance to about $6.00, citing lower tariff exposure and updated pricing expectations, which matters to shareholders because it signals higher expected profit for the year.
Q3 net sales $4,553 million (up 4%); underlying sales up 3%; underlying orders up 4%
GAAP EPS $1.03 vs. $0.60 a year earlier; adjusted EPS $1.52 vs. $1.43
Fiscal 2025 adjusted EPS guidance now about $6.00; GAAP EPS about $4.08; net sales growth about 3.5%
Free cash flow $970 million in Q3 (down 1%); fiscal 2025 operating cash flow guidance about $3.6 billion
Emerson reported fiscal second-quarter results for the quarter ended March 31, 2025, with net sales up 1% to $4.43 billion and adjusted EPS up 9% to $1.48. GAAP EPS fell 9% to $0.86, and pretax earnings declined to $629 million from $711 million, reflecting transaction-related costs tied to the AspenTech buy-in. The company raised its fiscal 2025 net sales growth guidance to about 4% and its adjusted EPS guidance at the midpoint, while lowering the GAAP EPS outlook to $4.05 to $4.20.
Net sales rose to $4,432 million from $4,376 million; underlying sales grew 2% and underlying orders grew 4%.
Adjusted EPS was $1.48 versus $1.36, while GAAP EPS was $0.86 versus $0.95, with acquisition and divestiture fees of $168 million in the quarter.
Fiscal 2025 adjusted EPS guidance is $5.90 to $6.05; operating cash flow guidance is $3.5 billion to $3.6 billion and free cash flow guidance is $3.1 billion to $3.2 billion.
The 2025 outlook assumes about $2.3 billion returned to shareholders, including $1.1 billion of share repurchases; the company completed the AspenTech buy-in on March 12, 2025.
Emerson Electric Co. disclosed that director Leticia Gonçalves Lourenco resigned from its Board of Directors after a change in her company and position tied to her principal occupation. The Board accepted the resignation on March 10, 2025, effective immediately. The filing does not name a replacement or give a reason beyond the change in her principal occupation.
Director Leticia Gonçalves Lourenco resigned from the Emerson Electric Board of Directors.
Board accepted the resignation on March 10, 2025, effective immediately.
Resignation followed a change in company and position relating to her principal occupation.
Emerson and its purchaser subsidiary signed a letter agreement with AspenTech on March 7, 2025 that extends the initial tender offer expiration to 5:00 p.m. Eastern Time on March 11, 2025. The filing also confirms that AspenTech can request one extension of up to ten business days, but the purchaser is not required to extend beyond April 26, 2025 or the merger agreement's termination, and that all other merger terms remain in effect.
Initial offer expiration extended to 5:00 p.m. Eastern Time on March 11, 2025
Tender offer price for AspenTech shares not already owned by Emerson is $265 per share
AspenTech may request one extension of up to ten business days; purchaser is not required to extend beyond April 26, 2025
Filing is dated March 10, 2025 and signed by John A. Sperino, Vice President and Assistant Secretary
Emerson Electric completed public offerings of three series of senior unsecured notes totaling about $1.5 billion in net proceeds, maturing in 2031, 2035 and 2037. The company said it expects to use the proceeds for general corporate purposes, repaying commercial paper, and partly funding its proposed purchase of the AspenTech shares it does not already own.
Net proceeds of approximately $1,536.7 million, before estimated offering expenses
Notes: 3.000% due March 15, 2031 and 3.500% due March 15, 2037 (each €500 million); 5.000% due March 15, 2035 ($500 million)
Proceeds partly earmarked for the AspenTech Transaction, which the company says may not be completed on anticipated terms or at all
Emerson agreed on February 25, 2025 to sell €500 million of 3.000% notes due 2031, €500 million of 3.500% notes due 2037, and $500 million of 5.000% notes due 2035, with closing expected March 4, 2025. The company expects net proceeds of about $1,536.7 million, to be used for general corporate purposes, commercial paper repayment, and part of the purchase price for its proposed acquisition of AspenTech; the filing notes the notes offering is not conditioned on that acquisition closing.
Euro notes: €500 million 3.000% due 2031 sold at 99.561% of principal and €500 million 3.500% due 2037 sold at 99.270%.
Dollar notes: $500 million 5.000% due 2035 sold at 99.454% of principal.
Expected net proceeds of about $1,536.7 million, before offering expenses, with closing expected March 4, 2025.
Proceeds partly fund the proposed purchase of AspenTech shares not already owned by Emerson, which the filing says may not be completed on the anticipated terms or at all.
Emerson entered a $3 billion 364-day credit agreement on February 11, 2025, with JPMorgan Chase as agent, to back its commercial paper and support a planned tender offer for Aspen Technologies shares. The company says it has no outstanding loans under the facility and no current plan to borrow, and it separately reported a shareholder-approved amendment reducing supermajority voting requirements for preferred stock terms.
$3 billion 364-day credit facility dated February 11, 2025, expires February 10, 2026
No outstanding loans or letters of credit under the facility; no borrowings under this or prior similar facilities
Facility serves as liquidity back-up for commercial paper, which will be expanded to help finance the planned Aspen Technologies tender offer
Shareholders approved amendment to Restated Articles of Incorporation on February 4, 2025; effective February 10, 2025
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