Every material Form 8-K Emerson Electric filed with the SEC in 2026, 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.
Emerson Electric Co. reported its fourth quarter and full year 2026 financial results, highlighting net sales of $5.20 billion for the quarter and $18.98 billion for the full fiscal year. The company also raised its quarterly cash dividend to $0.595 per share and provided an initial fiscal 2027 outlook expecting approximately $5.70 in earnings per share.
Q4 net sales rose 7% to $5.20 billion, with full year net sales increasing 5% to $18.98 billion.
Q4 GAAP diluted earnings per share reached $1.33, up from $1.07 in the prior-year period.
The quarterly cash dividend was increased by 7% to $0.595 per share, payable on December 10, 2026.
Fiscal year 2027 guidance projects approximate earnings per share of $5.70 and adjusted earnings per share of $7.25.
Emerson Electric said it changed its method of accounting for pension and other postretirement benefit plans to mark-to-market, effective for fiscal 2026, and filed recast historical results. The change adds $8 million to pretax earnings for the nine months ended June 30, 2026, and the company expects a pretax mark-to-market gain of less than $5 million in the fourth quarter of fiscal 2026, which was not in its previous outlook. The change has no effect on cash flows, plan funding or benefits payable.
Nine-month pretax earnings rise $8 million; after-tax $6 million, or $0.01 per share
Fourth-quarter fiscal 2026 mark-to-market gain expected to be less than $5 million pretax
Adjusted earnings per share will exclude the annual mark-to-market adjustment
Change applied retrospectively; recast results are in Exhibit 99.1 and are not a restatement
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.
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
Emerson reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with net sales up 3% to $4,562 million and GAAP earnings per share up 28% to $1.10, while underlying sales grew only 0.5% and adjusted segment EBITA margin slipped to 27.6%. The company also updated its full-year 2026 outlook, now calling for adjusted EPS of $6.45 to $6.55, and separately said its board elected Jennifer Newstead as a director effective August 3, 2026.
Net sales $4,562 million vs $4,432 million a year earlier; underlying sales up 0.5%; underlying orders up 5%.
GAAP EPS $1.10 vs $0.86; adjusted EPS $1.54 vs $1.48; adjusted segment EBITA margin 27.6% vs 28.0%.
Operating cash flow $779 million vs $825 million; free cash flow $694 million vs $738 million.
FY2026 outlook: adjusted EPS $6.45 to $6.55, net sales growth about 4.5%, underlying sales growth about 3%; plans of about $2.2 billion in shareholder returns, including about $1 billion in buybacks.
Emerson Electric entered a $2 billion 364-day unsecured credit agreement dated February 10, 2026, which expires February 9, 2027. The company has no outstanding loans or letters of credit under the facility and says it has no current intention to borrow, so it adds no debt on its own. The facility serves as a liquidity back-up for the company's commercial paper borrowings and replaces a $3 billion facility that expired by its terms.
Facility size: $2 billion, 364-day term, expiring February 9, 2027
No borrowings or letters of credit outstanding; company has no current intention to borrow
Supports general corporate purposes, including back-up for commercial paper
Replaces the $3 billion 364-day credit agreement entered February 11, 2025
Emerson reported first quarter fiscal 2026 results for the quarter ended December 31, 2025, with net sales up 4% to $4,346 million and GAAP EPS up 5% to $1.07. The company also updated its full-year 2026 outlook, including adjusted EPS guidance of $6.40 to $6.55 and plans to return about $2.2 billion to shareholders through roughly $1 billion in buybacks and about $1.2 billion in dividends.
Net sales rose 4% to $4,346 million; underlying sales grew 2% and underlying orders grew 9%.
Pretax earnings were flat at $775 million, and pretax margin fell to 17.8% from 18.6%.
Operating cash flow fell 10% to $699 million and free cash flow fell 13% to $602 million.
2026 adjusted EPS guidance is $6.40 to $6.55; second-quarter adjusted EPS guidance is $1.50 to $1.55.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Emerson Electric filing is on SEC EDGAR ↗. 8-K briefs of other companies →