Every 8-K that Emerson Electric Co. (EMR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow EMR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EMR filings page.
Emerson Electric reported strong third‑quarter 2026 results, with net sales of $4.873 billion, up 7% from $4.553 billion a year earlier, and underlying sales up 6%.
Pretax earnings rose to $916 million, expanding GAAP margin to 18.8%. GAAP EPS from continuing operations was $1.28, up 24%, while adjusted EPS reached $1.71, up 13%. Operating cash flow increased 34% to $1.425 billion and free cash flow 36% to $1.323 billion.
Management raised its fiscal 2026 outlook, now targeting approximately 5% net sales growth, GAAP EPS of about $4.89 and adjusted EPS of about $6.55. The company plans to return roughly $2.2 billion to shareholders in 2026, including ~$1 billion of share repurchases and ~$1.2 billion of dividends, and declared a quarterly dividend of $0.555 per share.
Emerson Electric reported solid second quarter 2026 results and updated its full-year outlook while adding a new independent director to its board.
For the quarter ended March 31, 2026, net sales were $4,562 million, up 3% from $4,432 million a year earlier. GAAP diluted earnings per share rose to $1.10 from $0.86, a 28% increase, and adjusted EPS improved to $1.54 from $1.48. Pretax earnings margin expanded from 14.2% to 17.4%, while adjusted EBITA margin moved to 26.2%. Operating cash flow was $779 million and free cash flow was $694 million, both down 6% versus the prior year quarter. Underlying orders increased 5%, and underlying sales grew 0.5%.
For fiscal 2026, Emerson now targets net sales growth of about 4.5%, adjusted EPS of $6.45–$6.55, operating cash flow of $4.0–$4.1 billion and free cash flow of $3.5–$3.6 billion, assuming roughly $2.2B returned to shareholders through about $1B of share repurchases and $1.2B of dividends. The company declared a quarterly dividend of $0.555 per share.
The board elected Jennifer G. Newstead, Senior Vice President and General Counsel of Apple, as a director effective August 3, 2026. She will join the Compensation and Corporate Governance and Nominating Committees and receive a pro rata $95,000 restricted stock unit award upon joining.
Emerson Electric Co. entered into a new $2 billion 364-Day Credit Agreement with a bank syndicate led by JPMorgan Chase Bank, N.A., effective February 10, 2026. The unsecured facility, which expires on February 9, 2027, is available in U.S. dollars under various interest rate options.
The credit line is intended for general corporate purposes, including serving as a liquidity back-up for Emerson’s commercial paper program. There are currently no loans or letters of credit outstanding, and the company states it has no present intention to borrow under this or prior similar facilities.
This agreement replaces Emerson’s prior $3 billion 364-day credit facility that had reached its scheduled expiration. Emerson may designate eligible subsidiaries as borrowers, whose obligations would be unconditionally and irrevocably guaranteed by the company.
Emerson Electric Co. reported voting results from its 2026 annual shareholder meeting held on February 3, 2026. Shareholders elected three directors: Martin S. Craighead, Gloria A. Flach, and Matthew S. Levatich, each receiving significantly more votes “for” than “against.”
Shareholders approved the company’s executive compensation in a non-binding advisory vote and ratified KPMG LLP as independent registered public accounting firm for fiscal 2026 by a wide margin. A proposal to amend the Restated Articles of Incorporation to declassify the Board of Directors received substantial support but did not pass because it required 85% of outstanding shares in favor.
Emerson Electric Co. furnished an 8-K to share its first quarter results, directing investors to a February 3, 2026 press release for detailed figures. The press release discusses “underlying orders,” defined as the trailing three‑month average orders growth versus the prior year, excluding currency effects and significant acquisitions or divestitures.
The company highlights use of non-GAAP financial measures, describing them as supplemental to GAAP figures and referring readers to its most recent Form 10-K and the press release for explanations. It also includes forward-looking statements and warns that actual results may differ due to global conflicts, economic conditions, inflation, cybersecurity, tariffs, competition, technology, and other risks described in its SEC reports.
Emerson Electric Co. (EMR) announced that, following completion of its business transformation, it has revised its management structure and will begin reporting results under a new five-segment model starting in fiscal 2026. The new reportable segments are Control Systems & Software, Test & Measurement, Sensors, Final Control, and Safety & Productivity. Control Systems & Software and Test & Measurement will be grouped as the Software & Systems business, while Sensors and Final Control will be grouped as Intelligent Devices.
Safety & Productivity focuses on tools, connected equipment and technologies for construction, maintenance and industrial environments. Emerson has also reassigned certain businesses from its former Discrete Automation segment into these new segments. To help investors understand performance under this new structure, the company is providing supplemental, unaudited historical segment results for fiscal years 2021 through 2025 in Exhibit 99.1, which include non-GAAP financial measures intended as a supplement to GAAP results.
Emerson Electric (EMR) reported that its Board’s Compensation Committee granted Special Performance-based stock option awards to President & CEO Lal Karsanbhai and EVP & COO Ram Krishnan on November 13, 2025. Each executive received 350,000 stock options split into five tranches of 70,000 options with exercise prices of $128.46, $160.575 (25% premium), $192.69 (50%), $224.805 (75%), and $256.92 (100%).
Each tranche vests pro rata over five years (14,000 options per year per tranche) and carries a 10-year term. Vesting accelerates upon death or disability, or on a double-trigger basis in connection with a change in control under the shareholder-approved 2024 Equity Incentive Plan. The awards include confidentiality, non-competition, and non-solicitation obligations, and are designed to link leadership incentives to long-term shareholder value through significant stock price appreciation.
Emerson Electric Co. furnished a press release announcing its fourth-quarter and full-year results and outlined the use of certain non-GAAP measures. The company cautioned that forward-looking statements are subject to risks described in its most recent Annual Report and subsequent SEC filings.
Separately, the Board authorized the repurchase of up to 50 million shares of common stock over the next several years. This authorization is in addition to the 60 million share program approved in March 2020, which has approximately 20 million shares remaining. Repurchases may occur in open market or private transactions at management’s discretion, may be suspended at any time, and repurchased shares may be used for employee benefit plans and other corporate purposes.