HighGravityData

Emerson Electric — Nov 3, 2025 release

Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000032604-25-000079
Open on SEC.gov ↗
Showing in the filing
(Favorable) / Unfavorable FX
“~(2) pts”
Period
Q1 FY2026
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 27
5% quarterly cash dividend increase for FY2025
“$0.555 per share”
Quarterly Cash Dividend
“$0.555 per share”
Share repurchase authorization
“up to 50 million shares”
Cash Returned to Shareholders for FY2026
“~$2.2B”
Returning to shareholders for FY2026
“~$2.2B”
Share repurchases for FY2026
“~$1B”
Dividends for FY2026
“~$1.2B”
Net Sales Growth for Q1 FY2026
“~4%”
Underlying Sales Growth for FY2026
“~4%”
Net Sales Growth for FY2026
“~5.5%”
Underlying Sales Growth for Q1 FY2026
“~2%”
Earnings Per Share for Q1 FY2026
“~$0.98”
Earnings Per Share for FY2026
“$4.73 - $4.93”
Amortization of intangibles for Q1 FY2026
“~$0.35”
Amortization of intangibles for FY2026
“~$1.42”
Acquisition/divestiture fees and related costs for FY2026
“~$0.05”
Restructuring and related costs for Q1 FY2026
“~$0.05”
Restructuring and related costs for FY2026
“~$0.15”
Acquisition/divestiture fees and related costs for Q1 FY2026
“~$0.02”
Adjusted Earnings Per Share for Q1 FY2026
“~$1.40”
Adjusted Earnings Per Share for FY2026
“$6.35 - $6.55”
Operating Cash Flow for FY2026
“$4.0B - $4.1B”
Free Cash Flow for FY2026
“$3.5B - $3.6B”
Share Repurchase for FY2026
“~$1.0B”
(Favorable) / Unfavorable FX for Q1 FY2026
“~(2) pts”
(Favorable) / Unfavorable FX for FY2026
“~(1.5) pts”
Capital expenditures for FY2026
“~(0.45)”
Exhibit 99.1 · the passage around this item
… earlier in the release
Q4 FY25 Underlying Sales Change Reported (Favorable) / Unfavorable FX (Acquisitions) / Divestitures Underlying Final Control 4  % (1) % —  % 3  % Measurement & Analytical 3  % (1) % —  % 2  % Discrete Automation 5  % (1) % —  % 4  % Safety & Productivity 2  % (1) % —  % 1  % Intelligent Devices 4   % (1) % —   % 3   % Control Systems & Software 7  % (1) % —  % 6  % Test & Measurement 13  % (1) % —  % 12  % Software and Control 9   % (1) % —   % 8   % Emerson 5   % (1) % —   % 4   % Year Ended Sept 30, 2025 Underlying Sales Change Reported (Favorable) / Unfavorable FX (Acquisitions) / Divestitures Underlying Final Control 4  % —  % —  % 4  % Measurement & Analytical 2  % —  % —  % 2  % Discrete Automation 1  % —  % —  % 1  % Safety & Productivity (2) % (1) % —  % (3) % Intelligent Devices 2   % —   % —   % 2   % Control Systems & Software 7  % —  % —  % 7  % Test & Measurement 2  % (1) % —  % 1  % Software and Control 5   % —   % —   % 5   % Emerson 3   % —   % —   % 3   % Underlying Growth Guidance 2026 Q1 Guidance 2026 Guidance Reported (GAAP) ~4% ~5.5% (Favorable) / Unfavorable FX ~(2) pts ~(1.5) pts (Acquisitions) / Divestitures - - Underlying (non-GAAP) ~2% ~4% Page 17 2024 Q4 Adjusted Segment EBITA EBIT EBIT Margin Amortization of Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin Final Control $ 271  23.2  % $ 22  $ 12  $ 305  26.1  % Measurement & Analytical 295  26.4  % 12  19  326  29.2  % Discrete Automation 144  22.3  % 8  2  154  23.9  % Safety & Productivity 78  22.2  % 7  5  90  25.4  % Intelligent Devices $ 788   24.0   % $ 49   $ 38   $ 875   26.6   % Control Systems & Software 98  9.8  % 126  15  239  24.0  % Test & Measurement (45) (12.4) % 141  —  96  26.7  % Software and Control $ 53   3.9   % $ 267   $ 15   $ 335   24.7   % 2025 Q4 Adjusted Segment EBITA EBIT EBIT Margin Amortization of Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin Final Control $ 310  25.6  % $ 22  $ 3  $ 335  27.6  % Measurement & Analytical 317  27.5  % 12  19  348  30.2  % Discrete Automation 134  19.9  % 8  12  154  22.9  % Safety & Productivity 77  21.0  % 7  5  89  24.3  % Intelligent Devices $ 838   24.6   % $ 49   $ 39   $ 926   27.2   % Control Systems & Software 181  17.0  %
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.