HighGravityDataEmerson Electric — Nov 3, 2025 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000032604-25-000079
Showing in the filing
(Favorable) / Unfavorable FX
“~(1.5) pts”
Period
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 % 101 9 29
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.