Emerson Electric — Nov 3, 2025 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  291  27.3  % Test & Measurement (4) (1.1) % 107  13  116  28.5  % Software and Control $ 177   12.0   % $ 208   $ 22   $ 407   27.6   % Total Adjusted Segment EBITA 2024 Q4 2025 Q4 Pretax earnings (GAAP) $ 679 $ 796 Margin 14.7  % 16.4  % Corporate items and interest expense, net 162 219 Amortization of intangibles 316 257 Restructuring and related costs 53 61 Adjusted segment EBITA (non-GAAP) $ 1,210 $ 1,333 Margin 26.2  % 27.5  % Page 18 2024 Adjusted Segment EBITA EBIT EBIT Margin Amortization of Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin Final Control $ 977  23.2  % $ 87  $ 17  $ 1,081  25.7  % Measurement & Analytical 1,056  26.0  % 55  26  1,137  28.0  % Discrete Automation 466  18.6  % 34  35  535  21.3  % Safety & Productivity 308  22.2  % 26  7  341  24.5  % Intelligent Devices $ 2,807   23.1   % $ 202   $ 85   $ 3,094   25.4   % Control Systems & Software 572  14.5  % 512  23  1,107  28.1  % Test & Measurement (290) (19.8) % 560  81  351  24.0  % Software and Control $ 282   5.2   % $ 1,072   $ 104   $ 1,458   27.0   % 2025 Adjusted Segment EBITA EBIT EBIT Margin Amortization of Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin Final Control $ 1,081  24.7  % $ 86  $ 9  $ 1,176  26.9  % Measurement & Analytical 1,112  26.9  % 45  25  1,182  28.5  % Discrete Automation 469  18.6  % 32  30  531  21.0  % Safety & Productivity 291  21.5  % 27  5  323  23.8  % Intelligent Devices $ 2,953   23.8   % $ 190   $ 69   $ 3,212   25.9   % Control Systems & Software 895  21.3  % 468  25  1,388  33.0  % Test & Measurement (68) (4.5) % 425  18  375  25.3  % Software and Control $ 827   14.5   % $ 893   $ 43   $ 1,763   31.0   % Total Adjusted Segment EBITA 2024 2025 Pretax earnings (GAAP) $ 2,020 $ 2,934 Margin 11.5  % 16.3  % Corporate items and interest expense, net 1,069 846 Amortization of intangibles 1,274 1,083 Restructuring and related costs 189 112 Adjusted segment EBITA (non-GAAP) $ 4,552 $ 4,975 Margin 26.0  % 27.6  % Free Cash Flow 2024 Q4 2025 Q4 Operating cash flow (GAAP) $ 1,073  $ 1,011  Capital expenditures (168) (168) Free cash flow (non-GAAP) $ 905   $ 843   Free Cash Flow FY24 FY25 2026E ($ in billions) Operating cash flow (GAAP) $ 3,317  $ 3,676   $4.0 - $4.1 Capital expenditures (419) (431) ~(0.45) Free cash flow (non-GAAP) $ 2,898   $ 3,245   $3.5 - $3.6 Note 1: Underlying sales and orders exclude the impact of currency translation and significant acquisitions and divestitures. Note 2: All fiscal year 2026E figures are approximate, except where range is given.