HighGravityDataEmerson Electric — Feb 3, 2026 release
Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000032604-26-000006
Showing in the filing
Capital expenditures
“~(0.45)”
Period
FY2026
Measure
Company-defined measure
Source
Guidance table
All guidance in this release · 25
Quarterly cash dividend for FY2026
“$0.555 per share”
Capital Returned to Shareholders for FY2026
“~$2.2B”
Returning to shareholders for FY2026
“~$2.2B”
Share Repurchases (capital allocation) for FY2026
“~$1B”
Dividends (capital allocation) for FY2026
“~$1.2B”
Net Sales Growth for Q2 FY2026
“3% - 4%”
Net Sales Growth for FY2026
“~5.5%”
Underlying Sales Growth for Q2 FY2026
“1% - 2%”
Underlying Sales Growth for FY2026
“~4%”
Earnings Per Share for Q2 FY2026
“$1.06 - $1.11”
Earnings Per Share for FY2026
“$4.78 - $4.93”
Amortization of intangibles for Q2 FY2026
“~$0.35”
Amortization of intangibles for FY2026
“~$1.38”
Acquisition/divestiture fees and related costs for FY2026
“~$0.06”
Restructuring and related costs for Q2 FY2026
“~$0.06”
Restructuring and related costs for FY2026
“~$0.14”
Acquisition/divestiture fees and related costs for Q2 FY2026
“~$0.02”
Discrete taxes for Q2 FY2026
“~$0.01”
Discrete taxes for FY2026
“~$0.04”
Adjusted Earnings Per Share for Q2 FY2026
“$1.50 - $1.55”
Adjusted Earnings Per Share for FY2026
“$6.40 - $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”
Capital expenditures for FY2026
“~(0.45)”
Exhibit 99.1 · the passage around this item
… earlier in the release
2026 Q1 Underlying Sales Change Reported (Favorable) / Unfavorable FX (Acquisitions) / Divestitures Underlying Control Systems & Software 2 % (2) % — % — % Test & Measurement 14 % (3) % — % 11 % Software & Systems 5 % (2) % — % 3 % Sensors 2 % (1) % — % 1 % Final Control 4 % (2) % — % 2 % Intelligent Devices 4 % (2) % — % 2 % Safety and Productivity 3 % (2) % — % 1 % Emerson 4 % (2) % — % 2 % Underlying Growth Guidance 2026 Q2 Guidance 2026 Guidance Reported (GAAP) 3% - 4% ~5.5% (Favorable) / Unfavorable FX ~(2 pts) ~(1.5 pts) (Acquisitions) / Divestitures - - Underlying (non-GAAP) 1% - 2% ~4% 2025 Q1 Adjusted Segment EBITA EBIT EBIT Margin Amortization of Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin Control Systems & Software $ 208 20.3 % $ 127 $ 2 $ 337 33.0 % Test & Measurement (13) (3.6) % 105 (1) 91 25.5 % Software & Systems $ 195 14.1 % $ 232 $ 1 $ 428 31.1 % Sensors 285 29.3 % 10 1 296 30.5 % Final Control 305 22.9 % 29 7 341 25.5 % Intelligent Devices $ 590 25.6 % $ 39 $ 8 $ 637 27.6 % Safety & Productivity $ 96 19.7 % $ 7 $ 1 $ 104 21.3 % 2026 Q1 Adjusted Segment EBITA EBIT EBIT Margin Amortization of Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin Control Systems & Software $ 232 22.2 % $ 101 $ 1 $ 334 31.9 % Test & Measurement 14 3.6 % 107 — 121 29.7 % Software & Systems $ 246 17.0 % $ 208 $ 1 $ 455 31.3 % Sensors 266 26.7 % 11 5 282 28.3 % Final Control 331 23.8 % 28 2 361 25.9 % Intelligent Devices $ 597 25.0 % $ 39 $ 7 $ 643 26.9 % Safety & Productivity $ 97 19.2 % $ 7 $ 1 $ 105 20.9 % Page 13 Total Adjusted Segment EBITA 2025 Q1 2026 Q1 Pretax earnings (GAAP) $ 775 $ 775 Margin 18.6 % 17.8 % Corporate items and interest expense, net 106 165 Amortization of intangibles 278 254 Restructuring and related costs 10 9 Adjusted segment EBITA (non-GAAP) $ 1,169 $ 1,203 Margin 28.0 % 27.7 % Free Cash Flow 2025 Q1 2026 Q1 2026E ($ in billions) Operating cash flow (GAAP) $ 777 $ 699 $4.0 - $4.1 Capital expenditures (83) (97) ~(0.45) Free cash flow (non-GAAP) $ 694 $ 602 $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.
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.