HighGravityData

Emerson Electric — Aug 4, 2026 release

Fiscal 2026 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000032604-26-000042
Open on SEC.gov ↗
Showing in the filing
Returning to shareholders
“~$2.2B”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 22
Quarterly cash dividend for FY2026
“$0.555 per share”
Cash returned to shareholders (capital alloc… 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 FY2026
“~5%”
Underlying Sales Growth for Q4 FY2026
“~5%”
Underlying Sales Growth for FY2026
“~3.5%”
Earnings Per Share for Q4 FY2026
“~$1.45”
Amortization of intangibles for Q4 FY2026
“~$0.34”
Amortization of intangibles for FY2026
“~$1.39”
Restructuring and related costs for Q4 FY2026
“~$0.03”
Restructuring and related costs for FY2026
“~$0.24”
Acquisition/divestiture fees and related costs for Q4 FY2026
“~$0.01”
Acquisition/divestiture fees and related costs for FY2026
“~$0.09”
Discrete taxes for Q4 FY2026
“~$0.02”
Discrete taxes for FY2026
“~$0.05”
IEEPA tariff refunds for FY2026
“~($0.11)”
Adjusted Earnings Per Share for Q4 FY2026
“~$1.85”
Operating Cash Flow for FY2026
“~$4.1B”
Free Cash Flow for FY2026
“~$3.6B”
Capital expenditures for FY2026
“~(0.45)”
Exhibit 99.1 · the passage around this item
… earlier in the release
Secular tailwinds continue to support sustained investment in our growth verticals and provide a solid foundation as we finish 2026 and look ahead to 2027." 2026 Outlook The following tables summarize the fiscal year 2026 guidance framework. As we pivot capital allocation to returning cash to shareholders, the 2026 outlook assumes returning ~$2.2B through ~$1B share repurchases and ~$1.2B of dividends. Guidance figures are approximate. 2026 Q4 2026 Net Sales Growth ~5% ~5% Underlying Sales Growth ~5% ~3.5% Earnings Per Share ~$1.45 ~$4.89 Amortization of intangibles ~$0.34 ~$1.39 Restructuring and related costs ~$0.03 ~$0.24 Acquisition/divestiture fees and related costs ~$0.01 ~$0.09 Discrete taxes ~$0.02 ~$0.05 IEEPA tariff refunds - ~($0.11) Adjusted Earnings Per Share ~$1.85 ~$6.55 Operating Cash Flow ~$4.1B Free Cash Flow ~$3.6B 1 Results are presented on a continuing operations basis. 2 Underlying orders do not include AspenTech. 3 Underlying sales excludes the impact of currency translation, and significant acquisitions and divestitures. 4 Adjusted segment EBITA represents segment earnings excluding restructuring and intangibles amortization expense. 5 Adjusted EPS excludes intangibles amortization expense, restructuring and related costs, first year purchase accounting related items and transaction-related costs, discrete taxes and certain gains, losses or impairments. Page 2 Conference Call Today, beginning at 3:30 p.m. Central Time / 4:30 p.m. Eastern Time, Emerson management will discuss the third quarter results
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.