Emerson Electric — Aug 4, 2026 release

2026 Q3 Underlying Sales Change Reported (Favorable) / Unfavorable FX (Acquisitions) / Divestitures Underlying Control Systems & Software 7  % —  % —  % 7  % Test & Measurement 23  % —  % —  % 23  % Software & Systems 11   % —   % —   % 11   % Sensors 8  % (1) % —  % 7  % Final Control 4  % (1) % —  % 3  % Intelligent Devices 6   % (1) % —   % 5   % Safety & Productivity 3   % (1) % —   % 2   % Emerson 7   % (1) % —   % 6   % Nine Months Ended June 30, 2026 Underlying Sales Change Reported (Favorable) / Unfavorable FX (Acquisitions) / Divestitures Underlying Control Systems & Software 3  % (1) % —  % 2  % Test & Measurement 18  % (3) % —  % 15  % Software & Systems 7   % (2) % —   % 5   % Sensors 4  % (2) % —  % 2  % Final Control 4  % (2) % —  % 2  % Intelligent Devices 4   % (2) % —   % 2   % Safety & Productivity 3   % (1) % —   % 2   % Emerson 5   % (2) % —   % 3   % Underlying Growth Guidance 2026 Q4 Guidance 2026 Guidance Reported (GAAP) ~5% ~5% (Favorable) / Unfavorable FX - ~(1.5 pts) (Acquisitions) / Divestitures - - Underlying (non-GAAP) ~5% ~3.5% 2025 Q3 Adjusted Segment EBITA EBIT EBIT Margin Amortization of Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin Control Systems & Software $ 271  24.2  % $ 114  $ 8  $ 393  35.2  % Test & Measurement (26) (7.2) % 107  —  81  22.4  % Software & Systems $ 245   16.6   % $ 221   $ 8   $ 474   32.1   % Sensors 246  24.2  % 11  2  259  25.5  % Final Control 351  23.1  % 30  8  389  25.5  % Intelligent Devices $ 597   23.5   % $ 41   $ 10   $ 648   25.5   % Safety & Productivity $ 103   19.2   % $ 7   $ —   $ 110   20.4   % Page 14 2026 Q3 Adjusted Segment EBITA EBIT EBIT Margin Amortization of Intangibles Restructuring and Related Costs Adjusted Segment EBITA Adjusted Segment EBITA Margin Control Systems & Software $ 285  23.8  % $ 100  $ 6  $ 391  32.6  % Test & Measurement 11  2.6  % 108  13  132  29.6  % Software & Systems $ 296   18.0   % $ 208   $ 19   $ 523   31.8   % Sensors 303  27.7  % 11  9  323  29.7  % Final Control 349  22.0  % 27  48  424  26.7  % Intelligent Devices $ 652   24.3   % $ 38   $ 57   $ 747   27.9   % Safety & Productivity $ 93   16.9   % $ 7   $ 17   $ 117   21.2   % Total Adjusted Segment EBITA 2025 Q3 2026 Q3 Pretax earnings (GAAP) $ 734 $ 916 Margin 16.1  % 18.8  % Corporate items and interest expense, net 211 125 Amortization of intangibles 269 253 Restructuring and related costs 18 93 Adjusted segment EBITA (non-GAAP) $ 1,232 $ 1,387 Margin 27.1  % 28.5  % Free Cash Flow 2025 Q3 2026 Q3 2026E ($ in billions) Operating cash flow (GAAP) $ 1,062  $ 1,425  ~$4.1 Capital expenditures (92) (102) ~(0.45) Free cash flow (non-GAAP) $ 970   $ 1,323   ~$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.