Emerson Electric — Aug 4, 2026 release

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 during an investor conference call. Participants can access a live webcast available at https://ir.emerson.com at the time of the call. A replay of the call will be available for 90 days.