Company facts
- Headquarters
- St Louis, Missouri
- Most recent report
- 10-K, filed Nov 9, 2026
- Incorporated
- Missouri
- Filings on record
- 1,014+ filings
- On EDGAR
- CIK 32604
- Fiscal year ends
- September
- Filer status
- Large accelerated filer
Financials 8 of 52
News 8 of 205
Prospectuses and Registrations 8 of 41
- S-3ASR Automatic shelf registration Nov 9, 2026
- S-8 Registration statement for an employee plan Nov 10, 2025
- 25-NSE Notice that a security was delisted Oct 15, 2025
- S-8 Registration statement for an employee plan Mar 12, 2025
- 424B5 Prospectus supplement for an offering Feb 27, 2025
- 424B5 Prospectus supplement for an offering Feb 27, 2025
- FWP Free writing prospectus Feb 25, 2025
- FWP Free writing prospectus Feb 25, 2025
Proxies 8 of 34
- DEFA14A Extra proxy material Dec 12, 2025
- DEF 14A Proxy statement for a shareholder vote Dec 12, 2025
- PRE 14A Preliminary proxy statement Nov 26, 2025
- DEFA14A Extra proxy material Dec 13, 2024
- DEF 14A Proxy statement for a shareholder vote Dec 13, 2024
- PRE 14A Preliminary proxy statement Nov 29, 2024
- DEFA14A Extra proxy material Dec 8, 2023
- DEF 14A Proxy statement for a shareholder vote Dec 8, 2023
Ownership 8 of 580
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
Other 8 of 102
- SD Conflict minerals disclosure May 29, 2026
- 11-K Employee stock plan report Mar 12, 2026
- 11-K Employee stock plan report Mar 12, 2026
- ARS Annual report sent to shareholders Dec 12, 2025
- SD Conflict minerals disclosure May 30, 2025
- 11-K Employee stock plan report Mar 25, 2025
- 11-K Employee stock plan report Mar 25, 2025
- SC TO-T/A Amended filing Mar 12, 2025
What to read: FY2026 10-K
SECSift found 3 of 27 sections worth reading, with 7 positive, 11 notable, and 2 negative flags.
Business (Item 1)
Contains recent M&A, segment changes, backlog growth, and employee metrics.Notable- Completed $7.2B acquisition of AspenTech in March 2025, making it a wholly owned subsidiary.
- Revised reportable segments effective fiscal 2026, now five segments in three groups.
- R&D spending rose to 8.3% of sales in 2026 from 8.1% in 2025 and 2024.
- Employee engagement score rose to 80% in 2026 from 79% in 2025, with 93% participation.
Management's Discussion (Item 7)
Core MD&A with detailed segment results, cash flows, and FY2027 outlook.Positive- Underlying sales up 4% in FY2026 despite 1% headwind from software renewals and Middle East.
- Net earnings from continuing ops $2,691M up 19% in FY2026.
- Diluted EPS from continuing ops $4.79 up 20% in FY2026.
- Adjusted diluted EPS $6.59 up 10% in FY2026.
- Operating cash flow $3,978M up 8% in FY2026, reflecting higher earnings.
- Dividend increased to $2.38 annualized in November 2026.
Notable- AspenTech acquired for ~$7.2B in March 2025, funded by increased debt.
- Tariff refunds of $121 ($0.16 per share) recorded in cost of sales in FY2026.
- Pension accounting changed to mark-to-market; cumulative effect decreased retained earnings by $251.
- FY2027 outlook: adjusted EPS ~$7.25, sales up ~5%, $3.8B returned to shareholders.
Financial Statements (Item 8)
Full financial statements and notes with company-specific details.Notable
What changed: FY2026 vs. FY2025
About 14% of EMR's FY2026 10-K is new information. 88 paragraphs were added, 209 changed, and 113 removed. Below are the most important lines SECSift identified.
New
- Fiscal 2027 outlook: net sales up ~5%, adjusted EPS ~$7.25, operating cash flow $4.3-$4.4B.
- Received $121 in IEEPA tariff refunds in fiscal 2026, recorded in cost of sales, with $30 contributed to charitable trust.
- Added Technology and Environmental Sustainability Committee oversight for cybersecurity risks related to products.
- Added director J. G. Newstead to the board.
- Added new director Jennifer Newstead, Senior Vice President, General Counsel and Government Affairs at Apple Inc.
- Added two new executive officers: Rudy Sengupta (Chief Technology and AI Officer) and Sabyasachi Mitra (Group President, Systems & Software).
- Adopted ASU 2023-09 in Q4 2026, expanding income tax rate reconciliation and taxes paid disclosures.
- Changed pension accounting to mark-to-market, recognizing actuarial gains/losses immediately in earnings, applied retrospectively.
- Employee Stock Purchase Plan added 9,848,000 shares to column (c) breakdown.
- New Exhibit 18: Preferability Letter of KPMG regarding change in pension accounting.
Changed
- Weighted-average exercise price rose to $186.07 from $54.16 as of Sep 30, 2026.
- Emerson's 5-year CAGR fell to 12.7% from 17.4%.
- 364-Day Credit Agreement date changed to February 10, 2026 from February 11, 2025.
- Added AI-driven cyber threats: advanced AI tools may automate vulnerability discovery and develop evasive malware.
- CISO's cybersecurity experience changed from last 14 years to since 2007.
- Changed AI risk title from 'We May Use' to 'We Use' and added machine learning and autonomous agents.
- Employee count decreased to approximately 70,000 from 71,000.
- Exhibit 4(c) Description of Capital Stock changed from incorporated by reference to filed herewith.
- Exhibit 4(d) Description of Notes changed from filed herewith to incorporated by reference to 2025 10-K.
- Final Control locations within Intelligent Devices rose to 55 from 35.
- Intelligent Devices locations decreased to 80 from 105; Sensors (25) replaced Measurement & Analytical (25) and Discrete Automation (35).
- Lori Lee's title added 'of International' to become Global Marketing Officer and Senior Executive Vice President of International AT&T Inc.
- Michael Tang's title added 'Secretary' to become Senior Vice President, Secretary and Chief Legal Officer.
- National Instruments assumed shares dropped to 93,000 from 338,000.
- Outstanding stock options increased to 737,000 from 98,000.
- Reorganized segments into five: Software & Systems (Control Systems & Software and Test & Measurement), Intelligent Devices (Sensors and Final Control), and Safety & Productivity.
- Safety & Productivity became a separate segment with 20 locations, up from 10 within Intelligent Devices.
- Securities remaining available for future issuance rose to 23,351,000 from 15,703,000.
- Segment reporting reorganized into three groups (Software & Systems, Intelligent Devices, Safety & Productivity) from two groups in prior year.
- Stockholders of record fell to 13,000 from 13,500 year-over-year.
- Total manufacturing locations fell to about 115 from about 120 as of September 30, 2026.
- Total recordable injury rate fell to 0.22 from 0.25; lost/restricted workday rate fell to 0.15 from 0.20.
- US manufacturing locations dropped to about 30 from about 35.
Everything here comes from Emerson Electric Co's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 9, 2026, from the 10-K for FY2026.