EMR · 10-Q · 2026Q2 · Full report

Geographic Market Commentary

EMERSON ELECTRIC CO · 2026-08-04 · Importance 30 · Surprise 40

Third-quarter underlying sales increased 10% in the U.S. and 8% in the Americas, while Europe declined 1%. Asia, Middle East and Africa grew 8% overall, although China declined 3%. Over the first nine months, U.S. underlying sales increased 8% and the Americas increased 6%, while Europe declined 1% and Asia, Middle East and Africa increased only 1%. China was down 5% for the nine-month period, reflecting persistent regional weakness despite stronger quarterly Software & Systems performance.

Key facts

• Q3 FY2026 Software & Systems underlying sales by region: Americas +13 percent, Asia, Middle East & Africa +16 percent (China up 14 percent), Europe -1 percent. source
• Q3 FY2026 underlying sales by geography: underlying sales were up 10 percent in the U.S. and up 4 percent internationally; Americas up 8 percent, Europe down 1 percent, Asia, Middle East & Africa up 8 percent (China down 3 percent). source
• Q3 FY2026 Intelligent Devices regional underlying sales: Americas +6 percent, Asia, Middle East & Africa +5 percent (China down 8 percent), Europe flat. source
• Q3 FY2026 Safety & Productivity regional underlying sales: Americas +4 percent, Asia, Middle East & Africa +1 percent, Europe -6 percent. source
• Nine months Software & Systems regional underlying sales: Americas +7 percent, Europe -1 percent, Asia, Middle East & Africa +7 percent (China up 4 percent). source
• Nine months Intelligent Devices regional underlying sales: Americas +5 percent, Europe -1 percent, Asia, Middle East & Africa -2 percent (China down 10 percent). source
• Nine months Safety & Productivity regional underlying sales: Americas +4 percent, Europe -5 percent, Asia, Middle East & Africa -1 percent. source