Filings monitor · EMR

What EMERSON ELECTRIC CO's SEC filings said

10-K for 2026, filed 9 Nov 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Share Repurchase Program83 · importance in its document · 8-K exhibit · 4 Nov 2026
   Emerson's fiscal 2027 framework assumes approximately $2.5 billion of share repurchases, including about $1.5 billion in the first quarter. Together with approximately $1.3 billion in dividends, planned capital returns total approximately…
2. Liquidity and Debt Position76 · importance in its document · 10-K · 2026
   At September 30, 2026, Emerson reported total debt of $7.687 billion, down from $13.116 billion in 2025, and common stockholders’ equity of $21.636 billion. The debt-to-total-capital ratio declined to 26.2% from 39.3% in 2025, while the…
3. Guidance and Outlook74 · importance in its document · 10-K · 2026
   For fiscal 2027, Emerson expects consolidated net sales from continuing operations and underlying sales to each increase approximately 5%. The company projects diluted EPS of approximately $5.70 and adjusted diluted EPS of approximately…
4. Free Cash Flow74 · importance in its document · 8-K exhibit · 4 Nov 2026
   Fourth-quarter operating cash flow increased 6% year over year to $1.075 billion, and free cash flow rose 9% to $916 million. Full-year operating cash flow increased 8% to $3.978 billion, while free cash flow rose 9% to $3.535 billion.…
5. Acquisition / Partnership / Divestiture71 · importance in its document · 10-K · 2026
   Emerson describes portfolio management as part of its strategy to build a higher-growth, higher-margin industrial technology portfolio and global automation leader. On March 12, 2025, it purchased the remaining AspenTech shares for…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-K · 2026 filed 9 Nov 2026

Full report · Filing on EDGAR

• Liquidity and Debt PositionImportance 76
  At September 30, 2026, Emerson reported total debt of $7.687 billion, down from $13.116 billion in 2025, and common stockholders’ equity of $21.636 billion. The debt-to-total-capital ratio declined to 26.2% from 39.3%…
• Guidance and OutlookImportance 74
  For fiscal 2027, Emerson expects consolidated net sales from continuing operations and underlying sales to each increase approximately 5%. The company projects diluted EPS of approximately $5.70 and adjusted diluted…
• Acquisition / Partnership / DivestitureImportance 71
  Emerson describes portfolio management as part of its strategy to build a higher-growth, higher-margin industrial technology portfolio and global automation leader. On March 12, 2025, it purchased the remaining…
• Capital Return ProgramImportance 63 · +1 more on this subject
  Emerson paid $1.244 billion in dividends during fiscal 2026, or $2.22 per share, compared with $1.192 billion and $2.11 per share in 2025. The company repurchased $1.000 billion of common stock in 2026, buying 7.2…
• Operating Income and MarginsImportance 59
  Fiscal 2026 pretax earnings from continuing operations increased 20% to $3.489 billion, while adjusted EBITA rose to $5.054 billion and its margin increased 0.5 percentage points to 26.6%. Software & Systems earnings…
• Segment Revenue PerformanceImportance 54 · +1 more on this subject
  Software & Systems generated $6.3 billion of fiscal 2026 sales, up 8%, with underlying sales up 7%; Control Systems & Software sales increased 6% and Test & Measurement sales increased 17%. Intelligent Devices sales…
• Software & Systems DemandImportance 54 · +1 more on this subject
  Software & Systems sales reached $6.3 billion in fiscal 2026, up 8%, with underlying sales increasing 7% on 4% higher volume and 3% higher price. Demand in power and life sciences supported Control Systems & Software,…
• Income Tax Rate ChangesImportance 50
  Emerson’s effective tax rate was 23% in fiscal 2026, compared with 24% in 2025 and 21% in 2024; income taxes were $796 million, $690 million, and $420 million, respectively. The OBBBA increased the 2026 effective rate…
• Geographic Revenue ShiftImportance 49
  International destination sales, including U.S. exports, increased 3% to $10.9 billion in fiscal 2026 and represented 58% of total sales. Underlying international destination sales increased 1%, with Asia, Middle East…
• Operating Cash Flow TrendsImportance 49
  Operating cash flow from continuing operations increased 8% to $3.978 billion in fiscal 2026, reflecting higher earnings partly offset by increased operating working capital. Operating working capital rose to 11.9% of…
• Interest Expense IncreaseImportance 46
  Net interest expense increased to $334 million in fiscal 2026 from $237 million in 2025, a 41% increase. The increase reflected short-term borrowings and long-term debt used to fund the March 2025 AspenTech…
• Gross Margin DriversImportance 40
  Fiscal 2026 gross profit increased to $10.128 billion from $9.519 billion, and gross margin rose 0.6 percentage points to 53.4%. Favorable price less net material inflation and $121 million of IEEPA tariff refunds…

8-K filings last 12 months

• Guidance issued4 Nov 2026 · 8-K Item 2.02 · Routine · rule score 25
  “Provides Initial 2027 Outlook ST. LOUIS (November 4, 2026) - Emerson (NYSE: EMR) today reported results 1 for its fourth quarter and fiscal year ended September 30, 2026.”
  Read from the attached exhibit: Share Repurchase Program · Free Cash Flow · Guidance and Outlook
• Results (release not read)13 Oct 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Restructuring Charges
• Results (release not read)4 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Operating Cash Flow Trends · Guidance and Outlook · Capital Return Program
• Management change (filing not read) · Results (release not read)5 May 2026 · 8-K Items 2.02, 5.02 · Routine · rule score 20
• New debt13 Feb 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
• Results (release not read)3 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)20 Nov 2025 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)14 Nov 2025 · 8-K Item 5.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 4 Aug 2026
  Interest Rate and Refinancing Exposure · Guidance / Outlook · Income Tax Rate Changes

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.