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Dec 31, 2025
Emerson Q1 2026 Earnings Report
Emerson reported its first quarter 2026 results, with net sales of $4,346 million and GAAP EPS of $1.07.
Key Takeaways
Emerson delivered strong first quarter 2026 results, meeting sales commitments and exceeding profitability expectations. The company reported robust demand for its automation technology, particularly in Software & Systems, with significant growth in North America, India, and the Middle East & Africa. Emerson also declared a quarterly cash dividend of $0.555 per share.
Net sales increased by 4% to $4,346 million compared to the previous year.
GAAP earnings per share rose by 5% to $1.07.
Adjusted earnings per share increased by 6% to $1.46.
Operating cash flow decreased by 10% to $699 million, while free cash flow decreased by 13% to $602 million.
Revenue by Segment
Forward Guidance
Emerson provided a positive outlook for fiscal year 2026, anticipating continued growth in net sales and adjusted earnings per share, while also planning significant capital allocation towards shareholder returns.
Positive Outlook
- Net Sales Growth is projected to be ~5.5% for the full year 2026.
- Underlying Sales Growth is expected to be ~4% for the full year 2026.
- Adjusted Earnings Per Share are forecasted to be between $6.40 and $6.55 for the full year 2026.
- Operating Cash Flow is projected to be between $4.0 billion and $4.1 billion for the full year 2026.
- Free Cash Flow is expected to be between $3.5 billion and $3.6 billion for the full year 2026.
Challenges Ahead
- Amortization of intangibles is estimated at ~$1.38 for the full year 2026.
- Restructuring and related costs are projected at ~$0.14 for the full year 2026.
- Acquisition/divestiture fees and related costs are estimated at ~$0.06 for the full year 2026.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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