Highest-materiality recent filing
Emerson Q2 adj EPS $1.54, orders +5%; adds Apple's Newstead to board, FY adj EPS $6.45-$6.55
Q2 net sales $4,562M (+3% YoY); GAAP EPS $1.10 (+28%); adjusted EPS $1.54 (+4%); underlying orders +5%.
Emerson enters $2B 364-day credit facility, replacing prior $3B facility
$2 billion unsecured 364-day credit agreement entered into on Feb 10, 2026, expiring Feb 9, 2027.
Emerson shareholders reject board declassification amendment at annual meeting
Proposal to declassify Board failed; 415.2M for vs 5.7M against, but required 85% of outstanding shares.
Emerson Q1 sales $4.35B, adj EPS $1.46 beat; updates FY2026 outlook with $6.40-$6.55 adj EPS
Q1 net sales $4,346M (+4% YoY); GAAP EPS $1.07 (+5%); adjusted EPS $1.46 (+6% vs $1.38).
Emerson reorganizes into five segments effective FY2026; historical data provided
New segments: Control Systems & Software, Test & Measurement, Sensors, Final Control, Safety & Productivity.
Emerson awards CEO and COO 350,000 premium-priced stock options each
Each executive receives 350,000 options with exercise prices from $128.46 (at-market) to $256.92 (100% premium) in five tranches of 70,000.
Emerson Q4 GAAP EPS $1.12 (+15%), adjusted EPS $1.62 (+9%); dividend raised 5% to $0.555
Q4 net sales $4,855M (+5% YoY); full-year net sales $18,016M (+3%); underlying orders +4% in Q4.
Emerson Q3 adj. EPS $1.52, raises FY 2025 guidance to ~$6.00
Q3 net sales $4,553M (+4% YoY); GAAP EPS $1.03 (+72%); adj. EPS $1.52 (+6%).
Emerson Q2 adj EPS $1.48 (+9% YoY); raises FY adj EPS outlook; retains Safety unit
Q2 net sales $4.43B (+1% YoY); underlying orders +4%; GAAP EPS $0.86 (-9%), adj EPS $1.48 (+9%).
Director Leticia Gonçalves Lourenco resigns from Emerson board after occupation change
Leticia Gonçalves Lourenco resigned from Emerson's Board effective March 10, 2025.
Emerson completes acquisition of AspenTech for $265 per share in cash
Tender offer expired on March 11 after 19,479,909 shares tendered (~72% of outstanding).
Emerson extends tender offer for AspenTech to March 11, 2025 at $265/share
Parent, Purchaser, and AspenTech agreed to extend the Initial Expiration Date to 5:00 p.m. ET on March 11, 2025.
Issued €500M 3.000% notes due 2031, €500M 3.500% notes due 2037, and $500M 5.000% notes due 2035 as senior unsecured obligations.
Emerson raises ~$1.54B in debt: €1B + $500M notes; proceeds to fund AspenTech acquisition
€500M 3.000% Notes due 2031 and €500M 3.500% Notes due 2037 issued; $500M 5.000% Notes due 2035.
Emerson enters $3B 364-day credit facility to back Aspen Tech tender offer
Entered $3B 364-day unsecured credit facility with JPMorgan, BofA, Goldman Sachs on Feb 11, 2025.
Emerson shareholders reject board declassification, approve ESPP and auditor
Directors Bolten, Butler, Karsanbhai, Lee elected with majority votes.
Emerson Q1 beats; adj. EPS $1.38, revenue $4.18B; raises FY adj. EPS view to $5.85-$6.05
GAAP EPS $1.02 vs $0.29 YoY; adjusted EPS $1.38 vs $1.22, beating expectations.
Emerson to acquire remaining AspenTech shares for $265/share, valuing minority at $7.2B
Emerson (EMR) will acquire the ~43% of AspenTech (AZPN) it does not already own at $265/share cash via tender offer.
Emerson Q4 adj EPS $1.48 (+15% YoY); FY2025 adj EPS guide $5.85-$6.05
Q4 net sales $4.62B (+13% YoY), underlying sales +6%; adjusted segment EBITA margin 26.2% (+70 bps).
Emerson proposes $240/share cash buyout of remaining AspenTech; $2B buyback, S&P sale review
Proposed to acquire remaining ~43% of AspenTech (AZPN) for $240/share cash, ~$15.3B equity; 35% premium to undisturbed price.
Emerson Q3 2024: Adj EPS $1.43 (+11% YoY), sales $4.38B (+11%), Copeland exit advancing
GAAP EPS $0.60 vs $1.12 a year ago; adjusted EPS $1.43 vs $1.29, up 11%.
Emerson to sell 40% Copeland stake to Blackstone for $1.5B cash; plus $1.9B note repurchase
Emerson to sell its 40% common equity interest in Copeland JV to Blackstone affiliate for $1.5B in cash.
Q2 GAAP EPS $0.87 (-5% YoY); adjusted EPS $1.36 (+25%) on net sales $4.38B (+17% actual, +8% underlying).
Emerson Electric shareholders reject board declassification, approve simple majority vote
Board declassification amendment failed: 405,348,013 for (needed 85% of outstanding shares); 6,024,713 against.
Emerson Q1 beats: adj EPS $1.22 vs $0.78 YoY; raises FY2024 adj EPS outlook to $5.30-$5.45
Net sales $4,117M (+22% YoY); underlying sales +10% YoY; adjusted segment EBITA margin 24.6% (+190 bps).
Emerson appoints Michael Tang as CLO; Sara Bosco retiring after 18 years
Sara Bosco retires as SVP, Secretary & CLO effective Dec 31, 2023; receives base salary through that date and eligibility for awards and pension.
Emerson posts Q4 adjusted EPS $1.29 (+21% YoY); provides FY 2024 outlook with adj. EPS $5.15-$5.35
Q4 net sales $4,090M (+5% YoY); FY net sales $15,165M (+10%).
Emerson completes acquisition of National Instruments for $60 per share cash
NATI shareholders received $60.00 cash per share; deal closed Oct 11, 2023.
Emerson Q3 FY2023: GAAP EPS $1.03 (+171% YoY), revenue $3.95B (+14%)
GAAP EPS $1.03 vs $0.38 prior year; adjusted EPS $1.29 vs $0.92 (+40%).
Emerson closes $14B sale of Climate Technologies to Blackstone; retains 40% stake in Copeland JV
Received $9.7B cash upfront and $2.25B note (5% PIK interest) from Blackstone for majority stake.
Emerson Q2 EPS beats, raises FY2023 guidance; CFO Dellaquila retiring, Baughman promoted
Q2 net sales $3.756B (+14% YoY); GAAP EPS $0.92 (+28%); adjusted EPS $1.09 (+25%).
Emerson adds two new directors (Gonçalves, McKelvey), forms technology committee
Leticia Gonçalves and Jim McKelvey elected to Emerson board effective May 2, 2023; board expands to 13 members.
Emerson reaffirms Q2 FY23 guidance: underlying sales 8-10%, adjusted EPS $0.95-$1.00
Q2 FY23 GAAP sales growth reaffirmed at 10.5%-12.5%; underlying non-GAAP sales growth 8%-10%.
Emerson to acquire National Instruments for $60 per share in cash
Emerson will pay $60 per share for National Instruments (NATI), valuing the deal at ~$8.2B.
Emerson Q1 FY2023 adj. EPS $0.78 flat YoY; revenue up 7% to $3.37B
GAAP EPS from continuing ops $0.56 vs $1.25 YoY, down 55% due to prior-year gain on subordinated interest.
Emerson enters $3.5B five-year revolving credit facility, replacing prior facility
New $3.5B unsecured revolving credit facility with JPMorgan Chase as agent, Citibank as syndication agent.
Emerson adopts annual cash incentive plan; shareholders reelect directors
Board adopted Annual Cash Incentive Plan for executive officers; targets include financial, DEI, and greenhouse gas reduction goals.
Emerson reports Q1 2023 results; press release not included in provided text
Filing announces Q1 fiscal 2023 results via press release dated February 8, 2023.
Emerson recasts FY2022 continuing ops EPS $3.16 ($2.35 prior), revenue $13.8B (+7% YoY)
Continuing ops net earnings $1,883M in FY2022 vs $1,416M in FY2021; diluted EPS $3.16 vs $2.35.
Emerson's Automation Solutions President Mark Bulanda to retire effective Dec 31, 2022
Mark Bulanda, Executive President Automation Solutions, retires Dec 31, 2022 after 37+ years.
Emerson to sell 55% of Climate Technologies to Blackstone for $9.5B; Q4 beat
Divests 55% stake in Climate Technologies to Blackstone for $9.5B cash and $2.25B note; retains 45% equity.
Emerson Electric announces Q3 2022 results; financial details not included in provided text.
Press release issued August 9, 2022, for third quarter fiscal 2022 results.
Emerson sells InSinkErator to Whirlpool for $3.0B; 18.1x EBITDA multiple
Sale price $3.0B; trailing twelve-month revenue $595M, EBITDA $166M as of March 31, 2022.
Emerson completes combination with AspenTech, owns 55% of new industrial software leader
Emerson contributed $6.014B cash and its OSI Inc. and Geological Simulation Software businesses to new AspenTech.
Emerson reports Q2 2022 results; specifics not in filing text
Press release issued May 4, 2022 for Q2 results, furnished as Exhibit 99.1.
Emerson shareholders elect directors, ratify KPMG, approve say-on-pay at 2022 annual meeting
Four directors elected: Bolten, Easter, Karsanbhai, Lee; each received >405M votes for.
Emerson reports Q1 FY2022 results; details in press release not provided in filing excerpt
Press release issued February 2, 2022 covering first quarter financial results.
Emerson issues $3B in senior notes to fund portion of AspenTech acquisition
Issued $1B each of 2.000% notes due 2028, 2.200% notes due 2031, and 2.800% notes due 2051.
Emerson prices $3B notes offering to fund AspenTech acquisition contribution
Issued $1B each of 2.000% Notes due 2028, 2.200% Notes due 2031, and 2.800% Notes due 2051.
Emerson receives $438M Vertiv-related distribution; raises FY2022 GAAP EPS guidance by $0.58
Received ~$438M pretax distribution on Nov 10, 2021, from retained interest in Vertiv (sold in 2017).
On May 5, 2026, the Board of Directors of the Company elected Jennifer G. Newstead as a Director of the Company, effective as of August 3, 2026 (the “Effective Date”).
In accordance with the Emerson Electric Co. Statement of Corporate Governance Principles and Practices, Leticia Gonçalves Lourenco tendered her resignation from the Board of Directors (the “Board”) following a change in company and position relating to her principal occupation.
On May 7, 2024, the Board of Directors of Emerson Electric Co. (the “Company”) elected Calvin G. Butler, Jr. as a Director of the Company, effective as of August 1, 2024 (the “Effective Date”).
On November 30, 2023, the Company announced that on November 28, 2023 Sara Y. Bosco, the Company’s Senior Vice President, Secretary and Chief Legal Officer, indicated that she would be retiring effective December 31, 2023.
Frank J. Dellaquila, the Company’s Senior Executive Vice President and Chief Financial Officer, indicated that he would be retiring from his role as Chief Financial Officer effective May 10, 2023.
the Company announced the promotion of Michael J. Baughman to Executive Vice President, Chief Financial Officer and Chief Accounting Officer of the Company, effective May 10, 2023.
On May 2, 2023, the Board of Directors of Emerson Electric Co. (the “Company”) elected Leticia Gonçalves and Jim M. McKelvey as Directors of the Company.
On May 2, 2023, the Board of Directors of Emerson Electric Co. (the “Company”) elected Leticia Gonçalves and Jim M. McKelvey as Directors of the Company.
On November 22, 2022, Mark J. Bulanda indicated that he will retire from his current position as Executive President Automation Solutions of Emerson Electric Co. (the “Company”) effective as of December 31, 2022.
Max materiality 0.90 · Median 0.70 · Most common event earnings