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EMERSON ELECTRIC CO — fact timeline

Source-grounded facts extracted from EMERSON ELECTRIC CO's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

EMR EMERSON ELECTRIC CO JSON
Earnings Releases

EMERSON ELECTRIC CO reported the second quarter ended March 31, 2026 results: revenue $4,562 million, EPS $1.10.

“Emerson (NYSE: EMR) today reported results for its second quarter ended March 31, 2026 and updated its full year outlook for fiscal 2026.”

Jennifer G. Newstead was elected as Director at EMERSON ELECTRIC CO.

“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”).”
Debt Financings

EMERSON ELECTRIC CO incurred credit facility of $2 billion with JPMorgan Chase Bank, N.A., as agent, Bank of America, N.A., Citibank, N.A., and Goldman Sachs Bank USA, as syndication agents, and the lenders named therein maturing February 9, 2027.

“On February 10, 2026, Emerson Electric Co. (the "Company") entered into a $2 billion 364-Day Credit Agreement (the “364-Day Credit Facility”), dated as of February 10, 2026, with JPMorgan Chase Bank, N.A., as agent, Bank of America, N.A., Citibank, N.A., and Goldman Sachs Bank USA, as syndication agents, and the lenders named therein. The 364-Day Credit Facility expires on February 9, 2027.”

Leticia Gonçalves Lourenco resigned as Director at EMERSON ELECTRIC CO.

“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.”
Debt Financings

EMERSON ELECTRIC CO incurred senior notes of $500,000,000 with Public at 5.000% maturing March 15, 2035.

“(the “Company”) completed its previously announced public offering of €500,000,000 aggregate principal amount of the Company’s 3.000% Notes due 2031 (the “2031 Notes” ) and €500,000,000 aggregate principal amount of the Company’s 3.500% Notes due 2037 (the “2037 Notes”), and its previously announced public offering of $500,000,000 aggregate principal amount of”
Debt Financings

EMERSON ELECTRIC CO incurred senior notes of €500,000,000 with Public at 3.500% maturing March 15, 2037.

“(the “Company”) completed its previously announced public offering of €500,000,000 aggregate principal amount of the Company’s 3.000% Notes due 2031 (the “2031 Notes” ) and €500,000,000 aggregate principal amount of the Company’s 3.500% Notes due 2037 (the “2037 Notes”), and its previously announced public offering of $500,000,000 aggregate principal amount of”
Debt Financings

EMERSON ELECTRIC CO incurred senior notes of €500,000,000 with Public at 3.000% maturing March 15, 2031.

“(the “Company”) completed its previously announced public offering of €500,000,000 aggregate principal amount of the Company’s 3.000% Notes due 2031 (the “2031 Notes” ) and €500,000,000 aggregate principal amount of the Company’s 3.500% Notes due 2037 (the “2037 Notes”), and its previously announced public offering of $500,000,000 aggregate principal amount of”
Debt Financings

EMERSON ELECTRIC CO incurred credit facility of $3 billion with JPMorgan Chase Bank, N.A., as agent, Bank of America, N.A. and Goldman Sachs Bank USA, as syndication agents, and the lenders named therein maturing February 10, 2026.

“On February 11, 2025, Emerson Electric Co. (the "Company") entered into a $3 billion 364-Day Credit Agreement (the “364-Day Credit Facility”), dated as of February 11, 2025, with JPMorgan Chase Bank, N.A., as agent, Bank of America, N.A. and Goldman Sachs Bank USA, as syndication agents, and the lenders named therein.”
Earnings Releases

EMERSON ELECTRIC CO reported second quarter ended March 31, 2024 results: revenue $4,376, EPS $0.87. Guidance reaffirmed.

“stock payable June 10, 2024 to stockholders of record on May 17, 2024. (dollars in millions, except per share) 2023 Q2 2024 Q2 Change Underlying Orders 2 (1)% Net Sales $3,756 $4,376 17% Underlying Sales 3 8% Pretax Earnings $639 $652 Margin 17.0% 14.9% (210) bps Adjusted Segment EBITA 4 $924 $1,139 Margin 24.6% 26.0% 140 bps GAAP Earnings Per Share $0.92”

Calvin G. Butler, Jr. was elected as Director at EMERSON ELECTRIC CO.

“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”).”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Shareholder proposal requesting implementation of a simple majority vote requirement at the 2024-02-06 meeting.

“Proposal 6 : The shareholder proposal requesting the implementation of a simple majority vote requirement, as described in the Proxy Statement, was approved by the shareholders, by the votes set forth below:”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Ratification of KPMG LLP as independent registered public accounting firm for fiscal 2024 at the 2024-02-06 meeting.

“Proposal 5 : The appointment of KPMG LLP as the Company’s independent registered public accounting firm for fiscal 2024 was ratified by the shareholders, by the votes set forth below:”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Approval of 2024 Equity Incentive Plan at the 2024-02-06 meeting.

“Proposal 4 : The Company’s 2024 Equity Incentive Plan, as described in the Proxy Statement, was approved by the shareholders, by the votes set forth below:”
Shareholder Votes

EMERSON ELECTRIC CO shareholders rejected Amendment to Restated Articles of Incorporation to declassify the Board of Directors at the 2024-02-06 meeting.

“Proposal 3 : The proposal to approve an amendment to the Company’s Restated Articles of Incorporation to declassify the Board of Directors, as described in the Proxy Statement, which required the vote of 85% of outstanding shares in favor for approval, was not approved by the shareholders, by the votes set forth below:”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Advisory vote to approve executive compensation at the 2024-02-06 meeting.

“Proposal 2 : The Company’s executive compensation, as described in the Proxy Statement, was approved by the non-binding advisory votes of the shareholders set forth below:”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Election of four Directors named in the Proxy Statement at the 2024-02-06 meeting.

“Proposal 1 : The four Directors named in the Proxy Statement were elected by the shareholders, by the votes set forth in the table below:”
Earnings Releases

EMERSON ELECTRIC CO reported first quarter ended December 31, 2023 results: revenue $4,117, EPS $1.22. Guidance raised.

“payable March 11, 2024 to stockholders of record on February 16, 2024. (dollars in millions, except per share) 2023 Q1 2024 Q1 Change Underlying Orders 2 4% Net Sales $3,373 $4,117 22% Underlying Sales 3 10% Pretax Earnings $422 $139 Margin 12.5% 3.4% (910) bps Adjusted Segment EBITA 4 $765 $1,014 Margin 22.7% 24.6% 190 bps GAAP Earnings Per Share $0.56”

Sara Y. Bosco departed as Senior Vice President, Secretary and Chief Legal Officer at EMERSON ELECTRIC CO.

“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.”
Earnings Releases

EMERSON ELECTRIC CO reported third quarter ended June 30, 2023 results: revenue $3,946, net income $761 (pretax earnings), EPS $1.03 (GAAP Earnings Per Share). Guidance raised.

“payable September 11, 2023 to stockholders of record August 11, 2023. (dollars in millions, except per share) 2022 Q3 2023 Q3 Change Underlying Orders 1 3% Net Sales $3,465 $3,946 14% Underlying Sales 2 14% Pretax Earnings $378 $761 Margin 10.9% 19.3% 840 bps Adjusted Segment EBITA 3 $806 $1,060 Margin 23.2% 26.9% 370 bps GAAP Earnings Per Share $0.38 $1.03”
M&A Transactions

EMERSON ELECTRIC CO completed a disposition involving BCP Emerald Aggregator L.P. (affiliates of Blackstone Inc.) for $14.0 billion transaction (closed 2023-05-31).

“(which constitutes the former Climate Technologies segment, excluding Therm-O-Disc, which was divested earlier in fiscal 2022) to private equity funds managed by Blackstone in a $14.0 billion transaction. Emerson received upfront, pre-tax cash proceeds of approximately $9.7 billion and a note receivable with a face value of $2.25 billion (which will accrue 5”
Earnings Releases

EMERSON ELECTRIC CO reported second quarter ended March 31, 2023 results: revenue Net Sales $3,756, EPS GAAP Earnings Per Share $0.92. Guidance raised.

“stock payable June 9, 2023 to stockholders of record May 12, 2023. (dollars in millions, except per share) 2022 Q2 2023 Q2 Change Underlying Orders 1 7 % Net Sales $ 3,291 $ 3,756 14 % Underlying Sales 2 14 % Pretax Earnings $ 509 $ 639 Margin 15.5 % 17.0 % 150 bps Adjusted Segment EBITA 3 $ 703 $ 924 Margin 21.4 % 24.6 % 320 bps GAAP Earnings Per Share $”

Michael J. Baughman was appointed as Executive Vice President, Chief Financial Officer and Chief Accounting Officer at EMERSON ELECTRIC CO.

“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.”

Frank J. Dellaquila departed as Chief Financial Officer at EMERSON ELECTRIC CO.

“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.”

Jim M. McKelvey was elected as Director at EMERSON ELECTRIC CO.

“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.”

Leticia Gonçalves was elected as Director at EMERSON ELECTRIC CO.

“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.”
Earnings Releases

EMERSON ELECTRIC CO reported second quarter 2023 results: EPS $0.95 - $1.00. Guidance reaffirmed.

“Reconciliations of Non-GAAP Financial Measures - Emerson: 2023E February Guidance Underlying Sales Change: Q2 FY23E Reported (GAAP) 10.5% - 12.5% (Favorable) / Unfavorable FX ~ 3% Acquisitions / Divestitures ~ (5.5)% Underlying (non-GAAP) 8% - 10% 2023E February Guidance Earnings Per Share Q2 FY23E Earnings per share (GAAP) $0.75 - $0.80 Amortization of intangibles ~ 0.15 Restructuring and related costs ~ 0.05 Adjusted Earnings per share (Non-GAAP) $0.95 - $1.00”
Debt Financings

EMERSON ELECTRIC CO incurred revolving credit of $3.5 billion with JPMorgan Chase Bank, N.A., as agent, Citibank, N.A., as syndication agent, and the lenders named therein maturing February, 2028.

“On February 17, 2023, the Company entered into a $3.5 billion five-year revolving credit facility (the “2023 Facility”) with JPMorgan Chase Bank, N.A., as agent, Citibank, N.A., as syndication agent, and the lenders named therein. The 2023 Facility expires in February, 2028”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Advisory vote on frequency of future say-on-pay votes at the 2023-02-07 meeting.

“Proposal 4 : The frequency of future advisory votes on executive compensation (every one, two or three years) received the non-binding advisory votes of the shareholders set forth in the table below: 1 year 2 years 3 years Abstain Broker Non-Votes 425,304,830 1,076,777 5,801,714 1,464,533 75,668,796”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Advisory vote on executive compensation at the 2023-02-07 meeting.

“Proposal 3 : The Company’s executive compensation, as described in the Proxy Statement, was approved by the non-binding advisory votes of the shareholders set forth below: For Against Abstain Broker Non-Votes 395,283,615 36,116,915 2,247,324 75,668,796”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Ratification of appointment of KPMG LLP as independent registered public accounting firm for fiscal 2023 at the 2023-02-07 meeting.

“Proposal 2 : The appointment of KPMG LLP as the Company’s independent registered public accounting firm for fiscal 2023 was ratified by the shareholders, by the votes set forth below: For Against Abstain 482,525,825 25,760,783 1,030,042”
Shareholder Votes

EMERSON ELECTRIC CO shareholders approved Election of Directors at the 2023-02-07 meeting.

“Proposal 1 : The three Directors named in the Proxy Statement were elected by the shareholders, by the votes set forth in the table below: Nominee For Against Abstain Broker Non-Votes Martin S. Craighead 399,808,774 32,961,659 877,421 75,668,796 Gloria A. Flach 401,292,107 31,542,502 813,245 75,668,796 Matthew S. Levatich 401,700,069 31,027,442 920,343 75,668,796”
Earnings Releases

EMERSON ELECTRIC CO reported financial results for the first quarter of fiscal 2023.

“a press release was issued regarding the first quarter results of Emerson Electric Co.”
Earnings Releases

EMERSON ELECTRIC CO reported fiscal year ended September 30, 2021 results: revenue $ 12,932, net income $ 2,303, EPS $ 3.82.

“unaudited) 2021 2022 Net sales $ 12,932 13,804 Cost of sales 7,202 7,498 Selling, general and administrative expenses 3,494 3,614 Gain on subordinated interest — (453) Other deductions, net 319 519 Interest expense, net 155 194 Earnings from continuing operations before income taxes 1,762 2,432 Income taxes 346 549 Earnings from continuing operations 1,416 1,883 Discontinued operations, net of tax: 2021, $239; 2022, $306 911 1,347 Net earnings 2,327 3,230 Less: Noncontrolling interests in subsidiaries 24 (1) Net earnings common stockholders $ 2,303 3,231 Earnings common stockholders: Earnings from continuing operations $ 1,414 1,886 Discontinued operations 889 1,345 Net earnings common stockholders $ 2,303 3,231 Basic earnings per share common stockholders: Earnings from continuing operations $ 2.36 3.17 Discontinued operations 1.49 2.27 Basic earnings per common share $ 3.85 5.44 Dilute”

Mark J. Bulanda departed as Executive President Automation Solutions at EMERSON ELECTRIC CO.

“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.”
Earnings Releases

EMERSON ELECTRIC CO reported Fiscal Year 2023 results: net income $10 billion to $11 billion, EPS $17 to $19. Guidance initiated.

“The earnings from discontinued operations for 2023 are expected to be $10 billion to $11 billion, or $17 to $19 per share, including the net gains on 2023 divestitures.”
Material Agreements

EMERSON ELECTRIC CO entered into Transaction Agreement with BCP Emerald Aggregator L.P., a Delaware limited partnership formed by investment funds managed by affiliates of Blackstone Inc., Emerald Debt Merger Sub L.L.C., and Emerald JV Holdings L.P. valued at approximately $9.5 billion in cash and $2.25 billion senior unsecured notes (effective 2022-10-30).

“On October 30, 2022, Emerson Electric Co., a Missouri corporation (" Emerson "), BCP Emerald Aggregator L.P. (" BCP Emerald "), a Delaware limited partnership formed by investment funds managed by affiliates of Blackstone Inc., Emerald Debt Merger Sub L.L.C., a Delaware limited liability company and wholly owned subsidiary of BCP Emerald and Emerald JV Holdings L.P., a Delaware limited partnership and a wholly owned subsidiary of Emerson (" JV NewCo "), entered into a Transaction Agreement (the " Transaction Agreement ").”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.