Company Dossier · Industrials
Emerson Electric
- S&P 500
- S&P 100
- Russell 1000
What Emerson Electric is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $18.6 billion, up 4.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.46 billion, up 26% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.45 billion, up 4.7% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to September 30, 2025: $1.17 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to September 30, 2025: $1.54 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 3 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed November 10, 2025): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $2.7 million on the open market.SEC Form 4
- 2,299 institutional managers reported a position at June 30, 2026 (+87 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 49 (46 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Emerson Electric is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Hedging
Expanding ↔ Retrenching
Steady
- Capital spending42nd pct
- Debt raised—
- Buybacks vs capex49th pct
- Hiring filings27th pct
- Deals and private raises42nd pct
- Patent publications72nd pct
Confident ↔ Hedging
Hedging
- Call sentiment51st pct
- Call confidence49th pct
- Guidance changes42nd pct
- Risk factors added28th pct
- Insider open-market trades44th pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver6th pct
- Stress filings50th pct
Credit
How these are built →Emerson Electric's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$13.1B
- Due within a year $5.6B
- Longer term $7.5B
- Default point $9.3B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Feb 25, 2025 | $500M | 5.000% | 2035 (10y) | +70bp | 5.012% |
| Feb 25, 2025 | €500M | 3.000% | 2031 (6y) | +81bp | 3.012% |
| Feb 25, 2025 | €500M | 3.500% | 2037 (12y) | +97bp | 3.524% |
From the pricing term sheets Emerson Electric filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (EMERSON)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
- Oct 20, 2026PatentPatent granted: Test Abstraction Data ModelUS 12768888
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Oct 6, 2026Patent
- Oct 6, 2026Patent
- Jul 20, 2026LobbyingLobbying report (EMERSON)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)second_quarter 2026 · $0.1 million
- May 5, 20268-KDirector or officer changeItem 5.02
- Apr 20, 2026LobbyingLobbying report (EMERSON)first_quarter 2026 · $0.3 million
- Apr 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)first_quarter 2026 · $0.1 million
- Feb 13, 20268-KMaterial agreement signedItem 1.01
- Feb 6, 20268-KShareholder vote resultsItem 5.07
- Jan 20, 2026LobbyingLobbying report (EMERSON)fourth_quarter 2025 · $0.1 million
- Jan 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)fourth_quarter 2025 · $0.1 million
- Nov 14, 20258-KDirector or officer changeItem 5.02
- Nov 10, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Mar 12, 20258-KDirector or officer changeItem 5.02
- Mar 10, 20258-KMaterial agreement signedItem 1.01
- Mar 4, 20258-KMaterial agreement signedItem 1.01
- Feb 28, 20258-KMaterial agreement signedItem 1.01
- Feb 14, 20258-KMaterial agreement signedItem 1.01
- Feb 7, 20258-KShareholder vote resultsItem 5.07
- Jan 27, 20258-KMaterial agreement signedItem 1.01
- Nov 12, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
- Nov 5, 20248-KDirector or officer changeItem 5.02
- Nov 13, 202310-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| 3M MMM | $25.3B | $2.7B | Sep 30, 2026 |
| Eaton Corp. ETN | $30.0B | $3.9B | Jun 30, 2026 |
| Honeywell International HON | $38.1B | $4.0B | Jun 30, 2026 |
| DuPont DD | $7.0B | — | Jun 30, 2026 |
| General Electric GE | $52.6B | $8.0B | Sep 30, 2026 |
| Carlisle Companies CSL | $5.1B | $0.9B | Jun 30, 2026 |
| Emcor EME | $18.6B | $1.2B | Jun 30, 2026 |
| W. W. Grainger GWW | $18.9B | $1.5B | Jun 30, 2026 |