10-Q · May 5, 2026
Emerson Electric's Q2 2026 results showed a revenue of $4.562 billion and an EPS of $1.10, both falling short of consensus estimates. The company faces challenges with declining margins and an uncertain geopolitical…
Earnings analysis · 10-Q
EMR earnings analysis
Filed August 4, 2026 · Our reading of the company's report
The latest report
Emerson delivered Q3 revenue of $4.873 billion and GAAP diluted EPS of $1.28, both higher sequentially and versus the prior-year quarter. Free cash flow rose to $1.323 billion, supporting a favorable…
Read full summary
Emerson delivered Q3 revenue of $4.873 billion and GAAP diluted EPS of $1.28, both higher sequentially and versus the prior-year quarter. Free cash flow rose to $1.323 billion, supporting a favorable earnings-and-cash-flow trend. The supplied filing excerpt does not include segment results, balance-sheet line items, margin disclosures, or MD&A outlook discussion; therefore those items cannot be assessed from the provided 10-Q text.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $1.28
What stood out
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Revenue accelerated sequentially and year over year
Q3 revenue was $4.873 billion, up $313 million, or 6.9%, from $4.560 billion in Q2 2026 and up $323 million, or 7.1%, from $4.550 billion in Q3 2025.
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GAAP EPS improved sharply
GAAP diluted EPS was $1.28, increasing $0.18, or 16.4%, from $1.10 in Q2 2026 and $0.24, or 23.1%, from $1.04 in Q3 2025.
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Free cash flow strengthened materially
Free cash flow was $1.323 billion, up $629 million, or 90.6%, from $694 million in Q2 2026 and $346 million, or 35.4%, from $977 million in Q3 2025.
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Capital return remained active
The company repurchased 2.543 million shares for an average $139.21 per share during April through June 2026, with approximately 63.2 million shares remaining under authorizations at June 30, 2026.
Management's outlook
The provided 10-Q extract contains no quantitative outlook. Numeric guidance was communicated in the accompanying earnings materials rather than the supplied 10-Q MD&A text.
Earlier filings 4
10-Q · February 3, 2026
Emerson Electric reported a total revenue of $4.35 billion for Q1 2026, slightly lower than estimates but showing a slight improvement in gross and operating margins compared to the previous quarter. The company beat…
10-K · November 10, 2025
Emerson Electric Co. reported modest revenue growth in its fiscal 2025 with total sales increasing by 3% to $18.0 billion and earnings from continuing operations showing a robust increase of 41%. The company underwent…
10-Q · August 6, 2025
Emerson Electric reported Q3 2025 results showing a slight increase in revenue year-over-year but a decline compared to the previous quarter. While EPS of $1.04 beat consensus estimates, it reflected a downward trend…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.