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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Emerson Electric
Emerson Electric (EMR) investor relations material
Emerson Electric Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Aug, 2026
Executive summary
Q3 2026 delivered outstanding results with sales, margin expansion, earnings, and cash flow all exceeding expectations, driven by robust demand in growth verticals and strong operational execution, especially in North America and Asia.
Underlying orders grew 7% and underlying sales grew 6% year-over-year, led by Software & Systems and Test & Measurement businesses.
Adjusted EPS rose 13% year-over-year to $1.71, and GAAP EPS increased 24% to $1.28.
Raised full-year 2026 guidance for sales growth, adjusted EPS, and cash flow, reflecting strong Q3 results and healthy demand trends.
Announced CTO Peter Zornio's retirement and Rudy Sengupta's appointment as Chief Technology and AI Officer.
Financial highlights
Q3 2026 net sales were $4.9B, up 7% year-over-year; underlying sales grew 6%.
Adjusted segment EBITA margin expanded 140 basis points to 28.5% in Q3.
Adjusted EPS was $1.71, up 13% year-over-year; GAAP EPS was $1.28, up 24%.
Q3 free cash flow was $1.32B, up 36% year-over-year, with a margin of 27.1%.
Backlog ended at $8.2B, up 7% year-over-year; book-to-bill ratio was one.
Outlook and guidance
Raised full-year 2026 sales growth expectations to ~5% GAAP and ~3.5% underlying.
Adjusted segment EBITA margin guidance at ~28% for the year.
Adjusted EPS guidance raised to ~$6.55; GAAP EPS expected at ~$4.89.
Free cash flow expected to be ~$3.6B for the full year; operating cash flow at ~$4.1B.
Capital return plan includes ~$2.2B to shareholders via ~$1B share repurchases and ~$1.2B dividends.
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Latest events from Emerson Electric
- Director elections, compensation, and auditor ratification passed; board declassification failed.EMR
AGM 2026 - Q2 sales and EPS rose, led by Test & Measurement, with robust 2026 outlook and capital returns.EMRQ2 2026
- Order growth, AI-driven automation, and software rebound underpin strong long-term outlook.EMRJPMorgan Industrials Conference 2026
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- Q1 2026 delivered 4% sales growth, 6% EPS growth, and raised guidance on strong automation demand.EMRQ1 2026
- Targeting $21B sales, 30% EBITA margin, $8.00 EPS, and $10B shareholder returns by 2028.EMRInvestor Update
- Proposing full AspenTech acquisition, reviewing Safety & Productivity sale, and boosting shareholder returns.EMRQ4 2024
- Q3 sales rose 11%, adjusted EPS up 11%, and Copeland exit boosted debt reduction plans.EMRQ3 2024
Next Emerson Electric earnings date
Q4 20264 Nov, 2026
Emerson Electric
Next Emerson Electric earnings date
Q4 20264 Nov, 2026
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Frequently asked questions
Manufacturing Giant
Emerson Electric is an American manufacturing company with global operations that provides a wide range of products and services in the industrial, commercial, and consumer markets. It operates in two main business segments: Automation Solutions, which caters to industrial processes and includes measurement instrumentation, valves, and process control systems; and Commercial & Residential Solutions, which provides a variety of products and services for heating, air conditioning, and refrigeration. The company is headquartered in Ferguson, Missouri, and is listed on the NYSE.
Evolving With the Times
Emerson Electric was established in 1890 in St. Louis, Missouri, by Civil War Union veteran John Wesley Emerson. Initially, the company was involved in the production of electric motors and fans, capitalizing on the burgeoning electrical age. During the mid-20th century, Emerson started diversifying its portfolio through acquisitions, expanding into a broader range of products and services, including tools, electrical components, and engineering services. This strategic expansion continued into the latter part of the century and the new millennium, as Emerson shifted focus towards process control systems and software, and climate technologies. A list of companies among Emerson Electric’s competitors includes Honeywell, Schneider Electric, and ABB, to name a few.
Automation Solutions
Within its Automation Solutions business arm, Emerson Electric specializes in providing advanced technologies and services designed to automate industrial processes. This division delivers a broad array of products, including measurement and analytical instrumentation, valves, actuators, regulators, and control and safety systems. Automation Solutions also encompasses a suite of related software and services for process optimization, asset management, and consulting, catering to sectors such as oil and gas, chemicals, power generation, life sciences, and food and beverage.
Commercial & Residential Solutions
The Commercial & Residential Solutions segment of Emerson Electric focuses on providing a wide range of products and services that cater to the comfort, safety, and efficiency needs of both commercial and residential environments. This division manufactures climate technologies, including heating, ventilation, air conditioning, and refrigeration solutions. Additionally, it supplies tools, home products, and appliance solutions that support contractors and residents in the maintenance, repair, and management of their spaces.