Emerson Electric (EMR) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
8 Jul, 2026Opening remarks and agenda
The meeting was called to order as the 136th Annual Meeting, following company bylaws, with four business items on the agenda.
The agenda included director elections, an advisory vote on executive compensation, ratification of the auditor, and a proposal to declassify the board.
Board and executive committee updates
Three incumbent directors were nominated for re-election to three-year terms expiring in 2029.
The board recommended voting in favor of all nominees and proposals, including declassifying the board.
Financial performance review
Fiscal 2025 saw sales and underlying sales up 3%, operating cash flow up 11%, free cash flow up 12%, EPS up 43%, and adjusted EPS up 9%.
Achieved a milestone by acquiring Aspen Technology, and integrated National Instruments while divesting Copeland.
Latest events from Emerson Electric
- Targeting $21B sales, 30% EBITA margin, $8.00 EPS, and $10B shareholder returns by 2028.EMR
Investor Update9 Jul 2026 - Proposing full AspenTech acquisition, reviewing Safety & Productivity sale, and boosting shareholder returns.EMR
Q4 20248 Jul 2026 - Q3 sales rose 11%, adjusted EPS up 11%, and Copeland exit boosted debt reduction plans.EMR
Q3 20248 Jul 2026 - Q2 sales and EPS rose, led by Test & Measurement, with robust 2026 outlook and capital returns.EMR
Q2 202611 May 2026 - Q1 2026 delivered 4% sales growth, 6% EPS growth, and raised guidance on strong automation demand.EMR
Q1 202617 Apr 2026 - Order growth, AI-driven automation, and software rebound underpin strong long-term outlook.EMR
JPMorgan Industrials Conference 202617 Mar 2026 - AI-driven software growth and robust U.S. demand fuel strong performance and future outlook.EMR
Citi's Global Industrial Tech & Mobility Conference 202618 Feb 2026 - Strong order growth, innovation, and high margins drive a positive outlook and investor confidence.EMR
Barclays 43rd Annual Industrial Select Conference17 Feb 2026 - Record margins, 13% EPS growth, and robust cash flow with AspenTech deal pending.EMR
Q1 20259 Jan 2026