EMR SEC Filings

Emerson Electric Co. (EMR) has entered into a new $2 billion 364-Day Credit Facility, dated February 10, 2026, with a syndicate of major banks, including JPMorgan Chase Bank, N.A., Bank of America, N.A., Citibank, N.A., and Goldman Sachs Bank USA. This unsecured facility, which expires on February 9, 2027, replaces a similar $3 billion facility that expired. Importantly, the company currently has no outstanding loans or letters of credit under this new facility and has no immediate intention to draw on it. The facility is intended to support general corporate purposes and serve as a liquidity backstop for the company's commercial paper borrowings, indicating a proactive approach to financial flexibility.

Emerson Electric Co. (EMR) filed an 8-K report detailing the results of its 2026 Annual Meeting of Shareholders held on February 3, 2026. The key outcomes include the overwhelming re-election of all three nominated directors and the approval of the company's executive compensation plan through a non-binding advisory vote. Additionally, shareholders ratified the appointment of KPMG LLP as the independent registered public accounting firm for fiscal year 2026, indicating confidence in the company's financial oversight and reporting. However, a significant outcome was the failure of a proposal to declassify the Board of Directors. This proposal, which required an 85% supermajority vote for approval, did not meet the necessary threshold, meaning the current classified board structure will remain in place. This result suggests a divergence of opinion among shareholders on corporate governance matters, specifically regarding board structure and director tenure.

Emerson Electric Co. reported solid performance for the quarter ending December 31, 2025. Net sales increased by 4% to $4.3 billion, driven by broad-based growth across its key segments, particularly Software & Systems and Intelligent Devices. Underlying sales saw a 2% increase, reflecting a 3% rise in pricing partially offset by a 1% decrease in volume. Diluted earnings per share (EPS) grew by 5% to $1.07, while adjusted diluted EPS saw a more significant increase of 6% to $1.46, highlighting strong operational performance. The company's strategic focus on portfolio transformation and integration, including the full integration of AspenTech, appears to be yielding positive results. The company maintained its financial discipline, with a stable outlook for fiscal year 2026 forecasting consolidated net sales growth of approximately 5.5% and adjusted EPS between $6.40 and $6.55. While the interest coverage ratio saw a slight decrease due to higher interest expenses, Emerson's overall financial position remains robust with significant assets and equity. The company continues to return capital to shareholders through dividends and share repurchases, reinforcing its commitment to shareholder value.

Emerson Electric Co. (EMR) has filed an 8-K report on February 3, 2026, to announce its first-quarter financial results, which were released on the same day. The report primarily furnishes a press release detailing these results, offering investors a snapshot of the company's performance for the period ending February 2, 2026. Investors should note that the press release includes non-GAAP financial measures, which are presented as supplemental information and should be considered alongside GAAP-based results. The company emphasizes that these non-GAAP metrics are useful for evaluation but may differ from those of other companies. Key to understanding the company's operational health, the press release references "underlying orders growth," defined as trailing three-month average orders growth versus the prior year, adjusted for currency, significant acquisitions, and divestitures. Investors are advised to review the full press release (Exhibit 99.1) for detailed financial figures and management's commentary. The filing also includes standard forward-looking statements and cautionary language, reminding investors that actual results may differ materially from management's expectations due to various risk factors, including global conflicts, economic conditions, and market demand.

Emerson Electric Co. (EMR) has announced a significant organizational restructuring, effective fiscal year 2026, by revising its management organization and updating its reportable business segments. This strategic move aims to better reflect the company's transformation and provide clearer insights into its operational performance. The company is consolidating its previously reported segments into five new ones: Control Systems & Software, Test & Measurement, Sensors, Final Control, and Safety & Productivity. Notably, Control Systems & Software and Test & Measurement will be reported as the "Software & Systems" group, while Sensors and Final Control will be combined into the "Intelligent Devices" group. This re-segmentation is accompanied by the release of supplemental unaudited historical results to aid investor understanding of how future performance will be presented. Investors should note that this information is supplemental and not a restatement of prior financial statements.

Emerson Electric Co. (EMR) announced on November 13, 2025, through an 8-K filing, that its Compensation Committee approved the grant of special, performance-based stock options to its CEO, Lal Karsanbhai, and COO, Ram Krishnan. These awards are designed to incentivize and reward the continued success of Emerson's strategic transformation towards automation and software-defined technology, which has positioned the company for higher growth and resilience. The structure of these stock options is notable, with 80% granted at a significant premium to the current market price. This implies that Messrs. Karsanbhai and Krishnan will only realize substantial value from these awards if Emerson's stock price appreciates considerably, thereby aligning their long-term interests directly with those of shareholders and reinforcing the company's pay-for-performance philosophy. The awards vest over five years, subject to continued employment and other standard conditions.

Emerson Electric Co. (EMR) reported a solid fiscal year 2025, demonstrating resilience and strategic execution through significant portfolio transformations. The company's revenue grew 3% to $18.0 billion, with underlying sales also up 3%, driven by a 2.5% increase in price and 0.5% in volume. This growth was achieved despite ongoing integration of major acquisitions, including AspenTech and National Instruments (NI), which are now consolidated into the Software and Control segment. The company has successfully shifted its focus towards higher-growth, higher-margin industrial technology and software solutions, positioning itself as a global automation leader. Financial performance saw a significant rebound in earnings from continuing operations, which increased 41% to $2.3 billion, or $4.03 per diluted share. Adjusted diluted EPS from continuing operations also rose to $6.00, reflecting strong operational execution. Emerson generated substantial operating cash flow of $3.7 billion, enabling continued investment in innovation and shareholder returns, including a 12% increase in free cash flow to $3.2 billion. The company also announced an increase in its quarterly cash dividend to an annualized rate of $2.22 per share, underscoring its commitment to shareholder value.

Emerson Electric Co. (EMR) has filed an 8-K report detailing its fourth quarter and full year results, alongside a significant share repurchase authorization. The company announced results on November 5, 2025, which are furnished as part of this filing. Investors should note the emphasis on non-GAAP financial measures, which are provided as supplemental information and should be considered alongside GAAP figures. The company also provided forward-looking statements regarding its expectations, cautioning that actual results could differ materially due to various global and economic factors. A key development highlighted is the authorization by the Board of Directors for the repurchase of up to 50 million shares of common stock over the next several years. This new authorization supplements the existing buyback program, which still has approximately 20 million shares remaining. These repurchases, to be executed based on market conditions, can be used for employee benefit plans and other corporate purposes.

Emerson Electric Co. (EMR) reported robust financial results for the nine months ended June 30, 2025, driven by strong performance in its Intelligent Devices and Software and Control segments. Net sales increased by 2% to $13.16 billion, with significant contributions from higher pricing and volume. Earnings from continuing operations common stockholders surged by 56% to $1.65 billion, reflecting improved operational efficiency, cost management, and the beneficial impact of the AspenTech acquisition. The company's financial position shows increased leverage due to the substantial AspenTech acquisition, with debt-to-capital ratios rising. However, Emerson maintains a strong liquidity position and expects leverage ratios to improve through operating cash flows and disciplined capital allocation. Management has provided an optimistic outlook for fiscal year 2025, projecting continued sales growth and earnings per share in the range of $4.08 to $6.00 on an adjusted basis, signaling confidence in its strategic direction and operational capabilities.

Emerson Electric Co. (EMR) filed an 8-K on August 6, 2025, to announce its third quarter financial results. The report primarily consists of a press release, which provides a look into the company's operational performance and financial condition for the period ending August 5, 2025. Investors should note that the press release includes non-GAAP financial measures, which the company believes offer valuable insights but should be considered supplemental to GAAP figures. These measures may also differ from those presented by other companies. Key details regarding specific financial metrics, revenue figures, and profitability will be found within the furnished press release (Exhibit 99.1). The filing also includes standard forward-looking statements and cautionary information, reminding investors that actual results could materially differ from management's current expectations due to various risks and uncertainties. Investors are encouraged to review Exhibit 99.1 for the complete unaudited financial results and management's commentary.

Emerson Electric Co. (EMR) has filed a Form 8-K to announce its second quarter financial results for fiscal year 2025, with the press release furnished as Exhibit 99.1. The filing primarily serves to inform investors of the company's performance for the quarter ending May 6, 2025, and will be accompanied by a press release detailing these results. Investors should refer to the furnished press release for specific financial figures, including revenue, earnings, and any forward-looking guidance. The report also reiterates that the company will be using non-GAAP financial measures, which are considered supplemental and should be viewed alongside their GAAP equivalents. Management believes these non-GAAP measures offer valuable insights into operational performance. Additionally, standard cautionary language regarding forward-looking statements is included, advising investors of potential risks and uncertainties that could impact future results, such as global conflicts and economic conditions.

Emerson Electric Co. (EMR) reported its fiscal second-quarter and first-half 2025 results, marked by the completion of its acquisition of the remaining shares of Aspen Technology, Inc. (AspenTech) for approximately $7.2 billion. While net sales saw a modest increase, earnings from continuing operations attributable to common stockholders declined year-over-year for the quarter, primarily due to higher acquisition and divestiture costs related to the AspenTech transaction. However, adjusted diluted earnings per share from continuing operations showed positive growth, indicating strength in underlying operations. The company reaffirmed its full-year fiscal 2025 outlook, projecting continued sales growth and a significant increase in earnings per share, with a strategic focus on deleveraging through strong operating cash flows. The company's portfolio transformation is now complete with the AspenTech acquisition, which is expected to be accretive to earnings. Management highlighted strong performance in the Software and Control segment, driven by AspenTech's integration, and the Intelligent Devices segment demonstrated resilience. Despite increased debt levels resulting from the acquisition, Emerson anticipates maintaining investment-grade credit ratings and plans to reduce net debt by approximately $1 billion in the coming months.

Emerson Electric Co. (EMR) has successfully completed its acquisition of Aspen Technology, Inc. (AspenTech) on March 12, 2025. This follows the tender offer that commenced on February 10, 2025, where Emerson's subsidiary, Emersub CXV, Inc., offered to purchase all outstanding shares of AspenTech for $265 per share in cash. The tender offer successfully garnered significant shareholder support, with approximately 72% of outstanding shares being validly tendered and accepted for payment. The completion of the tender offer paved the way for a subsequent merger, where AspenTech became the surviving corporation. All remaining eligible AspenTech shares were converted into the right to receive the same $265 per share cash payment. This strategic acquisition marks a significant development for Emerson, integrating AspenTech's capabilities and expanding its market presence.

Emerson Electric Co. (EMR) announced a change in its Board of Directors with the resignation of Leticia Gonçalves Lourenco, effective March 10, 2025. This resignation is in accordance with the company's corporate governance principles, stemming from a change in her principal occupation and company affiliation. While this is a routine governance event, investors should monitor any implications or necessary adjustments related to board oversight and strategic direction, although no immediate impact is suggested by the filing. The departure does not appear to be performance-related but rather a consequence of external professional changes for Ms. Lourenco. Emerson Electric maintains its commitment to corporate governance standards, and the Board has accepted the resignation. Investors should review the company's proxy statements for information on future board composition and director nominations.

Emerson Electric Co. (EMR) filed an 8-K on March 10, 2025, to announce an amendment to its merger agreement with Aspen Technology, Inc. (AspenTech). The primary purpose of this filing is to formally extend the initial expiration date of the tender offer for AspenTech shares. This extension, now set for March 11, 2025, is a procedural step to accommodate the ongoing regulatory review and satisfaction of closing conditions related to the proposed acquisition. Investors should note that this is an extension of the existing offer terms, not a change in the acquisition price or fundamental deal structure. The filing clarifies the conditions under which further extensions can occur, including SEC comment resolution, satisfaction of offer conditions, and a potential request from AspenTech for a short, ten-business-day extension. The maximum extension date is noted as April 26, 2025. This update suggests the transaction is progressing, albeit with a slight delay in its finalization timeline due to standard regulatory processes.

Emerson Electric Co. (EMR) announced the successful completion of a significant debt offering on March 4, 2025, raising a total of approximately $1.537 billion (equivalent) through the issuance of three tranches of notes: €500 million of 3.000% Notes due 2031, €500 million of 3.500% Notes due 2037, and $500 million of 5.000% Notes due 2035. The net proceeds from this offering are earmarked for general corporate purposes, repayment of existing commercial paper, and importantly, to partially fund the proposed acquisition of Aspen Technology, Inc. (AspenTech). While the offering provides substantial capital, investors should note the contingent nature of the AspenTech acquisition, with the company stating there can be "no assurance" that the transaction will be completed. This debt issuance represents a strategic move by Emerson to secure financing for its growth initiatives, including a major acquisition, while managing its existing debt obligations. The varying interest rates and maturity dates reflect different market conditions and financing strategies for the company.

Emerson Electric Co. (EMR) announced on February 27, 2025, that it has successfully entered into agreements for a substantial debt offering, raising a total of €1 billion and $500 million. This issuance includes €500 million of 3.000% Notes due 2031 and €500 million of 3.500% Notes due 2037, along with $500 million of 5.000% Notes due 2035. The net proceeds from these offerings are estimated to be approximately $1,536.7 million and are earmarked for general corporate purposes, repayment of commercial paper, and importantly, to fund a portion of the acquisition costs related to its proposed acquisition of Aspen Technology, Inc. (AspenTech). The company is actively seeking to list these new notes on the New York Stock Exchange. The closing of these offerings is expected on March 4, 2025, and is not contingent on the completion of the AspenTech transaction, although there is no assurance that the AspenTech acquisition will be completed. This debt issuance provides Emerson with significant capital flexibility for its strategic objectives and operational needs.

Emerson Electric Co. (EMR) has filed an 8-K report detailing the establishment of a new $3 billion 364-day credit facility, effective February 11, 2025. This unsecured facility, with a maturity date of February 10, 2026, is intended to serve as a liquidity backstop for general corporate purposes, including potential expansion of commercial paper borrowings. Notably, the facility is currently undrawn and the company has no immediate plans for borrowing, but it is positioned to support the anticipated financing for Emerson's ongoing tender offer to acquire the remaining shares of Aspen Technologies, Inc. that it does not already own. Additionally, the report confirms the recent effectiveness of an amendment to Emerson's Restated Articles of Incorporation, approved by shareholders on February 4, 2025. This amendment modifies the supermajority voting requirements for changes to preferred stock terms and became effective on February 10, 2025. While the credit facility is the primary financial development, the shareholder-approved amendment addresses corporate governance, indicating a proactive approach to structural adjustments.

This 8-K filing from Emerson Electric Co. (EMR) reports the final results of their 2025 Annual Meeting of Shareholders held on February 4, 2025. Key outcomes include the re-election of all four director nominees with strong shareholder support, and the approval of the company's executive compensation plan on a non-binding advisory basis. Additionally, the shareholders ratified the appointment of KPMG LLP as the independent registered public accounting firm for fiscal year 2025 and approved the 2025 Employee Stock Purchase Plan. The filing also details the outcomes of several proposed amendments to the company's Articles of Incorporation, notably the failure to approve proposals aimed at declassifying the Board of Directors and reducing certain supermajority voting requirements, although one amendment concerning preferred stock was approved.

Emerson Electric Co. reported a significant increase in earnings for the second quarter of fiscal year 2025, driven by strong operational performance and the positive impact of certain one-time items from the prior year. Net sales saw a modest increase of 1%, reaching $4.2 billion, with underlying sales growing by 2%. The company's profitability, however, experienced a dramatic surge, with net earnings attributable to common stockholders more than quadrupling to $585 million, leading to diluted EPS from continuing operations of $1.02, a substantial jump from $0.29 in the prior year. This dramatic improvement is partly attributed to the absence of significant acquisition-related inventory step-up amortization expenses that impacted the prior year's cost of sales and margins. Financially, Emerson demonstrated solid cash flow generation, with operating cash flow from continuing operations at $777 million, a significant increase year-over-year. The company also continues to execute on its capital allocation strategy, returning capital to shareholders through share repurchases and dividends, although a substantial increase in share repurchases, amounting to $899 million in the quarter, contributed to a decrease in cash and equivalents. Looking ahead, Emerson provided its fiscal year 2025 outlook, projecting sales growth and robust earnings per share, excluding the impact of the proposed acquisition of the remaining stake in AspenTech.

Emerson Electric Co. (EMR) has filed an 8-K to report its first quarter financial results, released on February 5, 2025. The filing primarily includes a press release detailing the company's performance for the quarter ending February 4, 2025. Investors should note that the press release contains non-GAAP financial measures, which the company believes offer valuable insights but should be considered supplemental to GAAP figures. These non-GAAP measures may also differ from those presented by other companies. While the specific financial figures and operational details are within the furnished press release (Exhibit 99.1), this 8-K signals the official communication of Emerson's Q1 earnings. The company also reiterates its forward-looking statements disclaimer, highlighting potential risks such as global conflicts, economic conditions, cybersecurity, and inflation, which are further detailed in its 10-K and subsequent filings.

Emerson Electric Co. (EMR) has filed an 8-K announcing a significant definitive agreement to acquire Aspen Technology, Inc. (AspenTech) through a tender offer and subsequent merger. Emerson, which already holds a substantial 57.4% stake in AspenTech, will initiate a tender offer to acquire the remaining outstanding shares at a price of $265 per share in cash. This move represents a strategic consolidation and a significant cash outlay for Emerson to gain full control of AspenTech's operations and technology. The transaction is structured as a tender offer followed by a merger, aiming for a swift acquisition process. The offer is contingent on customary closing conditions, including a minimum tender of over 50% of the unaffiliated shares, indicating a need for broad shareholder approval. The agreement includes provisions for business conduct during the interim period and restrictions on AspenTech soliciting alternative offers, signaling Emerson's commitment to completing the deal. Investors should closely monitor the tender offer process and regulatory approvals, as well as any potential impact on Emerson's financial leverage and future growth strategy.

Emerson Electric Co. (EMR) has reported its fiscal year 2024 results, showcasing a significant transformation of its business portfolio and a strategic shift towards higher-growth automation markets. The company completed the acquisition of National Instruments (NI) for $8.2 billion, integrating its automated test and measurement systems into the Software and Control segment. Concurrently, Emerson advanced its portfolio simplification by divesting its Climate Technologies business (Copeland) and the InSinkErator business. These strategic moves are aimed at creating a more cohesive, higher-growth, and higher-margin industrial technology portfolio, positioning Emerson as a global automation leader. Financially, the company reported a 15% increase in net sales to $17.5 billion, driven by the NI acquisition and underlying sales growth. However, net earnings from continuing operations declined by 29% to $1.6 billion, impacted by acquisition-related costs and a loss on a note receivable from the Copeland transaction. Adjusted diluted EPS from continuing operations showed robust growth, increasing by 24% to $5.49. Emerson also demonstrated strong cash flow generation, with operating cash flow up 22% to $3.3 billion and free cash flow up 23% to $2.9 billion. Looking ahead, Emerson is exploring further strategic alternatives, including a potential sale of its Safety & Productivity segment, and has proposed acquiring the remaining stake in AspenTech. The company has also announced an increase in its quarterly dividend.

Emerson Electric Co. (EMR) has filed a Current Report on Form 8-K to announce its fourth quarter and full year financial results for the period ending November 5, 2024. The filing includes a press release with detailed financial performance, along with information regarding a new nonqualified deferred compensation plan for eligible employees, effective January 1, 2025. Investors should review the press release for specific operational and financial metrics, as well as the details of the new executive compensation plan.

Emerson Electric Co. (EMR) has announced a significant strategic move through a press release filed on November 5, 2024. The company has submitted a proposal to acquire all outstanding shares of Aspen Technology, Inc. (AspenTech) not already owned by Emerson for $240 per share in cash. This proposed transaction is contingent upon the approval of a special committee of independent directors at AspenTech and a tender offer where at least a majority of the minority stockholders' shares are tendered. In addition to the AspenTech acquisition proposal, Emerson is also exploring strategic alternatives, including a potential cash sale, for its Safety & Productivity (S&P) segment. These developments signal a period of significant transformation for Emerson, as it aims to reshape its portfolio through strategic acquisitions and divestitures. Investors should note that there are no assurances that either transaction will be completed, and Emerson does not intend to provide further updates until a definitive agreement is reached or further disclosure is deemed necessary.

Emerson Electric Co. (EMR) has filed an 8-K report on August 7, 2024, to announce its third-quarter financial results, which were detailed in a press release furnished as Exhibit 99.1. The filing primarily serves to disseminate these earnings results to investors and the market. While the 8-K itself does not contain the detailed financial figures, it directs stakeholders to the press release for comprehensive information on the company's performance for the quarter ending August 2024. Investors should refer to the furnished press release for specific revenue, earnings per share (EPS), and segment performance. The report also highlights that the company utilizes non-GAAP financial measures, which are presented as supplemental information for evaluating performance and may differ from those reported by other companies. Emerson also included standard forward-looking and cautionary statements, referencing potential risks and uncertainties impacting future results, as detailed in their most recent SEC filings.

Emerson Electric Co. reported a mixed financial performance for the nine months ended June 30, 2024. While net sales increased by 16% year-over-year to $12.87 billion, driven by the acquisition of National Instruments (NI) and growth in the Software and Control segment, earnings from continuing operations attributable to common stockholders saw a significant decline of 30% to $1.06 billion. This decrease was primarily impacted by a substantial pretax loss of $279 million recognized on the definitive agreement to sell its Copeland note receivable, which adjusted the carrying value to reflect the transaction price. Despite the reported dip in GAAP earnings, adjusted diluted earnings per share from continuing operations showed a robust increase of 27% to $4.01, indicating underlying operational strength. The company is navigating significant portfolio changes, including the ongoing divestiture of its remaining stake in Copeland and the integration of NI. The outlook for fiscal year 2024 anticipates continued sales growth and an adjusted earnings per share range of $5.45 to $5.50, suggesting management's confidence in future performance, though investors should remain cognizant of the impacts from ongoing strategic realignments and integration costs.

Emerson Electric Co. (EMR) has filed an 8-K report detailing significant divestiture activities concerning its interest in Copeland. The company has entered into two material definitive agreements: a Note Purchase Agreement (NPA) and a Unit Purchase Agreement (UPA). These agreements collectively represent a substantial transaction that will see Emerson divest its remaining 40% equity interest in Copeland to BCP Emerald Aggregator L.P., an affiliate of Blackstone Inc. This transaction is structured to generate significant cash proceeds for Emerson. Specifically, the UPA transaction is expected to yield $1.5 billion in cash from the sale of Emerson's equity interest in Copeland, reducing its stake to zero. Concurrently, through the NPA, Emerson will receive an additional $1.9 billion in cash from the repurchase of senior unsecured notes by Issuer, a subsidiary of Copeland. The total cash inflow from these two transactions is anticipated to be approximately $3.4 billion. The consummation of these deals is subject to customary closing conditions, including regulatory approvals, with a target completion date by December 31, 2024.

Emerson Electric Co. (EMR) reported its financial results for the quarter and six months ended March 31, 2024. The company saw a significant increase in net sales, driven primarily by the acquisition of National Instruments (NI), contributing 10% to sales growth. While reported net earnings declined due to factors like the NI acquisition's purchase accounting adjustments and a prior year gain from discontinued operations, adjusted earnings per share from continuing operations showed strong growth, up 25% for the quarter and 39% for the six months. This highlights the underlying operational improvements and the positive impact of the NI integration. The company is actively managing its portfolio, evidenced by the recent acquisition of NI and strategic divestitures in prior periods. The integration of NI into the Software and Control segment is progressing, though it has led to increased amortization and restructuring costs impacting reported earnings. Emerson's outlook for the full fiscal year 2024 remains positive, with expectations for robust sales growth and adjusted earnings per share.

Emerson Electric Co. (EMR) filed an 8-K on May 8, 2024, reporting on its second-quarter results and announcing a new director appointment. The company furnished a press release detailing its Q2 financial performance, which is available as an exhibit. Investors should note that this press release includes non-GAAP financial measures, and the company advises that these should be considered supplemental to, and not a replacement for, GAAP-based financial information. The filing also includes forward-looking statements, and investors are cautioned to refer to EMR's SEC filings for a comprehensive list of risks and uncertainties that could impact future results, including global conflicts and economic conditions. In addition to financial updates, the 8-K announces a significant change in the Board of Directors. Effective August 1, 2024, Calvin G. Butler, Jr. will join the Board and the Corporate Governance and Nominating Committee. Mr. Butler brings extensive experience from his current role as President and CEO of Exelon Corporation and previously held various leadership positions within the energy sector. His appointment is considered independent, and his compensation as a director will align with the company's standard policy for non-management directors, including an initial restricted stock unit award.

Emerson Electric Co. (EMR) filed an 8-K on February 9, 2024, detailing the outcomes of its 2024 Annual Meeting of Shareholders held on February 6, 2024. The most significant outcomes for investors include the approval of the 2024 Equity Incentive Plan, which is a standard mechanism for incentivizing and retaining key talent. Additionally, shareholders ratified the appointment of KPMG LLP as the independent registered public accounting firm for fiscal year 2024, reinforcing corporate governance and audit oversight.

Emerson Electric Co. (EMR) filed an 8-K on February 7, 2024, to furnish its press release announcing first quarter results for the period ending December 31, 2023. The report primarily serves to provide investors with access to the company's latest financial performance and outlook, which was detailed in the accompanying press release (Exhibit 99.1). While the 8-K itself does not contain detailed financial figures, it directs investors to the press release for comprehensive results, including the use of non-GAAP financial measures. Investors should consult the furnished press release for specifics on revenue, earnings, segment performance, and forward-looking guidance. The filing also reiterates Emerson's standard forward-looking and cautionary statements, reminding investors of the inherent risks and uncertainties associated with the company's projections. These factors include global economic conditions, geopolitical events, market demand, inflation, and cybersecurity threats, among others. The company's outlook represents its current expectations for consolidated results, and any updates will be reflected in subsequent SEC filings.

Emerson Electric Co. (EMR) reported its fiscal second quarter results for the period ending December 31, 2023. The company experienced a significant increase in net sales, driven largely by the acquisition of National Instruments (NI) and underlying organic growth. However, reported net earnings saw a substantial decrease compared to the prior year, primarily due to the absence of a large gain from the divestiture of InSinkErator in the prior year's quarter and the inclusion of acquisition-related costs and amortization from NI. Despite the decline in reported net earnings, adjusted diluted earnings per share from continuing operations showed strong growth, indicating improved operational performance excluding one-time items. The company's strategic acquisitions and focus on core business segments position it for future growth, though investors should monitor the integration of NI and its impact on profitability and cash flow. The outlook for fiscal year 2024 remains positive, with expectations for continued sales growth and solid adjusted earnings per share.

Emerson Electric Co. (EMR) filed an 8-K on November 30, 2023, announcing the retirement of Sara Y. Bosco, Senior Vice President, Secretary, and Chief Legal Officer, effective December 31, 2023. Ms. Bosco will continue in her role until her retirement date and has entered into a letter agreement outlining the terms of her departure. The agreement ensures Ms. Bosco receives her current salary and benefits until her retirement date. Importantly, she remains eligible for full payouts under certain performance share programs, contingent on the company achieving performance objectives. The filing also details her continued eligibility for pension and 401(k) plan distributions. In conjunction with her retirement, Michael Tang has been appointed as the new Senior Vice President, Secretary, and Chief Legal Officer, effective January 1, 2024.

Emerson Electric Co. (EMR) reported a robust fiscal year 2023, demonstrating significant portfolio transformation and strong operational performance. The company's strategic focus on becoming a global automation leader has been underscored by substantial acquisitions and divestitures, most notably the recent acquisition of National Instruments (NI) for $8.2 billion and the majority stake sale of its Climate Technologies business. Financially, Emerson saw a 10% increase in net sales to $15.2 billion, driven by strong growth across its Intelligent Devices and Software and Control segments. Diluted earnings per share from continuing operations rose 18% to $3.72, with adjusted diluted EPS reaching $4.44. The company also generated substantial operating cash flow of $2.7 billion, highlighting its strong cash-generating capabilities. Looking ahead to fiscal year 2024, Emerson anticipates continued sales growth and earnings per share improvement, supported by the integration of NI and ongoing operational efficiencies.

Emerson Electric Co. (EMR) filed an 8-K on November 7, 2023, furnishing a press release detailing its fourth quarter and full year financial results for fiscal year 2023. The filing primarily serves to disseminate these results to the public, highlighting the company's operational performance and financial condition for the period ending September 30, 2023. Investors should note that the press release includes non-GAAP financial measures, which Emerson believes provide useful insights but are supplemental to GAAP figures. The company's press release, attached as Exhibit 99.1, contains forward-looking statements that are subject to various risks and uncertainties, including geopolitical conflicts, economic conditions, and market demand. Investors are advised to consult Emerson's most recent Form 10-K and subsequent SEC filings for a comprehensive understanding of these risks. This 8-K does not contain new financial statements but rather announces the results that were previously communicated via the press release.

Emerson Electric Co. (EMR) has announced the successful completion of its acquisition of National Instruments Corporation (NATI) on October 11, 2023. The transaction, structured as a merger, saw National Instruments survive as a wholly owned subsidiary of Emerson. This strategic move aims to bolster Emerson's portfolio and expand its market reach. Investors should note that all outstanding shares of National Instruments common stock were converted into the right to receive $60.00 in cash per share. This cash consideration was paid to NATI shareholders, excluding certain treasury shares and shares held by dissenting shareholders who exercised appraisal rights. The completion of this merger marks a significant development for Emerson, integrating National Instruments' capabilities into its existing operations. The $60.00 per share cash payout represents the total consideration for NATI shareholders and the culmination of a previously announced agreement. This acquisition is expected to be accretive to Emerson's earnings and is a key part of the company's strategy for growth and value creation. Further details regarding the financial impact and integration plans will likely be disclosed in future filings.

Emerson Electric Co. (EMR) has filed an 8-K report on August 2, 2023, to furnish its press release regarding third-quarter results. While the 8-K itself does not contain the detailed financial figures, it directs investors to Exhibit 99.1, the press release, for comprehensive information on the company's operational and financial performance for the period ending August 2, 2023. This filing signifies that Emerson is providing timely updates on its financial condition and results of operations, including any forward-looking statements and associated risks. Investors should refer to the furnished press release (Exhibit 99.1) for specific details on third-quarter earnings, revenue, and any updated guidance. The report also reiterates the company's use of non-GAAP financial measures, emphasizing that these should be considered supplemental to GAAP results. A key point for investors is the forward-looking statements section, which highlights ongoing risks and uncertainties, including the National Instruments transaction, geopolitical events, and economic conditions, underscoring the need for careful consideration of these factors when evaluating the company's outlook.

Emerson Electric Co. reported robust financial results for the nine months ending June 30, 2023, driven by significant portfolio transformation and strong operational performance. The company saw substantial increases in net sales and net earnings, largely bolstered by the divestiture of its Climate Technologies business, which resulted in a significant pre-tax gain. Despite macroeconomic headwinds and ongoing strategic realignments, Emerson demonstrated resilience with healthy growth across its core segments, particularly Intelligent Devices and Software and Control. The company is actively managing its capital structure, returning value to shareholders through dividends and share repurchases, while also investing in future growth through strategic acquisitions, notably the pending acquisition of National Instruments Corporation. The nine-month period was characterized by substantial strategic actions, including the majority stake sale in Climate Technologies and the acquisition of AspenTech in the prior year. These moves have reshaped Emerson's business segments and financial profile. While the company faces ongoing integration efforts and potential market uncertainties, its focus on operational efficiency, innovation, and strategic M&A positions it for continued growth and value creation.

Emerson Electric Co. (EMR) announced the completion of the sale of its Climate Technologies business on May 31, 2023. This significant transaction involved transferring the business to a newly formed entity, JV NewCo, in partnership with investment funds managed by Blackstone. As a result of the sale, Emerson received approximately $9.7 billion in cash and $2.25 billion in senior unsecured notes. Additionally, Emerson retains a 40% common equity interest in JV NewCo, while Blackstone's affiliates hold the remaining 60% common equity and convertible preferred equity. This strategic divestiture marks a major shift for Emerson, likely reshaping its portfolio and financial structure. The substantial cash infusion and retained equity stake will provide Emerson with significant financial flexibility and an ongoing interest in the performance of the Climate Technologies business. Investors should closely examine the pro forma financial statements provided in the filing to understand the impact of this transaction on Emerson's future earnings and balance sheet.

Emerson Electric Co. (EMR) filed an 8-K on May 3, 2023, to report on its second quarter financial results and announce significant executive leadership changes. The filing includes a press release detailing the company's quarterly performance, though specific financial figures are not provided within the 8-K itself, but rather referenced via an attached exhibit. Investors should note the company's forward-looking statements, which mention ongoing risks related to the proposed Climate Technologies and National Instruments transactions, as well as broader economic uncertainties. The most significant personnel change is the retirement of Senior Executive Vice President and Chief Financial Officer, Frank J. Dellaquila, effective May 10, 2023. He will transition to a Senior Advisor role until September 30, 2023, to ensure a smooth handover. Concurrently, Michael J. Baughman has been promoted to Executive Vice President, Chief Financial Officer, and Chief Accounting Officer, also effective May 10, 2023. This leadership transition is a key event for investors to monitor.

Emerson Electric Co. (EMR) reported strong performance for the fiscal third quarter of 2023, with net sales from continuing operations increasing by 14% year-over-year to $3.8 billion. This growth was driven by robust underlying sales, up 14%, with contributions from both higher volume and increased pricing, despite a 3% unfavorable impact from foreign currency translation. The company saw broad-based sales growth across most of its business segments and all geographic regions. Profitability also improved, with earnings from continuing operations attributable to common stockholders rising 24% to $530 million, and diluted earnings per share from continuing operations increasing by 28% to $0.92. The significant increase in net earnings common stockholders to $792 million (up 18%) and diluted EPS to $1.38 (up 22%) was notably boosted by substantial gains from discontinued operations, primarily the divestiture of InSinkErator. The company also provided a positive full-year outlook, expecting consolidated net sales growth of 9-10.5% and adjusted earnings per share from continuing operations between $4.15 and $4.25.

Emerson Electric Co. (EMR) announced on May 2, 2023, significant changes to its Board of Directors with the election of two new independent directors: Leticia Gonçalves and Jim M. McKelvey. Ms. Gonçalves brings extensive experience in global food ingredients and technology development from her roles at Archer Daniels Midland and Monsanto/Bayer. Mr. McKelvey is a notable entrepreneur with a background in founding companies like Block, Inc. (Square) and Invisibly, Inc., as well as involvement in venture capital and the financial sector. Their appointments are intended to enhance the board's expertise and oversight across diverse strategic areas.

Emerson Electric Co. (EMR) filed an 8-K on April 12, 2023, primarily to reaffirm its previously issued guidance for the second quarter of fiscal year 2023 in the context of its pending acquisition of National Instruments Corporation (NATI). The company expects underlying sales growth to be between 8% and 10% on a non-GAAP basis, after adjusting for foreign currency fluctuations and the impact of acquisitions and divestitures. This reaffirms the February guidance range of 10.5% to 12.5% reported sales growth, which includes approximately 3% favorable FX impact and a 5.5% reduction from divestitures. Furthermore, Emerson reiterated its second quarter 2023 adjusted Earnings Per Share (EPS) guidance to be in the range of $0.95 to $1.00. This non-GAAP figure is derived from a GAAP EPS estimate of $0.75 to $0.80, with adjustments for amortization of intangibles and restructuring costs. Investors should note that these are preliminary estimates and are subject to change as the financial close process concludes. The filing also includes important information and disclaimers regarding the NATI acquisition, urging investors to consult SEC filings for detailed information and potential risks.

Emerson Electric Co. (EMR) has announced a significant development through an 8-K filing on April 12, 2023, detailing a definitive agreement to acquire National Instruments Corporation (NATI). The proposed merger will see NATI become a wholly owned subsidiary of Emerson, with NATI stockholders set to receive $60 per share in cash. This strategic acquisition aims to expand Emerson's capabilities and market reach. The financing for this acquisition is primarily intended to be funded by proceeds from the sale of Emerson's Climate Technologies business. In lieu of or in conjunction with these proceeds, Emerson has secured a commitment for an $8.175 billion bridge loan facility from Goldman Sachs. The filing also outlines standard closing conditions, including stockholder approval from NATI and regulatory approvals, as well as termination fees for both parties under specific circumstances.

Emerson Electric Co. (EMR) filed an 8-K on April 6, 2023, to provide supplemental unaudited historical financial results. This filing is intended to enhance investor understanding of the company's consolidated and segment performance, particularly in light of the recent AspenTech acquisition and planned divestitures. The provided information, presented in Exhibit 99.1, includes historical underlying sales for fiscal year 2022 on a quarterly basis and is designed to align with how Emerson expects to present future earnings releases. Investors should note that this information is supplemental, uses non-GAAP measures, and is not a restatement of prior financial statements. The filing also includes forward-looking statements related to ongoing transactions, such as the Climate Technologies and National Instruments deals, and highlights potential risks and uncertainties, including economic conditions, market demand, and the impacts of global events. While not deemed "filed" for liability purposes, this supplemental data offers a deeper look into segment performance and the integration of AspenTech.

Emerson Electric Co. (EMR) announced the establishment of a new $3.5 billion five-year revolving credit facility on February 17, 2023, which will mature in February 2028. This new facility replaces a similar, existing credit line and is unsecured, providing flexibility for general corporate purposes, including commercial paper borrowings. The company has indicated no current outstanding loans or letters of credit under either the new or previous facilities and has no immediate intention to draw upon it.

Emerson Electric Co. (EMR) filed an 8-K on February 10, 2023, detailing key events from their shareholder meeting on February 7, 2023. Notably, the company adopted the Emerson Electric Co. Annual Cash Incentive Plan, designed to incentivize executive officers based on performance targets including financial, operating, and Environmental, Social, and Governance (ESG) goals. This plan's introduction signifies a focus on aligning executive compensation with broader company objectives, including sustainability initiatives. Furthermore, the filing confirms the results of the shareholder votes. All nominated directors were elected, and the appointment of KPMG LLP as the independent auditor for fiscal 2023 was ratified. Shareholders also provided advisory approval for the company's executive compensation. A significant outcome was the overwhelming shareholder preference for an annual advisory vote on executive compensation, indicating a desire for continued, regular oversight.

Emerson Electric Co. reported strong performance in the quarter ending December 31, 2022, driven by significant gains from discontinued operations, primarily the divestiture of the InSinkErator business, which resulted in a substantial increase in net earnings. While net sales from continuing operations saw a modest increase, driven by growth in Intelligent Devices and Software & Control segments, earnings from continuing operations declined year-over-year. This decline was largely attributed to the absence of a significant gain from a subordinated interest in Vertiv realized in the prior year and increased expenses, including higher stock compensation and amortization costs related to the AspenTech acquisition. The company continues to actively manage its portfolio, with the pending sale of a majority stake in its Climate Technologies business expected to further reshape its operational footprint. Emerson is focusing on strategic deployment of capital, including significant share repurchases, while managing ongoing economic uncertainties.

Emerson Electric Co. (EMR) filed an 8-K on February 8, 2023, to report its first-quarter fiscal 2023 results. The filing includes a press release detailing financial performance and providing supplemental unaudited historical results for fiscal 2022 on a continuing operations basis, reflecting recent segment realignments. Investors should note that these supplemental figures are not restatements and should be reviewed alongside the company's 10-K filing. The press release also discusses non-GAAP financial measures, which Emerson utilizes to provide a more comprehensive view of its operational performance. The company emphasizes that these measures are supplemental and should not replace GAAP financials. Additionally, the filing contains forward-looking statements regarding potential transactions, including the Climate Technologies and National Instruments deals, and acknowledges the ongoing impacts of global events like the COVID-19 pandemic and the Russia-Ukraine conflict, as well as economic conditions and market demand, on future business performance.