Emerson reports Q4 2026 results, raises dividend and outlines 2027 outlook
Emerson Electric posted fourth‑quarter net sales of $5.201 billion, a 7% year‑over‑year increase, and full‑year sales of $18.982 billion, up 5%. GAAP earnings per share rose to $1.33 in Q4 (24% growth) and $4.79 for the year (20% growth), while adjusted EPS reached $1.86 and $6.59 respectively. The company lifted its quarterly cash dividend by 7% to $0.595 per share and provided 2027 guidance of roughly 5% sales growth, GAAP EPS of $5.70 and adjusted EPS of $7.25, alongside a $3.8 billion capital‑return plan.
Why it matters
The dividend increase raises immediate cash return to shareholders, while the modest 2027 sales and earnings guidance signals steady but limited growth, influencing valuation models. The announced $3.8 billion share‑repurchase and dividend program may support the stock price amid the guidance.
Key facts
- 1Q4 2026 net sales were $5,201 million, up 7% YoY. sec.gov
- 2Full‑year 2026 net sales were $18,982 million, up 5% YoY. sec.gov
- 3GAAP EPS for Q4 2026 was $1.33, a 24% increase; full‑year GAAP EPS was $4.79, a 20% increase. sec.gov
- 4Adjusted EPS for Q4 2026 was $1.86, a 15% increase; full‑year adjusted EPS was $6.59, a 10% increase. sec.gov
- 5Underlying orders grew 14% in Q4 2026. sec.gov
- 6The quarterly cash dividend was raised 7% to $0.595 per share, payable December 10, 2026. sec.gov
Summary written by AlphAI AI Desk from 14 of 14 sources. Not investment advice. Figures are as stated by the linked sources.