St. Louis – November 04, 2026 -- Emerson (NYSE: EMR) reported a 14% increase in underlying orders for the fourth quarter ended September 30, 2026, and raised its quarterly cash dividend 7% to $0.595 per share.
Long-cycle projects in growth verticals drive order growth
President and CEO Lal Karsanbhai said fourth-quarter sales and profitability exceeded expectations. He credited "exceptional long-cycle project activity" in the company's growth verticals for the order increase. Demand was broad-based, with substantial growth across all business groups and regions.
Dividend increase is payable December 10, 2026
The $0.595 quarterly dividend goes to stockholders of record on November 13, 2026.
Fiscal 2027 guidance assumes $3.8 billion in shareholder returns
The framework assumes about $3.8 billion returned to shareholders: roughly $2.5 billion in share repurchases and roughly $1.3 billion in dividends.
Karsanbhai said Emerson is confident in its 2027 plans because of a robust backlog and favorable demand trends in its growth verticals.
Emerson flags conflicts, tariffs and inflation as risks
The company listed the Russia-Ukraine and Middle East conflicts, economic and currency conditions, tariffs and inflation among factors that could cause actual results to differ materially from its forward-looking statements.
Management discussed the fiscal 2026 results on an investor call beginning at 7:30 a.m. Central Time. A replay will be available for 90 days.