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Emerson10-Q: Recurring revenue shift

Emerson's software margin hit by 2 percentage points due to renewal timing issues.

What happened

The timing of software renewals negatively impacted the Software & Systems adjusted EBITA margin by approximately 2 percentage points, indicating potential challenges in sales cycle management or subscription billing systems.

Source

SEC EDGARAug 4, 2026

Quarterly report (Form 10-Q)

Emerson 10-Q

Filing excerpt

Adjusted EBITA margin was 30.8 percent, a decrease of 0.9 percentage points, which included a negative impact relating to the timing of software renewals of approximately 2 percentage points.

sec.gov/Archives/edgar/data/32604/000003260426000043/emr-20260630.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Recurring revenue shift

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Aug 4, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
2% (Negative impact on Software & Systems adjusted EBITA margin from timing of software renewals)

Details

CIK
32604
Accession number
0000032604-26-000043
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Billing/subscription tools

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Aug 11, 2026
signal_type
sec-10q
signal_subtype
recurringRevenueShift

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/38431d9a-c693-4054-894d-d09254fad840 returns this record as JSON. POST /v1/companies/enrich returns every signal for emerson.com.

{
  "signal_id": "38431d9a-c693-4054-894d-d09254fad840",
  "signal_type": "sec-10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-08-11T08:04:27.904+00:00",
  "company": {
    "name": "Emerson",
    "domain": "emerson.com"
  },
  "data": {
    "detail": "The timing of software renewals negatively impacted the Software & Systems adjusted EBITA margin by approximately 2 percentage points, indicating potential challenges in sales cycle management or subscription billing systems. This creates an opportunity for vendors offering solutions to optimize recurring revenue and automate the quote-to-cash process.",
    "metrics": {
      "pct": 2,
      "timeframe": "current_quarter",
      "pct_context": "Negative impact on Software & Systems adjusted EBITA margin from timing of software renewals"
    },
    "summary": "Emerson's software margin hit by 2 percentage points due to renewal timing issues.",
    "excerpts": "Adjusted EBITA margin was 30.8 percent, a decrease of 0.9 percentage points, which included a negative impact relating to the timing of software renewals of approximately 2 percentage points.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/32604/000003260426000043/emr-20260630.htm",
    "filing_date": "2026-08-04",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue"
  }
}

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