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Emerson10-Q: Recurring revenue shift

Software renewal timing issues negatively impact sales by 4% and drag down margins.

What happened

Emerson explicitly cited a 4% negative impact on Software & Systems volume due to the timing of software renewals, which also hurt gross margins.

Source

SEC EDGARMay 5, 2026

Quarterly report (Form 10-Q)

Emerson 10-Q

Filing excerpt

Underlying sales increased 2 percent on 3 percent higher price while volume decreased 1 percent including a negative 4 percent impact related to the timing of software renewals.

sec.gov/Archives/edgar/data/32604/000003260426000035/emr-20260331.htmRead the full source

Other signals in this filing (11)

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
03/31
Filed
May 5, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Percent
-4% (Negative volume impact from timing of software renewals)

Details

CIK
32604
Accession number
0000032604-26-000035
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Billing/subscription tools

Topics and mentions

Technologies

  • software

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
May 12, 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/df1864da-8a4f-4d18-80fa-7a2731c943ac returns this record as JSON. POST /v1/companies/enrich returns every signal for emerson.com.

{
  "signal_id": "df1864da-8a4f-4d18-80fa-7a2731c943ac",
  "signal_type": "sec-10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-05-12T09:24:55.943+00:00",
  "company": {
    "name": "Emerson",
    "domain": "emerson.com"
  },
  "data": {
    "detail": "Emerson explicitly cited a 4% negative impact on Software & Systems volume due to the timing of software renewals, which also hurt gross margins. This indicates a significant operational pain point in managing recurring revenue and contracts, creating an opportunity for subscription management, billing, or CPQ solutions.",
    "metrics": {
      "pct": -0.04,
      "timeframe": "current_quarter",
      "pct_context": "Negative volume impact from timing of software renewals"
    },
    "summary": "Software renewal timing issues negatively impact sales by 4% and drag down margins.",
    "excerpts": "Underlying sales increased 2 percent on 3 percent higher price while volume decreased 1 percent including a negative 4 percent impact related to the timing of software renewals.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/32604/000003260426000035/emr-20260331.htm",
    "filing_date": "2026-05-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "software"
    ]
  }
}

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