MAAT INDEX

CLAIM #23049 · EMR (EMR) · 2026Q2 earnings call · May 5, 2026 · due Sep 30, 2026

As we look out, we are expecting about another $100 million of disruption.

Michael Baughman · CFO

PENDING
graded after results covering Sep 30, 2026 are reported

How to check this claim

Look at: Revenue disruption from Middle East supply chain issues, remaining fiscal year (as disclosed by management)

It came true if: Management-disclosed or implied disruption impact for remainder of fiscal year approximately $100 million (+/- $20 million)

Where: Company earnings call commentary / management discussion in subsequent quarterly earnings calls

In context

ly 28% and adjusted EPS of $1.65 to $1.70. With that, I would like to turn the call back to the operator for Q&A. Operator: We will now open the call for questions. Thank you. Our first question is from Scott Davis with Melius Research. Scott Davis: Hey, good afternoon, guys. Hi, Scott. A couple just points to clarify. I thought that detail you gave in the call was pretty thorough, but so we lost about a point in the Middle East, and it sounds like you expect to get about a half of that point back. Is that correct? Is the rest lost revenues, or is there still optionality or potential to regain the remainder of those revenues? Michael J. Baughman: No. I think, Scott, we have seen the disruption in the Middle East, and as we mentioned on the call, there was about $50 million in the quarter. As we look out, we are expecting about another $100 million of disruption. What we see is encouraging with the supply chain improving, but it is still a very uncertain situation and we have six months left here for the year, and capacity right now is running at about 75%. We mentioned that there is some opportunity out there for rebuild and restart, and that has started, but that is going to take, we think, six quarters to unfold here, and we will see how that goes. But I would say do not think there are revenues that are lost, and in fact, over the longer term, there should be opportunity. In this next six months, based on what we saw in the quarter and based on what we see on the ground today, we felt it was prudent to bake that in and take the full-year guide down by a point at the top line. Scott Davis: Okay. That is helpful. And then I do not think you ment

Verify independently

SEC filings for EMR · Claim quote is verbatim from the 2026Q2 earnings call.