โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $9.40B (+9% YoY; +5% underlying)
โข GAAP EPS: $3.66 (-11% YoY)
โข Adj. EPS: $4.59 (+9% YoY)
โข GAAP Net Income: $1.69B (-12% YoY)
โข Adj. Net Income: $2.12B (+7% YoY)
โข Adj. Operating Profit: $2.76B (+8% YoY)
โข Adj. Operating Margin: 29.4%
โข Operating Cash Flow: $3.17B (+8% YoY)
โข Free Cash Flow: $1.78B
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 Adj. EPS: $4.40โ$4.50 (+5% to +7% YoY)
โข FY26 Adj. EPS: $17.82โ$17.92 (+8% to +9% YoY)
โข FY26 CapEx: $5.5Bโ$6.0B
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Underlying sales growth driven by +3% pricing and +2% volume
โข Americas revenue +11% to $3.60B; underlying growth +9%
โข APAC revenue +12% to $1.95B; underlying growth +8%
โข EMEA revenue +7% to $2.33B; underlying growth +3%
โข Project backlog: $11B, including $7.9B in contractual gas projects
โข Strong customer proposal activity, particularly in electronics
โข Returned $1.69B to shareholders through dividends and net share repurchases
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โCustomer proposal activity remains robust, particularly across electronics, supporting our confidence in continued backlog growth.โ โ CEO Sanjiv Lamba