𝐂𝐚𝐭𝐞𝐫𝐩𝐢𝐥𝐥𝐚𝐫 𝐅𝐢𝐫𝐬𝐭 𝐄𝐯𝐞𝐫 𝟐𝟎𝐁 𝐐𝐮𝐚𝐫𝐭𝐞𝐫 𝐚𝐬 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫 𝐚𝐧𝐝 𝐏𝐨𝐰𝐞𝐫 𝐃𝐞𝐦𝐚𝐧𝐝 𝐅𝐮𝐞𝐥 𝐆𝐫

⠀

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• EPS: $7.77 vs. $6.20 est. ✅

• Adjusted EPS: $8.17

• Revenue: $20.54B vs. $19.20B est. ✅

• Operating margin: 20.9% (vs. 17.3% Y/Y)

• Operating cash flow: $4.4B

• Returned $2.2B to shareholders ($1.5B buybacks + $0.7B dividends)

• First quarter in company history with more than $20B in sales and revenue

⠀

🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• No formal revenue or EPS guidance provided.

• Management highlighted strong order rates, a growing backlog, and broad momentum across all three core business segments.

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Sales rose 24% Y/Y to $20.54B, driven by $3.1B of higher volume and $595M of favorable pricing.

• Construction Industries revenue jumped 35%, Power & Energy grew 17%, and Resource Industries increased 20%.

• Power Generation demand remained strong, supported by data center applications.

• Operating profit climbed 50% to $4.30B, benefiting from higher sales volumes.

𝐂𝐚𝐭𝐞𝐫𝐩𝐢𝐥𝐥𝐚𝐫: 𝐅𝐢𝐫𝐬𝐭 𝐄𝐯𝐞𝐫 $𝟐𝟎𝐁+ 𝐐𝐮𝐚𝐫𝐭𝐞𝐫 𝐚𝐬 𝐃𝐚𝐭𝐚 𝐂𝐞𝐧𝐭𝐞𝐫 𝐚𝐧𝐝 𝐏𝐨𝐰𝐞𝐫 𝐃𝐞𝐦𝐚𝐧𝐝 𝐅𝐮𝐞𝐥 𝐆𝐫