โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $6.76B (+18% YoY; +16% organic)
โข GAAP Continuing EPS: $4.79 (+25% YoY)
โข Adj. Continuing EPS: $4.86 (+25% YoY)
โข GAAP Operating Income: $1.34B (+15% YoY)
โข Adj. Operating Income: $1.36B (+15% YoY)
โข Adj. EBITDA: $1.45B (+16% YoY)
โข Adj. Operating Margin: 20.2% vs. 20.6% YoY
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐ (๐ ๐๐๐)
โข Reported Revenue Growth: ~13.5%, raised
โข Organic Revenue Growth: ~11%, raised
โข GAAP Continuing EPS: $15.00โ$15.10
โข Adj. Continuing EPS: $15.20โ$15.30, reaffirmed
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๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Bookings: $7.25B (+21% reported; +20% organic)
โข Record backlog: $12.5B (+73% YoY)
โข Book-to-Bill: 107%, above 100% across all segments
โข Americas revenue +21%, adjusted operating margin expanded 50 bps
โข EMEA bookings +40%, but adjusted operating margin contracted 250 bps
โข APAC bookings +22%, adjusted operating margin contracted 390 bps
โข YTD Free Cash Flow: $2.83B (+58% YoY)
โข Deployed or committed ~$3.4B to dividends, acquisitions and share repurchases YTD through October
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โOur focus on sustainability and energy efficiency continues to resonate with customers, driving bookings growth of 20 percent in the quarter and elevating our backlog to $12.5 billion.โ โ CEO Dave Regnery