EMEIndustrials & materials
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $3.77B | $3.87B | $4.30B | $4.30B | $4.51B | $4.63B | $5.15B | $5.54B | ▲ +28.8% |
| Gross profit | $757.01M | $722.72M | $833.77M | $835.31M | $891.19M | $863.95M | $1.02B | $1.11B | ▲ +32.7% |
| Operating income | $388.56M | $318.76M | $415.21M | $405.70M | $573.75M | $403.85M | $547.34M | $545.79M | ▲ +34.5% |
| Net income | $292.16M | $240.68M | $302.16M | $295.37M | $434.61M | $305.48M | $403.69M | $399.93M | ▲ +35.4% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | 5.26 $ | 6.72 $ | 6.57 $ | — | 6.84 $ | 9.06 $ | 9.04 $ | ▲ +37.6% |
| Margins (% of revenue) | |||||||||
| Gross | 20.1 % | 18.7 % | 19.4 % | 19.4 % | 19.7 % | 18.7 % | 19.8 % | 20.0 % | ▲ +0.6 pt |
| Operating | 10.3 % | 8.2 % | 9.6 % | 9.4 % | 12.7 % | 8.7 % | 10.6 % | 9.8 % | ▲ +0.4 pt |
| Net | 7.7 % | 6.2 % | 7.0 % | 6.9 % | 9.6 % | 6.6 % | 7.8 % | 7.2 % | ▲ +0.4 pt |
| Balance sheet | |||||||||
| Assets | $7.72B | $8.08B | $8.40B | $8.64B | $9.29B | $9.51B | $10.16B | $11.24B | ▲ +30.0% |
| Liabilities | $4.78B | $5.13B | $5.35B | $5.30B | $5.62B | $5.64B | $6.08B | $6.96B | ▲ +31.2% |
| Equity | $2.94B | $2.95B | $3.05B | $3.34B | $3.67B | $3.87B | $4.08B | $4.28B | ▲ +28.2% |
| Cash | $1.34B | $576.70M | $485.99M | $655.10M | $1.11B | $916.42M | $924.41M | $774.75M | ▲ +18.3% |
| Capital | |||||||||
| Shares outstanding | 45.47M | 44.76M | 44.76M | 44.77M | 44.53M | 44.44M | 44.11M | 43.78M | ▼ -2.2% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.