IRIndustrials & materials
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $1.90B | $1.72B | $1.89B | $1.96B | $2.09B | $1.85B | $2.05B | $2.06B | ▲ +5.6% |
| Gross profit | $815.40M | $765.50M | $824.90M | $855.20M | $890.70M | $792.40M | $862.60M | $924.30M | ▲ +8.1% |
| Operating income | $378.80M | $302.50M | $76.40M | $375.50M | $390.20M | $289.70M | $380.30M | $782.50M | ▲ +108.4% |
| Net income | $229.80M | $186.50M | −$115.30M | $244.10M | $266.10M | $192.10M | $256.80M | $669.90M | ▲ +174.4% |
| R&D | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | 0.46 $ | -0.29 $ | 0.61 $ | — | 0.49 $ | 0.66 $ | 1.73 $ | ▲ +183.6% |
| Margins (% of revenue) | |||||||||
| Gross | 42.9 % | 44.6 % | 43.7 % | 43.7 % | 42.6 % | 42.9 % | 42.1 % | 44.8 % | ▲ +1.0 pt |
| Operating | 20.0 % | 17.6 % | 4.0 % | 19.2 % | 18.7 % | 15.7 % | 18.6 % | 37.9 % | ▲ +18.7 pt |
| Net | 12.1 % | 10.9 % | -6.1 % | 12.5 % | 12.7 % | 10.4 % | 12.5 % | 32.4 % | ▲ +20.0 pt |
| Balance sheet | |||||||||
| Assets | $18.01B | $18.38B | $18.06B | $18.19B | $18.30B | $18.22B | $18.19B | $18.61B | ▲ +2.3% |
| Liabilities | $7.76B | $7.83B | $7.90B | $8.00B | $8.14B | $7.98B | $7.95B | $8.05B | ▲ +0.6% |
| Equity | $10.25B | $10.55B | $10.16B | $10.19B | $10.15B | $10.24B | $10.24B | $10.57B | ▲ +3.7% |
| Cash | $1.54B | $1.61B | $1.31B | $1.18B | $1.25B | $1.27B | $1.17B | $1.34B | ▲ +14.1% |
| Capital | |||||||||
| Shares outstanding | 403.08M | 403.46M | 397.45M | 395.11M | 391.62M | 391.34M | 388.00M | 384.02M | ▼ -2.8% |
| 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.