| Q2 FY26 | YoY | |
|---|---|---|
| Revenue | $3.9B1 | – |
| Net income | $428.0M | – |
| Op income | $575.0M | – |
| EPS (dil.) | $1.12 | – |
| EPS (basic) | – | – |
| Op margin | 14.9% | – |
| Net margin | 11.1% | – |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| net_sales | $15.1 billion to $15.3 billion | FY2026 | tight_range | Maintained |
| organic_sales_growth | low- to mid-single digits | FY2026 | directional | — |
| adjusted_operating_profit | down $30 million to flat | FY2026 | tight_range | Lowered |
| adjusted_operating_profit | down $45 million to $15 million | FY2026 | tight_range | Lowered |
| adjusted_free_cash_flow | $1.5 billion to $1.55 billion | FY2026 | tight_range | Lowered |
| adjusted_eps | $4.01 to $4.05 | FY2026 | tight_range | Lowered |
| service_revenue_growth | mid-single-digit growth | Q3 2026 | directional | New |
| service_revenue_growth | around 6% | second half of 2026 | point | New |
| service_margin | around mid-24% | Q3 2026 | point | New |
| service_margin | around 25% | Q4 2026 | point | New |
| service_margin | a touch below 24% | FY2026 | directional | Maintained |
| service_margin | around mid-24% | second half of 2026 | point | New |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $3.6B | +6.0% |
| Net income | $340.0M | +40.0% |
| Op income | $539.0M | +31.1% |
| EPS (dil.) | $0.87 | +42.6% |
| EPS (basic) | $0.88 | +44.3% |
| Op margin | 15.1% | +2.8pp |
| Net margin | 9.5% | +2.3pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $3.8B | +3.3% | $14.4B |
| Net income | $374.0M | +11.0% | $1.4B |
| Op income | $589.0M | +11.1% | $2.1B |
| EPS (dil.) | $0.95 | +13.1% | $3.50 |
| EPS (basic) | – | – | – |
| Op margin | 15.5% | +1.1pp | |
| Net margin | 9.8% | +0.7pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $3.7B | +4.0% | $10.6B |
| Net income | $374.0M | -30.7% | $1.0B |
| Op income | $586.0M | +61.4% | $1.5B |
| EPS (dil.) | $0.95 | -29.1% | $2.55 |
| EPS (basic) | $0.96 | -28.9% | $2.57 |
| Op margin | 15.9% | +5.7pp | |
| Net margin | 10.1% | -5.1pp |
| Q2 FY25 | YoY | 6M FY25 | |
|---|---|---|---|
| Revenue | $3.6B | -0.2% | $6.9B |
| Net income | $423.0M | -6.0% | $679.0M |
| Op income | $547.0M | -4.0% | $958.0M |
| EPS (dil.) | $0.99 | -2.9% | $1.60 |
| EPS (basic) | $1.00 | -2.9% | $1.61 |
| Op margin | 15.2% | -0.6pp | |
| Net margin | 11.8% | -0.7pp |
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | $3.4B | -2.5% |
| Net income | $243.0M | -31.2% |
| Op income | $411.0M | -24.4% |
| EPS (dil.) | $0.61 | -29.1% |
| EPS (basic) | $0.61 | -29.9% |
| Op margin | 12.3% | -3.5pp |
| Net margin | 7.3% | -3.0pp |
| Q4 FY24 | YoY | FY24 | |
|---|---|---|---|
| Revenue | $3.7B | +1.5% | $14.3B |
| Net income | $337.0M | +4.3% | $1.6B |
| Op income | $531.0M | +1.7% | $2.0B |
| EPS (dil.) | $0.84 | +6.3% | $4.07 |
| EPS (basic) | $0.85 | +7.6% | $4.10 |
| Op margin | 14.4% | 0.0pp | |
| Net margin | 9.2% | +0.3pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-Q | 2026-07-23 | – | 35 | 98 |
| 8-K | 2026-07-22 | Q2 2026 | 11 | 0 |
| 8-K | 2026-05-29 | – | 1 | 0 |
| 8-K | 2026-05-07 | – | 1 | 0 |
| 10-Q | 2026-04-23 | – | 35 | 56 |
| 8-K | 2026-04-22 | Q1 2026 | 10 | 0 |
| DEF 14A | 2026-04-17 | – | 12 | 0 |
| 10-K | 2026-02-05 | – | 59 | 131 |
| 8-K | 2026-01-28 | Q4 2025 | 10 | 0 |
| 8-K | 2026-01-20 | – | 2 | 0 |
Showing the latest 10 of 55 — the full set is in the API.