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EBIT by Segment
Shows earnings before interest and taxes for each business segment, providing insight into the operational efficiency and profitability of different parts of the company.Infrastructure Solutions Group has become the clear profit engine—its EBIT acceleration aligns with the AI server boom and record backlog—while Client Solutions delivers steady but smaller operating profit and management flags near‑term margin moderation there. “Other” remains a recurring drag. The good news: raised guidance and AI bookings support continued ISG leverage and margin expansion; the risk: persistent DRAM/NAND and parts constraints mean much of the upside is dependent on converting backlog into shipments, creating timing and volatility risk for near‑term earnings.
Date | Infrastructure Solutions Group | Client Solutions Group | Other |
|---|---|---|---|
Mar 31, 2026 | $3.06B | $1.17B | -$569.00M |
Dec 31, 2025 | $2.90B | $629.00M | -$437.00M |
Sep 30, 2025 | $1.74B | $748.00M | -$372.00M |
Jun 30, 2025 | $1.47B | $803.00M | -$500.00M |
Mar 31, 2025 | $998.00M | $653.00M | -$486.00M |
Dec 31, 2024 | $2.05B | $631.00M | -$523.00M |
Sep 30, 2024 | $1.51B | $694.00M | -$534.00M |
Jun 30, 2024 | $1.28B | $767.00M | -$381.00M |
Mar 31, 2024 | $736.00M | $732.00M | -$456.00M |
Dec 31, 2023 | $1.43B | $726.00M | -$15.00M |