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Bookings by Segment
Tracks the value of new orders received in each segment, providing a forward-looking indicator of demand and revenue potential.Bookings are shifting decisively into energy- and sustainability-facing businesses: Clean Energy and Climate & Sustainability are the clear growth engines, validating management’s >$1B AI/power‑infrastructure opportunity and supporting a healthy book‑to‑bill. Pumps is rebounding after earlier softness, while Engineered Products lags. Important caveat: management warned of longer lead times and capacity constraints, so strong bookings may boost backlog more than near‑term revenue and compress margins until capacity and consolidation complete — watch H2 conversion and margin inflection closely.
Date | Engineered Products | Clean Energy and Fueling | Imaging and Identification | Pumps and Process Solutions | Climate and Sustainability Technologies |
|---|---|---|---|---|---|
Jun 30, 2026 | $277.15M | $602.62M | $302.77M | $590.02M | $560.27M |
Mar 31, 2026 | $294.01M | $615.20M | $312.65M | $597.58M | $646.96M |
Dec 31, 2025 | $281.24M | $587.04M | $302.05M | $500.78M | $470.08M |
Sep 30, 2025 | $273.28M | $509.55M | $292.23M | $510.96M | $415.10M |
Jun 30, 2025 | $276.57M | $526.82M | $292.09M | $530.16M | $384.25M |
Mar 31, 2025 | $264.54M | $543.86M | $288.17M | $499.29M | $395.62M |
Dec 31, 2024 | $276.49M | $517.47M | $295.78M | $473.55M | $378.77M |
Sep 30, 2024 | $284.82M | $507.33M | $281.29M | $448.07M | $332.50M |
Jun 30, 2024 | $280.54M | $442.09M | $288.64M | $461.43M | $406.27M |
Mar 31, 2024 | $329.93M | $471.61M | $278.43M | $473.63M | $453.09M |