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Revenue by Segment
Breaks down revenue by business segment, indicating which parts of the company are driving sales and contributing most to overall growth.Software & Control and Intelligent Devices are the growth engines—S&C’s rebound and ARR momentum are delivering higher‑margin, sticky revenue while Intelligent Devices benefits from data‑center and discrete demand—whereas Lifecycle Services is flat-to-soft as customers defer larger projects. The Sensia dissolution trims reported revenue and amplifies seasonal mix headwinds, but management’s raised guide and margin expansion show strong product-driven flow‑through; monitor H2 memory/tariff cost pressure and services softness as the main risks to sustaining this outperformance.
Date | Intelligent Devices | Software and Control | Lifecycle Services |
|---|---|---|---|
Jun 30, 2026 | $1.08B | $751.00M | $482.00M |
Mar 31, 2026 | $1.01B | $684.00M | $547.00M |
Dec 31, 2025 | $953.00M | $629.00M | $523.00M |
Sep 30, 2025 | $1.09B | $657.00M | $573.00M |
Jun 30, 2025 | $968.00M | $629.00M | $547.00M |
Mar 31, 2025 | $896.00M | $568.00M | $537.00M |
Dec 31, 2024 | $806.00M | $529.00M | $546.00M |
Sep 30, 2024 | $946.00M | $501.70M | $587.80M |
Jun 30, 2024 | $957.30M | $512.10M | $581.20M |
Mar 31, 2024 | $973.50M | $570.00M | $582.50M |