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Operating Income by Segment
Shows profit after operating costs for each business unit, indicating which segments are most efficient and how overhead, SG&A, or supply issues affect the company’s ability to convert sales into earnings.Infrastructure is clearly the cash engine—sustained operating‑income expansion and recent highs explain the upgraded 2026 guidance and EPS outlook, driven by North America utility and coatings pricing/volume. Agriculture shows margin resilience but episodic volatility (notably a large one‑off loss quarter and late‑2025 weakness) tied to regional project timing and softer equipment demand, so upside is uneven. Rising corporate overhead and persistent raw‑material/freight inflation remain the key risks that could blunt incremental margins despite management’s pricing and investment plans.
Date | Other | Corporate | Infrastructure | Agriculture |
|---|---|---|---|---|
Jun 30, 2026 | $0.00 | -$28.15M | $154.38M | $39.88M |
Mar 31, 2026 | $0.00 | -$20.90M | $143.02M | $33.50M |
Dec 31, 2025 | $0.00 | -$23.71M | $169.84M | -$16.45M |
Sep 30, 2025 | $0.00 | -$25.11M | $143.38M | $23.19M |
Jun 30, 2025 | $0.00 | -$32.69M | $25.91M | $36.05M |
Mar 31, 2025 | $0.00 | -$25.14M | $117.21M | $36.24M |
Dec 31, 2024 | $0.00 | -$30.55M | $122.04M | $28.50M |
Sep 30, 2024 | $0.00 | -$26.82M | $123.66M | $28.89M |
Jun 30, 2024 | $0.00 | -$26.24M | $133.58M | $39.97M |
Mar 31, 2024 | $0.00 | -$27.28M | $117.86M | $40.97M |