Operations
Q4 2026
Q4 Revenue
↑ 28.65% YoY
$10.62B
Divisions
Intelligent Infrastructure
54.7%
Regulated Industries
32.1%
Connected Living and Digital Commerce
13.2%
Key Earnings Driver
Intelligent Infrastructure Intelligent Infrastructure revenue was approximately $5.8 billion, up 56% year over year, with management stating the upside was driven by AI-related demand remaining very strong and capacity coming online sooner than planned. Regulated Industries revenue increased 9% to $3.4 billion, and Connected Living and Digital Commerce revenue was approximately $1.4 billion, roughly flat year over year.
Key Operating Metrics¹
METRIC
STATUS
Intelligent Infrastructure↑ 56%
🟢 Scaling
Regulated Industries↑ 9%
Connected Living and Digital Commerce→ 0%
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.