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| Period | Scope | What was printed |
|---|---|---|
| Q1 FY2025 North America | Building Solutions North America 8-K | Organic sales +10%, led by high teens growth in Applied HVAC and Controls. |
| Q1 FY2025 Global Products | Global Products 8-K (continuing ops) | Organic sales +15%, led by over 30% growth in Applied HVAC. |
| Q2 FY2025 Global Products | Global Products 8-K (continuing ops) | Excluding divestitures, Applied HVAC grew over 20%, with strong double-digit growth in North America and EMEA/LA. |
| Q2 FY2026 APAC | APAC 8-K | Organic sales +13%, led by over 20% growth in Applied HVAC. |
| Q3 FY2026 company | Q3 FY2026 earnings call, Slide 7 | Organic sales +10%. Systems +11%, service +7%. Applied HVAC high-teen growth, supported by data-center demand. Not printed as a % in Exhibit 99.1. |
| Q3 FY2026 Americas | Q3 FY2026 earnings call | Americas organic revenue +11%, led by high-teens growth in Applied HVAC and solid double-digit growth in service (8-K service organic +10%). |
| Period | Disclosure | What was printed |
|---|---|---|
| Q1 FY2026 Americas orders | Americas 8-K | Orders +56% and backlog $13.3 billion (+22%). The increase was primarily due to demand led by customers' accelerated investments in data-center projects. |
| Q2 FY2026 Americas orders | Americas 8-K and CEO quote | Orders +40% and backlog $14.9 billion (+32%), supported by demand for large-scale data-center projects. Group orders +30% and backlog $20.0 billion, reflecting strength in data centers. |
| Q3 FY2026 Americas orders | Americas 8-K | Orders +37% and backlog $15.9 billion (+40%), supported by sustained demand from data centers and other mission-critical environments. Group backlog $21.0 billion. |
| FY2026 revenue mix | Q3 FY2026 call Q&A (CFO) | Data-center revenue is expected to land in the high teens as a percentage of fiscal 2026 revenue. Faster than the rest of the portfolio. No quarterly DC dollar line. |
| 3 to 5 year mix | Q3 FY2026 call Q&A (CFO), Going to Gemba | Management sees data center becoming about one-third of company revenue over the next three to five years. |
| Q3 FY2026 CDU pipeline | Q3 FY2026 call Q&A (CFO) | Coolant distribution unit pipeline reached $1 billion. First shipments expected in fiscal Q4 2026. Testing largely complete. Still working through some hyperscaler validation. |
| Q3 FY2026 NVIDIA certification | Q3 FY2026 call Q&A | Management cited a recent NVIDIA certification for the CDU offering. Not a booked revenue figure. |
| Period | Americas (%) | EMEA (%) | APAC (%) |
|---|---|---|---|
| Q1 FY2025 | 18 | 6 | 32 |
| Q2 FY2025 | 4 | 10 | 0 |
| Q3 FY2025 | 5 | 2 | -8 |
| Q4 FY2025 | 9 | 3 | -1 |
| Q1 FY2026 | 56 | 8 | 10 |
| Q2 FY2026 | 40 | 11 | 4 |
| Q3 FY2026 | 37 | 6 | 12 |