| Metric | Nov 5, 2024 FY24 Q4 | Feb 5, 2025 FY25 Q1 | May 7, 2025 FY25 Q2 | Aug 6, 2025 FY25 Q3 | Nov 3, 2025 FY25 Q4 | Feb 3, 2026 FY26 Q1 | May 5, 2026 FY26 Q2 | Aug 4, 2026 FY26 Q3 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Net Sales Growth | — | — | — | — | New“~5.5%” | Reiterated“~5.5%” | Lowered“~4.5%” | Raised“~5%” |
| Net Sales Growth | — | — | — | — | — | — | New“~5.5%” | — |
| Net Sales Growth | — | — | — | — | — | New“3% - 4%” | — | — |
| Net Sales Growth | — | — | — | — | New“~4%” | — | — | — |
| Adjusted Earnings Per Share | — | — | — | — | — | — | — | New“~$1.85” |
| Adjusted Earnings Per Share | — | — | — | — | — | — | New“$1.65 - $1.70” | — |
| Adjusted Earnings Per Share | — | — | — | — | New“$6.35 - $6.55” | Narrowed“$6.40 - $6.55” | Narrowed“$6.45 - $6.55” | — |
| Adjusted Earnings Per Share | — | — | — | — | — | New“$1.50 - $1.55” | — | — |
| Adjusted Earnings Per Share | — | — | — | — | New“~$1.40” | — | — | — |
| Earnings Per Share | — | — | — | — | — | — | — | New“~$1.45” |
| Earnings Per Share | — | — | — | — | — | — | New“$1.22 - $1.27” | — |
| Earnings Per Share | — | — | — | — | New“$4.73 - $4.93” | Narrowed“$4.78 - $4.93” | Narrowed“$4.79 - $4.89” | — |
| Earnings Per Share | — | — | — | — | — | New“$1.06 - $1.11” | — | — |
| Earnings Per Share | — | — | — | — | New“~$0.98” | — | — | — |
| (Favorable) / Unfavorable FX | — | — | — | — | New“~(2) pts” | — | — | — |
| (Favorable) / Unfavorable FX | — | — | — | — | New“~(1.5) pts” | — | — | — |
| Acquisition/divestiture fees and related costs | — | — | — | — | — | — | — | New“~$0.01” |
| Acquisition/divestiture fees and related costs | — | — | — | — | New“~$0.05” | Raised“~$0.06” | Reiterated“~$0.06” | Raised“~$0.09” |
| Acquisition/divestiture fees and related costs | — | — | — | — | — | — | New“~$0.02” | — |
| Acquisition/divestiture fees and related costs | — | — | — | — | — | New“~$0.02” | — | — |
| Acquisition/divestiture fees and related costs | — | — | — | — | New“~$0.02” | — | — | — |
| Amortization of intangibles | — | — | — | — | — | — | — | New“~$0.34” |
| Amortization of intangibles | — | — | — | — | New“~$1.42” | Lowered“~$1.38” | Reiterated“~$1.38” | Raised“~$1.39” |
| Amortization of intangibles | — | — | — | — | — | — | New“~$0.34” | — |
| Amortization of intangibles | — | — | — | — | — | New“~$0.35” | — | — |
| Amortization of intangibles | — | — | — | — | New“~$0.35” | — | — | — |
| Capital expenditures | — | — | — | — | New“~(0.45)” | Reiterated“~(0.45)” | — | Reiterated“~(0.45)” |
| Capital Returned to Shareholders | — | — | — | — | — | New“~$2.2B” | Reiterated“~$2.2B” | — |
| Cash Returned to Shareholders | — | — | — | — | New“~$2.2B” | — | — | — |
| Cash returned to shareholders (capital allocation) | — | — | — | — | — | — | — | New“~$2.2B” |
| Discrete taxes | — | — | — | — | — | — | — | New“~$0.02” |
| Discrete taxes | — | — | — | — | — | New“~$0.04” | Reiterated“~$0.04” | Raised“~$0.05” |
| Discrete taxes | — | — | — | — | — | — | New“~$0.01” | — |
| Discrete taxes | — | — | — | — | — | New“~$0.01” | — | — |
| Dividends | — | — | — | — | New“~$1.2B” | — | Reiterated“~$1.2B” | Reiterated“~$1.2B” |
| Dividends (capital allocation) | — | — | — | — | — | New“~$1.2B” | — | — |
| Free Cash Flow | — | — | — | — | New“$3.5B - $3.6B” | Reiterated“$3.5B - $3.6B” | Reiterated“$3.5B - $3.6B” | Raised“~$3.6B” |
| IEEPA tariff refunds | — | — | — | — | — | — | — | New“~($0.11)” |
| Operating Cash Flow | — | — | — | — | New“$4.0B - $4.1B” | Reiterated“$4.0B - $4.1B” | Reiterated“$4.0B - $4.1B” | Raised“~$4.1B” |
| Quarterly cash dividend | — | — | — | — | — | New“$0.555 per share” | Reiterated“$0.555 per share” | Reiterated“$0.555 per share” |
| Restructuring and related costs | — | — | — | — | — | — | — | New“~$0.03” |
| Restructuring and related costs | — | — | — | — | New“~$0.15” | Lowered“~$0.14” | Raised“~$0.18” | Raised“~$0.24” |
| Restructuring and related costs | — | — | — | — | — | — | New“~$0.06” | — |
| Restructuring and related costs | — | — | — | — | — | New“~$0.06” | — | — |
| Restructuring and related costs | — | — | — | — | New“~$0.05” | — | — | — |
| Returning to shareholders | — | — | — | — | New“~$2.2B” | Reiterated“~$2.2B” | Reiterated“~$2.2B” | Reiterated“~$2.2B” |
| Share Repurchase | — | — | — | — | New“~$1.0B” | Reiterated“~$1.0B” | — | — |
| Share repurchases | — | — | — | — | New“~$1B” | — | Reiterated“~$1B” | Reiterated“~$1B” |
| Share Repurchases (capital allocation) | — | — | — | — | — | New“~$1B” | — | — |
| Underlying Sales Growth | — | — | — | — | — | — | — | New“~5%” |
| Underlying Sales Growth | — | — | — | — | New“~4%” | Reiterated“~4%” | Lowered“~3%” | Raised“~3.5%” |
| Underlying Sales Growth | — | — | — | — | — | — | New“~5%” | — |
| Underlying Sales Growth | — | — | — | — | — | New“1% - 2%” | — | — |
| Underlying Sales Growth | — | — | — | — | New“~2%” | — | — | — |
| For FY2025 | ||||||||
| Net Sales Growth | — | — | — | New“5.5% - 6.5%” | — | — | — | — |
| Net Sales Growth | — | — | New“4.5% - 5.5%” | — | — | — | — | — |
| Net Sales Growth | — | New“(0.5%) - 0.5%” | — | — | — | — | — | — |
| Net Sales Growth | New“3.5% - 5.5%” | Lowered“1.5% - 3.5%” | — | — | — | — | — | — |
| Net Sales Growth | New“2.5% - 3.5%” | — | — | — | — | — | — | — |
| Adjusted Earnings Per Share | — | — | — | New“$1.58 - $1.62” | — | — | — | — |
| Adjusted Earnings Per Share | — | — | New“$1.48 - $1.52” | — | — | — | — | — |
| Adjusted Earnings Per Share | New“$5.85 - $6.05” | Reiterated“$5.85 - $6.05” | Narrowed“$5.90 - $6.05” | — | — | — | — | — |
| Adjusted Earnings Per Share | — | New“$1.38 - $1.42” | — | — | — | — | — | — |
| Adjusted Earnings Per Share | New“$1.25 - $1.30” | — | — | — | — | — | — | — |
| Adjusted EPS | — | — | — | New“~$6.00” | — | — | — | — |
| Earnings Per Share | — | — | — | New“$1.13 - $1.17” | — | — | — | — |
| Earnings Per Share | — | — | New“$1.04 - $1.08” | — | — | — | — | — |
| Earnings Per Share | New“$4.42 - $4.62” | Reiterated“$4.42 - $4.62” | Lowered“$4.05 - $4.20” | — | — | — | — | — |
| Earnings Per Share | — | New“$1.01 - $1.05” | — | — | — | — | — | — |
| Earnings Per Share | New“$0.89 - $0.94” | — | — | — | — | — | — | — |
| GAAP EPS | — | — | — | New“~$4.08” | — | — | — | — |
| 5% quarterly cash dividend increase | — | — | — | — | New“$0.555 per share” | — | — | — |
| Acquisition / Divestiture Fees and Related Costs | — | — | — | New“~$0.01” | — | — | — | — |
| Acquisition / Divestiture Fees and Related Costs | New“~$0.04” | Raised“~$0.08” | Raised“~$0.22” | Raised“~$0.27” | — | — | — | — |
| Acquisition / Divestiture Fees and Related Costs | — | — | New“~$0.02” | — | — | — | — | — |
| Acquisition / Divestiture Fees and Related Costs | — | New“~$0.02” | — | — | — | — | — | — |
| Acquisition / Divestiture Fees and Related Costs | New“~$0.01” | — | — | — | — | — | — | — |
| Amortization of Intangibles | — | — | — | New“~$0.34” | — | — | — | — |
| Amortization of Intangibles | New“~$1.23” | Lowered“~$1.21” | Raised“~$1.34” | Reiterated“~$1.34” | — | — | — | — |
| Amortization of Intangibles | — | — | New“~$0.36” | — | — | — | — | — |
| Amortization of Intangibles | — | New“~$0.31” | — | — | — | — | — | — |
| Amortization of Intangibles | New“~$0.31” | — | — | — | — | — | — | — |
| Capital expenditures | New“~(0.4)” | Reiterated“~(0.4)” | — | — | — | — | — | — |
| Capital Return to Shareholders | — | — | New“~$2.3B” | — | — | — | — | — |
| Capital Returned to Shareholders | — | New“approximately $3.2 billion” | — | — | — | — | — | — |
| Cash returned to shareholders | — | — | — | New“~$2.3B” | — | — | — | — |
| Discrete taxes related to AspenTech transaction | — | — | New“$0.09” | Reiterated“$0.09” | — | — | — | — |
| Dividend payments | — | New“approximately $1.2 billion” | — | — | — | — | — | — |
| Dividend payments assumption | New“approximately $1.2 billion” | — | — | — | — | — | — | — |
| Dividends | — | — | New“~$1.2B” | Reiterated“~$1.2B” | — | — | — | — |
| Free cash flow | New“$3.2B - $3.3B” | Reiterated“$3.2B - $3.3B” | Lowered“$3.1B - $3.2B” | Raised“~$3.2B” | — | — | — | — |
| Net and underlying sales | — | — | — | New“~3.5% growth” | — | — | — | — |
| Operating cash flow | New“$3.6B - $3.7B” | Reiterated“$3.6B - $3.7B” | Lowered“$3.5B - $3.6B” | Raised“~$3.6B” | — | — | — | — |
| Quarterly cash dividend | — | New“$0.5275 per share” | Reiterated“$0.5275 per share” | Reiterated“$0.5275 per share” | — | — | — | — |
| Quarterly cash dividend | — | — | — | New“$0.5275” | — | — | — | — |
| Restructuring / Related Costs | — | — | — | New“~$0.10” | — | — | — | — |
| Restructuring / Related Costs | New“~$0.16” | Lowered“~$0.14” | Raised“~$0.20” | Raised“~$0.22” | — | — | — | — |
| Restructuring / Related Costs | — | — | New“~$0.06” | — | — | — | — | — |
| Restructuring / Related Costs | — | New“~$0.04” | — | — | — | — | — | — |
| Restructuring / Related Costs | New“~$0.04” | — | — | — | — | — | — | — |
| Returning to shareholders | — | New“approximately $3.2 billion” | Lowered“~$2.3B” | Reiterated“~$2.3B” | — | — | — | — |
| Share Repurchase | New“~$1.0B” | — | — | — | — | — | — | — |
| Share Repurchase | New“~$2.0B” | — | — | — | — | — | — | — |
| Share repurchases | — | New“approximately $2.0 billion” | Lowered“$1.1B” | Reiterated“$1.1B” | — | — | — | — |
| Underlying Sales Growth | — | — | — | New“5% - 6%” | — | — | — | — |
| Underlying Sales Growth | New“3% - 5%” | Reiterated“3% - 5%” | Narrowed“~4%” | Lowered“~3.5%” | — | — | — | — |
| Underlying Sales Growth | — | — | New“3.5% - 4.5%” | — | — | — | — | — |
| Underlying Sales Growth | — | New“1% - 2%” | — | — | — | — | — | — |
| Underlying Sales Growth | New“2% - 3%” | — | — | — | — | — | — | — |
| For FY2024 | ||||||||
| Quarterly cash dividend increase | New“$0.5275 per share” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Quarterly Cash Dividend | New“$0.5275 per share of common stock payable December 10, 2024” | — | — | — | Raised“$0.555 per share” | — | — | — |
| Share repurchase authorization | — | — | — | — | New“up to 50 million shares” | — | — | — |