Commentaries & Highlights

Rockwell Automation, Inc. reported fiscal 2026 fourth quarter and full year results and introduced fiscal 2027 guidance. "Rockwell delivered a strong finish to a great year, with broad-based topline growth, margin expansion, and double-digit earnings growth. Our results underscore the differentiation of our strategy and operating model, as we continue to gain share, strengthen our leadership in core markets, and expand our position in high-growth areas including semiconductor and data centers,” said Blake Moret, Chairman and CEO. In the fourth quarter of fiscal 2026, the Company received $103 million of International Emergency Economic Powers Act tariff refunds (IEEPA tariff refunds) and $5 million of related interest, the benefits of which are reported as a reduction of Cost of sales and an increase in Interest income in our Consolidated Statement of Operations for the three and twelve months ended September 30, 2026. In addition, the Company approved and communicated a refund program for

CGI will release results for its fourth quarter and fiscal year 2026, ended September 30, 2026, on Wednesday, November 11, 2026 before the markets open. Management will host a conference call to discuss results and answer questions at 9:00 a.m. (EST). Who: Tim Hurlebaus, President and Chief Executive Officer Steve Perron, Executive Vice-President and Chief Financial Officer What: Fourth Quarter and Fiscal Year 2026 Results When: Wednesday, November 11, 2026 at 9:00 a.m. (EST) Conference Call: 1-800-717-1738 Conference ID: 20994. Interested parties may access a replay of the call by dialing +1-888-660-6264 Passcode: 20994, until December 11, 2026. Webcast: A live webcast of the quarterly results conference call may be accessed through the IR section of our website where a replay will also be archived. Listeners should allow ample time to access the webcast and supporting slides. Podcast: A replay will be available for download later in the day. To view the original press release, please click here. Search for CGI on CIMdata.com

JBT Marel Corporation, a leading global technology solutions provider to high-value segments of the food & beverage industry, reported financial results for the third quarter of 2026. "We executed well in a dynamic environment, delivering third quarter adjusted EBITDA and margins above the midpoint of our guidance, notwithstanding lower book-and-ship volume," said Brian Deck, Chief Executive Officer. "Our strong quarterly and year-to-date margins reflect the meaningful benefits from our cost synergy initiatives, including labor productivity, supply chain savings, and footprint optimization. The commitment to our margin improvement program will continue to drive results even amid inflationary and tariff pressures." “We are revising our full-year 2026 revenue outlook to reflect lower, near-term CPG-related volume expectations, and at the same time, are increasing the midpoint of our margin guidance as we continue to drive operational efficiencies and disciplined cost management," added Deck. Increased Share Repurchase AuthorizationOn October 30, 2026, JBT Marel's Board of Directors authorized

Emerson reported results1 for its fourth quarter and fiscal year ended September 30, 2026. Emerson also declared a 7% quarterly cash dividend increase to $0.595 per share of common stock payable December 10, 2026 to stockholders of record November 13, 2026. (dollars in millions, except per share) 2025 Q4 2026 Q4 Change 2025 2026 Change Underlying Orders2 14 % 9 % Net Sales $4,855 $5,201 7 % $18,016 $18,982 5 % Underlying Sales3 7 % 4 % Pretax Earnings $760 $997 $2,905 $3,489 Margin 15.6 % 19.2 % 360 bps 16.1 % 18.4 % 230 bps Adjusted Segment EBITA4 $1,333 $1,511 $4,975 $5,360 Margin 27.5 % 29.1 % 160 bps 27.6 % 28.2 %  60 bps GAAP Earnings Per Share $1.07 $1.33 24 % $3.99 $4.79 20 % Adjusted Earnings Per Share5 $1.62 $1.86 15 % $6.01 $6.59 10 % Operating Cash Flow $1,011 $1,075 6 % $3,676 $3,978 8 % Free Cash Flow $843 $916 9 % $3,245 $3,535 9 % Management Commentary"Emerson capped a strong 2026 with fourth quarter sales and profitability exceeding expectations," said Emerson President and Chief Executive Officer Lal Karsanbhai. "Underlying orders were up 14%, supported by exceptional long-cycle project activity in our growth verticals. Demand was broad-based, with substantial growth across all business groups and regions." Karsanbhai continued, "Emerson has a resilient portfolio with an unparalleled software-defined technology stack aligned with long-term secular trends. We have confidence in our 2027 plans given our robust backlog and favorable demand trends in our growth

Procore Technologies, Inc., the leading global provider of construction management software, announced financial results for the third quarter ended September 30, 2026. “Q3 was another outstanding quarter, with revenue and margins above the high end of our guidance,” said Ajei Gopal, President and CEO of Procore. “We delivered new capabilities across our flagship products and made Procore AI’s digital coworkers generally available. We are well on our way to becoming a next-generation, AI-native construction management platform and a true system of intelligence for construction.” “Our Q3 performance reflects continued excellent execution across our core business, with revenue up 19%, including 2 percentage points from DroneDeploy,” said Rachel Pyles, CFO of Procore. “Driven by that underlying momentum, we are raising our full-year revenue and margin outlook, reinforcing our commitment to durable, profitable growth and compounding free cash flow per share.” Third Quarter 2026 Financial Highlights: Revenue was $402 million, an increase of 19% year-over-year. GAAP gross

Trimble Inc. announced financial results for the third quarter of 2026. Third Quarter 2026 Financial Highlights Revenue of $966.8 million, up 7 percent on a year-over-year basis, up 7 percent on an organic basis Annualized recurring revenue ("ARR") was $2.56 billion, up 11 percent year-over-year, up 10 percent on an organic basis GAAP operating income was $142.0 million, 14.7 percent of revenue, and non-GAAP operating income was $262.6 million, 27.2 percent of revenue GAAP net income was $59.1 million and non-GAAP net income was $200.5 million Diluted earnings per share was $0.25 on a GAAP basis and $0.86 on a non-GAAP basis Adjusted EBITDA was $278.5 million, 28.8 percent of revenue During the third quarter, Trimble repurchased approximately 4.0 million shares for $231.7 million Executive Quote"Our third quarter results surpassed expectations on both revenue and earnings per share, while delivering record annualized recurring revenue of $2.56 billion," said Rob Painter, President and CEO of Trimble. "Our full year 2026 guidance

Bamboo Rose, a leading end-to-end solution provider for product development and supply chain management, announced that global lifestyle company URBN is expanding its use of AI-Native TotalPLM™ with Create, powered by VibeIQ and enhanced with Decision Intelligence. The addition gives design and merchandising teams across URBN’s portfolio – which includes Anthropologie, Free People, FP Movement, Urban Outfitters, Nuuly, and Terrain – visibility into estimated product costs at the concept stage, before samples are made or suppliers are engaged. A longtime Bamboo Rose customer, URBN uses TotalPLM for product development, sourcing, purchase orders, and global trade management. With Create and Decision Intelligence, design and merchandising teams can see initial cost estimates as concepts take shape, helping them assess margin potential, compare options, and make informed decisions earlier. Approved concepts move directly into development without rekeying data. Changing tariffs, sourcing pressures, and margin expectations make early decisions more consequential. Earlier cost visibility helps teams

Centric Software® is pleased to announce that The Magnum Ice Cream Company (TMICC), the leading ice cream company in the world, has selected Centric PLM™ to drive strategic growth, improve product development efficiency and ensure regulatory compliance across global markets. Centric Software delivers innovative, integrated, end-to-end AI-powered enterprise solutions to take products from concept to commercialization. Food & beverage, cosmetics & personal care, grocery and multi-category retail teams can plan, design, develop, source, comply, buy, make, price, allocate, assort, sell and replenish products to achieve strategic and operational digital transformation goals. TMICC operates in over 80 countries and manages a portfolio that includes five of the most iconic global ice cream brands including Magnum, Ben & Jerry’s, Cornetto, Wall’s (Heartbrand) and Talenti. As part of its transformation strategy, TMICC conducted a selection process for a new, innovative PLM solution. Centric PLM was selected for its modern, scalable platform, food & beverage-specific capabilities

Joong-Ang Heavy Industry Co., Ltd. (JAHI), a builder of small and medium-sized vessels in Yeongam, South Korea, has selected Cadmatic software to support its move from an outsourcing-led design model to its own engineering organization. This process has started with Cadmatic Hull, Cadmatic Outfitting and Cadmatic Electrical. JAHI is based in the Daebul Industrial Complex in South Jeolla Province. It builds electric-powered vessels, LNG-powered and bunkering vessels, tugboats and vehicle ferries, and runs its own research institute. Environmentally friendly vessels and sustainable maritime services are a central part of its growth plans. Bringing design in-house allows JAHI to keep project knowledge and data as company assets, connect design and production more closely, and use what it learns on each project to improve the quality and productivity of the next vessel. The company aims to compete with much larger yards on specialized expertise in small and medium-sized vessels and on flexible project execution,

Siemens announced that JSW Greentech Limited has selected Siemens Xcelerator software to establish an integrated digital foundation for the development of commercial electric vehicles. The initiative will support JSW Greentech as it builds capabilities for electric buses, trucks and other sustainable mobility solutions under the brand AMPSTAR through its R&D center in Pune and its state of the art greenfield manufacturing facility in Chhatrapati Sambhajinagar, India. JSW Greentech is undertaking a digital transformation program designed to connect engineering, product development and manufacturing processes through a unified product lifecycle management (PLM) strategy. The company aims to improve collaboration across teams, enhance engineering quality, reduce development cycle times and accelerate the delivery of new electric vehicles to the Indian market. "The future of commercial electric mobility will be shaped by how effectively we integrate technology across the value chain. By building a digitally connected enterprise from the outset, JSW Greentech is creating a foundation