Question · Q3 2025
Deane Drey with RBC Capital Markets congratulated the team on the Solstice spin-off. He then asked for an update on the strategic review process for Productivity Solutions and Services (PSS) and Warehouse Automation, including potential timing. He also inquired about the growth opportunity in the sensor business, particularly healthcare sensors, within the context of Industrial Automation's new product focus.
Answer
Chairman and CEO Vimal Kapur stated that the strategic review process for PSS and Warehouse Automation has begun, and a more definitive path forward is expected in the Q1 2026 earnings call. Regarding Industrial Automation, he explained that post-strategic review, the remaining IA would be product-oriented, focusing on critical, certified products and leveraging U.S. onshoring growth. He highlighted sensors as a key business, positioned in aerospace, medical devices, and industrial verticals, with strong momentum expected to continue into 2026.