Business Segment Information

6 Months Ended

Mar. 31, 2025

Segment Reporting [Abstract]

Business Segment Information

BUSINESS SEGMENT INFORMATION

We manage our operations, assess performance, and report earnings under the following reportable segments:

•Americas;

•Asia;

•Europe;

•Middle East and India; and

•Corporate and other.

Our reportable segments reflect the manner in which our chief operating decision maker reviews results and allocates resources. We evaluate the performance of our segments based upon segment operating income (loss). Except for the Corporate and other segment, each reportable segment meets the definition of an operating segment and does not include the aggregation of multiple operating segments. Our Corporate and other segment includes the aggregation of two operating segments that meet the aggregation criteria under GAAP.

Summary by Business Segment

	Americas	Asia	Europe	Middle East and India	Corporate and other	Total
Three Months Ended 31 March 2025
Sales	$1,287.2	$774.1	$727.4	$32.8	$94.7	$2,916.2	(A)
Operating income (loss)	365.7	191.4	195.5	(2.9)	(118.4)	631.3	(B)
Depreciation and amortization	178.4	131.8	56.8	6.4	10.2	383.6
Equity affiliates' income	31.2	10.5	27.7	78.2	4.7	152.3	(B)
Three Months Ended 31 March 2024
Sales	$1,245.8	$779.7	$667.9	$35.7	$201.1	$2,930.2	(A)
Operating income (loss)	371.9	203.6	201.0	5.6	(87.9)	694.2	(B)
Depreciation and amortization	174.1	116.4	50.8	6.7	12.8	360.8
Equity affiliates' income	44.2	8.3	11.7	73.9	5.2	143.3	(B)

Six Months Ended 31 March 2025
Sales	$2,574.8	$1,591.2	$1,424.6	$65.6	$191.5	$5,847.7	(A)
Operating income (loss)	753.9	407.8	382.0	(3.5)	(235.4)	1,304.8	(B)
Depreciation and amortization	351.8	254.7	111.3	12.9	19.7	750.4
Equity affiliates' income	66.3	20.8	45.9	163.2	6.7	302.9
Six Months Ended 31 March 2024
Sales	$2,497.9	$1,573.5	$1,399.1	$71.1	$386.0	$5,927.6	(A)
Operating income (loss)	726.3	414.8	398.6	9.5	(188.1)	1,361.1	(B)
Depreciation and amortization	343.8	228.2	99.0	13.3	25.7	710.0
Equity affiliates' income	81.3	12.5	32.4	166.8	8.7	301.7
Total Assets
31 March 2025	$11,274.1	$6,990.9	$6,215.6	$10,067.4	$4,324.9	$38,872.9
30 September 2024	12,383.8	7,436.5	5,849.2	8,477.4	5,427.7	39,574.6

(A)Sales relate to external customers only. All intersegment sales are eliminated in consolidation.

(B) Refer to the "Reconciliation to Consolidated Results" section below.

Reconciliation to Consolidated Results

The table below reconciles total operating income disclosed in the table above to consolidated operating income (loss) as reflected on our consolidated income statements:

	Three Months Ended		Six Months Ended
	31 March		31 March
Operating Income (Loss)	2025	2024	2025	2024
Total	$631.3	$694.2	$1,304.8	$1,361.1
Business and asset actions	(2,927.9)	(57.0)	(2,927.9)	(57.0)
Shareholder activism-related costs	(31.4)	—	(61.3)	—
Consolidated Operating Income (Loss)	($2,328.0)	$637.2	($1,684.4)	$1,304.1

The table below reconciles total equity affiliates' income disclosed in the table above to consolidated equity affiliates' income as reflected on our consolidated income statements:
	Three Months Ended		Six Months Ended
	31 March		31 March
Equity Affiliates' Income	2025	2024	2025	2024
Total	$152.3	$143.3	$302.9	$301.7
Equity method investment impairment associated with business and asset actions	(6.8)	—	(6.8)	—
Consolidated Equity Affiliates' Income	$145.5	$143.3	$296.1	$301.7