Concentration of Risk and Segment Data (Tables)

3 Months Ended

Nov. 30, 2025

Segment Reporting [Abstract]

Schedule of Segment Reporting Information, by Segment

The following tables set forth operating segment information (in millions):

	Three months ended
	November 30, 2025												November 30, 2024
	Regulated Industries			Intelligent Infrastructure			Connected Living and Digital Commerce			Total			Regulated Industries			Intelligent Infrastructure			Connected Living and Digital Commerce			Total
Point in time	$	124		$	2,325		$	525		$	2,974		$	135		$	1,106		$	455		$	1,696
Over time	2,949			1,528			854			5,331			2,822			1,390			1,086			5,298
Net revenue	$	3,073		$	3,853		$	1,379		$	8,305		$	2,957		$	2,496		$	1,541		$	6,994
Segment expenses	2,896			3,651			1,304			7,851			$	2,819		$	2,376		$	1,452		$	6,647
Segment income	177			202			75			454			$	138		$	120		$	89		$	347
Segment income margin	5.8		%	5.2		%	5.5		%	5.5		%	4.7		%	4.8		%	5.8		%	5.0		%

Schedule of Segment Income and Reconciliation of Income Before Income Tax

	Three months ended
	November 30, 2025		November 30, 2024
Segment income	$	454	$	347
Reconciling items:
Amortization of intangibles	(19)		(13)
Stock-based compensation expense and related charges	(63)		(44)
Restructuring, severance and related charges(1)	(76)		(83)
Business interruption and impairment charges, net(2)	—		(9)
Gain from the divestiture of businesses	2		—
Acquisition and divestiture related charges(3)	(15)		—
Other expense (net of periodic benefit cost)	(29)		(21)
Interest expense, net	(34)		(38)
Income before income tax	$	220	$	139

(1)Charges recorded during the three months ended November 30, 2025, relate to targeted restructuring activities to optimize our cost structure and improve operational efficiencies. Charges recorded during the three months ended November 30, 2024, primarily related to the 2025 Restructuring Plan.

(2)Charges recorded during the three months ended November 30, 2024, related primarily to costs associated with damage from Hurricanes Helene and Milton, which impacted our operations in St. Petersburg, Florida, and Asheville and Hendersonville, North Carolina. Charges are classified as a component of cost of revenue and selling, general and administrative expenses in the Condensed Consolidated Statements of Operations.

(3)Charges recorded during the three months ended November 30, 2025, include $3 million of losses on forward foreign exchange contracts in anticipation of the acquisition of Hanley Energy Group.

Schedule of Segment Assets

	November 30, 2025		August 31, 2025
Total assets:
Regulated Industries	$	6,591	$	6,262
Intelligent Infrastructure	4,016		3,739
Connected Living and Digital Commerce	2,244		2,199
Other non-allocated assets	6,425		6,343
Total	$	19,276	$	18,543

Schedules of Concentration of Risk, by Risk Factor

The following table sets forth, for the periods indicated, foreign source revenue expressed as a percentage of net revenue:

	Three months ended
	November 30, 2025		November 30, 2024
Foreign source revenue(1)	72.8	%	80.8	%

(1)Decrease from prior periods was primarily driven by domestic revenue growth within our Intelligent Infrastructure segment during the three months ended November 30, 2025.