v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (unaudited) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Mar. 27, 2026
Mar. 28, 2025
Mar. 27, 2026
Mar. 28, 2025
Income Statement [Abstract]        
Revenues $ 1,214,293 $ 871,799 $ 3,325,309 $ 2,509,635
Cost of revenues (1,069,954) (769,616) (2,926,849) (2,207,577)
Gross profit 144,339 102,183 398,460 302,058
Selling, general and administrative expenses (24,295) (22,063) (69,822) (65,300)
Restructuring and other related costs 0 (1,264) 0 (1,367)
Operating income 120,044 78,856 328,638 235,391
Interest income 7,421 10,145 25,393 32,392
Foreign exchange gain (loss), net 6,989 (2,675) 1,715 (5,728)
Other income (expense), net (212) (30) (351) (111)
Income before income taxes 134,242 86,296 355,395 261,944
Income tax expense (9,029) (5,006) (21,628) (16,624)
Net income 125,213 81,290 333,767 245,320
Other comprehensive income (loss), net of tax:        
Change in net unrealized gain (loss) on available-for-sale securities (2,966) 3,350 (1,325) 9,647
Change in net unrealized gain (loss) on derivative instruments (11,946) 1,790 (9,382) 907
Change in foreign currency translation adjustment (28) 1,060 (88) 1,136
Total other comprehensive income (loss), net of tax (14,940) 6,200 (10,795) 11,690
Net comprehensive income $ 110,273 $ 87,490 $ 322,972 $ 257,010
Earnings per share        
Basic (in USD per share) $ 3.49 $ 2.26 $ 9.32 $ 6.80
Diluted (in USD per share) $ 3.45 $ 2.25 $ 9.22 $ 6.75
Weighted-average number of ordinary shares outstanding (in thousands of shares)        
Basic (in shares) 35,828 35,914 35,809 36,094
Diluted (in shares) 36,301 36,172 36,217 36,327