Customers whose combined amounts of accounts receivable and contract assets, net, exceeded 10% of total combined accounts receivable and contract assets, net as of May 2, 2026 or January 31, 2026 were as follows (dollars in millions):


	May 2, 2026			January 31, 2026
	Amount		% of Total	Amount		% of Total

Verizon Communications Inc. (1)	$	276.5	13.4%	$	173.6	10.2%
Charter Communications	$	272.1	13.2%	$	246.4	14.5%
Lumen Technologies	$	266.9	12.9%	$	259.0	15.2%

(1) On January 20, 2026, Verizon Communications, Inc. completed its acquisition of Frontier Communications Corporation. As a result, amounts reported for Verizon Communications, Inc. include the respective balances for Frontier Communications Corporation retrospectively for all periods presented.

Our customer base is highly concentrated. Customers whose contract revenues exceeded 10% of total contract revenues during the three months ended May 2, 2026 or April 26, 2025, as well as total contract revenues from all other customers combined, were as follows (dollars in millions):


	For the Three Months Ended
	May 2, 2026			April 26, 2025
	Amount		% of Total	Amount		% of Total
AT&T Inc. (1)	$	403.8	20.6%	$	325.1	25.8%
Verizon Communications Inc. (2)	248.2		12.6%	171.8		13.7%
Total other customers combined	1,312.8		66.8%	761.7		60.5%
Total contract revenues	$	1,964.8	100.0%	$	1,258.6	100.0%

(1) On February 2, 2026, AT&T Inc. completed its acquisition of substantially all of the mass markets fiber business from Lumen Technologies Inc. As a result, amounts reported for AT&T Inc. in the current fiscal year include revenues from the mass markets fiber business to the extent they have transferred from Lumen Technologies Inc.

(2) On January 20, 2026, Verizon Communications, Inc. completed its acquisition of Frontier Communications Corporation. As a result, amounts reported for Verizon Communications, Inc. include the respective balances for Frontier Communications Corporation retrospectively for all periods presented.

Total contract revenues by customer type during the three months ended May 2, 2026 and April 26, 2025 were as follows (dollars in millions):


	For the Three Months Ended
	May 2, 2026			April 26, 2025
	Amount		% of Total	Amount		% of Total
Communications	$	1,569.4	79.9%	$	1,258.6	100.0%
Building Systems	395.4		20.1	—		—
Total contract revenues	$	1,964.8	100.0%	$	1,258.6	100.0%