v3.26.1
Segment and Geographic Data (Tables)
9 Months Ended
Jun. 26, 2026
Segment and Geographic Data  
Schedule of net sales by segment

For the

For the

Quarters Ended

Nine Months Ended

June 26,

June 27,

June 26,

June 27,

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

(in millions)

Transportation Solutions:

Automotive

$

1,913

$

1,819

$

5,590

$

5,300

Commercial transportation

 

434

 

363

 

1,207

 

1,008

Sensors

 

233

 

236

 

672

 

667

Total Transportation Solutions

2,580

2,418

7,469

6,975

Industrial Solutions:

Digital data networks

 

813

 

606

 

2,234

 

1,501

Automation and connected living

664

571

1,792

1,562

Aerospace, defense, and marine

419

374

1,208

1,082

Energy

 

516

 

384

 

1,367

 

879

Medical

168

181

503

514

Total Industrial Solutions

2,580

2,116

7,104

5,538

Total

$

5,160

$

4,534

$

14,573

$

12,513

(1)Intersegment sales were not material.
Net sales by segment and geographic region

For the

For the

Quarters Ended

Nine Months Ended

June 26,

June 27,

June 26,

June 27,

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

(in millions)

Asia–Pacific:

Transportation Solutions

$

1,109

$

1,016

$

3,371

$

3,110

Industrial Solutions

 

842

 

644

 

2,337

 

1,695

Total Asia–Pacific

 

1,951

 

1,660

 

5,708

 

4,805

Europe/Middle East/Africa (“EMEA”):

Transportation Solutions

930

886

2,644

2,425

Industrial Solutions

 

721

 

659

 

2,058

 

1,762

Total EMEA

 

1,651

 

1,545

 

4,702

 

4,187

Americas:

Transportation Solutions

541

516

1,454

1,440

Industrial Solutions

 

1,017

 

813

 

2,709

 

2,081

Total Americas

 

1,558

 

1,329

 

4,163

 

3,521

Total

$

5,160

$

4,534

$

14,573

$

12,513

(1)Net sales to external customers are attributed to individual countries based on the legal entity that records the sale.
Schedule of operating results and other data by reportable segment

For the Quarter Ended June 26, 2026

For the Nine Months Ended June 26, 2026

Transportation

Industrial

Transportation

Industrial

Solutions

  ​

Solutions

  ​

Total

  ​

Solutions

  ​

Solutions

  ​

Total

  ​

(in millions)

Net sales

$

2,580

$

2,580

$

5,160

$

7,469

$

7,104

$

14,573

Less:

Cost of sales

1,702

1,623

3,325

4,828

4,426

9,254

Selling, general, and administrative expenses

237

295

532

753

853

1,606

Research, development, and engineering expenses

117

113

230

355

337

692

Other segment items(1)

80

12

92

85

38

123

Operating income

$

444

$

537

$

981

$

1,448

$

1,450

$

2,898

Depreciation

$

110

$

90

$

200

$

341

$

247

$

588

Amortization

17

39

56

53

117

170

Capital expenditures

136

168

304

315

517

832

For the Quarter Ended June 27, 2025

For the Nine Months Ended June 27, 2025

Transportation

Industrial

Transportation

Industrial

Solutions

  ​

Solutions

  ​

Total

  ​

Solutions

  ​

Solutions

  ​

Total

  ​

(in millions)

Net sales

$

2,418

$

2,116

$

4,534

$

6,975

$

5,538

$

12,513

Less:

Cost of sales

1,594

1,340

2,934

4,551

3,543

8,094

Selling, general, and administrative expenses

238

253

491

667

705

1,372

Research, development, and engineering expenses

117

94

211

332

270

602

Other segment items(1)

7

34

41

72

78

150

Operating income

$

462

$

395

$

857

$

1,353

$

942

$

2,295

Depreciation

$

100

$

64

$

164

$

293

$

169

$

462

Amortization

17

35

52

51

81

132

Capital expenditures

121

109

230

369

296

665

(1)Other segment items consist of acquisition and integration costs and net restructuring and other charges.
Reconciliation of segment assets to total assets

June 26,

September 26,

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

(in millions)

Transportation Solutions

$

6,135

$

5,975

Industrial Solutions

 

5,170

 

4,439

Total segment assets(1)

 

11,305

 

10,414

Other current assets

 

1,967

 

1,864

Other noncurrent assets

 

12,798

 

12,803

Total assets

$

26,070

$

25,081

(1)Segment assets are composed of accounts receivable, inventories, and net property, plant, and equipment.