v3.26.1
Condensed Consolidated Statements of Income - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Jun. 27, 2026
Jun. 28, 2025
Jun. 27, 2026
Jun. 28, 2025
Net sales $ 3,464,016 $ 2,041,562 $ 10,666,980 $ 6,031,990
Cost of sales 3,100,711 1,860,512 9,707,522 5,506,790
Gross profit 363,305 181,050 959,458 525,200
Operating expenses:        
Selling, general and administrative 109,331 69,542 337,766 216,700
Research and development 8,267 8,078 24,916 22,418
Acquisition, integration and others 21,075 7,080 137,022 7,080
Amortization of intangible assets 1,831 0 4,883 0
Restructuring Charges 1,576 473 3,040 2,899
Total operating expenses 142,080 85,173 507,627 249,097
Operating income 221,225 95,877 451,831 276,103
Interest income 9,800 4,200 26,291 11,319
Interest Expense, Nonoperating 32,464 4,981 89,324 14,961
Other income (expense), net (6,809) (3,686) (4,326) (6,370)
Interest and other, net (29,473) (4,467) (67,359) (10,012)
Income before income taxes 191,752 91,410 384,472 266,091
Provision for income taxes 66,444 18,522 109,594 51,804
Net income before noncontrolling interest 125,308 72,888 274,878 214,287
Less: Net income attributable to noncontrolling interest 8,179 4,272 14,817 16,460
Net income attributable to common shareholders $ 117,129 $ 68,616 $ 260,061 $ 197,827
Net income attributable to common shareholders per share:        
Basic $ 2.17 $ 1.28 $ 4.81 $ 3.66
Diluted $ 2.12 $ 1.26 $ 4.71 $ 3.58
Weighted-average shares used in computing per share amounts:        
Basic 53,861 53,614 54,118 54,074
Diluted 55,133 54,493 55,254 55,285