v3.26.1
BUSINESS SEGMENT (Tables)
 9 Months Ended
Jun. 27, 2026
Segment Reporting [Abstract]  
Segment Reporting [Table Text Block]
Three Months EndedNine Months Ended
June 27,
2026		June 28,
2025		June 27,
2026		June 28,
2025
(In thousands)
Sales:
Reportable segment - IMS$2,957,043 $1,648,404 $9,331,706 $4,875,352 
Other segments - CPS545,823 422,388 1,441,208 1,249,141 
Intersegment sales elimination(38,850)(29,230)(105,934)(92,503)
Net sales$3,464,016 $2,041,562 $10,666,980 $6,031,990 
Reportable segment expenses - IMS:
Cost of sales2,646,851 1,515,456 8,450,182 4,466,739 
Total expenses$2,646,851 $1,515,456 $8,450,182 $4,466,739 
Gross Profit:
Reportable segment gross profit - IMS$300,724 $123,802 $848,958 $375,774 
Other segments gross profit - CPS69,723 62,204 179,171 171,649 
Selling, general and administrative (1)(86,760)(58,731)(279,793)(185,347)
Research and development (1)(7,914)(7,764)(23,808)(21,519)
Stock-based compensation expense(24,817)(16,081)(72,503)(47,163)
Amortization of intangibles (2)(2,431)— (6,483)— 
Restructuring(1,576)(473)(3,040)(2,899)
Amortization of inventory fair value adjustment— — (49,000)— 
Acquisition, integration and others(21,075)(7,080)(137,022)(7,080)
Interest income9,800 4,200 26,291 11,319 
Interest expense(32,464)(4,981)(89,324)(14,961)
Other income (expense), net(6,809)(3,686)(4,326)(6,370)
Other corporate expenses (3)(4,649)— (4,649)(7,312)
Income before income taxes$191,752 $91,410 $384,472 $266,091 
(1) Amount excludes allocation of stock-based compensation expense.
(2) Amount includes amortization of intangibles in cost of sales and operating expenses.
(3) Primarily related to corporate unallocated expenses such as charges or credits resulting from distressed customers and litigation settlements.
Three Months EndedNine Months Ended
June 27,
2026		June 28,
2025		June 27,
2026		June 28,
2025
(In thousands)
Depreciation and amortization:
Reportable segment - IMS$33,118 $18,962 $91,613 $58,178 
Other segments - CPS10,807 9,518 30,986 28,026 
Total43,925 28,480 122,599 86,204 
Unallocated corporate items (1)4,276 1,280 12,218 3,609 
Total$48,201 $29,760 $134,817 $89,813 
Capital expenditures (receipt basis):
Reportable segment - IMS$77,077 $29,749 $190,191 $58,989 
Other segments - CPS24,744 19,011 61,958 41,533 
Total101,821 48,760 252,149 100,522 
Unallocated corporate items (1)1,643 841 3,477 2,325 
Total$103,464 $49,601 $255,626 $102,847 

(1)    Primarily related to selling, general and administration functions.
Segment Reporting, Reconciliation of Asset by Segment to Consolidated
As of
June 27,
2026		September 27,
2025
(In thousands)
Segment Assets:
Reportable segment - IMS (1)$5,689,384 $3,109,754 
Other unallocated assets4,050,350 2,748,419 
Total$9,739,734 $5,858,173 

(1)    Segment assets consists of accounts receivable, inventories and property, plant and equipment, net.
Segment Reporting, Entity-Wide Information Not Provided as Part of Reportable Segment, Geographical Area, Long-Lived Asset
As of
June 27,
2026		September 27,
2025
(In thousands)
U.S. (country of domicile)$442,772 $170,634 
Mexico (>10% of total)$333,008 $267,430 
Other$275,634 $244,290 
  Total$1,051,414 $682,354