v3.26.1
BUSINESS SEGMENT - Revenue and Gross Profit by Segment (Details)
$ in Thousands
3 Months Ended 9 Months Ended
Jun. 27, 2026
USD ($)
Jun. 28, 2025
USD ($)
Jun. 27, 2026
USD ($)
people
Jun. 28, 2025
USD ($)
Segment Reporting [Line Items]        
Number of Reportable Segments | people     1  
Net sales $ 3,464,016 $ 2,041,562 $ 10,666,980 $ 6,031,990
Gross profit 363,305 181,050 959,458 525,200
Cost of sales 3,100,711 1,860,512 9,707,522 5,506,790
Selling General and Administrative Expense Adjusted [1] (86,760) (58,731) (279,793) (185,347)
Research and Development Expense Adjusted [1] (7,914) (7,764) (23,808) (21,519)
Share-Based Payment Arrangement, Expense (24,817) (16,081) (72,503) (47,163)
Amortization of Intangible Assets, Adjusted [2] 2,431 0 (6,483) 0
Restructuring, Settlement and Impairment Provisions (1,576) (473) (3,040) (2,899)
Amortization of inventory fair value adjustment 0 0 (49,000) 0
Acquisition, integration and others 21,075 7,080 137,022 7,080
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)
Other Corporate Expenses [3] 4,649 0 4,649 7,312
Income before income taxes 191,752 91,410 384,472 266,091
Depreciation and intangibles amortization 48,201 29,760 134,817 89,813
Segment Reporting, Long-Lived Asset, Expenditure for Addition 103,464 49,601 255,626 102,847
Operating Segments        
Segment Reporting [Line Items]        
Depreciation and intangibles amortization 43,925 28,480 122,599 86,204
Segment Reporting, Long-Lived Asset, Expenditure for Addition 101,821 48,760 252,149 100,522
Operating Segments | Reportable Segment - IMS        
Segment Reporting [Line Items]        
Net sales 2,957,043 1,648,404 9,331,706 4,875,352
Gross profit 300,724 123,802 848,958 375,774
Cost of sales 2,646,851 1,515,456 8,450,182 4,466,739
Depreciation and intangibles amortization 33,118 18,962 91,613 58,178
Segment Reporting, Long-Lived Asset, Expenditure for Addition 77,077 29,749 190,191 58,989
Operating Segments | Other Segments - CPS        
Segment Reporting [Line Items]        
Net sales 545,823 422,388 1,441,208 1,249,141
Gross profit 69,723 62,204 179,171 171,649
Depreciation and intangibles amortization 10,807 9,518 30,986 28,026
Segment Reporting, Long-Lived Asset, Expenditure for Addition 24,744 19,011 61,958 41,533
Intersegment revenue        
Segment Reporting [Line Items]        
Net sales (38,850) (29,230) (105,934) (92,503)
Segment Reporting, Reconciling Item, Corporate Nonsegment        
Segment Reporting [Line Items]        
Depreciation and intangibles amortization [4] 4,276 1,280 12,218 3,609
Segment Reporting, Long-Lived Asset, Expenditure for Addition [4] $ 1,643 $ 841 $ 3,477 $ 2,325
[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.
[4] Primarily related to selling, general and administration functions