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3. Net Sales
Disaggregated sales disclosures for the Second quarter and first six months of the year ended June 28, 2026, and June 29, 2025, are included below and in Note 15, Segmental Information.
| | Second Quarter | |
| | 2026 | | | 2025 | |
| | Gas | | | | | | | | | | | | | | | Gas | | | | | | | | | | | Graphic | | | | | |
In millions | | Cylinders | | | Elektron | | | Superform | | | Total | | | Cylinders | | | Elektron | | | Superform | | | Arts | | | Total | |
Defense, First Response & Healthcare | | $ | 19.4 | | | $ | 25.6 | | | $ | 0.1 | | | $ | 45.1 | | | $ | 20.9 | | | $ | 25.5 | | | $ | 0.4 | | | $ | — | | | $ | 46.8 | |
Transportation | | | 15.8 | | | | 9.7 | | | | 2.1 | | | | 27.6 | | | | 17.8 | | | | 11.2 | | | | 2.2 | | | | — | | | | 31.2 | |
Specialty Industrial | | | 11.0 | | | | 12.0 | | | | — | | | | 23.0 | | | | 8.3 | | | | 13.4 | | | | — | | | | 6.9 | | | | 28.6 | |
| | $ | 46.2 | | | $ | 47.3 | | | $ | 2.2 | | | $ | 95.7 | | | $ | 47.0 | | | $ | 50.1 | | | $ | 2.6 | | | $ | 6.9 | | | $ | 106.6 | |
| | Year-to-date | |
| | 2026 | | | 2025 | |
| | Gas | | | | | | | | | | | | | | | Gas | | | | | | | | | | | Graphic | | | | | |
In millions | | Cylinders | | | Elektron | | | Superform | | | Total | | | Cylinders | | | Elektron | | | Superform | | | Arts | | | Total | |
Defense, First Response & Healthcare | | $ | 37.5 | | | $ | 48.3 | | | $ | 0.1 | | | $ | 85.9 | | | $ | 40.1 | | | $ | 49.9 | | | $ | 0.6 | | | $ | — | | | $ | 90.6 | |
Transportation | | | 31.5 | | | | 18.9 | | | | 3.9 | | | | 54.3 | | | | 32.6 | | | | 22.1 | | | | 3.5 | | | | — | | | | 58.2 | |
Specialty Industrial | | 19.0 | | | | 22.2 | | | | — | | | | 41.2 | | | | 15.4 | | | | 27.5 | | | | — | | | | 13.4 | | | | 56.3 | |
| | $ | 88.0 | | | $ | 89.4 | | | $ | 4.0 | | | $ | 181.4 | | | $ | 88.1 | | | $ | 99.5 | | | $ | 4.1 | | | $ | 13.4 | | | $ | 205.1 | |
The Company’s performance obligations are satisfied at a point in time, except for certain long-term tooling contracts within the Superform segment, for which revenue is recognized over time as work progresses.
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