| Disaggregation of Revenue |
The following tables provide a summary of the Company’s revenue disaggregated by market sector and a reconciliation of the disaggregated revenue to the Company’s revenue by reportable operating segment:
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Three Months Ended June 30, 2026 |
|
(in thousands) |
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Americas |
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Asia |
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Europe |
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Total |
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Market sector: |
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Semi-Cap |
|
$ |
46,972 |
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$ |
144,251 |
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$ |
32,254 |
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|
$ |
223,477 |
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Industrial |
|
|
36,817 |
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|
|
99,333 |
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|
|
24,447 |
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|
|
160,597 |
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A&D |
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|
84,256 |
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|
|
12,158 |
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|
14,805 |
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|
|
111,219 |
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Medical |
|
|
74,439 |
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|
|
41,756 |
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|
17,361 |
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|
|
133,556 |
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AC&C |
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|
89,584 |
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|
|
37,547 |
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|
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— |
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|
|
127,131 |
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External revenue |
|
|
332,068 |
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|
|
335,045 |
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|
|
88,867 |
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|
|
755,980 |
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Elimination of intersegment sales |
|
|
8,392 |
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|
10,473 |
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|
2,650 |
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|
|
21,515 |
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Segment revenue |
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$ |
340,460 |
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$ |
345,518 |
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$ |
91,517 |
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$ |
777,495 |
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Six Months Ended June 30, 2026 |
|
(in thousands) |
|
Americas |
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Asia |
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Europe |
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Total |
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Market sector: |
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Semi-Cap |
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$ |
90,357 |
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|
$ |
263,858 |
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|
$ |
59,927 |
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$ |
414,142 |
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Industrial |
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|
58,544 |
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|
|
186,636 |
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|
|
48,705 |
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|
|
293,885 |
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A&D |
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|
179,988 |
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|
|
22,137 |
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|
|
28,873 |
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|
|
230,998 |
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Medical |
|
|
151,851 |
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|
|
78,344 |
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|
|
31,837 |
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|
|
262,032 |
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AC&C |
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|
152,928 |
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|
79,275 |
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— |
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|
232,203 |
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External revenue |
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|
633,668 |
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|
630,250 |
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|
|
169,342 |
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|
|
1,433,260 |
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Elimination of intersegment sales |
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|
18,087 |
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|
18,389 |
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|
5,463 |
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|
|
41,939 |
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Segment revenue |
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$ |
651,755 |
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$ |
648,639 |
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$ |
174,805 |
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$ |
1,475,199 |
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Three Months Ended June 30, 2025 |
|
(in thousands) |
|
Americas |
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Asia |
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Europe |
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Total |
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Market sector: |
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Semi-Cap |
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$ |
47,415 |
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$ |
119,134 |
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|
$ |
23,833 |
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$ |
190,382 |
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Industrial |
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|
28,181 |
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|
|
84,789 |
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|
|
28,659 |
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|
|
141,629 |
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A&D |
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|
105,031 |
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|
|
5,044 |
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|
|
16,180 |
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|
|
126,255 |
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Medical |
|
|
60,743 |
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|
|
35,936 |
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|
|
12,891 |
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|
|
109,570 |
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AC&C |
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|
42,840 |
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|
|
31,659 |
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— |
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|
74,499 |
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External revenue |
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|
284,210 |
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|
276,562 |
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|
81,563 |
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|
642,335 |
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Elimination of intersegment sales |
|
|
11,007 |
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|
10,504 |
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|
|
1,836 |
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|
|
23,347 |
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Segment revenue |
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$ |
295,217 |
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$ |
287,066 |
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$ |
83,399 |
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$ |
665,682 |
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Six Months Ended June 30, 2025 |
|
(in thousands) |
|
Americas |
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Asia |
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Europe |
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Total |
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Market sector: |
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Semi-Cap |
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$ |
91,497 |
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$ |
243,376 |
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|
$ |
50,576 |
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$ |
385,449 |
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Industrial |
|
|
56,068 |
|
|
|
164,040 |
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|
|
58,268 |
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|
|
278,376 |
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A&D |
|
|
208,539 |
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|
|
8,672 |
|
|
|
30,900 |
|
|
|
248,111 |
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Medical |
|
|
115,229 |
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|
|
72,255 |
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|
|
25,723 |
|
|
|
213,207 |
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AC&C |
|
|
87,003 |
|
|
|
61,953 |
|
|
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— |
|
|
|
148,956 |
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External revenue |
|
|
558,336 |
|
|
|
550,296 |
|
|
|
165,467 |
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|
|
1,274,099 |
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Elimination of intersegment sales |
|
|
21,159 |
|
|
|
20,809 |
|
|
|
4,211 |
|
|
|
46,179 |
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Segment revenue |
|
$ |
579,495 |
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$ |
571,105 |
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$ |
169,678 |
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$ |
1,320,278 |
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