Semiconductor Test

Robotics

Product Test

Total

System
on-a-Chip

Memory

IST

(in thousands)

For the Three Months Ended June 28, 2026

Timing of Revenue Recognition

Point in Time

$

771,416

$

199,765

$

60,562

$

97,169

$

90,538

$

1,219,450

Over Time

71,555

12,568

5,959

2,748

16,710

109,540

Total

$

842,971

$

212,333

$

66,521

$

99,917

$

107,248

$

1,328,990

Geographical Market

Asia Pacific

$

814,023

$

210,830

$

65,578

$

21,576

$

46,859

$

1,158,866

Americas

14,908

941

943

41,751

51,036

109,579

Europe, Middle East and Africa

14,040

562

—

36,590

9,353

60,545

Total

$

842,971

$

212,333

$

66,521

$

99,917

$

107,248

$

1,328,990

For the Three Months Ended June 29, 2025

Timing of Revenue Recognition

Point in Time

$

325,588

$

51,993

$

28,827

$

72,724

$

66,159

$

545,291

Over Time

71,000

8,950

5,520

2,142

18,894

106,506

Total

$

396,588

$

60,943

$

34,347

$

74,866

$

85,053

$

651,797

Geographical Market

Asia Pacific

$

364,883

$

58,467

$

32,468

$

15,939

$

34,901

$

506,658

Americas

15,920

2,077

1,879

27,160

42,229

89,265

Europe, Middle East and Africa

15,785

399

—

31,767

7,923

55,874

Total

$

396,588

$

60,943

$

34,347

$

74,866

$

85,053

$

651,797

For the Six Months Ended June 28, 2026

Timing of Revenue Recognition

Point in Time

$

1,579,520

$

393,487

$

79,328

$

185,929

$

152,453

$

2,390,717

Over Time

145,260

21,294

13,737

5,246

35,230

220,767

Total

$

1,724,780

$

414,781

$

93,065

$

191,175

$

187,683

$

2,611,484

Geographical Market

Asia Pacific

$

1,629,426

$

405,887

$

90,171

$

38,522

$

71,547

$

2,235,553

Americas

31,953

7,779

2,894

82,273

98,559

223,458

Europe, Middle East and Africa

63,401

1,115

—

70,380

17,577

152,473

Total

$

1,724,780

$

414,781

$

93,065

$

191,175

$

187,683

$

2,611,484

For the Six Months Ended June 29, 2025

Timing of Revenue Recognition

Point in Time

$

663,278

$

153,656

$

51,719

$

139,870

$

122,717

$

1,131,240

Over Time

139,700

16,695

9,334

3,983

36,525

206,237

Total

$

802,978

$

170,351

$

61,053

$

143,853

$

159,242

$

1,337,477

Geographical Market

Asia Pacific

$

722,985

$

166,149

$

58,484

$

31,001

$

60,447

$

1,039,066

Americas

50,972

2,994

2,569

59,631

83,014

199,180

Europe, Middle East and Africa

29,021

1,208

—

53,221

15,781

99,231

Total

$

802,978

$

170,351

$

61,053

$

143,853

$

159,242

$

1,337,477