​

​

Three Months Ended June 30, 

​

Six Months Ended June 30, 

​

  ​ ​ ​

2026

​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

​

​

(in millions)

Semiconductor Equipment

​

$

278.3

​

$

209.5

​

$

497.7

​

$

431.7

Data Center Computing

​

​

191.5

​

​

141.6

​

​

385.7

​

​

237.8

Industrial and Medical

​

80.0

​

68.6

​

152.0

​

132.9

Telecom and Networking

​

​

24.3

​

​

21.8

​

​

49.7

​

​

43.7

Total

​

$

574.1

​

$

441.5

​

$

1,085.1

​

$

846.1

​

​

Three Months Ended June 30, 

​

​

Six Months Ended June 30, 

​

​

  ​ ​ ​

2026

​

  ​ ​ ​

2025

​

  ​ ​ ​

2026

  ​ ​ ​

  ​ ​ ​

2025

​

​

​

(in millions)

United States

​

$

132.3

  ​ ​ ​

23.0

%

  ​ ​ ​

$

141.7

  ​ ​ ​

32.1

%

  ​ ​ ​

$

274.8

  ​ ​ ​

25.3

%

  ​ ​ ​

$

285.9

  ​ ​ ​

33.8

%

Mexico

​

​

124.1

​

21.6

​

​

​

41.1

​

9.3

​

​

​

257.1

​

23.7

​

​

​

82.8

​

9.8

​

Malaysia

​

​

66.5

​

11.6

​

​

​

30.5

​

6.9

​

​

​

112.3

​

10.3

​

​

​

73.0

​

8.6

​

Japan

​

​

60.8

​

10.6

​

​

​

64.6

​

14.6

​

​

​

90.2

​

8.3

​

​

​

95.9

​

11.3

​

All others

​

​

190.4

​

33.2

​

​

​

163.6

​

37.1

​

​

​

350.7

​

32.4

​

​

​

308.5

​

36.5

​

Total

​

$

574.1

​

100.0

%

​

$

441.5

​

100.0

%

​

$

1,085.1

​

100.0

%

​

$

846.1

​

100.0

%

​

​

Three Months Ended June 30, 

​

Six Months Ended June 30, 

​

  ​ ​ ​

2026

​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

​

​

(in millions)

Product

​

$

526.3

​

$

396.1

​

$

991.6

​

$

756.3

Services and other

​

​

47.8

​

45.4

​

​

93.5

​

89.8

Total

​

$

574.1

$

441.5

​

$

1,085.1

$

846.1