v3.26.1
Consolidated Statements of Comprehensive Income - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Jul. 04, 2026
Jun. 28, 2025
Jul. 04, 2026
Jun. 28, 2025
Income Statement [Abstract]        
Net sales $ 1,304,778 $ 1,018,308 $ 3,538,387 $ 2,974,600
Cost of sales 1,173,399 915,020 3,181,694 2,672,869
Gross profit 131,379 103,288 356,693 301,731
Selling and administrative expenses 70,119 49,680 179,132 147,789
Restructuring and other charges, net 0 0 0 4,683
Operating income 61,260 53,608 177,561 149,259
Other income (expense):        
Interest expense (4,089) (2,501) (10,399) (9,192)
Interest income 1,463 934 3,259 3,039
Miscellaneous, net (2,185) (2,205) (5,063) (4,753)
Income before income taxes 56,449 49,836 165,358 138,353
Income tax expense 13,456 4,720 31,374 16,897
Net income $ 42,993 $ 45,116 $ 133,984 $ 121,456
Earnings per share:        
Basic (in dollars per share) $ 1.61 $ 1.67 $ 5.01 $ 4.48
Diluted (in dollars per share) $ 1.58 $ 1.64 $ 4.90 $ 4.39
Weighted average shares outstanding:        
Basic (in shares) 26,712 27,059 26,745 27,084
Diluted (in shares) 27,294 27,532 27,347 27,670
Other comprehensive (loss) income:        
Derivative instrument and other fair value adjustments $ (3,826) $ 15,034 $ (7,544) $ (859)
Foreign currency translation adjustments (53) 18,579 (2,942) 10,104
Other comprehensive (loss) income (3,879) 33,613 (10,486) 9,245
Total comprehensive income $ 39,114 $ 78,729 $ 123,498 $ 130,701