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3. Net Sales
Disaggregated sales disclosures for the Third quarter and first nine months of the year ended September 27, 2026, and September 28, 2025, are included below and in Note 15, Segmental Information.
| | Third Quarter | |
| | 2026 | | | 2025 | |
| | Gas | | | | | | | | | | | | | | | Gas | | | | | | | | | | | Graphic | | | | | |
In millions | | Cylinders | | | Elektron | | | Superform | | | Total | | | Cylinders | | | Elektron | | | Superform | | | Arts | | | Total | |
Defense, First Response & Healthcare | | $ | 21.1 | | | | 21.6 | | | | 0.6 | | | $ | 43.3 | | | $ | 20.0 | | | $ | 27.1 | | | $ | 0.3 | | | $ | — | | | $ | 47.4 | |
Transportation | | | 13.7 | | | | 10.3 | | | | 1.8 | | | | 25.8 | | | | 15.7 | | | | 10.2 | | | | 2.4 | | | | — | | | | 28.3 | |
Specialty Industrial | | | 7.8 | | | | 14.8 | | | | — | | | | 22.6 | | | | 7.2 | | | | 12.7 | | | | — | | | | — | | | | 19.9 | |
| | $ | 42.6 | | | $ | 46.7 | | | $ | 2.4 | | | $ | 91.7 | | | $ | 42.9 | | | $ | 50.0 | | | $ | 2.7 | | | $ | — | | | $ | 95.6 | |
| | Year-to-date | |
| | 2026 | | | 2025 | |
| | Gas | | | | | | | | | | | | | | | Gas | | | | | | | | | | | Graphic | | | | | |
In millions | | Cylinders | | | Elektron | | | Superform | | | Total | | | Cylinders | | | Elektron | | | Superform | | | Arts | | | Total | |
Defense, First Response & Healthcare | | $ | 58.6 | | | $ | 69.9 | | | $ | 0.7 | | | $ | 129.2 | | | $ | 60.1 | | | $ | 77.0 | | | $ | 0.9 | | | $ | — | | | $ | 138.0 | |
Transportation | | | 45.2 | | | | 29.2 | | | | 5.7 | | | | 80.1 | | | | 48.3 | | | | 32.3 | | | | 5.9 | | | | — | | | | 86.5 | |
Specialty Industrial | | | 26.8 | | | | 37.0 | | | | — | | | | 63.8 | | | | 22.6 | | | | 40.2 | | | | — | | | | 13.4 | | | | 76.2 | |
| | $ | 130.6 | | | $ | 136.1 | | | $ | 6.4 | | | $ | 273.1 | | | $ | 131.0 | | | $ | 149.5 | | | $ | 6.8 | | | $ | 13.4 | | | $ | 300.7 | |
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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