For contracts in which anticipated total costs exceed the total expected revenue, an estimated loss is recognized in the period when identifiable. A provision for the entire amount of the estimated loss is recorded on a cumulative basis. The estimated remaining costs to complete for loss contracts as of September 28, 2026 and December 29, 2025 were $17,438 and $33,163, respectively.

As of September 28, 2026, the aggregate amount of the transaction price allocated to remaining performance obligations for long‑term contracts was $463,492. The Company expects to recognize revenue on approximately 55% of the remaining performance obligations for the Company’s long-term contracts over the next 12 months with the remaining amount expected to be recognized thereafter. The remaining performance obligations for the Company’s short‑term contracts are expected to be recognized within one year, and the Company is applying the optional permitted exemption to forgo disclosing the amount of transaction price allocated to the remaining performance obligations for contracts with an expected duration of one year or less.

Revenue recognized for the three quarters ended September 28, 2026 from amounts recorded as contract liabilities as of December 29, 2025 was $92,514. Revenue recognized for the three quarters ended September 29, 2025 from amounts recorded as contract liabilities as of December 30, 2024 was $82,722.

Revenue from products and services transferred to customers over time and at a point in time accounted for 97% and 3%, respectively, of the Company's revenue for the quarter and three quarters ended September 28, 2026, and 96% and 4%, respectively, of the Company's revenue for the quarter and three quarters ended September 29, 2025.

Disaggregated revenue by principal end markets within reportable segments was as follows:


	For the Quarter Ended
	September 28, 2026						September 29, 2025
	A&D		Commercial		Total		A&D		Commercial		Total
	(In thousands)
End Markets (1):
Aerospace and Defense	$	404,538	$	—	$	404,538	$	333,556	$	—	$	333,556
Automotive		—		88,045		88,045		—		79,355		79,355
Data Center and Networking		10,396		487,619		498,015		9,316		222,092		231,408
Medical, Industrial, and Instrumentation		1,327		211,930		213,257		1,128		107,289		108,417
Total	$	416,261	$	787,594	$	1,203,855	$	344,000	$	408,736	$	752,736


	For the Three Quarters Ended
	September 28, 2026						September 29, 2025
	A&D		Commercial		Total		A&D		Commercial		Total
	(In thousands)
End Markets (1):
Aerospace and Defense	$	1,117,260	$	—	$	1,117,260	$	966,066	$	—	$	966,066
Automotive		—		237,280		237,280		—		232,133		232,133
Data Center and Networking		28,838		1,176,268		1,205,106		26,266		605,117		631,383
Medical, Industrial, and Instrumentation		3,980		490,259		494,239		3,046		299,397		302,443
Total	$	1,150,078	$	1,903,807	$	3,053,885	$	995,378	$	1,136,647	$	2,132,025

(1)

The end market revenue for the quarter and three quarters ended September 29, 2025 has been recast to reflect certain adjustments to allocations resulting from the segment reorganization that occurred during the quarter ended March 30, 2026 as well as the combination of the data center computing and networking end markets. The end market revenue excludes intersegment sales totaling $567 and $1,599 for the quarter and three quarters ended September 28, 2026, respectively, and $666 and $1,139 for the quarter and three quarters ended September 29, 2025, respectively. See Note 4, Segment Information, for further information.