v3.26.3
Revenues (Tables)
9 Months Ended
Sep. 28, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue by Principal End Markets with the Reportable Segment

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.