Semiconductor Test

Robotics

Product Test

Total

System
on-a-Chip

Memory

IST

(in thousands)

For the Three Months Ended September 27, 2026

Timing of Revenue Recognition

Point in Time

$

601,845

$

289,515

$

87,825

$

93,051

$

121,690

$

1,193,926

Over Time

74,664

11,306

6,856

2,777

16,421

112,024

Total

$

676,509

$

300,821

$

94,681

$

95,828

$

138,111

$

1,305,950

Geographical Market

Asia Pacific

$

627,357

$

298,538

$

94,150

$

25,257

$

72,956

$

1,118,258

Americas

23,963

1,377

531

38,952

58,394

123,217

Europe, Middle East and Africa

25,189

906

—

31,619

6,761

64,475

Total

$

676,509

$

300,821

$

94,681

$

95,828

$

138,111

$

1,305,950

For the Three Months Ended September 28, 2025

Timing of Revenue Recognition

Point in Time

$

367,404

$

118,878

$

33,575

$

73,213

$

69,579

$

662,649

Over Time

72,812

9,184

4,014

1,874

18,677

106,561

Total

$

440,216

$

128,062

$

37,589

$

75,087

$

88,256

$

769,210

Geographical Market

Asia Pacific

$

409,959

$

126,534

$

37,298

$

13,852

$

25,136

$

612,779

Americas

14,432

1,029

291

28,455

55,225

99,432

Europe, Middle East and Africa

15,825

499

—

32,780

7,895

56,999

Total

$

440,216

$

128,062

$

37,589

$

75,087

$

88,256

$

769,210

For the Nine Months Ended September 27, 2026

Timing of Revenue Recognition

Point in Time

$

2,181,364

$

683,003

$

167,152

$

278,979

$

274,143

$

3,584,641

Over Time

219,925

32,600

20,593

8,024

51,651

332,793

Total

$

2,401,289

$

715,603

$

187,745

$

287,003

$

325,794

$

3,917,434

Geographical Market

Asia Pacific

$

2,256,782

$

704,425

$

184,320

$

63,779

$

144,504

$

3,353,810

Americas

55,916

9,157

3,425

121,224

156,951

346,673

Europe, Middle East and Africa

88,591

2,021

—

102,000

24,339

216,951

Total

$

2,401,289

$

715,603

$

187,745

$

287,003

$

325,794

$

3,917,434

For the Nine Months Ended September 28, 2025

Timing of Revenue Recognition

Point in Time

$

1,030,682

$

272,534

$

85,294

$

213,083

$

192,296

$

1,793,889

Over Time

212,512

25,879

13,348

5,857

55,202

312,798

Total

$

1,243,194

$

298,413

$

98,642

$

218,940

$

247,498

$

2,106,687

Geographical Market

Asia Pacific

$

1,132,944

$

292,683

$

95,782

$

44,853

$

85,583

$

1,651,845

Americas

65,404

4,023

2,860

88,086

138,239

298,612

Europe, Middle East and Africa

44,846

1,707

—

86,001

23,676

156,230

Total

$

1,243,194

$

298,413

$

98,642

$

218,940

$

247,498

$

2,106,687