v3.26.3
Business segments and geographic information (Tables)
3 Months Ended
Sep. 25, 2026
Segment Reporting [Abstract]  
Schedule of Segment Reporting of Revenue and Significant Expenses
The following table provides information about the Company's revenue, significant segment expenses and other segment expenses:
Three Months Ended
(in thousands of U.S. dollars)September 25,
2026
September 26,
2025
Revenues$1,474,459 $978,128 
Cost of revenues(1,300,661)(861,689)
        Gross profit173,798 116,439 
Selling, general and administrative expenses(26,744)(22,246)
Restructuring and other related costs(1,049)— 
Operating income146,005 94,193 
Interest income5,539 9,417 
Interest expense(231)— 
Foreign exchange gain (loss), net(220)(2,060)
Other income (expense), net(21,592)(122)
Income before income taxes129,501 101,428 
Income tax expense(26,004)(5,502)
Net income$103,497 $95,926 
Schedule of Long-Lived Assets by Geographic Areas
The following table presents long-lived assets by the country in which they are based:
(in thousands)September 25,
2026
June 26,
2026
Long-Lived Assets:
  Thailand$644,815 $562,044 
  U.S.112,044 35,610 
  China22,490 18,698 
  Israel2,004 2,149 
  Others490 540 
Total$781,843 $619,041