v3.26.3
Business segments and geographic information - Schedule of Segment Reporting of Revenue and Significant Expenses (Details) - USD ($)
$ in Thousands
3 Months Ended
Sep. 25, 2026
Sep. 26, 2025
Segment Reporting [Line Items]    
Revenues $ 1,474,459 $ 978,128
Cost of revenues (1,300,661) (861,689)
Gross profit 173,798 116,439
Selling, general and administrative expenses (26,744) (22,246)
Restructuring and other related costs (1,049) 0
Operating income 146,005 94,193
Interest income 5,539 9,417
Interest expense (231) 0
Foreign exchange gain (loss), net (220) (2,060)
Other income (expense), net (21,592) (122)
Income before income taxes 129,501 101,428
Income tax expense (26,004) (5,502)
Net income 103,497 95,926
Reportable Segment    
Segment Reporting [Line Items]    
Revenues 1,474,459 978,128
Cost of revenues (1,300,661) (861,689)
Gross profit 173,798 116,439
Selling, general and administrative expenses (26,744) (22,246)
Restructuring and other related costs (1,049) 0
Operating income 146,005 94,193
Interest income 5,539 9,417
Interest expense (231) 0
Foreign exchange gain (loss), net (220) (2,060)
Other income (expense), net (21,592) (122)
Income before income taxes 129,501 101,428
Income tax expense (26,004) (5,502)
Net income $ 103,497 $ 95,926