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REVENUE

9 Months Ended

Sep. 30, 2025

REVENUE

REVENUE

NOTE 2.    REVENUE

Disaggregation of revenue

The following tables present additional information regarding our revenue:

Revenue by Market

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three Months Ended September 30,

​

Nine Months Ended September 30,

​

​

2025

​

2024

2025

2024

​

​

(in millions)

​

Semiconductor Equipment

​

$

196.6

​

$

197.5

​

$

628.3

​

$

565.7

​

Industrial and Medical

​

71.2

​

76.9

​

204.1

​

239.4

​

Data Center Computing

​

​

171.6

​

​

80.6

​

​

409.4

​

​

195.5

​

Telecom and Networking

​

​

23.9

​

​

19.2

​

​

67.6

​

​

66.0

​

Total

​

$

463.3

​

$

374.2

​

$

1,309.4

​

$

1,066.6

​

​

​

Revenue by Significant Countries

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three Months Ended September 30,

​

​

Nine Months Ended September 30,

​

​

​

2025

​

2024

​

2025

2024

​

​

​

(in millions)

​

United States

​

$

113.9

24.6

%

$

134.6

36.0

%

$

399.8

30.5

%

$

371.9

34.9

%

​

Mexico

​

​

72.4

​

15.6

​

​

​

41.0

​

11.0

​

​

​

155.2

​

11.9

​

​

​

109.8

​

10.3

​

​

Taiwan

​

​

37.1

​

8.0

​

​

​

41.0

​

11.0

​

​

​

94.6

​

7.2

​

​

​

119.6

​

11.2

​

​

Japan

​

​

71.1

​

15.3

​

​

​

11.9

​

3.2

​

​

​

167.0

​

12.8

​

​

​

36.9

​

3.4

​

​

All others

​

​

168.8

​

36.5

​

​

​

145.7

​

38.8

​

​

​

492.8

​

37.6

​

​

​

428.4

​

40.2

​

​

Total

​

$

463.3

​

100.0

%

​

$

374.2

​

100.0

%

​

$

1,309.4

​

100.0

%

​

$

1,066.6

​

100.0

%

​

​

We attribute revenue to individual countries based on the customer’s ship to location. Excluding the specific countries listed above, no individual country exceeded 10% of our total consolidated revenues during the periods presented.

Revenue by Category

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three Months Ended September 30,

​

Nine Months Ended September 30,

​

​

2025

​

2024

2025

2024

​

​

(in millions)

​

Product

​

$

415.7

​

$

332.6

​

$

1,172.0

​

$

944.2

​

Services and other

​

​

47.6

​

41.6

​

​

137.4

​

122.4

​

Total

​

$

463.3

$

374.2

​

$

1,309.4

$

1,066.6

​

​

Other revenue includes certain spare parts and products sold by our service group.

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- Definition

The entire disclosure of revenue from contract with customer to transfer good or service and to transfer nonfinancial asset. Includes, but is not limited to, disaggregation of revenue, credit loss recognized from contract with customer, judgment and change in judgment related to contract with customer, and asset recognized from cost incurred to obtain or fulfill contract with customer. Excludes insurance and lease contracts.

+ References

Reference 1: http://www.xbrl.org/2003/role/disclosureRef
-Topic 606
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-Topic 606
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Reference 4: http://www.xbrl.org/2003/role/disclosureRef
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Reference 11: http://www.xbrl.org/2003/role/disclosureRef
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