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v3.25.3

Revenue (Tables) | 9 Months Ended
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Sep. 30, 2025
Revenue from Contract with Customer [Abstract] |
Disaggregation of Revenue | The following tables provide a summary of the Company’s revenue disaggregated by market sector and a reconciliation of the disaggregated revenue to the Company’s revenue by reportable operating segment:
|  | Three Months Ended September 30, 2025 |
(in thousands) |  | Americas |  |  | Asia |  |  | Europe |  |  | Total |
Market sector: |  |  |  |  |  |  |  |  |  |  |  |
Semi-Cap |  | $ | 44,042 |  |  | $ | 113,772 |  |  | $ | 27,347 |  |  | $ | 185,161 |
Industrial |  |  | 28,782 |  |  |  | 96,667 |  |  |  | 26,903 |  |  |  | 152,352 |
A&D |  |  | 103,067 |  |  |  | 8,506 |  |  |  | 17,085 |  |  |  | 128,658 |
Medical |  |  | 70,462 |  |  |  | 43,355 |  |  |  | 12,463 |  |  |  | 126,280 |
AC&C |  |  | 50,137 |  |  |  | 38,090 |  |  |  | — |  |  |  | 88,227 |
External revenue |  |  | 296,490 |  |  |  | 300,390 |  |  |  | 83,798 |  |  |  | 680,678 |
Elimination of intersegment sales |  |  | 12,521 |  |  |  | 6,925 |  |  |  | 2,496 |  |  |  | 21,942 |
Segment revenue |  | $ | 309,011 |  |  | $ | 307,315 |  |  | $ | 86,294 |  |  | $ | 702,620 |
|  | Nine Months Ended September 30, 2025 |
(in thousands) |  | Americas |  |  | Asia |  |  | Europe |  |  | Total |
Market sector: |  |  |  |  |  |  |  |  |  |  |  |
Semi-Cap |  | $ | 135,539 |  |  | $ | 357,148 |  |  | $ | 77,923 |  |  | $ | 570,610 |
Industrial |  |  | 84,850 |  |  |  | 260,707 |  |  |  | 85,171 |  |  |  | 430,728 |
A&D |  |  | 311,606 |  |  |  | 17,178 |  |  |  | 47,985 |  |  |  | 376,769 |
Medical |  |  | 185,691 |  |  |  | 115,610 |  |  |  | 38,186 |  |  |  | 339,487 |
AC&C |  |  | 137,140 |  |  |  | 100,043 |  |  |  | — |  |  |  | 237,183 |
External revenue |  |  | 854,826 |  |  |  | 850,686 |  |  |  | 249,265 |  |  |  | 1,954,777 |
Elimination of intersegment sales |  |  | 33,680 |  |  |  | 27,734 |  |  |  | 6,707 |  |  |  | 68,121 |
Segment revenue |  | $ | 888,506 |  |  | $ | 878,420 |  |  | $ | 255,972 |  |  | $ | 2,022,898 |
|  | Three Months Ended September 30, 2024 |
(in thousands) |  | Americas |  |  | Asia |  |  | Europe |  |  | Total |
Market sector: |  |  |  |  |  |  |  |  |  |  |  |
Semi-Cap |  | $ | 50,073 |  |  | $ | 106,231 |  |  | $ | 31,088 |  |  | $ | 187,392 |
Industrial |  |  | 35,779 |  |  |  | 87,722 |  |  |  | 27,413 |  |  |  | 150,914 |
A&D |  |  | 89,589 |  |  |  | 1,596 |  |  |  | 10,844 |  |  |  | 102,029 |
Medical |  |  | 54,679 |  |  |  | 40,644 |  |  |  | 11,811 |  |  |  | 107,134 |
AC&C |  |  | 68,609 |  |  |  | 41,663 |  |  |  | 6 |  |  |  | 110,278 |
External revenue |  |  | 298,729 |  |  |  | 277,856 |  |  |  | 81,162 |  |  |  | 657,747 |
Elimination of intersegment sales |  |  | 7,804 |  |  |  | 12,065 |  |  |  | 2,355 |  |  |  | 22,224 |
Segment revenue |  | $ | 306,533 |  |  | $ | 289,921 |  |  | $ | 83,517 |  |  | $ | 679,971 |
|  | Nine Months Ended September 30, 2024 |
(in thousands) |  | Americas |  |  | Asia |  |  | Europe |  |  | Total |
Market sector: |  |  |  |  |  |  |  |  |  |  |  |
Semi-Cap |  | $ | 158,202 |  |  | $ | 273,388 |  |  | $ | 93,605 |  |  | $ | 525,195 |
Industrial |  |  | 101,100 |  |  |  | 251,209 |  |  |  | 81,340 |  |  |  | 433,649 |
A&D |  |  | 270,714 |  |  |  | 13,398 |  |  |  | 32,591 |  |  |  | 316,703 |
Medical |  |  | 172,556 |  |  |  | 125,822 |  |  |  | 35,034 |  |  |  | 333,412 |
AC&C |  |  | 277,889 |  |  |  | 112,345 |  |  |  | 25 |  |  |  | 390,259 |
External revenue |  |  | 980,461 |  |  |  | 776,162 |  |  |  | 242,595 |  |  |  | 1,999,218 |
Elimination of intersegment sales |  |  | 41,542 |  |  |  | 29,245 |  |  |  | 7,274 |  |  |  | 78,061 |
Segment revenue |  | $ | 1,022,003 |  |  | $ | 805,407 |  |  | $ | 249,869 |  |  | $ | 2,077,279 |
Changes In Contract Assets | A summary of activity related to the Company’s contract assets follows:
|  | Nine Months Ended September 30, |
(in thousands) |  | 2025 |  |  | 2024 |
Balance as of the beginning of the year |  | $ | 167,578 |  |  | $ | 174,979 |
Revenue recognized |  |  | 1,718,689 |  |  |  | 1,734,408 |
Amounts collected or invoiced |  |  | (1,687,260 | ) |  |  | (1,722,849 | )
Balance as of the end of the period |  | $ | 199,007 |  |  | $ | 186,538 |

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- Definition Tabular disclosure of receivable, contract asset, and contract liability from contract with customer. Includes, but is not limited to, change in contract asset and contract liability. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 10 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-10 + Details
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- Definition Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor. + References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef -Topic 606 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 5 -Publisher FASB -URI https://asc.fasb.org/1943274/2147479806/606-10-50-5 + Details
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