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v3.26.1

Revenue (Tables) | 6 Months Ended
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Jun. 30, 2026
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 June 30, 2026 |
(in thousands) |  | Americas |  |  | Asia |  |  | Europe |  |  | Total |
Market sector: |  |  |  |  |  |  |  |  |  |  |  |
Semi-Cap |  | $ | 46,972 |  |  | $ | 144,251 |  |  | $ | 32,254 |  |  | $ | 223,477 |
Industrial |  |  | 36,817 |  |  |  | 99,333 |  |  |  | 24,447 |  |  |  | 160,597 |
A&D |  |  | 84,256 |  |  |  | 12,158 |  |  |  | 14,805 |  |  |  | 111,219 |
Medical |  |  | 74,439 |  |  |  | 41,756 |  |  |  | 17,361 |  |  |  | 133,556 |
AC&C |  |  | 89,584 |  |  |  | 37,547 |  |  |  | — |  |  |  | 127,131 |
External revenue |  |  | 332,068 |  |  |  | 335,045 |  |  |  | 88,867 |  |  |  | 755,980 |
Elimination of intersegment sales |  |  | 8,392 |  |  |  | 10,473 |  |  |  | 2,650 |  |  |  | 21,515 |
Segment revenue |  | $ | 340,460 |  |  | $ | 345,518 |  |  | $ | 91,517 |  |  | $ | 777,495 |
|  | Six Months Ended June 30, 2026 |
(in thousands) |  | Americas |  |  | Asia |  |  | Europe |  |  | Total |
Market sector: |  |  |  |  |  |  |  |  |  |  |  |
Semi-Cap |  | $ | 90,357 |  |  | $ | 263,858 |  |  | $ | 59,927 |  |  | $ | 414,142 |
Industrial |  |  | 58,544 |  |  |  | 186,636 |  |  |  | 48,705 |  |  |  | 293,885 |
A&D |  |  | 179,988 |  |  |  | 22,137 |  |  |  | 28,873 |  |  |  | 230,998 |
Medical |  |  | 151,851 |  |  |  | 78,344 |  |  |  | 31,837 |  |  |  | 262,032 |
AC&C |  |  | 152,928 |  |  |  | 79,275 |  |  |  | — |  |  |  | 232,203 |
External revenue |  |  | 633,668 |  |  |  | 630,250 |  |  |  | 169,342 |  |  |  | 1,433,260 |
Elimination of intersegment sales |  |  | 18,087 |  |  |  | 18,389 |  |  |  | 5,463 |  |  |  | 41,939 |
Segment revenue |  | $ | 651,755 |  |  | $ | 648,639 |  |  | $ | 174,805 |  |  | $ | 1,475,199 |
|  | Three Months Ended June 30, 2025 |
(in thousands) |  | Americas |  |  | Asia |  |  | Europe |  |  | Total |
Market sector: |  |  |  |  |  |  |  |  |  |  |  |
Semi-Cap |  | $ | 47,415 |  |  | $ | 119,134 |  |  | $ | 23,833 |  |  | $ | 190,382 |
Industrial |  |  | 28,181 |  |  |  | 84,789 |  |  |  | 28,659 |  |  |  | 141,629 |
A&D |  |  | 105,031 |  |  |  | 5,044 |  |  |  | 16,180 |  |  |  | 126,255 |
Medical |  |  | 60,743 |  |  |  | 35,936 |  |  |  | 12,891 |  |  |  | 109,570 |
AC&C |  |  | 42,840 |  |  |  | 31,659 |  |  |  | — |  |  |  | 74,499 |
External revenue |  |  | 284,210 |  |  |  | 276,562 |  |  |  | 81,563 |  |  |  | 642,335 |
Elimination of intersegment sales |  |  | 11,007 |  |  |  | 10,504 |  |  |  | 1,836 |  |  |  | 23,347 |
Segment revenue |  | $ | 295,217 |  |  | $ | 287,066 |  |  | $ | 83,399 |  |  | $ | 665,682 |
|  | Six Months Ended June 30, 2025 |
(in thousands) |  | Americas |  |  | Asia |  |  | Europe |  |  | Total |
Market sector: |  |  |  |  |  |  |  |  |  |  |  |
Semi-Cap |  | $ | 91,497 |  |  | $ | 243,376 |  |  | $ | 50,576 |  |  | $ | 385,449 |
Industrial |  |  | 56,068 |  |  |  | 164,040 |  |  |  | 58,268 |  |  |  | 278,376 |
A&D |  |  | 208,539 |  |  |  | 8,672 |  |  |  | 30,900 |  |  |  | 248,111 |
Medical |  |  | 115,229 |  |  |  | 72,255 |  |  |  | 25,723 |  |  |  | 213,207 |
AC&C |  |  | 87,003 |  |  |  | 61,953 |  |  |  | — |  |  |  | 148,956 |
External revenue |  |  | 558,336 |  |  |  | 550,296 |  |  |  | 165,467 |  |  |  | 1,274,099 |
Elimination of intersegment sales |  |  | 21,159 |  |  |  | 20,809 |  |  |  | 4,211 |  |  |  | 46,179 |
Segment revenue |  | $ | 579,495 |  |  | $ | 571,105 |  |  | $ | 169,678 |  |  | $ | 1,320,278 |
Changes In Contract Assets | A summary of activity related to the Company’s contract assets follows:
|  | Six Months Ended June 30, |
(in thousands) |  | 2026 |  |  | 2025 |
Balance as of the beginning of the year |  | $ | 182,870 |  |  | $ | 167,578 |
Revenue recognized |  |  | 1,259,836 |  |  |  | 1,112,985 |
Amounts collected or invoiced |  |  | (1,246,286 | ) |  |  | (1,105,462 | )
Balance as of the end of the period |  | $ | 196,420 |  |  | $ | 175,101 |

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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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