BUSINESS SEGMENTS AND RELATED REVENUE INFORMATION (Tables)

3 Months Ended

Mar. 28, 2026

BUSINESS SEGMENTS AND RELATED REVENUE INFORMATION

Schedule of Segment Reporting Information of Sales and Operating Income

	Thirteen weeks ended March 28, 2026
	Infrastructure		Agriculture		Consolidated
Sales	$	805,921	$	226,996	$	1,032,917
Intersegment sales		(2,741)		(979)		(3,720)
Net sales		803,180		226,017		1,029,197
Cost of sales		558,990		153,329		712,319
Gross profit		244,190		72,688		316,878
Selling, general, and administrative expenses (a)		101,167		39,185		140,352
Segment operating income	$	143,023	$	33,503		176,526
Unallocated corporate expenses						20,900
Total operating income					$	155,626

	Thirteen weeks ended March 29, 2025
	Infrastructure		Agriculture		Consolidated
Sales	$	706,221	$	267,271	$	973,492
Intersegment sales		(2,730)		(1,448)		(4,178)
Net sales		703,491		265,823		969,314
Cost of sales		490,616		187,596		678,212
Gross profit		212,875		78,227		291,102
Selling, general, and administrative expenses (a)		95,663		41,990		137,653
Segment operating income	$	117,212	$	36,237		153,449
Unallocated corporate expenses						25,135
Total operating income					$	128,314

(a) Selling, general, and administrative expenses for each reportable segment includes compensation, certain allocated overhead expenses including information technology and enterprise resource planning, commissions, incentives, depreciation and amortization expense, research and development, and professional services fees.

	Thirteen weeks ended March 28, 2026
	Infrastructure		Agriculture		Intersegment		Consolidated
Geographical market:
North America	$	667,528	$	139,593	$	(3,720)	$	803,401
International		138,393		87,403		—		225,796
Total sales	$	805,921	$	226,996	$	(3,720)	$	1,029,197
Product line:
North America Utility	$	424,184	$	—	$	—	$	424,184
North America Lighting and Transportation		118,652		—		—		118,652
North America Coatings		63,134		—		(2,741)		60,393
North America Telecommunications		61,504		—		—		61,504
International Infrastructure and Solar		138,447		—		—		138,447
Agriculture		—		226,996		(979)		226,017
Total sales	$	805,921	$	226,996	$	(3,720)	$	1,029,197

	Thirteen weeks ended March 29, 2025
	Infrastructure		Agriculture		Intersegment		Consolidated
Geographical market:
North America	$	577,197	$	137,476	$	(4,112)	$	710,561
International		129,024		129,795		(66)		258,753
Total sales	$	706,221	$	267,271	$	(4,178)	$	969,314
Product line:
North America Utility	$	332,836	$	—	$	—	$	332,836
North America Lighting and Transportation		124,123		—		—		124,123
North America Coatings		55,708		—		(2,664)		53,044
North America Telecommunications		63,988		—		—		63,988
International Infrastructure and Solar		129,566		—		(66)		129,500
Agriculture		—		267,271		(1,448)		265,823
Total sales	$	706,221	$	267,271	$	(4,178)	$	969,314

	March 28,		December 27,
	2026		2025
ASSETS:
Infrastructure	$	2,336,164	$	2,312,500
Agriculture		823,890		768,715
Total segment assets		3,160,054		3,081,215
Unallocated corporate assets		275,111		288,114
Total assets	$	3,435,165	$	3,369,329

	Thirteen weeks ended
	March 28,		March 29,
	2026		2025
CAPITAL EXPENDITURES:
Infrastructure	$	30,806	$	25,932
Agriculture		2,622		2,232
Total segment capital expenditures		33,428		28,164
Unallocated corporate capital expenditures		1,140		2,155
Total capital expenditures	$	34,568	$	30,319

	Thirteen weeks ended
	March 28,		March 29,
	2026		2025
DEPRECIATION AND AMORTIZATION:
Infrastructure	$	17,635	$	15,582
Agriculture		3,466		3,811
Total segment depreciation and amortization expense		21,101		19,393
Unallocated corporate depreciation and amortization expense		1,506		2,125
Total depreciation and amortization expense	$	22,607	$	21,518