As of September 29, 2025, the aggregate amount of the transaction price allocated to remaining performance obligations for long‑term contracts was $418,620. The Company expects to recognize revenue on approximately 57% of the remaining performance obligations for the Company’s long-term contracts over the next 12 months with the remaining amount expected to be recognized thereafter.

For contracts in which anticipated total costs exceed the total expected revenue, an estimated loss is recognized in the period when identifiable. A provision for the entire amount of the estimated loss is recorded on a cumulative basis. The estimated remaining costs to complete for loss contracts as of September 29, 2025 and December 30, 2024 were $32,275 and $36,976, respectively.

Revenue recognized for the three quarters ended September 29, 2025 from amounts recorded as contract liabilities as of December 30, 2024 was $82,722. Revenue recognized for the three quarters ended September 30, 2024 from amounts recorded as contract liabilities as of January 1, 2024 was $33,331.

Revenue from products and services transferred to customers over time and at a point in time accounted for 96% and 4%, respectively, of the Company’s revenue for both the quarter and three quarters ended September 29, 2025 and September 30, 2024.

Disaggregated revenue by principal end markets within reportable segments was as follows:


	For the Quarter Ended
	September 29, 2025								September 30, 2024
	Aerospace and Defense (A&D)		Commercial		RF and Specialty Components (RF&S Components)		Total		A&D		Commercial		RF&S Components		Total
	(In thousands)
End Markets (1):
Aerospace and Defense	$	333,556	$	—	$	—	$	333,556	$	277,604	$	—	$	—	$	277,604
Automotive		—		79,355		—		79,355		—		86,773		—		86,773
Data Center Computing		—		175,302		33		175,335		—		121,767		201		121,968
Medical/Industrial/Instrumentation		—		107,289		1,128		108,417		—		87,968		579		88,547
Networking		—		46,790		9,283		56,073		—		32,681		8,965		41,646
Total	$	333,556	$	408,736	$	10,444	$	752,736	$	277,604	$	329,189	$	9,745	$	616,538


	For the Three Quarters Ended
	September 29, 2025								September 30, 2024
	A&D		Commercial		RF&S Components		Total		A&D		Commercial		RF&S Components		Total
	(In thousands)
End Markets (1):
Aerospace and Defense	$	966,066	$	—	$	—	$	966,066	$	828,908	$	—	$	—	$	828,908
Automotive		—		232,133		—		232,133		—		239,681		—		239,681
Data Center Computing		—		460,291		979		461,270		—		359,680		323		360,003
Medical/Industrial/Instrumentation		—		299,397		3,046		302,443		—		249,532		2,035		251,567
Networking		—		144,826		25,287		170,113		—		86,940		24,689		111,629
Total	$	966,066	$	1,136,647	$	29,312	$	2,132,025	$	828,908	$	935,833	$	27,047	$	1,791,788

(1)

The end market revenue for the A&D and Commercial reportable segments prior to the quarter ended June 30, 2025 has been recast to reflect certain adjustments to allocations resulting from the segment reorganization. The end market revenue excludes intersegment sales totaling $3,469 and $9,119 for the quarter and three quarters ended September 29, 2025, respectively, and $2,157 and $5,646 for the quarter and three quarters ended September 30, 2024, respectively. See Note 4, Segment Information, for further information.