SEGMENT INFORMATION (Tables)

3 Months Ended

Dec. 24, 2021


	Three months ended
	December 24, 2021						December 25, 2020
(in thousands)	External Net Sales		Intersegment Sales		Adjusted EBITDA		External Net Sales		Intersegment Sales		Adjusted EBITDA
Electrical	$	640,344	$	1,339	$	279,547	$	386,320	$	825	$	133,273
Safety & Infrastructure	200,457		53		27,432		124,762		3		14,252
Eliminations	—		(1,392)				—		(828)
Consolidated operations	$	840,801	$	—			$	511,082	$	—

Presented below is a reconciliation of operating Segment Adjusted EBITDA to Income before income taxes:


	Three months ended
(in thousands)	December 24, 2021		December 25, 2020
Operating segment Adjusted EBITDA
Electrical	$	279,547	$	133,273
Safety & Infrastructure	27,432		14,252
Total	$	306,979	$	147,525
Unallocated expenses (a)	(13,969)		(10,535)
Depreciation and amortization	(20,046)		(19,044)
Interest expense, net	(6,918)		(8,254)



Stock-based compensation	(3,427)		(5,522)
Other (b)	(801)		7,860
Income before income taxes	$	261,818	$	112,030

(a) Represents unallocated selling, general and administrative activities and associated expenses including, in part, executive, legal, finance, human resources, information technology, business development and communications, as well as certain costs and earnings of employee-related benefits plans, such as stock-based compensation and a portion of self-insured medical costs.
(b) Represents other items, such as inventory reserves and adjustments, loss on disposal of property, plant and equipment, insurance recovery related to damages of property, plant and equipment, release of indemnified uncertain tax positions, realized or unrealized gain (loss) on foreign currency impacts of intercompany loans and related forward currency derivatives, gain on purchase of business, restructuring costs and transaction costs.

The Company’s net sales by geography were as follows for the three months ended December 24, 2021 and December 25, 2020:


	Three months ended
(in thousands)	December 24, 2021		December 25, 2020
United States	$	757,398	$	454,764
Other Americas	22,487		6,773
Europe	50,454		39,354
Asia-Pacific	10,462		10,191
Total	$	840,801	$	511,082

The table below shows the amount of net sales from external customers for each of the Company’s product categories which accounted for 10% or more of consolidated net sales in either period for the three months ended December 24, 2021 and December 25, 2020:


	Three months ended
(in thousands)	December 24, 2021		December 25, 2020
Metal Electrical Conduit and Fittings	$	149,876	$	124,829
Electrical Cable & Flexible Conduit	115,695		73,512
Plastic Pipe and Conduit	290,179		140,535

Other Electrical products	84,594		47,444
Electrical	640,344		386,320

Mechanical Pipe	111,243		65,511
Other Safety & Infrastructure products	89,214		59,251
Safety & Infrastructure	200,457		124,762
Net sales	$	840,801	$	511,082