Schedule of results of operations by segment


	Quarter Ended
	September 27, 2025
(thousands)	Global Components			Global ECS			Corporate		Consolidated
Sales	$	5,556,392		$	2,156,149		$	-	$	7,712,541
Cost of sales		4,947,291			1,929,936			-		6,877,227
Gross profit		609,101			226,213			-		835,314
Gross profit margin (a)		11.0	%		10.5	%		-		10.8	%
Operating expenses (b)		411,746			162,469			82,092		656,307
Operating income (loss) (c) (e)	$	197,355		$	63,744		$	(82,092)	$	179,007
Operating income margin		3.6	%		3.0	%		-		2.3	%

	Quarter Ended
	September 28, 2024
(thousands)	Global Components			Global ECS			Corporate		Consolidated
Sales	$	4,946,059		$	1,877,260		$	-	$	6,823,319
Cost of sales		4,381,599			1,656,892			-		6,038,491
Gross profit		564,460			220,368			-		784,828
Gross profit margin		11.4	%		11.7	%		-		11.5	%
Operating expenses (b)		375,860			144,754			88,952		609,566
Operating income (loss) (c) (d) (e)	$	188,600		$	75,614		$	(88,952)	$	175,262
Operating income margin		3.8	%		4.0	%		-		2.6	%

	Nine Months Ended
	September 27, 2025
(thousands)	Global Components			Global ECS			Corporate		Consolidated
Sales	$	15,619,012		$	6,487,493		$	-	$	22,106,505
Cost of sales		13,863,512			5,785,030			-		19,648,542
Gross profit		1,755,500			702,463			-		2,457,963
Gross profit margin (a)		11.2	%		10.8	%		-		11.1	%
Operating expenses (b)		1,199,952			464,436			265,429		1,929,817
Operating income (loss) (c) (e)	$	555,548		$	238,027		$	(265,429)	$	528,146
Operating income margin		3.6	%		3.7	%		-		2.4	%

	Nine Months Ended
	September 28, 2024
(thousands)	Global Components			Global ECS			Corporate		Consolidated
Sales	$	15,169,507		$	5,470,940		$	-	$	20,640,447
Cost of sales		13,334,473			4,816,876			-		18,151,349
Gross profit		1,835,034			654,064			-		2,489,098
Gross profit margin		12.1	%		12.0	%		-		12.1	%
Operating expenses (b)		1,210,671			404,410			300,563		1,915,644
Operating income (loss) (c) (d) (e)	$	624,363		$	249,654		$	(300,563)	$	573,454
Operating income margin		4.1	%		4.6	%		-		2.8	%

(a)	Global ECS gross profit margin decreased during the third quarter and first nine months of 2025 compared with the year-earlier periods primarily due to $21.4 million and $25.2 million, respectively, in losses related to underperformance of certain non-cancellable multi-year purchase obligations.

(b)	Segment operating expenses primarily include employee-related expenses, depreciation and amortization, and allowance for credit losses.

(c)

Global components operating income includes recoveries of $2.0 million and $6.6 million in inventory write-downs related to the wind down of a business for the third quarter and first nine months of 2025, respectively, and a reversal of $1.9 million and charges of $10.2 million in inventory write-downs related to the wind down of a business for the third quarter and first nine months of 2024, respectively.

(d)	For the first nine months of 2024, global ECS operating income includes a reversal of $20.0 million for aged receivables that were collected, related to the same customer, which was taken during the second quarter of 2024.

(e)

Corporate operating loss includes restructuring, integration, and other charges of $35.6 million and $74.9 million for the third quarter and first nine months of 2025, respectively, and $34.5 million and $121.9 million for the third quarter and first nine months of 2024, respectively. Refer to Note I.

Schedule of long-lived assets by geographical areas


	September 27,		December 31,
(thousands)	2025		2024
Long-lived assets:
France	$	101,055	$	86,268
Netherlands		81,245		78,120
Other		228,704		223,903
Total foreign	$	411,004	$	388,291
United States		315,769		332,098
Total	$	726,773	$	720,389