Schedule of results of operations by reportable segment


	Quarter Ended
	June 28, 2025
(thousands)	Global Components			Global ECS			Corporate		Consolidated
Sales	$	5,284,898		$	2,295,049		$	-	$	7,579,947
Cost of sales		4,693,444			2,037,846			-		6,731,290
Gross profit		591,454			257,203			-		848,657
Gross profit margin		11.2	%		11.2	%		-		11.2	%
Operating expenses (a)		404,646			160,234			93,191		658,071
Operating income (loss) (b) (d)	$	186,808		$	96,969		$	(93,191)	$	190,586
Operating income margin		3.5	%		4.2	%		-		2.5	%

	Quarter Ended
	June 29, 2024
(thousands)	Global Components			Global ECS			Corporate		Consolidated
Sales	$	5,032,031		$	1,860,837		$	-	$	6,892,868
Cost of sales		4,407,171			1,639,253			-		6,046,424
Gross profit		624,860			221,584			-		846,444
Gross profit margin		12.4	%		11.9	%		-		12.3	%
Operating expenses (a)		414,659			119,003			100,507		634,169
Operating income (loss) (b) (c) (d)	$	210,201		$	102,581		$	(100,507)	$	212,275
Operating income margin		4.2	%		5.5	%		-		3.1	%

	Six Months Ended
	June 28, 2025
(thousands)	Global Components			Global ECS			Corporate		Consolidated
Sales	$	10,062,620		$	4,331,344		$	-	$	14,393,964
Cost of sales		8,916,221			3,855,094			-		12,771,315
Gross profit		1,146,399			476,250			-		1,622,649
Gross profit margin		11.4	%		11.0	%		-		11.3	%
Operating expenses (a)		788,206			301,967			183,337		1,273,510
Operating income (loss) (b) (d)	$	358,193		$	174,283		$	(183,337)	$	349,139
Operating income margin		3.6	%		4.0	%		-		2.4	%

	Six Months Ended
	June 29, 2024
(thousands)	Global Components			Global ECS			Corporate		Consolidated
Sales	$	10,223,448		$	3,593,680		$	-	$	13,817,128
Cost of sales		8,952,874			3,159,984			-		12,112,858
Gross profit		1,270,574			433,696			-		1,704,270
Gross profit margin		12.4	%		12.1	%		-		12.3	%
Operating expenses (a)		834,811			259,656			211,611		1,306,078
Operating income (loss) (b) (c) (d)	$	435,763		$	174,040		$	(211,611)	$	398,192
Operating income margin		4.3	%		4.8	%		-		2.9	%

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

(b)

Global components operating income includes recoveries of $2.2 million and $4.6 million in inventory write-downs related to the wind down of a business for the second quarter and first six months of 2025, respectively, and charges of $1.6 million and $12.1 million in inventory write-downs related to the wind down of a business for the second quarter and first six months of 2024, respectively.

(c)	Global ECS operating income includes a $20.0 million benefit related to the reversal of an allowance for credit losses for the second quarter and first six months of 2024.

(d)

Corporate operating loss includes restructuring, integration, and other charges of $21.9 million and $39.2 million for the second quarter and first six months of 2025, respectively, and $40.5 million and $87.4 million for the second quarter and first six months of 2024, respectively. Refer to Note I.

Schedule of long-lived assets by geographical areas


	June 28,		December 31,
(thousands)	2025		2024
Long-lived assets:
France	$	98,176	$	86,268
Netherlands		83,229		78,120
Germany		73,892		61,914
Other		157,640		161,989
Total foreign	$	412,937	$	388,291
United States		318,244		332,098
Total	$	731,181	$	720,389