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Revenue from Contracts with Customers
9 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenue from Contracts with Customers Revenue from Contracts with Customers
We disaggregate revenue by market and geography. We believe that disaggregating revenue by market and geography provides the most relevant information regarding the nature, amount, timing, and uncertainty of revenues and cash flows. We do not present other levels of disaggregation, such as by type of products, customer, contracts, duration of contracts, timing of transfer of control and sales channels, as this information is not used by our chief operating decision maker (“CODM”) to manage the business.
Effective July 1, 2025, the Company aligned its reporting of revenues into two markets: (i) Datacenter & Communications, and (ii) Industrial. All prior period market and segment disclosure information has been reclassified to conform to the current reporting structure.
The following tables summarize disaggregated revenue by market ($000):
Three Months Ended
March 31,
Nine Months Ended
March 31,
Markets2026202520262025
Datacenter & Communications$1,361,677 $968,650 $3,659,627 $2,736,838 
Industrial443,964 529,229 1,413,021 1,543,841 
Total Revenues$1,805,641 $1,497,879 $5,072,648 $4,280,679 
Contract Liabilities
Payments received from customers are based on invoices or billing schedules as established in contracts with customers. Contract liabilities generally relate to payments received in advance of performance under the contract. Contract liabilities are recognized as revenue when the performance obligations have been satisfied. During the nine months ended March 31, 2026, we recognized revenue of $52 million related to customer payments that were included as contract liabilities in the Condensed Consolidated Balance Sheet as of June 30, 2025. We had $70 million of contract liabilities recorded in the Condensed Consolidated Balance Sheet as of March 31, 2026. As of March 31, 2026, $59 million of contract liabilities is included within Other accrued liabilities, and $11 million is included within Other liabilities on the Condensed Consolidated Balance Sheet.