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REVENUE RECOGNITION
12 Months Ended
Sep. 27, 2025
Revenue from Contract with Customer [Abstract]  
Revenue from Contract with Customer [Text Block] Revenue
Net sales by geographic segment is determined based on the country in which a product is manufactured. The following table presents revenue disaggregated by segment, market sector and geography.

Year Ended
September 27,
2025
September 28,
2024
September 30,
2023
(In thousands)
Segments:
Reportable segment - IMS$6,512,891$6,033,867$7,289,037
Other segments - CPS$1,615,491$1,534,461$1,646,011
Total$8,128,382$7,568,328$8,935,048
End Markets:
Industrial, Medical, Defense and Aerospace, and Automotive$5,022,934$4,915,880$5,388,877
Communications Networks and Cloud Infrastructure$3,105,448$2,652,448$3,546,171
Total$8,128,382$7,568,328$8,935,048
Geography:
Americas (1)$4,650,934$3,962,652$4,426,690
APAC (2)$2,611,053$2,558,073$3,187,017
EMEA$866,395$1,047,603$1,321,341
Total$8,128,382$7,568,328$8,935,048
Percentage of net sales represented by ten largest customers52%47%48%
Percentage of net sales from each significant customer (3)10.1%10.1%13.2%
(1)    Mexico represents 67%, 63% and 65% of Americas revenue for the years ended September 27, 2025, September 28, 2024 and September 30, 2023, respectively. The U.S. represents 30%, 35% and 32% of Americas revenue for the years ended September 27, 2025, September 28, 2024 and September 30, 2023, respectively.
(2)    Malaysia represents 24%, 30% and 26% of APAC revenue for the years ended September 27, 2025, September 28, 2024 and September 30, 2023, respectively.
(3)    Primarily from IMS business.

As an electronics manufacturing services company, the Company primarily provides manufacturing and related services for products built to its customers’ unique specifications. Therefore, it is impracticable for the Company to provide revenue from external customers for each product and service it provides.

Changes in the Company’s estimates of transaction price and/or costs to complete result in a favorable or unfavorable impact to revenue and operating income. The impact of changes in estimates on revenue and operating income resulting from the application of the cost-to-cost method for recognizing revenue was as follows:

Year Ended
September 27,
2025
September 28,
2024
September 30,
2023
Revenue:(In thousands)
Favorable$23,740 $12,220 $6,023 
Unfavorable(3,786)(2,697)(2,556)
Total$19,954 $9,523 $3,467 
Year Ended
September 27,
2025
September 28,
2024
September 30,
2023
Operating Income:(In thousands)
Favorable$25,640 $21,229 $8,657 
Unfavorable(19,510)(16,102)(44,838)
Total$6,130 $5,127 $(36,181)