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Condensed Consolidated Statements of Income - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Mar. 28, 2026
Mar. 29, 2025
Mar. 28, 2026
Mar. 29, 2025
Net sales $ 4,013,271 $ 1,984,080 $ 7,202,964 $ 3,990,428
Cost of sales 3,659,480 1,807,845 6,606,811 3,646,278
Gross profit 353,791 176,235 596,153 344,150
Operating expenses:        
Selling, general and administrative 113,549 76,313 228,435 147,158
Research and development 7,991 7,316 16,649 14,340
Acquisition, integration and others 72,584 0 115,947 0
Amortization of intangible assets 1,865 0 3,052 0
Restructuring Charges 794 990 1,464 2,426
Total operating expenses 196,783 84,619 365,547 163,924
Operating income 157,008 91,616 230,606 180,226
Interest income 8,433 3,723 16,491 7,119
Interest Expense, Nonoperating 32,138 4,979 56,860 9,980
Other income (expense), net (2,165) (1,955) 2,483 (2,684)
Interest and other, net (25,870) (3,211) (37,886) (5,545)
Income before income taxes 131,138 88,405 192,720 174,681
Provision for income taxes 33,323 17,890 43,150 33,282
Net income before noncontrolling interest 97,815 70,515 149,570 141,399
Less: Net income attributable to noncontrolling interest 4,169 6,307 6,638 12,188
Net income attributable to common shareholders $ 93,646 $ 64,208 $ 142,932 $ 129,211
Net income attributable to common shareholders per share:        
Basic $ 1.72 $ 1.18 $ 2.63 $ 2.38
Diluted $ 1.70 $ 1.16 $ 2.58 $ 2.32
Weighted-average shares used in computing per share amounts:        
Basic 54,331 54,405 54,245 54,304
Diluted 55,108 55,511 55,313 55,681