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Operating Income by Segment
Reports operating income after segment-level operating expenses, showing which businesses are truly profitable once overhead is included and where cost structure, investments, or efficiency gains are driving or dragging overall company earnings.Global Components’ operating income retraced sharply from prior cycle highs and only partially recovered, reflecting a revenue uptick but ongoing margin pressure tied to regional/customer mix; Global ECS is the real margin lever—seasonal Q4 profit spikes, expanding value‑added services and a surging backlog have driven record ECS profitability and improved earnings quality. Corporate costs remain a steady drag. The mix shift toward services offers upside, but components margin dynamics and elevated working capital/inventory could limit cash and near‑term margin improvement.
Date | Corporate | Global Components | Global ECS |
|---|---|---|---|
Jun 30, 2026 | -$104.32M | $396.27M | $85.38M |
Mar 31, 2026 | -$105.66M | $363.52M | $103.74M |
Dec 31, 2025 | -$112.97M | $219.16M | $187.88M |
Sep 30, 2025 | -$82.09M | $197.35M | $63.74M |
Jun 30, 2025 | -$93.19M | $186.81M | $96.97M |
Mar 31, 2025 | -$90.15M | $171.38M | $77.31M |
Dec 31, 2024 | -$82.23M | $116.91M | $160.42M |
Sep 30, 2024 | -$88.95M | $188.60M | $75.61M |
Jun 30, 2024 | -$100.51M | $210.20M | $102.58M |
Mar 31, 2024 | -$111.10M | $225.56M | $71.46M |