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Segment Income
Breaks down income by business segment, showing which areas are most profitable and where there might be potential for growth or restructuring.Connectivity & Cloud Solutions has become the dominant profit driver—its segment income has surged far faster than Advanced Technology Solutions, which remains a smaller, steadier contributor. Management’s upgraded guidance and program wins validate CCS momentum and margin expansion, but the growth is capital- and inventory-intensive; elevated capex, rising inventory and component shortages (some ramps pushed into 2027) create execution and working-capital risk. For investors, upside depends on CCS ramp execution and supply relief; ATS provides diversification but won’t offset CCS concentration risk.
Date | Advanced Technology Solutions | Connectivity & Cloud Solutions |
|---|---|---|
Jun 30, 2026 | $56.40M | $329.90M |
Mar 31, 2026 | $48.00M | $277.20M |
Dec 31, 2025 | $42.00M | $240.00M |
Sep 30, 2025 | $42.80M | $199.40M |
Jun 30, 2025 | $43.50M | $171.20M |
Mar 31, 2025 | $40.70M | $147.10M |
Dec 31, 2024 | $37.00M | $136.60M |
Sep 30, 2024 | $40.10M | $128.70M |
Jun 30, 2024 | $35.10M | $114.50M |
Mar 31, 2024 | $31.90M | $98.70M |