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Gross Margin by Segment
Reveals profitability before operating expenses in each business unit, indicating pricing power and cost efficiency across the company’s offerings.Both segment margins were steady in the mid‑60s/low‑60s for years, then surged in the latest quarter — driven by a favorable mix toward high‑margin Communications Solutions, strong AI/wireline demand, operating leverage, and early acquisition synergies. Management’s adjusted metrics exclude tariff noise, but they warn elevated incremental margins may not be sustainable as acquisition revenue ramps, capex increases to support product ramps, and some margin benefit could normalize once growth moderates.
Date | Communications Solutions | Electronic Industrial Solutions |
|---|---|---|
Jun 30, 2026 | 71.00 | 64.00 |
Mar 31, 2026 | 74.00 | 68.00 |
Dec 31, 2025 | 68.00 | 62.00 |
Sep 30, 2025 | 66.00 | 60.00 |
Jun 30, 2025 | 67.00 | 57.00 |
Mar 31, 2025 | 67.00 | 59.00 |
Dec 31, 2024 | 68.00 | 61.00 |
Sep 30, 2024 | 67.00 | 58.00 |
Jun 30, 2024 | 67.00 | 57.50 |
Mar 31, 2024 | 68.00 | 58.00 |