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Operating Income by Segment
Shows profitability across different business units, highlighting which segments drive earnings and where there might be challenges or opportunities for growth.Operating income in Communications Solutions and Electronic Industrial Solutions has accelerated sharply recently, signaling meaningful margin expansion and operating leverage driven by AI/wireline demand, record orders and acquisition synergies—management echoed these drivers and raised FY26 targets. That strength supports the upgraded guidance but watch sustainability: tariff one‑offs, higher near‑term CapEx to fund ramps, and the risk of reversion to normal incremental margins temper upside. Ixia shows no standalone operating income, implying integration into other segments.
Date | Communications Solutions | Electronic Industrial Solutions | Ixia Solutions |
|---|---|---|---|
Jun 30, 2026 | $458.00M | $155.00M | $0.00 |
Mar 31, 2026 | $411.00M | $161.00M | $0.00 |
Dec 31, 2025 | $309.00M | $130.00M | $0.00 |
Sep 30, 2025 | $264.00M | $109.00M | $0.00 |
Jun 30, 2025 | $246.00M | $92.00M | $0.00 |
Mar 31, 2025 | $236.00M | $92.00M | $0.00 |
Dec 31, 2024 | $240.00M | $114.00M | $0.00 |
Sep 30, 2024 | $249.00M | $83.00M | $0.00 |
Jun 30, 2024 | $223.00M | $74.00M | $0.00 |
Mar 31, 2024 | $223.00M | $71.00M | $0.00 |