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Net Sales by Segment
Breaks down revenue by the company’s different businesses so investors can see which segments drive top-line growth. Tracking sales by segment reveals concentration risk, which lines are growing or shrinking, and whether growth comes from core operations or from acquisitions.Communication & Security has evolved into the company’s primary growth engine, accelerating sharply into 2025–2026 consistent with the data‑center surge and management’s raised CSS guidance; this is driving overall revenue upside and underpins the upgraded outlook. Electrical & Electronical has recovered to a higher, steadier run‑rate but lacks CSS’s outsized momentum. Utility & Broadband has languished since 2023 and is a near‑term drag on margins. Backlog strength and refinancing bolster confidence, but data‑center lumpiness and UBS margin pressure are key downside risks.
Date | Electrical & Electronical | Communication & Security | Utility & Broadband |
|---|---|---|---|
Jun 30, 2026 | $2.51B | $2.68B | $1.47B |
Mar 31, 2026 | $2.24B | $2.48B | $1.36B |
Dec 31, 2025 | $2.27B | $2.42B | $1.37B |
Sep 30, 2025 | $2.36B | $2.41B | $1.43B |
Jun 30, 2025 | $2.26B | $2.27B | $1.38B |
Mar 31, 2025 | $2.07B | $2.00B | $1.28B |
Dec 31, 2024 | $2.12B | $2.05B | $1.33B |
Sep 30, 2024 | $2.15B | $1.96B | $1.38B |
Jun 30, 2024 | $2.17B | $1.87B | $1.44B |
Mar 31, 2024 | $2.10B | $1.67B | $1.58B |