Quarterly report [Sections 13 or 15(d)]

Segment Information (Tables)

v3.26.1
Segment Information (Tables)
6 Months Ended
Jul. 04, 2026
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information
Segment information and reconciliations to consolidated amounts are as follows:
Six Months Ended Three Months Ended
(In thousands) July 4, 2026 June 28, 2025 July 4, 2026 June 28, 2025
Sales:
Aerospace $ 451,135  $ 385,035  $ 237,292  $ 193,647 
Less Inter-segment Sales (23) (34) —  (21)
Total Aerospace Sales 451,112  385,001  237,292  193,626 
Test Systems 39,498  25,933  22,674  11,341 
Less Inter-segment Sales (34) (320) (9) (289)
Total Test Systems Sales 39,464  25,613  22,665  11,052 
Total Consolidated Sales 490,576  410,614  259,957  204,678 
Less1
Cost of Products Sold:
Aerospace 298,267  271,627  155,140  138,735 
66.1  % 70.6  % 65.4  % 71.7  %
Test Systems 30,279  25,311  17,920  13,116 
76.7  % 98.8  % 79.1  % 118.7  %
Other Segment Items2
Aerospace 69,249  73,071  33,888  36,852 
Test Systems 8,190  9,235  4,153  4,646 
Operating Profit and Margins:
Aerospace 83,596  40,303  48,264  18,039 
18.5  % 10.5  % 20.3  % 9.3  %
Test Systems3
995  (8,933) 592  (6,710)
2.5  % (34.9) % 2.6  % (60.7) %
Total Operating Profit 84,591  31,370  48,856  11,329 
17.2  % 7.6  % 18.8  % 5.5  %
Deductions from Segment Measure of Operating Profit:
Interest Expense, Net of Interest Income
4,668  6,247  2,332  3,097 
Corporate Expenses and Other
17,284  13,098  8,670  6,381 
Income Before Income Taxes $ 62,639  $ 12,025  $ 37,854  $ 1,851 
1 The significant expenses and amounts presented align with the segment-level information that is regularly provided to the CODM. Inter-segment expenses are included within the amounts shown.
2 Other segment items include Selling, General and Administrative Expenses, Research and Development Expenses, and sublease and rental income.
3 In the three and six months ended June 28, 2025, revisions of estimated costs to complete certain long-term mass transit Test contracts had an adverse impact to operating profit of $6.9 million and $8.8 million, respectively.
(In thousands) July 4, 2026 December 31, 2025
Total Assets:
Aerospace
$ 614,128  $ 570,294 
Test Systems
126,664  119,603 
Corporate
20,052  16,781 
Total Assets $ 760,844  $ 706,678 
Six Months Ended Three Months Ended
(In thousands)
July 4, 2026 June 28, 2025 July 4, 2026 June 28, 2025
Depreciation and Amortization:
Aerospace
$ 11,205  $ 8,955  $ 5,826  $ 4,457 
Test Systems
1,002  1,990  497  912 
Corporate
28  21  18 
Total Depreciation and Amortization $ 12,235  $ 10,966  $ 6,341  $ 5,378 
Capital Expenditures:
Aerospace
$ 16,221  $ 6,525  $ 5,490  $ 4,443 
Test Systems
605  185  176  162 
Corporate
43  —  43  — 
Total Capital Expenditures $ 16,869  $ 6,710  $ 5,709  $ 4,605