| Segment | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| United States | $1.52B | — | $1.45B | $1.57B | $1.56B | — | $1.47B | $1.73B |
| Mexico | $674M | — | $608M | $606M | $656M | — | $628M | $694M |
| Other EMEA | $604M | — | $384M | $456M | $590M | — | $411M | $448M |
| China | $346M | — | $335M | $286M | $307M | — | $425M | $332M |
| Germany | $245M | — | $209M | $242M | $243M | — | $226M | $236M |
| Poland | $237M | — | $201M | $214M | $231M | — | $206M | $225M |
| Spain | $214M | — | $181M | $179M | $192M | — | $198M | $195M |
| Czech Republic | $179M | — | $176M | $180M | $176M | — | $169M | $185M |
| Sweden | — | — | — | $142M | $148M | — | $159M | $160M |
| Romania | — | — | — | — | — | — | — | $135M |
| Thailand | $106M | — | $123M | $131M | $125M | — | $117M | $124M |
| Japan | $77M | — | $107M | $106M | $101M | — | $106M | $119M |
| Korea | $129M | — | $147M | $126M | $133M | — | $111M | $119M |
| Other Americas | $77M | $90M | $75M | $70M | $66M | $88M | $79M | $79M |
| Other Asia | $67M | — | $78M | $74M | $71M | — | $78M | $62M |
| Total | $3.72B | $3.56B | $3.5B | $3.61B | $3.74B | $3.69B | $3.64B | $3.87B |