Company filings, made visual.

Source & review

SEC accession

0001097864-26-000014

Filed

Date not recorded

Reviewed

2026-07-26

Status

Individual filing review complete

How to read these figures

Segment revenue, cost, gross profit and operating expenses are directly reported. 'Core operating contribution' is an editorial subtotal calculated before the separately reported manufacturing-realignment charge. The operating loss is reframed as the external funding required to cover the portion of that charge exceeding the subtotal, allowing a non-negative Sankey.

Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.

• Automotive supplied $797M, or 53%, of company revenue. Industrial added $417M and other markets, including AI data centers, contributed $299M.
• Analog and mixed-signal products generated half of total gross profit despite representing only 36% of revenue, thanks to a 53.6% segment margin.
• Intelligent Sensing swung from a $130M gross loss to $93M gross profit after prior-year manufacturing-realignment charges distorted its cost base.
• The reset included $147M of impairments on equipment in South Korea and the Czech Republic that was no longer needed for expected demand.
• Another $162M largely reflected accelerated depreciation and lease amortization for abandoned facilities; roughly 550 employees received termination payments.
• Long-term supply agreements still carried about $6.5B of remaining performance obligations, framing the reset as capacity alignment rather than an exit from the core markets.