v3.26.1
Stock-based Compensation
3 Months Ended
Mar. 29, 2026
Share-Based Payment Arrangement [Abstract]  
Stock-based Compensation Stock-based Compensation
Stock Compensation Expense
The Company recognized stock-based compensation expense of $0.7 million and $0.9 million in the three-month fiscal periods ended March 29, 2026 and March 30, 2025, respectively. On March 29, 2026, the total unrecognized compensation cost related to non-vested service-based stock awards granted under the Company’s equity incentive plan was $8.8 million which will be recognized over a weighted average period of 3.3 years.
Stock Options Outstanding
The following table summarizes the stock option activity under the Company’s 2026 Equity Incentive Plan for the three-month fiscal period ended March 29, 2026:
OptionsWeighted-Average Exercise PriceWeighted Average Remaining Contractual Term (years)Aggregate Intrinsic Value (in thousands)
Outstanding at December 28, 2025
7,938,157 $2.93 
Granted309,956 $19.69 
Forfeited or expired
(29,881)$5.69 
Exercised(538,211)$2.09 
Outstanding at March 29, 2026
7,680,021 $3.66 5.69$53,999 
Exercisable at March 29, 2026
5,423,848 $2.35 4.68$43,188 
Options expected to vest at March 29, 2026
2,256,173 $6.80 8.12$10,811 
The aggregate intrinsic value of stock options vested during the three-month fiscal periods ended March 29, 2026 and March 30, 2025 was $1.2 million, and $0.4 million, respectively. The aggregate intrinsic value of the options is calculated as the difference between the exercise price of the stock options and the fair value of the Company’s common stock for those options that had exercise prices lower than the fair value of the Company’s common stock. The tax benefit for stock option exercises recognized during the three-month fiscal period ended was $1.2 million and $0.4 million during the three-month fiscal periods ended March 29, 2026 and March 30, 2025, respectively.
Fair Value
The following table summarizes the weighted-average grant date fair value of stock options granted during the period and the assumptions that were used in determining the grant date fair value of each award granted:
Three-Month Fiscal Period Ended
March 29, 2026March 30, 2025
Weighted-average grant date fair value per stock option$9.86 $3.88 
Risk-free interest rate
3.75% - 3.77%
3.69% - 4.24%
Expected stock price volatility
45.66% - 45.85%
40.00% - 45.00%
Average expected life (in years)
6.3 - 6.5
4.5 - 6.5
Dividend yield—%—%