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10-Q true 2026-09-27 false 000-12933 LAM RESEARCH CORPORATION DE 94-2634797 4650 Cushing Parkway Fremont CA 94538 510 572-0200 Common Stock, Par Value $0.001 Per Share LRCX NASDAQ Yes Yes Large Accelerated Filer false false false 1249171000

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BASIS OF PRESENTATION<div style="margin-top:6pt">The accompanying unaudited Condensed Consolidated Financial Statements have been prepared in accordance with U.S. generally accepted accounting principles (“GAAP”) for interim financial information and the instructions to Article 10 of Regulation S-X. Accordingly, they do not include all of the information and footnotes required by GAAP for annual financial statements. In the opinion of management, all adjustments (consisting only of normal recurring adjustments) considered necessary for a fair presentation of the periods presented have been included. The accompanying unaudited Condensed Consolidated Financial Statements should be read in conjunction with the audited Consolidated Financial Statements of Lam Research Corporation (“Lam Research” or the “Company”) for the fiscal year ended June 28, 2026, which are included in the Company’s Annual Report on Form 10-K as of and for the year ended June 28, 2026 (the “2026 Form 10-K”).</div><div style="margin-top:10pt">The Condensed Consolidated Financial Statements include the accounts of Lam Research and its wholly-owned subsidiaries. All intercompany accounts and transactions have been eliminated in consolidation. The Company’s reporting period is a 52/53-week fiscal year. The Company’s current fiscal year will end June 27, 2027 and includes 52 weeks. The quarters ended September 27, 2026 and September 28, 2025 included 13 weeks.</div>

<div style="margin-top:6pt">The accompanying unaudited Condensed Consolidated Financial Statements have been prepared in accordance with U.S. generally accepted accounting principles (“GAAP”) for interim financial information and the instructions to Article 10 of Regulation S-X. Accordingly, they do not include all of the information and footnotes required by GAAP for annual financial statements. In the opinion of management, all adjustments (consisting only of normal recurring adjustments) considered necessary for a fair presentation of the periods presented have been included. The accompanying unaudited Condensed Consolidated Financial Statements should be read in conjunction with the audited Consolidated Financial Statements of Lam Research Corporation (“Lam Research” or the “Company”) for the fiscal year ended June 28, 2026, which are included in the Company’s Annual Report on Form 10-K as of and for the year ended June 28, 2026 (the “2026 Form 10-K”).</div>

The Condensed Consolidated Financial Statements include the accounts of Lam Research and its wholly-owned subsidiaries. All intercompany accounts and transactions have been eliminated in consolidation.

The Company’s reporting period is a 52/53-week fiscal year. The Company’s current fiscal year will end June 27, 2027 and includes 52 weeks.

RECENT ACCOUNTING PRONOUNCEMENTS<div style="margin-top:10pt">Recently Adopted or Effective</div><div style="margin-top:6pt">The Company has not adopted any new accounting standards during the three months ended September 27, 2026 that have a material impact on the Company’s Condensed Consolidated Financial Statements.</div>

<div style="margin-top:10pt">Recently Adopted or Effective</div><div style="margin-top:6pt">The Company has not adopted any new accounting standards during the three months ended September 27, 2026 that have a material impact on the Company’s Condensed Consolidated Financial Statements.</div>

REVENUE<div style="margin-top:10pt">Disaggregation of Revenue</div><div style="margin-bottom:10pt;margin-top:10pt">The Company operates in seven geographic regions: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. For geographical reporting, revenue is attributed to the geographic location in which the customers’ facilities are located. The Company serves three primary markets: memory, foundry, and logic/integrated device manufacturing.</div><div style="margin-top:10pt">The following table presents the Company’s revenues disaggregated between systems and customer support-related revenue:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Systems revenue</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,732,907 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,547,565 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Customer support-related revenue and other</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,486,511 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,776,608 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">8,219,418 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,324,173 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div><div style="margin-top:10pt">Systems revenue includes sales of new leading-edge equipment in deposition, etch, clean and other wafer fabrication markets.</div><div style="margin-top:10pt">Customer support-related revenue includes sales of customer services, spares, upgrades, and non-leading-edge equipment from the Company’s Reliant® product line.</div><div style="margin-top:10pt">The following table presents the Company’s revenues disaggregated by geographic region:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Revenue:</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">China</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,885,608 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,282,573 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Korea</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,634,115 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">776,301 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Taiwan</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,482,087 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,027,214 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Japan</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">721,509 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">529,297 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">United States</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">663,102 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">304,716 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Southeast Asia</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">531,694 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">302,254 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Europe</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">301,303 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">101,818 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt 0 13pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">8,219,418 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,324,173 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div><div style="margin-bottom:10pt;margin-top:10pt">The following table presents the percentages of leading- and non-leading-edge equipment and upgrade revenue to each of the primary markets the Company serves:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Foundry</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">46 </td><td style="padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td><td colspan="3" style="padding:0 1pt"></td><td colspan="2" style="padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">60 </td><td style="padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Memory</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">46 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">34 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td></tr><tr><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Logic/integrated device manufacturing</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">8 </td><td style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">6 </td><td style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td></tr></table></div><div style="margin-top:10pt">Deferred Revenue</div><div style="margin-top:6pt">Revenue of $901.2 million included in deferred profit at June 28, 2026 was recognized during the three months ended September 27, 2026, representing 37% of the $2.43 billion of deferred revenue as of June 28, 2026.</div><div style="margin-top:10pt">The following table summarizes the transaction price for contracts that have not yet been recognized as revenue as of September 27, 2026 and when the Company expects to recognize the amounts as revenue:</div><div style="margin-top:2pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:45.368%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:10.764%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:10.764%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:2.483%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:10.764%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:2.483%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:10.768%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Less than 1 Year</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">1-3 Years</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">More than 3 Years</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Total</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="21" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Deferred revenue</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,026,932 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">539,916 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom"><div style="margin-bottom:2pt">(1)</div></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">94,383 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom"><div style="margin-bottom:2pt">(1)</div></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,661,231 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td></tr></table></div><div style="padding-left:18pt;text-indent:-18pt">(1)This amount is reported in Deferred profit on the Company's Condensed Consolidated Balance Sheets as the customers can demand the performance to be satisfied at any time.</div>

7 3

<div style="margin-top:10pt">The following table presents the Company’s revenues disaggregated between systems and customer support-related revenue:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Systems revenue</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,732,907 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,547,565 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Customer support-related revenue and other</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,486,511 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,776,608 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">8,219,418 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,324,173 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div><div style="margin-top:10pt">The following table presents the Company’s revenues disaggregated by geographic region:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Revenue:</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">China</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,885,608 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,282,573 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Korea</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,634,115 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">776,301 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Taiwan</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,482,087 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,027,214 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Japan</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">721,509 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">529,297 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">United States</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">663,102 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">304,716 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Southeast Asia</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">531,694 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">302,254 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:bottom">Europe</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">301,303 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">101,818 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt 0 13pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">8,219,418 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,324,173 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>

5732907000

3547565000

2486511000

1776608000

8219418000

5324173000

2885608000

2282573000

1634115000

776301000

1482087000

1027214000

721509000

529297000

663102000

304716000

531694000

302254000

301303000

101818000

8219418000

5324173000

<div style="margin-bottom:10pt;margin-top:10pt">The following table presents the percentages of leading- and non-leading-edge equipment and upgrade revenue to each of the primary markets the Company serves:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Foundry</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">46 </td><td style="padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td><td colspan="3" style="padding:0 1pt"></td><td colspan="2" style="padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">60 </td><td style="padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Memory</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">46 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">34 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td></tr><tr><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Logic/integrated device manufacturing</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">8 </td><td style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">6 </td><td style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td></tr></table></div>

0.46

0.60

0.46

0.34

0.08

0.06

901200000

0.37

2430000000

<div style="margin-top:10pt">The following table summarizes the transaction price for contracts that have not yet been recognized as revenue as of September 27, 2026 and when the Company expects to recognize the amounts as revenue:</div><div style="margin-top:2pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:45.368%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:10.764%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:10.764%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:2.483%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:10.764%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:2.483%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:10.768%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Less than 1 Year</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">1-3 Years</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">More than 3 Years</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Total</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="21" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Deferred revenue</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,026,932 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">539,916 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom"><div style="margin-bottom:2pt">(1)</div></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">94,383 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom"><div style="margin-bottom:2pt">(1)</div></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,661,231 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td></tr></table></div><div style="padding-left:18pt;text-indent:-18pt">(1)This amount is reported in Deferred profit on the Company's Condensed Consolidated Balance Sheets as the customers can demand the performance to be satisfied at any time.</div>

2026932000

539916000

94383000

2661231000

EQUITY-BASED COMPENSATION PLANS <div style="margin-top:6pt">The Lam Research Corporation 2015 Stock Incentive Plan, as amended, and the Lam Research Corporation 2025 Stock Incentive Plan provide for the grant of non-qualified equity-based awards of the Company’s Common Stock to eligible employees and non-employee directors, including stock options, restricted stock units (“RSUs”), and market-based performance RSUs (“market-based PRSUs”). An option is a right to purchase Common Stock at a set price. An RSU award is an agreement to issue a set number of shares of Common Stock at the time of vesting. The Company’s market-based PRSUs contain both a market condition and a service condition. The Company’s option, RSU, and market-based PRSU awards typically vest over a period of three years. The Company also has an employee stock purchase plan that allows eligible employees to purchase its Common Stock at a discount through payroll deductions.</div><div style="margin-top:6pt">The Company recognized the following equity-based compensation expense (including expense related to the employee stock purchase plan) in the Condensed Consolidated Statements of Operations:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Equity-based compensation expense</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">114,696 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">97,241 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr></table></div>

P3Y

<div style="margin-top:6pt">The Company recognized the following equity-based compensation expense (including expense related to the employee stock purchase plan) in the Condensed Consolidated Statements of Operations:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Equity-based compensation expense</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">114,696 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">97,241 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr></table></div>

114696000

97241000

OTHER INCOME (EXPENSE), NET <div style="margin-top:6pt">The significant components of other income (expense), net, are as follows:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#ffffff;padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Interest income</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">49,849 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">63,930 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Interest expense</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(36,762)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(42,472)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Gains on deferred compensation plan-related assets, net</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">12,870 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">23,088 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Foreign exchange gains (losses), net</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">3,889 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(5,534)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Other, net</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(1,353)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(8,938)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">28,493 </td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">30,074 </td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>

<div style="margin-top:6pt">The significant components of other income (expense), net, are as follows:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#ffffff;padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Interest income</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">49,849 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">63,930 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Interest expense</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(36,762)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(42,472)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Gains on deferred compensation plan-related assets, net</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">12,870 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">23,088 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Foreign exchange gains (losses), net</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">3,889 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(5,534)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:middle">Other, net</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(1,353)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(8,938)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">28,493 </td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">30,074 </td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>

49849000

63930000

36762000

42472000

12870000 23088000

3889000

-5534000

-1353000 -8938000

28493000

30074000

INCOME TAX EXPENSE <div style="margin-top:6pt">The Company’s provision for income taxes and effective tax rate are as follows:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands, except percentages)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Income tax expense</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">559,082 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">290,502 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Effective tax rate</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">16.9 </td><td style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">15.6 </td><td style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td></tr></table></div><div style="margin-top:10pt">The difference between the U.S. federal statutory tax rate of 21% and the Company’s effective tax rate for the three months ended September 27, 2026, and September 28, 2025, was primarily due to income in lower tax jurisdictions.</div>

<div style="margin-top:6pt">The Company’s provision for income taxes and effective tax rate are as follows:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands, except percentages)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Income tax expense</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">559,082 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">290,502 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Effective tax rate</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">16.9 </td><td style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td><td colspan="3" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">15.6 </td><td style="background-color:#ffffff;border-bottom:1.5pt solid #7b7e87;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom">%</td></tr></table></div>

559082000

290502000

0.169

0.156

NET INCOME PER SHARE<div style="margin-top:6pt">Basic net income per share is computed by dividing net income by the weighted-average number of shares of common stock outstanding during the period. Diluted net income per share is computed using the treasury stock method, for dilutive stock options, and restricted stock units. The following table reconciles the inputs to the basic and diluted computations for net income per share. </div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:72.487%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.753%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.754%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#ffffff;padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands, except per share data)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Numerator:</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:bottom">Net income</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,753,138 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1,568,660 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Denominator:</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#a6ddc9;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;border-top:3pt double #000000;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:bottom">Basic average shares outstanding</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,250,883 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,264,446 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:bottom">Effect of potential dilutive securities:</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 37pt;text-align:left;vertical-align:bottom">Employee stock plans</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">4,885 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">4,867 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:bottom">Diluted average shares outstanding</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,255,768 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,269,313 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Net income per share - basic</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2.20 </td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1.24 </td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Net income per share - diluted</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2.19 </td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1.24 </td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div><div style="margin-top:10pt">For purposes of computing diluted net income per share, weighted-average shares of common stock do not include potentially dilutive securities that are anti-dilutive under the treasury stock method. These anti-dilutive securities, including options and RSUs, were not material for the three months ended September 27, 2026 and September 28, 2025.</div>

The following table reconciles the inputs to the basic and diluted computations for net income per share. <div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:72.487%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.753%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.754%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#ffffff;padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands, except per share data)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Numerator:</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:bottom">Net income</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,753,138 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1,568,660 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Denominator:</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#a6ddc9;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;border-top:3pt double #000000;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:bottom">Basic average shares outstanding</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,250,883 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,264,446 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:bottom">Effect of potential dilutive securities:</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 37pt;text-align:left;vertical-align:bottom">Employee stock plans</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">4,885 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">4,867 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:bottom">Diluted average shares outstanding</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,255,768 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,269,313 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Net income per share - basic</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2.20 </td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1.24 </td><td style="background-color:#ffffff;border-top:3pt double #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Net income per share - diluted</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2.19 </td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1.24 </td><td style="background-color:#a6ddc9;border-top:3pt double #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>

2753138000

1568660000

1250883000

1264446000

4885000

4867000

1255768000

1269313000

2.20

1.24

2.19

1.24

FINANCIAL INSTRUMENTS<div style="margin-top:6pt">There have been no material changes to the Company’s investment strategies and investment and fair value policies to those disclosed in Note 9, “Financial Instruments,” to the Consolidated Financial Statements in Part II, Item 8 of its 2026 Form 10-K. As of September 27, 2026 and June 28, 2026, the fair values of mutual funds and equity investments were not material. The Company had no debt security investments as of September 27, 2026 and June 28, 2026. The financial statement impacts to the Condensed Consolidated Statement of Operations from debt and equity investments were not material as of and for the three months ended September 27, 2026 and September 28, 2025.</div><div style="margin-top:6pt">The financial instruments reported within Cash and Cash Equivalents in the Company’s Condensed Consolidated Balance Sheets as of September 27, 2026, and June 28, 2026 consisted of the following:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:99.858%"><tr><td style="width:1.0%"></td><td style="width:66.226%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.883%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.507%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.884%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">June 28, 2026</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="9" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Money market funds (fair value measured on a recurring basis, level 1)</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,270,420 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,015,275 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Cash</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,037,593 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,071,271 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Time deposits</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,129,371 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,492,625 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt 0 19pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">7,437,384 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,579,171 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td></tr></table></div><div style="margin-top:10pt">Derivative Instruments and Hedging</div><div style="margin-top:6pt">There have been no material changes to the Company’s hedging strategies and policies to those disclosed in Note 9, “Financial Instruments,” to the Consolidated Financial Statements in Part II, Item 8 of its 2026 Form 10-K. As of September 27, 2026 and June 28, 2026, the fair value of outstanding cash flow and balance sheet hedges were not material. The financial statement impacts to the Condensed Consolidated Statement of Operations from derivative instruments and hedging activities were not material as of and for the three months ended September 27, 2026 and September 28, 2025.</div><div style="margin-top:10pt">Concentrations of Credit Risk</div>Financial instruments that potentially subject the Company to concentrations of credit risk and the Company’s mitigation strategies are materially the same as those disclosed in Note 9, “Financial Instruments,” to the Consolidated Financial Statements in Part II, Item 8 of its 2026 Form 10-K.

<div style="margin-top:6pt">The financial instruments reported within Cash and Cash Equivalents in the Company’s Condensed Consolidated Balance Sheets as of September 27, 2026, and June 28, 2026 consisted of the following:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:99.858%"><tr><td style="width:1.0%"></td><td style="width:66.226%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.883%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.507%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.884%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">June 28, 2026</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="9" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Money market funds (fair value measured on a recurring basis, level 1)</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,270,420 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,015,275 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Cash</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,037,593 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,071,271 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Time deposits</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,129,371 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,492,625 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt 0 19pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">7,437,384 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,579,171 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td></tr></table></div>

3270420000

2015275000

2037593000

2071271000

2129371000

1492625000

7437384000

5579171000

INVENTORIES <div style="margin-top:10pt">Inventories are stated at the lower of cost or net realizable value using standard costs that approximate actual costs on a first-in, first-out basis. Inventories consist of the following:</div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:99.858%"><tr><td style="width:1.0%"></td><td style="width:66.226%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.883%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.507%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.884%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">June 28, 2026</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="9" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Raw materials</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,837,122 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,551,150 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Work-in-process</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">432,082 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">449,669 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Finished goods</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,281,340 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,275,292 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">4,550,544 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">4,276,111 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td></tr></table></div>

Inventories are stated at the lower of cost or net realizable value using standard costs that approximate actual costs on a first-in, first-out basis.

Inventories consist of the following:<div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:99.858%"><tr><td style="width:1.0%"></td><td style="width:66.226%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.883%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.507%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.884%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">June 28, 2026</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="9" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Raw materials</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,837,122 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,551,150 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Work-in-process</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">432,082 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">449,669 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Finished goods</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,281,340 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">1,275,292 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">4,550,544 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">4,276,111 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td></tr></table></div>

2837122000

2551150000

432082000

449669000

1281340000

1275292000

4550544000

4276111000

PROPERTY AND EQUIPMENT, NET<div style="margin-top:6pt">Property and equipment, net is presented in the table below:<table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:99.858%"><tr><td style="width:1.0%"></td><td style="width:66.226%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.883%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.507%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.884%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:middle">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">June 28, 2026</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="9" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Manufacturing and engineering equipment</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,648,558 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,559,970 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Buildings and improvements</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,418,628 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,289,208 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Computer and computer-related equipment</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">201,551 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">192,354 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Land</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">268,471 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">264,507 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Office equipment, furniture and fixtures</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">123,176 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">114,797 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">5,660,384 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">5,420,836 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Less: accumulated depreciation and amortization</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">(2,583,166)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">(2,484,833)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,077,218 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,936,003 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>The Company has excluded immaterial right-of-use assets, under finance leases, recorded within property and equipment, net from the table above.

<div style="margin-top:6pt">Property and equipment, net is presented in the table below:<table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:99.858%"><tr><td style="width:1.0%"></td><td style="width:66.226%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.883%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.507%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.884%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:middle">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">June 28, 2026</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="9" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Manufacturing and engineering equipment</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,648,558 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,559,970 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Buildings and improvements</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,418,628 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,289,208 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Computer and computer-related equipment</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">201,551 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">192,354 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Land</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">268,471 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">264,507 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Office equipment, furniture and fixtures</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">123,176 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">114,797 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">5,660,384 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">5,420,836 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Less: accumulated depreciation and amortization</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">(2,583,166)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">(2,484,833)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,077,218 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,936,003 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>

2648558000

2559970000

2418628000

2289208000

201551000

192354000

268471000

264507000

123176000

114797000

5660384000

5420836000

2583166000

2484833000

3077218000

2936003000

ACCRUED EXPENSES AND OTHER CURRENT LIABILITIES<div style="margin-top:6pt">Accrued expenses and other current liabilities consist of the following:<table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:99.858%"><tr><td style="width:1.0%"></td><td style="width:66.226%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.883%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.507%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.884%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:middle">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">June 28, 2026</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="9" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Accrued compensation</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">867,435 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">695,498 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Warranty reserves</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">320,689 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">270,044 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Income and other taxes payable</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">800,781 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">263,205 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Dividends payable</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">412,218 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">325,402 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Other</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">886,340 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">797,392 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,287,463 </td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,351,541 </td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>

<div style="margin-top:6pt">Accrued expenses and other current liabilities consist of the following:<table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:99.858%"><tr><td style="width:1.0%"></td><td style="width:66.226%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.883%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.507%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.884%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:middle">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">June 28, 2026</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="9" style="padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Accrued compensation</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">867,435 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">695,498 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Warranty reserves</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">320,689 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">270,044 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Income and other taxes payable</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">800,781 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">263,205 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Dividends payable</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">412,218 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">325,402 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Other</td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">886,340 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">797,392 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,287,463 </td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">2,351,541 </td><td style="background-color:#ffffff;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>

867435000

695498000

320689000

270044000

800781000

263205000

412218000

325402000

886340000

797392000

3287463000

2351541000

COMMITMENTS AND CONTINGENCIES<div style="margin-top:10pt">Guarantees</div><div style="margin-top:6pt">The Company has issued certain indemnifications to its lessors for taxes and general liability under some of its agreements. The Company has entered into insurance contracts that are intended to limit its exposure to such indemnifications. As of September 27, 2026, the Company had not recorded any liability on its Condensed Consolidated Financial Statements in connection with these indemnifications, as it does not believe, based on historical experience and information currently available, that it is probable that any material amounts will be paid under these guarantees.</div><div style="margin-top:10pt">Generally, the Company indemnifies, under pre-determined conditions and limitations, its customers for infringement of third-party intellectual property rights by the Company’s products or services. The Company seeks to limit its liability for such indemnity to an amount not to exceed the sales price of the products or services subject to its indemnification obligations. The Company does not believe, based on historical experience and information currently available, that it is probable that any material amounts will be paid under these guarantees.</div><div style="margin-top:10pt">The Company provides guarantees and standby letters of credit to certain parties as required for certain transactions initiated during the ordinary course of business. As of September 27, 2026, the maximum potential amount of future payments that the Company could be required to make under these arrangements and letters of credit was $290.3 million. The Company does not believe, based on historical experience and information currently available, that it is probable that any material amounts will be required to be paid.</div><div style="margin-top:10pt">In addition, the Company has entered into indemnification agreements with its directors, officers, and certain other employees, consistent with its Bylaws and Certificate of Incorporation; and under local law, the Company may be required to provide indemnification to its employees for actions within the scope of their employment. Although the Company maintains insurance contracts that cover some of the potential liability associated with these indemnification agreements, there is no guarantee that all such liabilities will be covered. The Company does not believe, based on historical experience and information currently available, </div><div style="margin-top:10pt">that it is probable that any material amounts will be required to be paid under such indemnification agreements or statutory obligations.</div><div style="margin-top:10pt">Warranties </div><div style="margin-top:6pt">The Company provides standard warranties on its systems. The liability amount is based on actual historical warranty spending activity by type of system, customer, and geographic region, modified for any known differences such as the impact of system reliability improvements. As of September 27, 2026, warranty reserves totaling $21.5 million were reported in Other long-term liabilities, and the remainder were included in Accrued expenses and other current liabilities in the Company’s Condensed Consolidated Balance Sheets.</div><div style="margin-top:6pt">Changes in the Company’s product warranty reserves were as follows: </div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#ffffff;padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Balance at beginning of period</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">289,713 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">265,466 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:top">Warranties issued during the period</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">124,600 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">65,584 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:top">Settlements made during the period</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(57,078)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(64,525)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:top">Changes in liability for pre-existing warranties</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(15,002)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(8,659)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Balance at end of period</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">342,233 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">257,866 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:5pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div><div style="margin-top:10pt">Legal Proceedings</div><div style="margin-top:6pt">While the Company is not currently a party to any legal proceedings that it believes material, the Company is either a defendant or plaintiff in various actions that have arisen from time to time in the normal course of business, including intellectual property claims. The Company accrues for a liability when it is both probable that a liability has been incurred and the amount of the loss can be reasonably estimated. Judgment is required in both the determination of probability and the determination as to whether a loss is reasonably estimable. Based on current information, the Company does not believe that a material loss from known matters is probable and therefore has not recorded an accrual of any material amount for litigation or other contingencies related to existing legal proceedings.</div>

290300000

The Company provides standard warranties on its systems. The liability amount is based on actual historical warranty spending activity by type of system, customer, and geographic region, modified for any known differences such as the impact of system reliability improvements.

21500000

<div style="margin-top:6pt">Changes in the Company’s product warranty reserves were as follows: </div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#ffffff;padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Balance at beginning of period</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">289,713 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">265,466 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:top">Warranties issued during the period</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">124,600 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">65,584 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:top">Settlements made during the period</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(57,078)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(64,525)</td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 19pt;text-align:left;vertical-align:top">Changes in liability for pre-existing warranties</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(15,002)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">(8,659)</td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Balance at end of period</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">342,233 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">257,866 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:5pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr></table></div>

289713000

265466000

124600000

65584000

57078000

64525000

-15002000

-8659000

342233000

257866000

STOCK REPURCHASE PROGRAM<div style="margin-bottom:6pt;margin-top:6pt">In May 2024, the Board of Directors authorized the Company to repurchase up to an additional $10.00 billion of Common Stock; this authorization supplements the remaining balance from any prior authorizations. These repurchases can be conducted on the open market or as private purchases and may include the use of derivative contracts with large financial institutions, in all cases subject to compliance with applicable law. This repurchase program has no termination date and may be suspended or discontinued at any time. </div><div style="margin-top:10pt">Repurchases under the repurchase program were as follows during the periods indicated. </div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:31.668%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.012%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:2.059%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.012%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:1.918%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.012%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:2.201%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.018%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Period</td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Total Number of Shares Repurchased</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom"><div style="text-align:center">Total Cost of</div><div style="text-align:center">Repurchase (1)</div></td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom"><div style="text-align:center">Average Price Paid per </div><div style="text-align:center">Share (1,2)</div></td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Amount Available Under Repurchase Program</td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="21" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands, except per share data)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Available balance as of June 28, 2026</td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">4,042,724 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Quarter ended September 27, 2026</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,344 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">(3)</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1,010,711 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">329.17 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,032,013 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr></table></div><div style="padding-left:18pt;text-indent:-18pt">(1) The Company’s net share repurchases are subject to a 1% excise tax under the Inflation Reduction Act. Excise tax incurred reduces the amount available under the repurchase program, as applicable, and is included in the cost of shares repurchased in the Condensed Consolidated Statement of Stockholders’ Equity and the calculation of the average price paid per share.</div><div style="margin-top:4pt;padding-left:18pt;text-indent:-18pt">(2) Average price paid per share excludes the effect of accelerated share repurchase activities. See additional disclosure below regarding the Company’s accelerated share repurchase activity during the fiscal year.</div><div style="margin-top:4pt;padding-left:18pt;text-indent:-18pt">(3) Includes shares received at initial or final settlement of accelerated share repurchase agreements. See additional disclosure below regarding the Company’s accelerated share repurchase activity during the fiscal year.</div><div style="margin-top:6pt">Accelerated Share Repurchase Agreements</div><div style="margin-top:6pt">During the three months ended September 27, 2026, the Company entered into accelerated share repurchase agreements (the “September 2026 ASRs”) with two financial institutions to repurchase a total of $1.00 billion of Common Stock. The Company took an initial delivery of approximately 2.3 million shares, which represented 75% of the prepayment amount divided by the Company’s </div><div style="margin-top:6pt">closing stock price on the date of execution. The total number of shares to be received under the September 2026 ASRs will be based upon the average daily volume weighted average price of the Company’s Common Stock during the repurchase period, less an agreed upon discount. The September 2026 ASRs are expected to fully settle in the quarter ended December 27, 2026.</div><div style="margin-top:6pt">The Company recorded each of the September 2026 ASRs as equity transactions; as such, at the time of receipt, shares were included in treasury stock at fair market value as of the corresponding trade date. The Company reflects shares received as a repurchase of common stock in the weighted average shares of common stock outstanding calculation for basic and diluted earnings per share.</div>

10000000000.00

<div style="margin-top:10pt">Repurchases under the repurchase program were as follows during the periods indicated. </div><div style="margin-top:5pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:31.668%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.012%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:2.059%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.012%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:1.918%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.012%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:2.201%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:14.018%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">Period</td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Total Number of Shares Repurchased</td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom"><div style="text-align:center">Total Cost of</div><div style="text-align:center">Repurchase (1)</div></td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom"><div style="text-align:center">Average Price Paid per </div><div style="text-align:center">Share (1,2)</div></td><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Amount Available Under Repurchase Program</td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="21" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">(in thousands, except per share data)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Available balance as of June 28, 2026</td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">4,042,724 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Quarter ended September 27, 2026</td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,344 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:bottom">(3)</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1,010,711 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">329.17 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,032,013 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr></table></div><div style="padding-left:18pt;text-indent:-18pt">(1) The Company’s net share repurchases are subject to a 1% excise tax under the Inflation Reduction Act. Excise tax incurred reduces the amount available under the repurchase program, as applicable, and is included in the cost of shares repurchased in the Condensed Consolidated Statement of Stockholders’ Equity and the calculation of the average price paid per share.</div><div style="margin-top:4pt;padding-left:18pt;text-indent:-18pt">(2) Average price paid per share excludes the effect of accelerated share repurchase activities. See additional disclosure below regarding the Company’s accelerated share repurchase activity during the fiscal year.</div><div style="margin-top:4pt;padding-left:18pt;text-indent:-18pt">(3) Includes shares received at initial or final settlement of accelerated share repurchase agreements. See additional disclosure below regarding the Company’s accelerated share repurchase activity during the fiscal year.</div>

4042724000

2344000

1010711000

329.17

3032013000

2 1000000000.00

2300000

0.75

SEGMENT REPORTING<div style="margin-top:10pt">The Company operates in one reportable business segment: manufacturing and servicing of wafer processing semiconductor manufacturing equipment. The Company’s material operating segments qualify for aggregation due to their customer base and similarities in economic characteristics, nature of products and services, and processes for procurement, manufacturing, and distribution. </div><div style="margin-top:10pt">Segment information is prepared and managed on the same basis as described in Note 19, “Segment, Geographic Information, and Major Customers,” to the Consolidated Financial Statements in Part II, Item 8 of the Company’s 2026 Form 10-K.</div><div style="margin-bottom:10pt;margin-top:10pt">The Company's centralized manufacturing and support organizations, including global operations and certain administrative functions, provide support to its operating segments. Costs incurred by these organizations, as well as depreciation and amortization and equity-based compensation expense are allocated to cost of goods sold as overhead. Consequently, depreciation and amortization and equity-based compensation expense are not independently identifiable components within the segment’s results and, therefore, are not provided.</div><div style="margin-bottom:10pt">With the exception of goodwill, the Company does not identify assets by operating segment. Consequently, the chief operating decision maker does not regularly review or receive discrete asset information by operating segment.</div><div style="margin-bottom:10pt">The table below reconciles the Company's reportable segment to income before income taxes:</div><div style="margin-bottom:10pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(In thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Revenue</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">8,219,418 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,324,173 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:14pt"><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Installation and warranty expense</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">234,051 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">141,475 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top"><div>Other cost of goods sold (COGS) (1)</div></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">3,532,885 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,410,985 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:top">Segment COGS</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">3,766,936 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,552,460 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:14pt"><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Segment gross margin</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">4,452,482 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,771,713 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:14pt"><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;border-top:1pt solid #000;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-top:1pt solid #000;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Reconciliation to consolidated gross margin</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:top">All other COGS</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">153,629 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">86,834 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Gross margin</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">4,298,853 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,684,879 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:14pt"><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;border-top:1pt solid #000;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-top:1pt solid #000;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Research and development</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">666,398 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">576,446 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Selling, general, and administrative</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">348,728 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">279,345 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Other income (expense), net</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">28,493 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">30,074 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Income before income taxes</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,312,220 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1,859,162 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr></table></div><div style="margin-bottom:10pt;margin-top:4pt;padding-left:36pt;text-indent:-18pt">(1)Other COGS is primarily comprised of the capitalized cost of inventory sold, including both direct and indirect costs, but excludes installation and warranty expense and those items not allocated to the segment.</div>

<div style="margin-bottom:10pt">The table below reconciles the Company's reportable segment to income before income taxes:</div><div style="margin-bottom:10pt"><table style="border-collapse:collapse;display:inline-table;margin-bottom:5pt;vertical-align:text-bottom;width:100.000%"><tr><td style="width:1.0%"></td><td style="width:73.617%"></td><td style="width:0.1%"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="width:1.0%"></td><td style="width:11.188%"></td><td style="width:0.1%"></td><td style="width:0.1%"></td><td style="width:0.506%"></td><td style="width:0.1%"></td><td style="width:1.0%"></td><td style="width:11.189%"></td><td style="width:0.1%"></td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="background-color:#7b7e87;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">Three Months Ended</td></tr><tr><td colspan="3" style="background-color:#7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 27, 2026</td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#7b7e87;border-top:1.5pt solid #a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:center;vertical-align:bottom">September 28, 2025</td></tr><tr><td colspan="3" style="padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="9" style="padding:1.5pt 1pt;text-align:center;vertical-align:bottom">(In thousands)</td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Revenue</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">8,219,418 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">5,324,173 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:14pt"><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Installation and warranty expense</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">234,051 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">141,475 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top"><div>Other cost of goods sold (COGS) (1)</div></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">3,532,885 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,410,985 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:top">Segment COGS</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">3,766,936 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,552,460 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:14pt"><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Segment gross margin</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">4,452,482 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,771,713 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:14pt"><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;border-top:1pt solid #000;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-top:1pt solid #000;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Reconciliation to consolidated gross margin</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 13pt;text-align:left;vertical-align:top">All other COGS</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">153,629 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">86,834 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Gross margin</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">4,298,853 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">2,684,879 </td><td style="background-color:#a6ddc9;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:14pt"><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="background-color:#ffffff;border-top:1pt solid #000;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="3" style="background-color:#ffffff;border-top:1pt solid #000;padding:0 1pt"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Research and development</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">666,398 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">576,446 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Selling, general, and administrative</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">348,728 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td colspan="2" style="background-color:#ffffff;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">279,345 </td><td style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr><tr><td colspan="3" style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Other income (expense), net</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">28,493 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#a6ddc9;padding:0 1pt"></td><td colspan="2" style="background-color:#a6ddc9;padding:2.62pt 0 1.5pt 1pt;text-align:right;vertical-align:bottom">30,074 </td><td style="background-color:#a6ddc9;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr><td colspan="3" style="background-color:#ffffff;padding:2.62pt 1pt 1.5pt 1pt;text-align:left;vertical-align:top">Income before income taxes</td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">3,312,220 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td><td colspan="3" style="background-color:#ffffff;padding:0 1pt"></td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 1pt;text-align:left;vertical-align:bottom">$</td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 0 1.5pt 0;text-align:right;vertical-align:bottom">1,859,162 </td><td style="background-color:#ffffff;border-top:1pt solid #000;padding:2.62pt 1pt 1.5pt 0;text-align:right;vertical-align:bottom"></td></tr><tr style="height:6pt"><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;padding:0 1pt"></td><td colspan="3" style="border-bottom:1.5pt solid #7b7e87;border-top:3pt double #000000;padding:0 1pt"></td></tr><tr><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td><td colspan="3" style="display:none"></td></tr></table></div><div style="margin-bottom:10pt;margin-top:4pt;padding-left:36pt;text-indent:-18pt">(1)Other COGS is primarily comprised of the capitalized cost of inventory sold, including both direct and indirect costs, but excludes installation and warranty expense and those items not allocated to the segment.</div>

8219418000

5324173000

234051000 141475000 3532885000 2410985000 3766936000 2552460000 4452482000 2771713000 153629000 86834000

4298853000

2684879000

666398000

576446000

348728000

279345000

28493000

30074000

3312220000

1859162000

false false false false Derived from audited financial statements Restricted cash is reported within Other assets in the Condensed Consolidated Balance Sheets