Form 8-K

8-K — MACOM Technology Solutions Holdings, Inc.

Accession: 0001493594-26-000024

Filed: 2026-05-07

Period: 2026-05-07

CIK: 0001493594

SIC: 3674 (SEMICONDUCTORS & RELATED DEVICES)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — mtsi-20260507.htm (Primary)

EX-99.1 (ex99_1earningsreleaseq2fy26.htm)

GRAPHIC — LOGO (logo.jpg)

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8-K

8-K (Primary)

Filename: mtsi-20260507.htm · Sequence: 1

mtsi-20260507

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 7, 2026

MACOM Technology Solutions Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware 001-35451 27-0306875

(State or other jurisdiction of

incorporation or organization) (Commission

File Number) (I.R.S. Employer

Identification No.)

100 Chelmsford Street

Lowell, Massachusetts

01851

(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (978) 656-2500

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of exchange on which registered

Common Stock, par value $0.001 per share MTSI Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 2.02. Results of Operations and Financial Condition.

On May 7, 2026, MACOM Technology Solutions Holdings, Inc. issued a press release reporting its results of operations for the fiscal second quarter ended April 3, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit

Number Description

99.1

Press Release, dated May 7, 2026, announcing results of operations for the fiscal second quarter ended April 3, 2026.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.

Dated: May 7, 2026 By: /s/ John F. Kober

John F. Kober

Senior Vice President and Chief Financial Officer

EX-99.1

Filename: ex99_1earningsreleaseq2fy26.htm · Sequence: 2

Document

MACOM Reports Fiscal Second Quarter 2026 Financial Results

LOWELL, MA, May 7, 2026 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal second quarter ended April 3, 2026.

Second Quarter Fiscal Year 2026 GAAP Results

•Revenue was $289.0 million, an increase of 22.5%, compared to $235.9 million in the previous year fiscal second quarter and an increase of 6.4% compared to $271.6 million in the prior fiscal quarter;

•Gross margin was 56.9%, compared to 55.2% in the previous year fiscal second quarter and 55.9% in the prior fiscal quarter;

•Income from operations was $50.8 million, or 17.6% of revenue, compared to income from operations of $34.9 million, or 14.8% of revenue, in the previous year fiscal second quarter and income from operations of $43.3 million, or 15.9% of revenue, in the prior fiscal quarter; and

•Net income was $46.3 million, or $0.60 per diluted share, compared to net income of $31.7 million, or $0.42 per diluted share, in the previous year fiscal second quarter, and net income of $48.8 million, or $0.64 per diluted share, in the prior fiscal quarter.

Second Quarter Fiscal Year 2026 Adjusted Non-GAAP Results

•Adjusted gross margin was 58.5%, compared to 57.5% in the previous year fiscal second quarter and 57.6% in the prior fiscal quarter;

•Adjusted income from operations was $80.5 million, or 27.8% of revenue, compared to adjusted income from operations of $59.8 million, or 25.4% of revenue, in the previous year fiscal second quarter and adjusted income from operations of $74.0 million, or 27.2% of revenue, in the prior fiscal quarter; and

•Adjusted net income was $84.3 million, or $1.09 per diluted share, compared to adjusted net income of $64.3 million, or $0.85 per diluted share, in the previous year fiscal second quarter and adjusted net income of $78.2 million, or $1.02 per diluted share, in the prior fiscal quarter.

Management Commentary

“We are pleased with our first half fiscal year results and look forward to strong revenue growth and profitability in the second half,” said Stephen G. Daly, President and Chief Executive Officer, MACOM.

Business Outlook

For the fiscal third quarter ending July 3, 2026, MACOM expects revenue to be in the range of $331 million to $339 million. Adjusted gross margin is expected to be between 59.0% and 60.0%, and adjusted earnings per diluted share is expected to be between $1.31 and $1.37 utilizing an anticipated non-GAAP income tax rate of 3% and 78.5 million fully diluted shares outstanding.

Conference Call

MACOM will host a conference call on Thursday, May 7, 2026, at 8:30 a.m. Eastern Time to discuss its fiscal second quarter 2026 financial results and business outlook. Investors and analysts may visit MACOM's Investor Relations website at https://ir.macom.com/events-webcasts to register for a user-specific access code for the live call or to access the live webcast. A replay of the call will be available within 24 hours and remain accessible by all interested parties for approximately 90 days.

About MACOM

MACOM designs and manufactures high-performance semiconductor products for the Industrial and Defense, Data Center and Telecommunications industries. MACOM services over 6,000 customers annually with a broad product portfolio that incorporates RF, Microwave, Analog and Mixed Signal and Optical semiconductor technologies. MACOM has achieved certification to the IATF16949 automotive standard, the AS9100D aerospace standard, the ISO9001 international quality standard and the ISO14001 environmental management standard. MACOM operates facilities across the United States, Europe, Asia and is headquartered in Lowell, Massachusetts.

Special Note Regarding Forward-Looking Statements

This press release and the associated earnings call contains forward-looking statements. These forward-looking statements include, among others, statements about MACOM’s strategic plans, priorities and long-term growth drivers, our ability to execute our long-term strategy, strengthen our position and drive market share gains and growth, our ability to develop new products and differentiated solutions, achieve market acceptance of those products and solutions and better address certain markets, expand our capabilities and extend our product offerings, including through our fabrication facility execution and continued improvements, our team’s capabilities and technologies and expansion and growth thereof and any potential financial benefits derived by and financial impact to MACOM therefrom, strength and competitiveness of new product introductions and technology portfolio expansion, including the anticipated rate of new product introductions and technology licensing and transfer activities, anticipated demand for our products, including backlog levels and book-to-bill trends, MACOM’s profitability, revenue targets, gross margin and operating margin improvements, end-market-specific revenue growth expectations, prospects and growth opportunities in our three primary markets, including the anticipated timing of production programs and associated revenues, the potential impact to our business of an economic downturn or recession, anticipated financial and business performance improvements, expectations regarding cash flow from operations and capital expenditures, our anticipated non-GAAP income tax rate and the expected impact of recent tax legislation thereon, MACOM’s strategic investment and other plans, including investments and agreements intended to further strengthen our supply chain and support our revenue growth objectives, negotiation and finalization of a definitive agreement with, and receipt of, funding from the Federal and State governments, the estimated financial results for our 2026 fiscal third quarter and the stated business outlook and future results of operations.

These forward-looking statements reflect MACOM’s current views about future events and are subject to risks, uncertainties, assumptions and changes in circumstances that may cause those events or our actual activities or results to differ materially from those indicated by the forward-looking statements, including statements regarding our business outlook, strategic plans and priorities, expectations, anticipated drivers of future revenue growth, our plans for use of our cash and cash equivalents and short-term investments, interest rate and foreign currency risks, our ability to meet working capital requirements, estimates and objectives for future operations, our future results of operations and our financial position; and those other factors described in “Risk Factors” in MACOM’s filings with the Securities and Exchange Commission (“SEC”), including its Annual Report on Form 10-K, its Quarterly Reports on Form 10-Q and other filings with the SEC. These forward-looking statements speak only as of the date of this press release, and MACOM undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

Discussion Regarding the Use of Historical and Forward-Looking Non-GAAP Financial Measures

In addition to United States Generally Accepted Accounting Principles (“GAAP”) reporting, MACOM provides investors with financial measures that have not been calculated in accordance with GAAP, such as: non-GAAP gross profit and gross margin, non-GAAP operating expenses, non-GAAP income from operations and operating margin, non-GAAP EBITDA, non-GAAP net income, non-GAAP diluted earnings per share, non-GAAP diluted shares, non-GAAP income tax rate and non-GAAP interest income. In this release or elsewhere, we may alternatively refer to such non-GAAP measures as “adjusted” measures. This non-GAAP information excludes the effect, where applicable, of intangible amortization expense, share-based compensation expense, non-cash interest, net, acquisition and integration related costs, loss on debt extinguishment, and the tax effect of each non-GAAP adjustment.

Management believes these excluded items are not reflective of our underlying performance and uses these non-GAAP financial measures to: evaluate our ongoing operating performance and compare it against prior periods, make operating decisions, forecast future periods, evaluate potential acquisitions, compare our operating performance against peer companies and assess certain compensation programs. We believe this non-GAAP financial information provides additional insight into our ongoing performance and have therefore chosen to provide this information to investors to help them evaluate the results of our ongoing operations and enable more meaningful period-to-period comparisons. These non-GAAP measures are provided in addition to, and not as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP.

A reconciliation between GAAP and non-GAAP financial data is included in the supplemental financial data attached to this press release. We have not provided a reconciliation with respect to any forward-looking non-GAAP financial data presented because we do not have and cannot reliably estimate certain key inputs required to calculate the most comparable GAAP financial data, such as future acquisition costs, the possibility and impact of any litigation costs, changes in our GAAP effective tax rate and impairment charges. We believe these unknown inputs are likely to have a significant impact on any estimate of the comparable GAAP financial data.

Investors are cautioned against placing undue reliance on non-GAAP financial measures and are urged to review and consider carefully the adjustments made by management to the most directly comparable GAAP financial measures. Non-GAAP financial measures may have limited value as analytical tools because they may exclude certain expenses that some investors consider important in evaluating our operating performance or ongoing business performance. Further, non-GAAP financial measures may have limited value for purposes of drawing comparisons between companies because different companies may calculate similarly titled non-GAAP financial measures in different ways because non-GAAP measures are not based on any comprehensive set of accounting rules or principles.

Additional information and management’s assessment regarding why certain items are excluded from our non-GAAP measures are summarized below:

Amortization Expense – is related to acquired intangible assets which are based upon valuation methodologies and are generally amortized over the expected life of the intangible asset at the time of acquisition, which may result in amortization amounts that vary over time. This non-cash expense is not considered by management in making operating decisions.

Share-Based Compensation Expense – includes share-based compensation expense for awards that are equity and liability classified on our balance sheet and the related employer tax expense at vesting. Share-based compensation expense is partially outside of our control due to factors such as stock price volatility and interest rates, which may be unrelated to our operating performance during the period in which the expense is incurred. It is an expense based upon valuation methodologies and assumptions that vary over time, and the amount of the expense can vary significantly between companies. Share-based compensation expense amounts are not considered by management in making operating decisions.

Non-cash Interest, Net – includes amounts associated with the amortization of certain fees associated with the establishment or amendment of our convertible notes that are being amortized over the life of the agreements. We believe these amounts are non-cash in nature, are not correlated to future business operations and do not reflect our ongoing operations.

Acquisition and Integration Related Costs – includes items such as professional fees, employee severance and other costs incurred in connection with acquisitions and integration specific activities which are not expected to have a continuing contribution to operations and the amortization of the fair market step-up value of acquired inventory and fixed assets. We believe the exclusion of these items is useful in providing management a basis to evaluate ongoing operating activities and strategic decision making.

Loss on Debt Extinguishment – includes loss on exchange of our convertible notes. This fiscal year 2025 loss is primarily non-cash and we do not believe this amount is reflective of our ongoing operations.

Tax Effect of Non-GAAP Adjustments – includes adjustments to arrive at an estimate of our non-GAAP income tax rate associated with our non-GAAP income over a period of time. We determine our non-GAAP income tax rate using applicable rates in taxing jurisdictions and assessing certain factors including our historical and forecast earnings by jurisdiction, discrete items, cash taxes paid in relation to our non-GAAP net income before income taxes and our ability to realize tax assets. We generally assess this non-GAAP income tax rate quarterly and have utilized 3% for our first two fiscal quarters of fiscal year 2026 and for our fiscal year 2025. Our historical effective income tax rate under GAAP has varied significantly from our non-GAAP income tax rate due primarily to income taxed in foreign jurisdictions at generally lower tax rates, research and development tax credits and acquisition expenses. We believe it is beneficial for management to review our non-GAAP income tax rate on a consistent basis over periods of time. Items such as those noted above may have a significant impact on our GAAP income tax expense and associated effective tax rate over time.

Adjusted EBITDA – is a calculation that adds depreciation expense to our adjusted income from operations. Management reviews and utilizes this measure for operational analysis purposes. We believe competitors and others in the financial industry also utilize this measure for analysis purposes.

Incremental Shares – is the number of potential shares of common stock issuable upon the exercise of stock options, restricted stock, restricted stock units and conversion of convertible debt which were not included in the calculation of our GAAP diluted shares. We believe competitors and others in the financial industry utilize this non-GAAP measure for analysis purposes.

* * *

Company Contact:

MACOM Technology Solutions Holdings, Inc.

Stephen Ferranti

Senior Vice President, Corporate Development and Investor Relations

P: 978-656-2977

E: stephen.ferranti@macom.com

MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(unaudited and in thousands, except per share data)

Three Months Ended Six Months Ended

April 3, 2026 January 3, 2026 April 4, 2025 April 3, 2026 April 4, 2025

Revenue $ 288,955 $ 271,612 $ 235,887 $ 560,567 $ 454,009

Cost of revenue 124,522 119,833 105,731 244,355 206,744

Gross profit 164,433 151,779 130,156 316,212 247,265

Operating expenses:

Research and development 68,983 66,459 57,837 135,442 118,206

Selling, general and administrative 44,619 42,023 37,449 86,642 76,662

Total operating expenses 113,602 108,482 95,286 222,084 194,868

Income from operations 50,831 43,297 34,870 94,128 52,397

Other income (expense):

Interest income 7,759 7,990 7,239 15,749 14,239

Interest expense (1,667) (1,698) (1,179) (3,365) (2,545)

Loss on extinguishment of debt — — — — (193,098)

Total other income (expense) 6,092 6,292 6,060 12,384 (181,404)

Income (loss) before income taxes 56,923 49,589 40,930 106,512 (129,007)

Income tax expense 10,592 822 9,264 11,414 6,857

Net income (loss) $ 46,331 $ 48,767 $ 31,666 $ 95,098 $ (135,864)

Net income (loss) per share:

Income (loss) per share - Basic $ 0.62 $ 0.65 $ 0.43 $ 1.27 $ (1.85)

Income (loss) per share - Diluted $ 0.60 $ 0.64 $ 0.42 $ 1.23 $ (1.85)

Weighted average common shares:

Shares - Basic 75,283 74,822 74,358 75,053 73,540

Shares - Diluted 77,555 76,718 75,741 77,137 73,540

MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(unaudited and in thousands)

April 3, 2026 October 3, 2025

ASSETS

Current assets:

Cash and cash equivalents $ 98,521 $ 112,142

Short-term investments 566,337 673,833

Accounts receivable, net 159,599 148,646

Inventories 252,195 237,844

Prepaid and other current assets 49,398 32,623

Total current assets 1,126,050 1,205,088

Property and equipment, net 234,960 230,291

Goodwill and intangible assets, net 402,988 414,885

Deferred income taxes 201,956 207,999

Other long-term assets 48,623 45,097

Total assets $ 2,014,577 $ 2,103,360

LIABILITIES AND STOCKHOLDERS’ EQUITY

Current liabilities:

Short-term debt $ — $ 160,946

Accounts payable 62,131 67,588

Accrued liabilities 87,572 96,585

Total current liabilities 149,703 325,119

Finance lease obligations, less current portion 30,157 30,504

Financing obligation 36,713 37,014

Long-term debt obligations 340,186 339,630

Other long-term liabilities 40,061 43,998

Total liabilities 596,820 776,265

Stockholders’ equity

1,417,757 1,327,095

Total liabilities and stockholders’ equity

$ 2,014,577 $ 2,103,360

MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(unaudited and in thousands)

Six Months Ended

April 3, 2026 April 4, 2025

CASH FLOWS FROM OPERATING ACTIVITIES:

Net income (loss) $ 95,098 $ (135,864)

Depreciation and intangible asset amortization 31,017 30,800

Share-based compensation 44,776 44,287

Deferred income taxes 6,649 (2,747)

Loss on extinguishment of debt — 193,098

Other adjustments, net (1,954) (2,351)

Accounts receivable (10,954) (24,724)

Inventories (14,390) (14,961)

Accrued and other liabilities (9,058) 1,647

Change in other operating assets and liabilities (19,595) 16,161

Net cash provided by operating activities 121,589 105,346

CASH FLOWS FROM INVESTING ACTIVITIES:

Acquisition of business, net — (12,684)

Sales, purchases and maturities of investments 105,582 (132,976)

Purchases of property and equipment (26,126) (13,498)

Purchases of software licenses and licensed technology (7,420) (8,779)

Other investing 1,480 804

Net cash provided by (used in) investing activities 73,516 (167,133)

CASH FLOWS FROM FINANCING ACTIVITIES:

Proceeds from convertible notes — 86,629

Repayment of convertible notes (161,151) —

Payments for fee on convertible note exchange and debt issuance costs — (23,126)

Payments on finance leases and other financing activities (1,286) (498)

Proceeds from employee stock purchases 5,212 4,537

Common stock withheld for taxes on employee equity awards (51,475) (41,260)

Net cash (used in) provided by financing activities (208,700) 26,282

Foreign currency effect on cash (26) (375)

NET CHANGE IN CASH AND CASH EQUIVALENTS (13,621) (35,880)

CASH AND CASH EQUIVALENTS — Beginning of period 112,142 146,806

CASH AND CASH EQUIVALENTS — End of period $ 98,521

$ 110,926

MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.

RECONCILIATIONS OF GAAP TO NON-GAAP RESULTS

(unaudited and in thousands, except per share data)

Three Months Ended Six Months Ended

April 3, 2026 January 3, 2026 April 4, 2025 April 3, 2026 April 4, 2025

Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue

Gross profit - GAAP $ 164,433 56.9 $ 151,779 55.9 $ 130,156 55.2 $ 316,212 56.4 $ 247,265 54.5

Amortization expense 1,623 0.6 1,621 0.6 3,343 1.4 3,244 0.6 6,675 1.5

Share-based compensation expense 2,716 0.9 2,794 1.0 1,765 0.7 5,510 1.0 5,263 1.2

Acquisition and integration related costs 269 0.1 278 0.1 356 0.2 547 0.1 1,750 0.4

Adjusted gross profit (Non-GAAP) $ 169,041 58.5 $ 156,472 57.6 $ 135,620 57.5 $ 325,513 58.1 $ 260,953 57.5

Three Months Ended Six Months Ended

April 3, 2026 January 3, 2026 April 4, 2025 April 3, 2026 April 4, 2025

Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue

Operating expenses - GAAP $ 113,602 39.3 $ 108,482 39.9 $ 95,286 40.4 $ 222,084 39.6 $ 194,868 42.9

Amortization expense (1,713) (0.6) (1,849) (0.7) (1,617) (0.7) (3,562) (0.6) (4,794) (1.1)

Share-based compensation expense (21,905) (7.6) (23,835) (8.8) (17,331) (7.3) (45,740) (8.2) (43,220) (9.5)

Acquisition and integration related costs (1,395) (0.5) (299) (0.1) (522) (0.2) (1,694) (0.3) (1,127) (0.2)

Adjusted operating expenses (Non-GAAP) $ 88,589 30.7 $ 82,499 30.4 $ 75,816 32.1 $ 171,088 30.5 $ 145,727 32.1

Three Months Ended Six Months Ended

April 3, 2026 January 3, 2026 April 4, 2025 April 3, 2026 April 4, 2025

Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue

Income from operations - GAAP $ 50,831 17.6 $ 43,297 15.9 $ 34,870 14.8 $ 94,128 16.8 $ 52,397 11.5

Amortization expense 3,336 1.2 3,470 1.3 4,960 2.1 6,806 1.2 11,469 2.5

Share-based compensation expense 24,621 8.5 26,629 9.8 19,096 8.1 51,250 9.1 48,483 10.7

Acquisition and integration related costs 1,664 0.6 577 0.2 878 0.4 2,241 0.4 2,877 0.6

Adjusted income from operations (Non-GAAP) $ 80,452 27.8 $ 73,973 27.2 $ 59,804 25.4 $ 154,425 27.5 $ 115,226 25.4

Depreciation expense 9,013 3.1 8,656 3.2 6,803 2.9 17,669 3.2 13,543 3.0

Adjusted EBITDA (Non-GAAP) $ 89,465 31.0 $ 82,629 30.4 $ 66,607 28.2 $ 172,094 30.7 $ 128,769 28.4

Three Months Ended Six Months Ended

April 3, 2026 January 3, 2026 April 4, 2025 April 3, 2026 April 4, 2025

Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue

Net income (loss) - GAAP $ 46,331 16.0 $ 48,767 18.0 $ 31,666 13.4 $ 95,098 17.0 $ (135,864) (29.9)

Amortization expense 3,336 1.2 3,470 1.3 4,960 2.1 6,806 1.2 11,469 2.5

Share-based compensation expense 24,621 8.5 26,629 9.8 19,096 8.1 51,250 9.1 48,483 10.7

Non-cash interest, net 380 0.1 381 0.1 380 0.2 761 0.1 687 0.2

Acquisition and integration related costs 1,664 0.6 577 0.2 878 0.4 2,241 0.4 2,877 0.6

Loss on debt extinguishment — — — — — — — — 193,098 42.5

Tax effect of non-GAAP adjustments 7,984 2.8 (1,597) (0.6) 7,276 3.1 6,387 1.1 3,029 0.7

Adjusted net income (Non-GAAP) $ 84,316 29.2 $ 78,227 28.8 $ 64,256 27.2 $ 162,543 29.0 $ 123,779 27.3

Three Months Ended Six Months Ended

April 3, 2026 January 3, 2026 April 4, 2025 April 3, 2026 April 4, 2025

Net income Income per diluted share Net income Income per diluted share Net income Income per diluted share Net income (loss) Income (loss) per diluted share Net income Income per diluted share

Net income (loss) - GAAP diluted $ 46,331 $ 0.60 $ 48,767 $ 0.64 $ 31,666 $ 0.42 $ 95,098 $ 1.23 $ (135,864) $ (1.85)

Adjusted net income (Non-GAAP) $ 84,316 $ 1.09 $ 78,227 $ 1.02 $ 64,256 $ 0.85 $ 162,543 $ 2.11 $ 123,779 $ 1.64

Three Months Ended Six Months Ended

April 3, 2026 January 3, 2026 April 4, 2025 April 3, 2026 April 4, 2025

Shares Shares Shares Shares Shares

Diluted shares - GAAP 77,555 76,718 75,741 77,137 73,540

Incremental shares — — — — 2,127

Adjusted diluted shares (Non-GAAP) 77,555 76,718 75,741 77,137 75,667

Three Months Ended Six Months Ended

April 3, 2026 January 3, 2026 April 4, 2025 April 3, 2026 April 4, 2025

Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue Amount % Revenue

Interest income - GAAP $ 7,759 2.7 $ 7,990 2.9 $ 7,239 3.1 $ 15,749 2.8 $ 14,239 3.1

Interest expense - GAAP (1,667) (0.6) (1,698) (0.6) (1,179) (0.5) (3,365) (0.6) (2,545) (0.6)

Non-cash interest expense 380 0.1 381 0.1 380 0.2 761 0.1 687 0.2

Adjusted interest income (Non-GAAP) $ 6,472 2.2 $ 6,673 2.5 $ 6,440 2.7 $ 13,145 2.3 $ 12,381 2.7

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The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

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No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

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Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

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- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

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Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

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Data Type:

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Balance Type:

Period Type:

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- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

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Namespace Prefix:

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