| Schedule of Segment Reporting Information, by Segment |
The following table presents significant segment expenses with respect to the Company’s single reportable segment for the three and six-month periods ended September 26, 2025 and September 27, 2024: | | | | | | | | | | | | | | | | | | | | | | | | | Three-month periods ended | | Six-month periods ended | | September 26, 2025 | | September 27, 2024 | | September 26, 2025 | | September 27, 2024 | | (In thousands) | | Revenue | $ | 905,268 | | $ | 635,571 | | $ | 1,769,521 | | $ | 1,355,492 | | Less: | | | | | | | | | Material cost | 568,930 | | 373,994 | | 1,132,224 | | 807,018 | | 45X vendor credits | (99,069) | | | (50,707) | | | (192,275) | | (98,010) | | Tariffs | 32,507 | | | 2,365 | | | 43,302 | | 7,939 | | Freight, labor and other cost of sales | 110,040 | | 85,124 | | 211,684 | | 176,310 | | Selling, general and administrative expenses | 84,626 | | 72,127 | | 158,562 | | 132,954 | | Research and development | 26,889 | | 19,193 | | 48,449 | | 35,712 | | | | | | | | | | Interest expense | 730 | | 3,665 | | 1,946 | | 6,945 | | Other income, net | (2,110) | | | (7,382) | | (8,063) | | (2,514) | | | | | | | | | | Provision for income taxes | 35,864 | | 19,928 | | 69,648 | | 47,080 | Net income and comprehensive income | $ | 146,861 | | $ | 117,264 | | $ | 304,044 | | $ | 242,058 |
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| Summary of Geographic Information of Revenue |
The following table sets forth geographic information of revenue based on the locations to which the products are shipped: | | | | | | | | | | | | | | | | | | | | | | | | | Three-month periods ended | | Six-month periods ended | | September 26, 2025 | | September 27, 2024 | | September 26, 2025 | | September 27, 2024 | | Revenue: | (In thousands) | U.S. | $ | 686,968 | | $ | 461,806 | | $ | 1,286,466 | | $ | 973,288 | Rest of the World | 218,300 | | 173,765 | | 483,055 | | 382,204 | | Total | $ | 905,268 | | $ | 635,571 | | $ | 1,769,521 | | $ | 1,355,492 |
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