Financial Performance - Net income for Q4'25 was $34,260,000, a decrease of 6% from Q3'25 and an increase of 9% from Q4'24, with total net income for the twelve months reaching $144,878,000, up 20% year-over-year[23]. - Adjusted net income for Q4'25 was $47,741,000, reflecting a 6% increase from Q3'25 and a 17% increase from Q4'24, with total adjusted net income for the twelve months at $169,473,000, up 28% year-over-year[23]. - Net income for Q4 2025 was $34,260, a decrease of 5.5% from Q3'25 and an increase of 0.5% from Q4'24[33]. - Net interest income for Q4'25 was $176,244,000, a significant increase of 32% from Q3'25 and 52% from Q4'24, with total net interest income for the twelve months at $556,308,000, up 29% year-over-year[23]. - Total noninterest income increased to $28,631 in Q4'25, up 20.5% year-over-year from $17,068 in Q4'24[33]. - Total noninterest expense for Q4'25 was $130,546, an increase of 28.5% from $101,987 in Q3'25[33]. - Total customer funding, including deposits and securities sold under agreements to repurchase, increased to $16.52 billion from $12.18 billion, a growth of 35.7%[31]. Loan and Deposit Growth - Fourth quarter annualized organic loan growth was 15%[1]. - Loans increased by $1.7 billion during the fourth quarter, totaling $12.6 billion as of December 31, 2025[11]. - Total loans increased to $12,627,984,000 in 4Q'25, up 15.2% from $10,964,173,000 in 3Q'25[28]. - Total deposits increased to $16.3 billion as of December 31, 2025, up $3.2 billion from September 30, 2025, including $3.5 billion from the VBI acquisition[15]. - Average noninterest bearing demand deposits rose 15% to $4.1 billion in Q4 2025 from $3.5 billion in Q3 2025, and increased 20% from $3.4 billion in Q4 2024[15]. - Total deposits rose to $16,256,343 thousand as of December 31, 2025, an increase of 24.4% from $13,090,319 thousand at September 30, 2025[26]. Asset Management and Efficiency - The efficiency ratio improved to 63.36% in the fourth quarter of 2025, compared to 64.44% in the prior quarter[11]. - Adjusted efficiency ratio improved to 54.50% in Q4'25 from 57.63% in Q3'25[33]. - The company emphasized the importance of non-GAAP financial measures for a clearer understanding of performance trends and comparisons with other financial institutions[32]. - The return on average assets (GAAP basis) decreased to 0.64% in Q4'25 from 0.88% in Q3'25, while the adjusted return on average assets was 0.89%[23]. Credit Quality and Provisions - The provision for credit losses was $29.3 million, primarily due to the acquisition of VBI, which included a day-one loan loss provision of $22.7 million[9]. - Net charge-offs were $0.9 million in Q4 2025, or three basis points annualized, down from $3.2 million in Q3 2025 and $6.1 million in Q4 2024[15]. - The allowance for credit losses was $178,803 thousand, up from $147,453 thousand, indicating a proactive approach to risk management[26]. - Nonperforming loans rose to $72,001,000 in 4Q'25, compared to $60,562,000 in 3Q'25, an increase of 19.5%[28]. Acquisitions and Expansion - The acquisition of Villages Bancorporation, Inc. added approximately $4.4 billion in assets, including $1.2 billion in loans and $3.5 billion in deposits[1][5]. - The company expanded its branch footprint with new locations in Bradenton, FL, and its first branch in the greater Atlanta market[6]. - Seacoast operates 104 full-service branches across Florida and recently acquired 19 branches in The Villages® community, which will operate under the name Citizens First Bank until system conversion in 2026[17]. - The company issued 9,923,263 common shares and 11,250 Series A non-voting convertible preferred shares in the acquisition of Villages Bancorporation, Inc. on October 1, 2025[27]. Capital and Shareholder Equity - The Tier 1 capital ratio was 14.4% at December 31, 2025, compared to 14.5% at September 30, 2025, and 14.8% at December 31, 2024[15]. - Tangible equity to tangible assets was 9.31% at December 31, 2025, down from 9.76% at September 30, 2025, due to capital invested in the VBI acquisition[15]. - Total shareholders' equity increased to $3,055,787 thousand as of December 31, 2025, from $2,378,132 thousand at September 30, 2025, a rise of 28.4%[26].

Financial Performance - Net sales for the second quarter of fiscal 2026 increased by 4.6% to $314.8 million, compared to $301.1 million in the same quarter of fiscal 2025[80]. - Gross profit increased by $6.9 million, or 13.2%, to $59.2 million for the second quarter of fiscal 2026, with a gross profit margin of 18.8%[99]. - Net income for the second quarter of fiscal 2026 was $18.0 million, or $1.54 per common share basic, compared to $13.6 million, or $1.17 per common share basic, for the second quarter of fiscal 2025[113]. - Income from operations was $53.0 million, or 8.6% of net sales, for the first twenty-six weeks of fiscal 2026, compared to $36.4 million, or 6.3% of net sales, for the same period in fiscal 2025[107]. Sales and Volume - Sales volume decreased by 9.7% in the second quarter of fiscal 2026, with a significant decline attributed to granola sold in the contract manufacturing channel[88]. - Sales volume for the first twenty-six weeks of fiscal 2026 decreased by 5.3%, with declines in bars, granola, trail mix, and cashews, while walnuts, peanuts, pecans, and almonds saw increases[89]. - Net sales in the consumer distribution channel increased by $24.5 million, or 5.1%, while sales volume decreased by 6.8% in the first twenty-six weeks of fiscal 2026 compared to the same period in fiscal 2025[94]. Expenses and Margins - Total operating expenses for the second quarter of fiscal 2026 increased by 0.9%, but as a percentage of net sales, they decreased to 10.5% from 10.9%[83]. - Operating expenses as a percentage of net sales decreased to 9.8% for the first twenty-six weeks of fiscal 2026, down from 10.8% in the same period of fiscal 2025[104]. - Interest expense decreased to $0.5 million for the second quarter of fiscal 2026, down from $0.8 million in the same quarter of fiscal 2025 due to lower average debt levels[108]. Inventory and Costs - The total value of inventories on hand at the end of the second quarter of fiscal 2026 increased by 14.4% to $29.6 million compared to the same period in fiscal 2025[84]. - Total inventories decreased by $19.2 million, or 7.5%, from the inventory balance at June 26, 2025, but increased by $29.6 million, or 14.4%, from the balance at December 26, 2024[119]. - Raw nut and dried fruit input stocks decreased by 2.7 million pounds, or 4.5%, at December 25, 2025, while the weighted average cost per pound of raw nut input stocks increased by 11.8% compared to the end of the second quarter of fiscal 2025[120]. Capital Expenditures and Investments - The company plans significant capital investments in equipment and infrastructure improvements starting in the second quarter of fiscal 2025 to expand production capabilities[69]. - Cash used in investing activities was $46.3 million during the first twenty-six weeks of fiscal 2026, up from $25.6 million in the same period last year[121]. - Capital asset purchases totaled $47.3 million in the first twenty-six weeks of fiscal 2026, compared to $25.5 million in the prior year[121]. - Total capital expenditures for fiscal 2026 are expected to be approximately $112.0 million, including equipment purchases and upgrades[121]. Financing and Debt - Cash used in financing activities was $46.5 million during the first twenty-six weeks of fiscal 2026, compared to cash provided of $5.6 million in the same period last year[122]. - Net repayments under the Credit Facility were $47.6 million in the first twenty-six weeks of fiscal 2026, compared to net borrowings of $29.3 million in the prior year[122]. - As of December 25, 2025, the weighted average interest rate for the Credit Facility was 6.7%[128]. - The Company had $134.7 million of available credit under the Credit Facility as of December 25, 2025[128]. - The Equipment Loan allows financing of up to $50.0 million for equipment purchases, with an interest rate of SOFR plus an applicable margin of 1.49%[130]. - As of December 25, 2025, $26.2 million of the debt obligation under the Equipment Loan was outstanding[132]. Market and Consumer Trends - The company continues to face challenges from higher food and input costs, ongoing supply chain volatility, and macroeconomic uncertainties impacting consumer demand[71]. - Branded products accounted for approximately 20% of total consumer sales during the second quarter of fiscal 2026, with Fisher branded products making up 78% of branded sales[91]. - Branded products accounted for approximately 17% of total consumer sales in the first twenty-six weeks of fiscal 2026, down from 19% in fiscal 2025[93].

Exhibit 99.1 Investor/Media Contacts James A. Dowd, President, CEO Justin K. Bigham, Executive Vice President, CFO Telephone: (315) 343-0057 Pathfinder Bancorp, Inc. Announces Financial Results for Fourth Quarter and Full Year 2025 Pathfinder enters 2026 with improved earnings outlook following a proactive comprehensive commercial loan review and corresponding risk-based reserve build OSWEGO, N.Y., January 29, 2026 (GLOBE NEWSWIRE) -- Pathfinder Bancorp, Inc. ("Pathfinder" or the "Company") (NASDAQ: PBHC) a ...

Financial Performance - Gross premiums written for Q4 2025 were $1,318.0 million, a decrease of 7.1% from Q3 2025 and an increase of 3.3% year-over-year[8]. - Net premiums written for Q4 2025 were $1,129.5 million, reflecting a 4% increase compared to the same quarter last year[8]. - Underwriting income before tax for Q4 2025 was $76.0 million, significantly up from $16.7 million in Q3 2025[8]. - Net income available to common stockholders for Q4 2025 was $152.9 million, compared to $113.0 million in Q3 2025, marking a 35% increase[8]. - Total revenues for Q4 2025 were $1,364.9 million, up 8.6% from $1,256.4 million in Q4 2024[10]. - Net income available to common stockholders for Q4 2025 was $152.9 million, representing a 64.1% increase compared to $93.2 million in Q4 2024[10]. - Non-GAAP operating income for Q4 2025 was $156.2 million, compared to $106.7 million in Q3 2025, reflecting strong operational performance[8]. - Non-GAAP operating income for Q4 2025 was $156.2 million, a 57.0% increase from $99.6 million in Q4 2024[10]. - Year-to-date net income available to common stockholders was $457.2 million, compared to $197.8 million for the same period in 2024, representing a 131% increase[48]. Asset and Liability Management - Total assets at the end of Q4 2025 reached $15,155.7 million, up from $14,980.4 million in Q3 2025[8]. - Total assets as of December 31, 2025, were $15,155.7 million, an increase from $13,514.2 million a year earlier[12]. - Total liabilities increased to $11,546.7 million as of December 31, 2025, compared to $10,394.1 million in the previous year[12]. - Retained earnings rose to $3,500.8 million as of December 31, 2025, up from $3,139.5 million a year ago[12]. - Common stockholders' equity increased to $3,409.0 million from $2,920.1 million year-over-year, reflecting a growth of 16.7%[15]. Underwriting Performance - The GAAP combined ratio improved to 93.8% in Q4 2025, down from 98.6% in Q3 2025, indicating better underwriting performance[8]. - The combined ratio improved to 93.8% from 98.5% year-over-year, indicating better underwriting performance[19]. - The combined ratio improved to 92.9% in Q4 2025, down from 100.2% in Q4 2024, indicating better underwriting performance[22]. - The underwriting income for the quarter ended December 31, 2025, showed a loss of $36.5 million, an improvement from a loss of $113.7 million in the same quarter of 2024[25]. - The combined ratio for the quarter ended December 31, 2025, was 111.5%, down from 123.7% in the same quarter of 2024, indicating improved operational efficiency[25]. Investment Performance - Total invested assets increased to $11,302.4 million in Q4 2025, compared to $11,051.5 million in Q3 2025[8]. - Net investment income for the year-to-date was $421.2 million, compared to $362.6 million in the previous year, marking a 16.1% increase[15]. - Total net investment income after-tax for the quarter ended December 31, 2025, was $114.2 million, up from $97.3 million in the same quarter of 2024, marking a 17.5% increase[38]. - The average investment yield for total portfolio after-tax was 4.1% for the quarter ended December 31, 2025, consistent with the previous quarter[38]. - The company reported a net realized and unrealized investment gain of $4.1 million in Q4 2025, a recovery from a loss of $8.1 million in Q3 2025[48]. Dividends and Shareholder Returns - The company declared dividends of $0.43 per common share in Q4 2025, up from $0.38 in Q3 2025[8]. - Non-GAAP operating income per diluted common share for Q4 2025 was $2.57, a 47% increase from $1.75 in Q3 2025[48]. - The company reported a dividend ratio of 1.1% for the year-to-date December 31, 2025, compared to 0.1% in the same period of 2024[25]. Risk Management - Net catastrophe losses for Q4 2025 were $12.8 million, a decrease from $19.8 million in Q4 2024, reflecting better risk management[22]. - Non-catastrophe property loss and loss expenses were $110.4 million in Q4 2025, down from $124.1 million in Q4 2024, indicating improved operational efficiency[22]. - The net catastrophe losses for the quarter ended December 31, 2025, were reported at 0%, compared to 0.2% in the prior year quarter[25].

Revenue Growth - Fourth quarter revenue for the combined Brokerage and Risk Management segments exceeded 30%, with organic revenue growth of 5%[5] - For the full year 2025, total revenue grew by 21%, with 6% organic growth and 26% growth in adjusted EBITDAC[6] - Total Company revenue for 2025 was reported at $13.778 billion, compared to $11.401 billion in 2024, representing a growth of 20.8%[6] - The Brokerage segment reported revenues of $12.192 billion for 2025, up from $9.934 billion in 2024, marking a 22.7% increase[6] - The Risk Management segment reported revenues of $1.585 billion for 2025, compared to $1.451 billion in 2024, reflecting a growth of 9.2%[6] - Total revenues for the year ended December 31, 2025, were $12,192 million, compared to $9,934 million for the previous year, reflecting a growth of 23%[49] - Total reported commissions, fees, supplemental revenues, and contingent revenues for Q4 2025 reached $3,056 million, up from $2,174 million in Q4 2024[9] Earnings Performance - Net earnings for the fourth quarter were $154 million, with a diluted earnings per share of $0.58, down from $1.12 in the same quarter of 2024[3] - Net earnings for Q4 2025 were reported at $317 million, consistent with Q4 2024, while net earnings for the year increased to $2,052 million from $1,686 million, a rise of 22%[49] - The total adjusted earnings per share for the year was $10.69, compared to $10.10 in 2024, indicating a growth of 5.8%[6] - Gallagher's reported net earnings margin for Q4 2025 was 11.8%, slightly up from 11.7% in Q4 2024, while the adjusted EBITDAC margin improved to 21.6% from 20.7%[24] - Net earnings for Q4 2025 were reported at $49 million, up from $43 million in Q4 2024, with adjusted EBITDAC increasing to $90 million from $77 million year-over-year[24] Expenses and Costs - Compensation expense for Q4 2025 was $1,868 million, an increase from $1,291 million in Q4 2024, with adjusted compensation expense ratios rising to 53.0%[13] - Operating expenses for Q4 2025 totaled $527 million, compared to $344 million in Q4 2024, with an adjusted operating expense ratio of 14.8%[14] - Reported operating expenses for Q4 2025 were $78 million, an increase from $72 million in Q4 2024, while adjusted operating expenses were $74 million compared to $71 million in the previous year[22] - The adjusted operating expense ratio for Q4 2025 was 17.8%, down 1.3 percentage points from 19.1% in Q4 2024, primarily due to savings in client-related expenses and lower business insurance costs[23] Acquisitions - The company completed 33 mergers in 2025, contributing to more than $3.5 billion in estimated annualized revenue[6] - The acquisition of AssuredPartners was completed for approximately $13.8 billion, funded by $8.5 billion from a stock offering and $5.0 billion from senior notes[12] - The company incurred acquisition costs of $139 million for the year ended December 31, 2025, compared to $51 million in 2024, reflecting ongoing investment in growth through acquisitions[26] - The company closed 6 acquisitions in Q4 2025, with estimated annualized revenues acquired amounting to $118 million[9] Tax and Financial Position - The consolidated effective tax rate for Q4 2025 was 14.3%, a decrease from 22.5% in Q4 2024, while the effective tax rate for the year ended December 31, 2025, was 19.7% compared to 21.5% in 2024[33] - Gallagher's total borrowings as of December 31, 2025, included $9,550 million from public debt and $3,323 million from private placements, with no borrowings under its line of credit facility[29] - Total assets increased to $70,665 million as of December 31, 2025, up from $64,255 million in 2024[53] Workforce and Dividends - The workforce at the end of the period increased to 71,776 employees, up from 55,977 in 2024, largely due to the acquisition of AssuredPartners[55][56] - The company declared dividends of $0.65 per share for the fourth quarter, compared to $0.60 per share in the fourth quarter of 2024[51] Future Outlook - The company plans to host a webcast conference call on January 29, 2026, to discuss its financial results and future outlook[33] - Gallagher's investments in clean energy projects contributed to operating results, focusing on fusion and carbon sequestration initiatives[30] Non-GAAP Measures - The company emphasizes the importance of non-GAAP measures to provide a clearer picture of financial performance and trends[39] - Gallagher's effective tax rate adjustments and other non-recurring items are accounted for in the adjusted earnings metrics to enhance comparability[40] - Organic revenue growth is a key focus, with measures taken to exclude revenues from acquisitions and divestitures for a clearer performance analysis[44]

Financial Performance - Loan originations for 2025 totaled $6.1 billion, representing a 22% year-over-year growth[3] - Net income for 2025 was $16.1 million, a 26% increase compared to 2024[3] - Diluted earnings per share (EPS) for 2025 were $1.13, up from $0.93 in 2024[6] - Net income for Q4 2025 was $3.9 million, down from $4.9 million in Q3 2025 and up from $2.8 million in Q4 2024[23] - Net income rose to $16,091 thousand in 2025 compared to $12,742 thousand in 2024, reflecting a growth of 26.3%[47] - Earnings per share (basic) increased to $1.20 in 2025 from $0.98 in 2024, an increase of 22.4%[47] Loan Originations and Assets - Fourth quarter loan originations were $1.6 billion, exceeding initial guidance of $1.4 billion[3] - Total assets increased to $977.1 million as of December 31, 2025, from $899.9 million as of September 30, 2025, and $746.0 million as of December 31, 2024[24] - Total assets grew to $920,074 thousand in 2025 from $884,833 thousand in 2024, an increase of 4.0%[49] - Loans held-for-investment (HFI) increased by $27.5 million from Q3 2025 and $130.1 million from Q4 2024, totaling $595.3 million as of December 31, 2025[26] Income and Expenses - Net interest income for the fourth quarter was $24.6 million, compared to $18.6 million in the prior quarter[10] - Non-interest income for the fourth quarter increased to $22.3 million, driven by higher credit enhancement income[16] - Total non-interest income surged to $58,483 thousand in 2025, up from $22,485 thousand in 2024, marking a significant increase of 160.5%[47] - Total non-interest expense increased to $70,333 thousand in 2025 from $52,835 thousand in 2024, a rise of 33.2%[47] Credit Losses and Allowances - Provision for credit losses was $17.7 million for the fourth quarter, up from $3.9 million in the prior year[15] - The allowance for credit losses increased to $36.8 million, representing 6.2% of total loans held-for-investment as of December 31, 2025, up from 4.5% in Q3 2025[33] - The allowance for credit losses as of December 31, 2025, was $36,796 thousand, an increase from $25,778 thousand as of September 30, 2025, and $13,176 thousand as of December 31, 2024[62] Efficiency and Ratios - The efficiency ratio for the fourth quarter was 50.5%, an improvement from 64.2% in the prior year[21] - The leverage ratio decreased to 16.9% as of December 31, 2025, from 17.2% in Q3 2025, remaining above the well-capitalized requirement of 9.0%[29] - The net interest margin improved to 11.42% in 2025 from 9.01% in 2024[49] - The efficiency ratio for the three months ended December 31, 2025, was 50.5%, compared to 47.6% in the previous quarter and 64.2% in the same quarter last year[53] Strategic Initiatives - The company is expanding its business model by incorporating Payments (MoneyRails™) and BIN Sponsorship offerings to enhance its service offerings[37] - The company anticipates continued growth in its loan portfolios in 2026, focusing on higher-quality, lower-interest rate loans[26] Shareholder Actions - The company repurchased 44,608 shares for $0.5 million since the inception of the share repurchase program in March 2024, with no shares repurchased in Q4 2025[30]

Exhibit 99.1 DXC Technology Reports Third Quarter Fiscal Year 2026 Results ASHBURN, VA, January 29, 2026 – DXC Technology (NYSE: DXC) today reported results for the third quarter fiscal 2026. "We delivered third quarter results with solid profit margins, continued strong free cash flow generation and improved bookings. This reflects disciplined execution across our business," said DXC Technology President and CEO Raul Fernandez. "We are investing across our offerings to energize our Core business while also ...

Financial Performance - Net income per common share was $0.68, a decrease from $0.74 in Q3 2025, while earnings available for distribution per common share was $0.56, down from $0.58[9][12] - Net income attributable to common stockholders for the year ended December 31, 2025, was $88,173,000, a substantial increase from $34,763,000 in 2024[30] - Net income attributable to common stockholders for Q4 2025 was $48,243,000, compared to a loss of $5,472,000 in Q4 2024, representing a significant recovery[45] - Comprehensive income for the year ended December 31, 2025, was $101,106,000, compared to $59,357,000 in 2024, indicating a significant improvement[32] Investment Portfolio - The company's investment portfolio totaled $6.3 billion, consisting of $5.4 billion in Agency RMBS and $0.9 billion in Agency CMBS[4] - The company’s mortgage-backed securities at fair value increased to $6,276,609,000 as of December 31, 2025, from $5,445,508,000 in 2024[35] Dividends - The company declared a common stock dividend of $0.36 per share, an increase from $0.34 in Q3 2025, and announced a shift to monthly dividend payments[21] - Earnings available for distribution increased to $39,868,000 in Q4 2025 from $32,253,000 in Q4 2024, reflecting a year-over-year growth of 23.5%[48] Interest Income and Expenses - Total interest income for Q4 2025 was $77.9 million, an increase of $5.0 million from Q3 2025, while total interest expense rose to $56.6 million[12] - Interest income for Q4 2025 was $77,901,000, an increase from $72,916,000 in Q3 2025 and $76,110,000 in Q4 2024[30] - Total interest expense for Q4 2025 was $56,643,000, with an effective interest expense of $30,247,000, resulting in an effective cost of funds of 2.24%[52] - Average cost of funds decreased to 4.20% in Q4 2025 from 5.13% in Q4 2024, reflecting improved funding efficiency[61] Assets and Liabilities - Total assets as of December 31, 2025, were $6,475,894,000, compared to $5,688,034,000 as of December 31, 2024, reflecting a growth of approximately 13.9%[35] - Total liabilities as of December 31, 2025, were $5,678,350,000, up from $4,957,305,000 in 2024, reflecting an increase of approximately 14.5%[35] Ratios - The debt-to-equity ratio increased to 7.0x from 6.7x as of September 30, 2025, reflecting an improved investment environment[4][12] - The debt-to-equity ratio as of December 31, 2025, was 7.0, up from 6.7 as of September 30, 2025[58] Earnings and Margins - The average net interest rate margin improved to 1.11% in Q4 2025, up from 0.90% in Q3 2025[12] - Basic income per common share for Q4 2025 was $0.68, up from a loss of $0.09 per share in Q4 2024[45] - Effective net interest income for Q4 2025 was $47,654,000, with an effective interest rate margin of 3.07%[54] - Average earning assets rose to $5,868,897,000 in Q4 2025, compared to $5,440,662,000 in Q4 2024, indicating a growth of 7.9%[61] Shareholder Actions - The company issued 849,987 shares of common stock for net cash proceeds of $7.2 million during Q4 2025[22] - The company repurchased and retired 76,356 shares of Series C Preferred Stock with a carrying value of $1.8 million during Q4 2025[23] Derivative Instruments - The company reported a realized loss on derivative instruments of $18,863,000 in Q4 2025, compared to a gain of $157,864,000 in Q4 2024[46] - The company did not report any TBA dollar roll income in Q4 2025, compared to $249,000 in Q4 2024[48]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 28, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission File No. 0-26841 1-800-FLOWERS.COM, Inc. (Exact name of registrant as specified in its charter) Delaware 11-3117311 Two Jerich ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 28, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-12933 ___________________________________________________________ LAM RESEARCH CORPORATION (Exact name of registrant as specifi ...