Leases
The Company leases office or warehouse space in Wilmington, MA, Montreal, Canada, Plant City, FL, Andover, MA, Milpitas, CA, Coppell, Texas, and Ho Chi Minh City, Vietnam through operating lease arrangements. The Company has no finance lease agreements. The operating lease arrangements expire at various dates through December 2030.
The following table presents the balance sheet location of the Company’s operating leases (in thousands):
September 27, 2025
ROU Assets:
Other long-term assets$23,469 
Lease Liabilities:
Accrued expenses and other current liabilities$7,722 
Other long-term liabilities23,958 
Total lease liabilities$31,680 
The following table presents maturities of the Company’s operating lease liabilities as of September 27, 2025, presented under ASC Topic 842 (in thousands):
September 27, 2025
Fiscal year 2026$9,762 
Fiscal year 20279,394 
Fiscal year 20285,595 
Fiscal year 20295,473 
Fiscal year 2030 and thereafter7,099 
Total future minimum payments$37,323 
Less: Implied interest(5,643)
Total lease liabilities$31,680 
As of September 27, 2025, the weighted-average remaining lease term and the weighted-average incremental borrowing rate of the Company’s operating leases was approximately 2.86 years and 7.5%, respectively. Operating cash flows for
amounts included in the measurement of the Company’s operating lease liabilities were $3.1 million for the year ended September 27, 2025. Net rental expense under operating leases was $11.9 million for the year ended September 27, 2025, $4.8 million for the year ended September 28, 2024, and $3.0 million for the year ended September 30, 2023.

Historical Timeline

Fiscal YearFiled
2025Nov 24, 2025Showing above
2024Dec 4, 2024
2023Dec 11, 2023
2022Dec 9, 2022

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.