SEGMENT REPORTING AND GEOGRAPHIC INFORMATION (Tables)

3 Months Ended

Sep. 30, 2025

Segment Reporting [Abstract]

Schedule of Results for Reportable Segments

The following is a summary of results for each of our three reportable segments for the indicated periods:

(In thousands)	Semiconductor Process Control		Specialty Semiconductor Process		PCB and Component Inspection		Total
For the three months ended September 30, 2025
Revenue	$	2,899,392	$	119,755	$	189,488	$	3,208,635
Less:
Cost of revenue	1,056,837		61,541		93,183
R&D	311,016		13,506		32,112
SG&A	215,043		11,437		25,703
Other segment items (1)	9,745		27,281		11,999
Segment profit (loss)	$	1,306,751	$	5,990	$	26,491	$	1,339,232
For the three months ended September 30, 2024
Revenue	$	2,575,151	$	128,334	$	137,983	$	2,841,468
Less:
Cost of revenue	958,369		63,840		80,446
R&D	274,455		10,300		36,017
SG&A	193,422		13,940		27,656
Other segment items (1)	11,577		27,281		17,835
Segment profit (loss)	$	1,137,328	$	12,973	$	(23,971)	$	1,126,330

__________________

(1)Other segment items for each reportable segment includes:

•Semiconductor Process Control — amortization of purchased intangible assets and acquisition related expenses.

•Specialty Semiconductor Process — amortization of purchased intangible assets.

•PCB and Component Inspection — amortization of purchased intangible assets.

Schedule of Reconciliation of Total Reportable Segments Revenue to Total Revenue

The following table reconciles total reportable segment revenue to total revenue for the indicated periods:

	Three Months Ended September 30,
(In thousands)	2025		2024
Total revenues for reportable segments	$	3,208,635	$	2,841,468
Effects of changes in foreign currency exchange rates	1,061		73
Total revenues	$	3,209,696	$	2,841,541

Schedule of Reconciliation of Total Segment Gross Profit to Income Before Income Taxes

The following table reconciles total segment profit to total income before income taxes for the indicated periods:

	Three Months Ended September 30,
(In thousands)	2025		2024
Total segment profit	$	1,339,232	$	1,126,330
Unallocated expenses (1)	2,055		6,407
Interest expense	71,075		82,171
Other expense (income), net	(43,374)		(40,935)
Income before income taxes	$	1,309,476	$	1,078,687

__________________

(1)Unallocated expenses include restructuring costs, effects of changes in exchange rates and other corporate expenses.

Schedule of Revenues by Geographic Region

The following is a summary of revenues by geographic region, based on ship-to location, for the indicated periods:

(Dollar amounts in thousands)	Three Months Ended September 30,
	2025				2024
Revenues:
China	$	1,267,156	39.5	%	$	1,198,305	42.2	%
Taiwan	793,608		24.7	%	461,991		16.3	%
Korea	299,373		9.3	%	238,673		8.4	%
North America	297,907		9.3	%	500,943		17.6	%
Japan	295,209		9.2	%	188,569		6.6	%
Europe and Israel	150,976		4.7	%	144,820		5.1	%
Rest of Asia	105,467		3.3	%	108,240		3.8	%
Total	$	3,209,696	100.0	%	$	2,841,541	100.0	%

Schedule of Revenues by Major Products

The following is a summary of revenues by major product categories for the indicated periods:

(Dollar amounts in thousands)	Three Months Ended September 30,
	2025				2024
Revenues:
Wafer Inspection	$	1,537,244	48	%	$	1,368,943	48	%
Patterning	667,427		21	%	576,409		20	%
Specialty Semiconductor Process	100,219		3	%	112,802		4	%
PCB and Component Inspection	117,298		4	%	72,908		3	%
Services	744,690		23	%	644,152		23	%
Other	42,818		1	%	66,327		2	%
Total	$	3,209,696	100	%	$	2,841,541	100	%

Schedule of Long-Lived Assets by Geographic Region

Land, property and equipment, net by geographic region as of the dates indicated below were as follows:

	As of		As of
(In thousands)	September 30, 2025		June 30, 2025
Land, property and equipment, net:
United States	$	739,281	$	728,162
Europe	272,074		253,848
Singapore	160,415		153,052
Israel	66,336		68,604
Rest of Asia	63,723		49,109
Total	$	1,301,829	$	1,252,775