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FY2020 Annual Report · Exponent
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2020

Annual Report

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 10-K

☒

☐

Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal 
year ended January 1, 2021.

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 0-18655

EXPONENT, INC.
(Exact name of registrant as specified in its charter)

Delaware
(State or other jurisdiction of incorporation or organization)
149 Commonwealth Drive, Menlo Park, California
(Address of principal executive offices)

77-0218904
(I.R.S. Employer Identification No.)
94025
(Zip Code)

(650) 326-9400
(Registrant’s telephone number, including area code)

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

Title of Each Class
Common Stock, par value $0.001 per share

Trading Symbol
EXPO

Name of Each Exchange on Which Registered
Nasdaq Global Select Market

Securities registered pursuant to Section 12(g) of the Act: None
Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. 

Yes ☒     No ☐

Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act.

Yes ☐   No ☒    
Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Act during the preceding 12 
months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the 
past 90 days.

Yes ☒     No ☐
Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 
405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant was required to submit and post such files). 
Yes ☒     No ☐
Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, 
or  an  emerging  growth  company.  See  definitions  of  “large  accelerated  filer”,  “accelerated  filer”,  “smaller  reporting  company”  and  “emerging 
growth company” in Rule 12b-2 of the Exchange Act. 

Large accelerated filer ☒

Accelerated filer ☐ 

Non-accelerated filer ☐ 

Smaller reporting company ☐ 

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. ☐ 
Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of internal 
control over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm that 
prepared or issued its audit report.  ☒ 
Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). 

Yes ☐ No ☒    
The aggregate market value of the common stock held by non-affiliates of the registrant based on the closing sales price of the common stock as 
reported on the NASDAQ Global Select Market on July 2, 2020, the last business day of the registrant’s most recently completed second quarter, 
was $3,091,690,681. Shares of the registrant’s common stock held by each executive officer and director and by each entity or person that, to the 
registrant’s knowledge, owned 10% or more of registrant’s outstanding common stock as of July 3, 2020 have been excluded in that such persons 
may be deemed to be affiliates of the registrant. This determination of affiliate status is not necessarily a conclusive determination for other purposes. 
The number of shares of the registrant’s common stock outstanding as of February 19, 2021 was 51,803,884.

DOCUMENTS INCORPORATED BY REFERENCE
Portions of the registrant’s Definitive Proxy Statement for the registrant’s 2021 Annual Meeting of Stockholders to be held on June 3, 2021 are 
incorporated by reference into Part III of this Annual Report on Form 10-K.

EXPONENT, INC.
FORM 10-K ANNUAL REPORT
FISCAL YEAR ENDED JANUARY 1, 2021
TABLE OF CONTENTS

PART I
Item 1.
Business ..............................................................................................................................................
Item 1A. Risk Factors.........................................................................................................................................
Item 1B. Unresolved Staff Comments ...............................................................................................................
Properties ............................................................................................................................................
Item 2.
Legal Proceedings ...............................................................................................................................
Item 3.
Mine Safety Disclosures .....................................................................................................................
Item 4.

PART II
Item 5.

Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of 
Equity Securities .................................................................................................................................
Selected Financial Data.......................................................................................................................
Item 6.
Item 7.
Management’s Discussion and Analysis of Financial Condition and Results of Operations.............
Item 7A. Quantitative and Qualitative Disclosures about Market Risk.............................................................
Financial Statements and Supplementary Data...................................................................................
Item 8.
Changes in and Disagreements with Accountants on Accounting and Financial Disclosure.............
Item 9.
Item 9A. Controls and Procedures .....................................................................................................................
Item 9B. Other Information ...............................................................................................................................

PART III
Item 10.
Item 11.
Item 12.

Item 13.
Item 14.

PART IV
Item 15.

Directors, Executive Officers and Corporate Governance..................................................................
Executive Compensation.....................................................................................................................
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder 
Matters ................................................................................................................................................
Certain Relationships and Related Transactions, and Director Independence ...................................
Principal Accounting Fees and Services.............................................................................................

Exhibits, Financial Statement Schedules ............................................................................................

Exhibit Index ..........................................................................................................................................................
Signatures ...............................................................................................................................................................

Page

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39

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73

FORWARD-LOOKING STATEMENTS

This Annual Report on Form 10-K contains, and incorporates by reference, certain “forward-looking” statements (as 
such term is defined in the Private Securities Litigation Reform Act of 1995, and the rules promulgated pursuant to 
the Securities Act of 1933, as amended, and the Securities Exchange Act of 1934, as amended) that are based on the 
beliefs of the Company’s management, as well as assumptions made by and information currently available to the 
Company’s  management.  Such  forward-looking  statements  are  subject  to  the  safe  harbor  created  by  the  Private 
Securities Litigation Reform Act of 1995. When used in this document and in the documents incorporated herein by 
reference,  the  words  “intend,”  “anticipate,”  “believe,”  “estimate,”  “could,”  “may,”  “plan,”  “expect”  and  similar 
expressions,  as  they  relate  to  the  Company  or  its  management,  identify  such  forward-looking  statements.  Such 
statements reflect the current views of the Company or its management with respect to future events and are subject 
to certain risks, uncertainties and assumptions. Should one or more of these risks or uncertainties materialize, or should 
underlying  assumptions  prove  incorrect,  the  Company’s  actual  results,  performance,  or  achievements  could  differ 
materially from those expressed in, or implied by, any such forward-looking statements. Factors that could cause or 
contribute  to  such  material  differences  include  the  COVID-19  pandemic  (including  factors  relating  to  measures 
implemented by governmental authorities or by us to promote the safety of our employees, vendors and clients; other 
direct  and  indirect  impacts  on  our  business  and  the  businesses  of  our  clients,  vendors  and  other  partners;  impacts 
which may, among other things, adversely affect our clients’ ability to utilize our services at the levels they have 
previously; disruptions of access to our facilities or those of our clients or third parties; and increased and potentially 
significant economic uncertainty and volatility, including credit and collectibility risks and potential disruptions of 
capital  and  credit  markets),  the  possibility  that  the  demand  for  our  services  may  decline  as  a  result  of  changes  in 
general  and  industry  specific  economic  conditions,  the  timing  of  engagements  for  our  services,  the  effects  of 
competitive services and pricing, the absence of backlog related to our business, our ability to attract and retain key 
employees, the effect of tort reform and government regulation on our business and liabilities resulting from claims 
made against us. Additional risks and uncertainties are discussed under the heading “Risk Factors” and elsewhere in 
this Annual Report on Form 10-K. 

The inclusion of such forward-looking information should not be regarded as a representation by the Company or any 
other person that the future events, plans, or expectations contemplated by the Company will be achieved. Due to such 
uncertainties and risks, you are cautioned not to place undue reliance on such forward-looking statements, which speak 
only as of the date hereof. The Company does not intend to release publicly any updates or revisions to any such 
forward-looking statements.

3

PART I

Item 1. Business

GENERAL

Exponent, Inc., together with its subsidiaries, (“Exponent”, the “Company”, “we”, “us” and “our”) is a science and 
engineering consulting firm that provides solutions to complex problems. Our multidisciplinary team of scientists, 
engineers, business and regulatory consultants brings together more than 90 different technical disciplines to solve 
complicated  issues  facing  industry  and  government  today.  Our  services  include  analysis  of  product  development, 
product recall, regulatory compliance, and the discovery of potential problems related to products, people, property 
and impending litigation.

The history of Exponent, Inc. goes back to 1967, with the founding of the partnership Failure Analysis Associates, 
which  was  incorporated  the  following  year  in  California  and  reincorporated  in  Delaware  as  Failure  Analysis 
Associates, Inc. in 1988. The Failure Group, Inc. was organized in 1989 as a holding company for Failure Analysis 
Associates, Inc. and changed its name to Exponent, Inc. in 1998.

CLIENTS

General

Exponent  serves  clients  in  chemical,  construction,  consumer  products,  energy,  food,  beverage  and  nutrition, 
government,  life  sciences,  insurance,  manufacturing,  technology,  industrial  equipment,  transportation  and  other 
sectors  of  the  economy.  Many  of  our  engagements  are  initiated  directly  by  large  corporations  or  by  lawyers  or 
insurance  companies  whose  clients  anticipate,  or  are  engaged  in,  litigation  related  to  their  products,  equipment, 
processes or services. The scope of our services in failure prevention and technology evaluation has grown as the 
technological complexity of products has increased over the years. During 2020, we provided services representing 
approximately 24%, 16%, 14% and 13% of revenues to clients in the consumer products industry, energy and utilities 
industries, transportation industry and chemical industry, respectively. 

Pricing and Terms of Engagements

We provide our services on either a fixed-price basis or on a time and material basis, charging in the latter case hourly 
rates for each staff member involved in a project, based on his or her skills and experience. Our standard rates for 
professionals range from $180 to $825 per hour. Our engagement agreements typically provide for monthly billing, 
require payment of our invoices within 30 days of receipt and permit clients to terminate engagements at any time. 
Clients normally agree to indemnify us and our personnel against liabilities arising out of the use or application of the 
results of our work or recommendations.

SERVICES 

Exponent provides high quality engineering and scientific consulting services to clients around the world. Our service 
offerings  are  provided  on  a  project-by-project  basis.  Many  projects  require  support  from  multiple  practices.  We 
currently operate the following 17 practices in two reportable operating segments, (i) Engineering and Other Scientific 
and (ii) Environmental and Health: 

ENGINEERING AND OTHER SCIENTIFIC 

•

•

•

•

Biomechanics 

Biomedical Engineering & Sciences 

Buildings & Structures 

Civil Engineering 

4

•

Construction Consulting

• Data Sciences 

•

Electrical Engineering & Computer Science 

• Human Factors 

• Materials & Corrosion Engineering 

• Mechanical Engineering 

•

•

Polymer Science & Materials Chemistry 

Thermal Sciences 

• Vehicle Engineering

ENVIRONMENTAL AND HEALTH

•

•

•

Chemical Regulation & Food Safety 

Ecological & Biological Sciences 

Environmental & Earth Sciences 

• Health Sciences

ENGINEERING AND OTHER SCIENTIFIC 

Biomechanics

Our Biomechanics Practice uses engineering and biomedical science to solve complex problems at the intersection of 
biology and engineering. Our expertise is used to understand and evaluate the interaction between the human body as 
a biological system and the physical environment to explore the cause, nature, and severity of injuries.

During the past year, our biomechanics staff performed analyses of human injuries which occurred while individuals 
were utilizing a variety of products including recreational vehicles, sporting goods, trucks, trains, aircraft, industrial 
equipment,  and  automobiles.  They  also  looked  at  the  implications  of  using  protective  devices  (such  as  restraint 
systems, airbags, and helmets) on reducing the potential for injury, and assessed injuries in the workplace, in the home, 
and during recreational activities. Our consultants also evaluated product designs for performance, hazards, and injury 
risks to assist clients with design modifications, address consumer feedback, and respond to regulators.

Biomedical Engineering and Sciences 

Our Biomedical Engineering and Sciences Practice applies engineering principles to medical technologies, including 
the evaluation  of designs and performance of medical devices, pharmaceuticals, and biologics. Our engineers and 
scientists  assist  clients  with  characterization  of  biomaterials,  medical  devices,  and  their  interactions  with 
pharmaceuticals, cells, and tissues. To assist in regulatory clearance and approval, we perform preclinical testing, help 
formulate related regulatory strategy, and conduct design verification and validation. We also assist with design and 
manufacturing failure analyses, root cause assessment, recall management, and medical device explant analysis. In 
addition,  our  staff  performs  analysis  of  clinical  outcomes  for  medical  devices  and  related  procedures  using 
administrative  claims  databases.  Our  expertise  is  also  utilized  in  product  liability,  intellectual  property  litigation, 
technology acquisition and due diligence matters. During 2020 our staff engaged in the COVID-19 pandemic support 
efforts related to personal protection equipment, testing and clinical diagnostics

5

 
Buildings & Structures 

The  basic  function  of  a  building  is  to  provide  structurally  sound,  durable,  economically  constructed  and 
environmentally controlled space to house and protect occupants and contents. If this basic function is not achieved, 
it is because one or more aspect(s) of the building design or construction has failed. Our architects, structural engineers, 
and material scientists have been investigating such failures for decades, and we use this experience to solve problems 
with  building  systems  and  components,  including  finding  the  best  repair  options  and  mitigating  the  risk  of  future 
failures. 

During the past year, we have evaluated numerous problems with residential, commercial and industrial structures for 
owners, designers, and builders at project sites around the world. Our evaluations often include property inspections, 
laboratory or on-site testing, engineering analysis, and the development of repair recommendations. In addition, we 
have  worked  with  owners  to  assess  and  mitigate  the  risk  of  failure  associated  with  hazards  such  as  hurricanes, 
earthquakes,  tsunamis  and  aging  infrastructure.  We  have  assessed  these  risks  to  high-rise  buildings,  industrial 
facilities, pipelines and nuclear power plant structures and provided testimony both in the U.S. and international courts 
of law.

Civil Engineering

Our  Civil  Engineering  Practice  provides  broad  expertise  that  includes  geotechnical  engineering,  geological 
engineering, engineering geology, and geology to address a host of geo-failures, including landslides, foundation and 
retaining wall failures, pipeline failures, dam and levee failures. The practice’s expertise also includes evaluation of 
complex construction claims involving geotechnical design issues, wildland fire effects, and international construction 
disputes. Over the past year, our consultants have been engaged in a number of investigations related to wildland fires, 
landslide evaluations, construction vibration claims, construction claim and defect evaluations, and seismic design 
evaluations.  This  practice  provided  services  for  property  owners,  contractors,  design  professionals,  state  agencies, 
international government agencies, attorneys and insurance carriers.

Construction Consulting  

Our  Construction  Consulting  Practice  provides  expertise  in  the  areas  of  project  advisory,  risk  analysis,  strategic 
planning, dispute resolution, delay analysis and financial damages. During the past year, we expanded the practice by 
leveraging key client relationships in several construction sectors including utilities, infrastructure and oil and gas. 
Over the past year, the practice has been retained on numerous complex international arbitrations in Canada, Asia 
Pacific,  Europe  and  the  Middle  East.  Our  multi-disciplinary  staff,  which  includes  engineers,  project  managers, 
schedulers, quantity surveyors, and financial specialists, provides these services to both the public and private sectors 
for clients who represent a diverse mix of corporations, law firms and agencies. Our projects include many sectors of 
the  construction  and  engineering  industry  which  include  power  plants,  electric  and  gas  utilities,  petrochemical 
facilities, transportation systems, tunnels, airports, and sporting arenas. 

Data Sciences

The Data Sciences practice comprises our core capabilities in statistics, data analytics, and dedicated data collection. 
Drawing on experience in a breadth of engineering, science, health, and environmental applications, we assist clients 
life  cycle.
with 

their  most  complex  data  challenges  at  all  stages  of 

the  product  or  process 

Our  team  of  interdisciplinary  scientists  and  engineers  design  sampling  plans,  surveys,  and  experiments  to  create, 
manage, and analyze data sets of all sizes and varieties. User-focused visualizations support data-driven decision-
making  and  help  clients  measure  risks  and  benefits  to  determine  appropriate  courses  of  action.  Utilizing  rigorous 
statistical methods, our team can help assess and improve quality and reliability and mitigate risk. Our experience 
helps clients build products that perform for a wide variety of users while preventing data bias, collecting personal 
the  risks  associated  with  global  data  collection.
data  with  consideration  for  privacy,  and  managing 

6

 
During the past year, our team worked on diverse projects for government, industry, and legal clients. We performed 
assessments  of  manufacturing  quality  systems,  evaluated  the  durability  and  reliability  of  smart  cards  for  identity 
management and credentialing, examined the in-service safety record of home appliances and medical devices and 
developed sampling plans associated with product recall campaigns.

Electrical Engineering & Computer Science 

Our Electrical Engineering and Computer Science Practice offers a broad range of expertise to address complex issues 
for industrial, government and law firm clients. Our power engineers advise clients on challenges relating to reliability 
of electrical  systems,  failures  in power  generation,  transmission  and  distribution  as  well  as  on  distributed 
generation, renewables  and energy  storage. Our  team  of  electronic  engineers  works  on  failure  analysis,  product 
robustness and reliability for consumer and industrial electronics. Our information engineers and scientists work with 
high-tech  industries  and  computer-controlled  applications  to  evaluate  product  safety  and software  reliability.  The 
information engineering and science expertise we offer encompasses a breadth of areas including information and 
numerical  sciences,  algorithms  and  data  structures,  computer  graphics,  computer  architecture,  networking  and 
communications,  as  well  as  security  and  cryptography.  We  operate  laboratories  for  testing  heavy  equipment  and 
electronics and we have a broad capability in analyzing computer software.

Over the past year, we performed a wide array of investigations ranging from assessing damage to electrical power 
infrastructure  from  the  effect  of  weather-related  events  to  working  with  clients  to  develop  sophisticated  machine 
learning algorithms applied to large quantities of unstructured data. We continue to work with consumer electronics 
manufacturers and the transportation industry on the reliability and robustness of computer-controlled equipment for 
user safety.

Human Factors

Our Human Factors Practice evaluates human performance and safety in product and system use. Our consultants 
study how the limitations and capabilities of people, including memory, perception, attention, reaction time, judgment, 
physical size and dexterity, affect the way they use a product, interact with an organization or environment, process 
information or participate in an activity. 

We  review  warnings  and  labeling  issues  related  to  consumer  products,  pharmaceuticals,  motor  vehicles,  medical 
devices  and  industrial  products  –  supporting  the  development  of  safety  information  to  accompany  products  and 
assessing claims that the safety information provided was inadequate. We apply our expertise in human behavior, 
warnings, and decision making in class actions suits, and in evaluating claims seeking to establish a class. In addition, 
we assist manufacturers with compliance with regulatory guidelines related to products and work with them regarding 
analysis of adverse event reports and consumer complaints in publicly available databases overseen by the Consumer 
Product Safety Commission and the Food and Drug Administration. 

We examine the role that attention plays in human perception, memory, and behavior, and how attention, inattention, 
and distraction may affect safety in a wide range of settings and activities (e.g., operating vehicles and machinery, 
walking, and using consumer products). We address the reliability of human memory and retrospective reporting in 
the gathering of fact-based evidence. We utilize scientific investigations and research (e.g., human perception, reaction 
time,  and  looking  behavior)  to  assess  driver  behavior  in  both  accident  investigations  and  during  the  design  of 
automotive  systems.  Our  Human  Factors  scientists  have  been  actively  engaged  in  research  and  project  work  with 
Advanced Driver Assistive System (ADAS) and automated vehicle technology, in order to understand and advise our 
clients on how these technologies may change the nature and dynamic of driving, and the role and performance of the 
driver. 

We provide user experience research, including focus groups, usability testing, and complex user studies with custom-
tailored  designs,  across  a  wide  range  of  industries,  including  consumer  electronics,  medical  devices,  and  vehicle 
technologies. Our state-of-the-art Phoenix User Research Center, with 5,000 square feet of research space, has six lab 
suites,  including  a  dedicated  focus  group  room,  an  ophthalmological  lab,  a  motion  capture  lab,  and  wearable  eye 
tracking technology, plus connectivity to our vehicle test track. The scope of human factors engagements range from 
consulting on our clients’ research to providing turnkey research solutions.

7

We perform incident investigations and root cause analyses of near-misses and accidents involving human error in 
occupational  and  industrial  settings.  Our  Human  Factors  scientists  have  advanced  technical  systems  training  and 
experience required to understand how humans contribute to the initiation of, and emergency response to, explosions, 
fires,  chemical  releases,  and  major  equipment  failures  in  the  manufacturing,  utility,  oil  and  gas,  and  construction 
industries, among others. We also capitalize on this knowledge to conduct human error risk and culture assessments 
to help clients proactively control human performance gaps, improve occupational and process safety performance, 
and create administrative controls and procedures. In addition to helping clients address the frequency and severity of 
incidents related to human error, fatigue, and performance, these and other similar project activities can be leveraged 
to improve efficiency, reliability, and maintainability of normal operations.

Materials & Corrosion Engineering

Our in-depth knowledge of materials science, corrosion, and metallurgical engineering combined with the breadth of 
our  collective  experience  across  many  industries  and  disciplines  gives  our  Materials  and  Corrosion  Engineering 
Practice a unique ability to efficiently provide our clients with solutions to their complex materials-based problems. 
We use our knowledge and experience to understand how and why materials, products, and processes may not perform 
their intended function.  Further, we use this knowledge to help our clients prevent future failures of new products as 
well as aging infrastructure.   

Over the past year, our Materials and Corrosion Engineering Practice helped clients solve critical materials-related 
issues  in  the  consumer  electronics,  medical  device,  battery  systems,  chemical  processing,  transportation,  energy, 
utilities, and aerospace fields, among others.

Mechanical Engineering

We provide clients with a thorough comprehension of current and alternate designs of mechanical systems to identify 
vulnerabilities  before  failures  occur,  develop  appropriate  risk  mitigation  methods,  and  provide  post-failure 
investigations. Our consultants review the performance and reliability of industrial processes, manufactured products, 
and engineered systems, and we determine the root cause of failures. We assist in legal and insurance matters, failure 
investigations, product recall investigations, internal compliance programs, product development, workplace safety 
evaluations, and intellectual property matters. 

Our  staff  members  develop  and  utilize  detailed  and  validated  computational  models  and  laboratory  experimental 
methods to evaluate products, systems, and equipment. We perform field inspections, rely on industry standards, and 
utilize  operational  data  to  inform  our  analyses.  We  have  performed  these  activities  in  a  broad  range  of  industries 
including  transportation,  energy,  industrial  equipment,  building  systems,  medical  devices,  and  consumer 
products.  During the past year, our mechanical engineers worked on a wide variety of projects including international 
construction disputes, product recalls, and mechanical safety in product development.

Polymer Science & Materials Chemistry

Our  Polymer  Science  and  Materials  Chemistry  Practice  consults  with  industrial,  government,  legal,  insurance  and 
individual clients regarding polymers and textiles used in diverse applications as well as the chemistry, materials and 
processing  aspects  of  batteries,  drug  delivery  systems,  and  other  products  that  depend  on  highly  controlled 
manufacturing  environments.  We  assist  clients  in  understanding  the  short-  and  long-term  performance  of  plastic, 
rubber, adhesive, coating, composite, reactive chemical systems, and electrochemical energy storage systems when 
challenged  by  physical,  chemical,  thermal  and  other  operational  stressors.   Our  work  also  includes  customized 
chemical, electrochemical and rheological testing and leverages expanding internal infrastructure for instrumented 
analysis and advanced imaging capabilities. 

Our consultants participate in product development programs, perform failure analyses and provide support to clients 
involved in regulatory and legal proceedings and the protection of intellectual property. Clients value our technical 
expertise related to chemistry, formulation, manufacturing and materials performance, our understanding of the history 
and evolution of these materials, and our ability to assist them in identifying and incorporating emerging materials 
and manufacturing technologies into their businesses. During the past year, significant program activities addressed 

8

 
aspects  of  battery  systems,  consumer  electronics,  wearable  devices,  implantable  medical  devices,  drug  delivery 
systems, medical diagnostics, building materials, water handling systems, synthetic turf, the plastics supply chain, fire 
retardancy  and  flammability,  technology  scouting,  materials  science  aspects  of  health  risk,  service  life  prediction, 
sustainability, and intellectual property related to consumer, recreational, medical, pharmaceutical, food packaging 
and other products, including trade secrets. 

Thermal Sciences

Our Thermal Sciences Practice provides multi-disciplinary expertise to assist clients in chemical, fire protection, and 
mechanical engineering. We have investigated and analyzed thousands of fires and explosions ranging from high loss 
disasters  at  manufacturing  facilities,  energy  facilities  and  oil  and  gas  installations  to  small  insurance  claims. 
Information gained from these analyses has helped us assist clients with preventive measures related to the design of 
their facilities and products. We assist clients in minimizing the risk of fires and explosions, we provide regulatory 
consulting for permitting new industrial facilities, and we assist manufacturers in addressing the risk of fires associated 
with consumer products. Our engineers use fire modeling and other computational fluid dynamics modeling tools to 
supplement our analytical, experimental, and field-based activities. Preventive services include process safety hazard 
analysis for the chemical and oil and gas industries, fire protection engineering and dust explosion consulting. 

In recent years, the Thermal Sciences Practice has developed tools to evaluate fire and explosion risks of lithium-ion 
batteries. We have consulted with a variety of clients to evaluate and mitigate fire and explosion hazards of batteries 
in applications including consumer products, vehicles and energy storage. We continue to be very active in wildland 
fire investigation and risk assessment. 

During the past year, our work in oil and gas exploration and production, liquefied natural gas and downstream oil 
and  gas  sectors  has  continued.  Our  services  in  these  areas  include  assessing  new  oil  well  control  technologies, 
assessing  potential  fire  and  explosion  risks  and  consequences,  investigating  loss  of  containment  incidents  and 
assessing the integrity of fixed assets.

Vehicle Engineering

We have performed thousands of investigations for the automotive, trucking, recreational vehicle, marine, aerospace, 
and rail industries. Internal research programs and client projects have resulted in technological contributions that 
have assisted manufacturers in the understanding of product performance and provided insight to government agencies 
in establishing policy and regulations. Information gained from these analyses has also assisted clients in assessing 
preventive measures related to the design of their products, as well as evaluating failures.

Our Test and Engineering Center located in Phoenix, Arizona, is used for our most complex testing and analysis. We 
have gained a worldwide reputation for our ability to mobilize resources expeditiously and efficiently, integrate a 
broad array of technical disciplines, and provide valuable insight that is objective and withstands rigorous scrutiny. 
Many of our projects involve addressing the cause of accidents and our clients rely on us to determine what happened 
in an accident and why it happened. In many cases, clients also want us to assess what could have been done to reduce 
the  severity  of  the  accident  or  to  mitigate  occupant  injuries  to  those  involved.  Current  advances  in  emerging 
transportation technologies and concepts allow our multi-disciplinary team of scientists, engineers, and analysts across 
numerous  practices  to  focus  on  the  development  and  implementation  of  connected  vehicles,  automated  vehicles, 
connected/smart  cities,  and  data  analyses.  Whether  the  objective  is  design  analysis,  component  testing,  failure 
analysis, or accident reconstruction, our knowledge of vehicle systems and engineering principles coupled with our 
experience from conducting full-scale tests aim to add insight and proficiency to every project.

ENVIRONMENTAL AND HEALTH SCIENCES

Chemical Regulation & Food Safety

Our  Chemical  Regulation  and  Food  Safety  Practice  includes  both  technical  and  regulatory  specialists  who  are 
experienced in dealing with foods, food ingredients, cosmetics, dietary supplements, pesticide and biocides (including 
conventional  chemicals,  biochemicals,  microbials,  antimicrobials/biocides,  and  products  of  biotechnology),  and 

9

industrial  chemicals.  We  provide  practical,  scientific  and  regulatory  support  to  meet  global  business  objectives  at 
every stage of the product cycle, from research and development to retail and beyond. 

During  the  past  year,  our  Chemical  Regulation  and  Food  Safety  staff  have  conducted  a  wide  array  of  work.  The 
European and U.S. sides of the practice were jointly involved with ongoing support of COVID-19 related sanitizers 
and disinfectants as well as multiple new pesticide active ingredients and end-use products. The European side of our 
business was involved with many projects related to plant protection and biocidal product regulatory submissions, 
from new active substances and those under review to product-specific dossiers for European member states. Due to 
the pandemic numerous regulatory dossiers and risk assessments were prepared for emergency registration of biocidal 
products  (surface  disinfectants  and  hand  sanitizers)  throughout  Europe.  In  addition,  we  provided  many  specialist 
assessments relating to human and environmental exposure and product efficacy as well as national and international 
Maximum Residue Limit/import tolerance submissions covering countries such as South Korea, Taiwan and Hong 
Kong. In Europe and the U.S., we continued to provide clients with regulatory compliance support for food contact 
materials, food additives, novel foods, nutrition-related analyses, as well as undertaking safety assessments for food 
and cosmetics products. We also provided proactive and reactive product safety and litigation support. For industrial 
chemicals, we continued to provide full regulatory support for our clients who prepared and submitted registrations 
and risk assessments. Our European and U.S. offices were active supporting our clients with their E.U. Registration, 
Evaluation, Authorisation and Restriction of Chemicals (REACH) and U.S. Toxic Substances Control Act regulatory 
requirements. Our U.S. offices continued to provide services related to new pesticide active ingredients and end-use 
product development and registrations in the U.S., Canada, and Mexico, registration review by the U.S. Environmental 
Protection Agency, new requirements related to the U.K. leaving the E.U., state registration support, import tolerances 
in the U.S. and Canada, inert ingredient approvals, due diligence related to product and/or business sales, and data 
compensation.  

Ecological & Biological Sciences 

Our  ecological  and  biological  scientists  provide  strategic  support  on  issues  related  to  natural  resources  damages 
associated with chemicals and forest fires, international environmental disputes, ecosystem service assessments for 
businesses,  adverse  weather  events/climate  change,  ecological  risk  assessment,  ecotoxicology,  novel  remediation 
methods, restoration of wetlands and other natural resources, large development projects, resource utilization (such as 
mineral  mining,  oil  and  gas,  wood  pulp,  etc.),  agriculture  land-use  impacts,  genomic  assessments,  and  the  use  of 
chemicals and other products in commerce. The practice specializes in assessing the integrated effects of chemical, 
biological, and physical stressors on aquatic and terrestrial ecosystems. Many of these assessments utilize a causal 
analysis approach to systematically and transparently determine causation in complex and interrelated situations. The 
practice is comprised of nationally recognized experts that cover disciplines related to the ecological implications and 
risks associated with these projects. 

Environmental & Earth Sciences

Our environmental scientists and engineers provide cost-effective, scientifically defensible and realistic assessments 
and solutions to complex environmental issues. We offer technical, regulatory, and litigation support to industries that 
include oil and gas, mining and minerals, chemicals, forest products, railroads, aerospace, development, and trade 
associations, and to municipal and governmental clients. Our consultants specialize in the areas of environmental fate 
and transport, environmental chemistry and forensics, remediation consulting, environmental engineering and waste 
management, and natural resources damages assessment. Our expertise also includes hydrology and hydrogeology, 
modeling and monitoring, water quality, water rights and water resources, extreme weather event and climate change 
risk management, and evaluation of environmental and social risks.

Our  work  frequently  involves  complex  and  high  visibility  environmental  problems  and  issues,  often  the  focus  of 
environmental or toxic tort claims, where evaluation of contamination and historical reconstruction of events, releases, 
and  doses  are  central  to  problem  resolution.  We  provide  case-specific  strategic  and  advisory  consulting  on  risk 
mitigation,  planning,  and  environmental  regulatory  and  policy  issues,  as  well  as  high-level  technical  strategic 
consulting  to  support  critical  business  decisions  and  for  complex  matters  where  understanding  the  long-term 
implications of early technical actions is critical to managing overall liability.

10

Health Sciences

Our health scientists, including epidemiologists, toxicologists, industrial hygienists, exposure scientists, air quality 
scientists,  biostatisticians,  risk  assessment  scientists,  and  physicians,  apply  scientific  and  medical  principles  to 
examine and address complex human-health-related risk issues in a variety of settings. Our consultants are recognized 
nationally  and  internationally  for  our  outstanding  expertise  and  credentials,  and  our  decades  of  experience  in 
government, academia, and industry sectors. Our work has included numerous community and environmental health 
assessments, disease cluster investigations, air quality investigations and analyses, survey research, cohort and case-
control studies, exposure assessment and simulation studies, biologically-based modeling, meta-analyses, and state-
of-the-art literature reviews. We have addressed critical issues for clients on industrial chemicals, pesticides, mineral 
fibers, drugs, medical devices, consumer products, nanotechnology, and other agents and products as they relate to 
human health risk.

Our multidisciplinary team has extensive experience investigating a broad variety of health concerns such as claims 
of adverse health effects from exposures to a wide range of physical agents (e.g., ionizing radiation, low- and radio-
frequency electromagnetic fields); chemical agents (e.g., volatile organic compounds, metals, dusts, air pollutants, 
mineral fibers, fumes, nanoparticles, and pharmaceuticals); and biological agents (fungi/molds, bacteria, and other 
micro-organisms). We can assess the potential health effects of occupational and environmental exposures; investigate 
accidental releases of chemicals and evaluate fate and transport of chemical substances; characterize consumer and 
workplace  exposures  through  simulation  and  exposure  reconstruction;  provide  air  quality  and  meteorological 
modeling, permitting, and licensing support services; develop measures of prevention and exposure control; and assist 
clients with occupational safety and health evaluations and emergency preparedness and response. In the past year, 
we have added key principal pharmacoepidemiologists, expanding our expertise in the pharmaceuticals arena, from 
pre-approval through post-marketing. This expanding team brings innovation and novel approaches to complex issues 
in drug safety, analyses of electronic medical or health records, and regulatory strategies related to drugs, devices, and 
other medical products regulated by the U.S. Food and Drug Administration.  

COMPETITION

The marketplace for our services is fragmented and we face different sources of competition in providing various 
services. In addition, the services that we provide to some of our clients can be performed in-house by those clients. 
Clients  that  have  the  capability  to  perform  such  services  themselves  will  retain  Exponent  or  other  independent 
consultants because of independence concerns.

In  each  of  our  practices,  we  believe  that  the  principal  competitive  factors  are:  technical  capability  and  breadth  of 
services,  ability  to  deliver  services  on  a  timely  basis,  professional  reputation  and  knowledge  of  litigation  and 
regulatory processes. Although we believe that we generally compete favorably in each of these areas, some of our 
competitors may be able to provide services acceptable to our clients at lower prices.

We believe that the barriers to entry are low and that for many of our technical disciplines, competition is increasing. 
In response to competitive forces in the marketplace, we continue to look for new markets for our various technical 
disciplines.

HUMAN CAPITAL

Exponent's  vision  is  to  engage  the  brightest  scientists  and  engineers  to  empower  clients  with  solutions  for  a  safe, 
healthy, sustainable and technologically complex world. Attracting, exciting, developing, and rewarding exceptional 
people  with  diverse  backgrounds  and  expertise  are  central  to  our  corporate  mission.  As  a  pre-eminent  global 
engineering  and  scientific  consulting  firm,  we  continuously  create  opportunity  for  hundreds  of  talented  staff. 
Exponent's culture actively supports the development of our professionals and their potential by creating a stimulating, 
growth-oriented  and  inclusive  environment.  Our  programs,  tools,  and  processes  support  the  development  of  (1) 
science and engineering consultants, who balance exceptional technical prowess and objectivity with sound business 
acumen; (2) corporate and support staff, who empower expansion into multiple markets; and (3) leaders who inspire 
outstanding performance.

As of January 1, 2021, we employed 1,168 full-time, part time and hourly employees, including 930 engineering and 
scientific staff, 63 technical support staff and 175 administrative and support staff. Our staff includes 857 employees 

11

with advanced degrees, of which 642 employees have achieved the level of Ph.D., Sc.D., or M.D. As of January 1, 
2021 approximately 88% of our employees are located in the United States and 12% are located in other global regions.

Technical full-time equivalent employees is a key metric that we use to analyze our revenues. During 2020 technical 
full-time equivalent employees increased 1% to 912 as compared to 901 during the prior year due to our recruiting 
and retention efforts. We attribute our ability to grow technical full-time equivalent employees to a number of factors, 
including exciting and challenging assignments, strong leadership and management, the opportunity to learn new skills 
and  advance  careers,  along  with  competitive  and  equitable  total  rewards.  To  ensure  a  compelling  total  rewards 
philosophy and practice, we have practices in place to deliver fair and equitable compensation for employees based 
on their contribution and performance. We also offer a comprehensive set of benefits for employees and their families.   

Exponent’s core values include being the best and getting it right; doing challenging, exciting, and important work in 
an  ethical  and  objective  manner;  recognizing  and  rewarding  good  work;  working  in  teams  and  sharing  a  sense  of 
mission;  insisting  on  honesty,  integrity,  trust  and  respect  for  the  individual;  and  providing  life-long  professional 
learning and renewal.

Our  staff  share  their  unique  specialized  scientific  expertise  on  over  250  individual  scientific  and  engineering 
committees  and  advisory  boards.  Many  of  our  staff  serve  in  leadership  roles  or  are  actively  working  to  develop 
technical  standards.  Exponent’s  professionals  routinely  contribute  to  the  advancement  of  science  through  peer-
reviewed scientific literature, publishing a multitude of articles, book chapters, and books every year. Exponent staff 
have published over 900 articles in scientific and engineering journals. More than 50 Exponent consultants currently 
hold  positions  at  academic  institutions,  where  they  serve  as  professors,  research  professors,  adjunct  and  associate 
faculty, lecturers, instructors, and advisors.

At  Exponent,  the  health  and  safety  of  our  employees  is  extremely  important  to  us.  To  help  mitigate  occupational 
hazards we maintain a safety management program that includes policies, procedures, training, and other contributions 
to address the wide variety of project engagements. During the COVID-19 pandemic, our primary focus has been on 
the safety and well-being of our employees and their families. Our global pandemic efforts include leveraging the 
advice  and  recommendations  of  infectious  disease  experts  to  establish  proper  safety  standards.  As  the  pandemic 
continues, the health and well-being of our workforce remains a top priority while we ensure productive remote work.

To enable a culture where diversity, equity, and inclusion are embedded we have articulated four pillars of action. 
These include recruiting, people development, communication, and outreach.

Recruiting

We are working to identify and meet candidates from increasingly diverse backgrounds and to minimize bias in our 
screening  process.  Through  our  university  recruiting  program  we  visit  over  50  universities  each  year,  and  virtual 
webinars allow us to engage graduate students at over 100 universities. Our outreach to students who are members of 
affinity  groups  on  campus  supports  diversification  of  our  candidate  pool.  We  are  committed  to  broadening 
relationships with historically black colleges and universities with graduate programs in our technical disciplines. Our 
recruiting teams also identify diverse candidates from employee referrals, website applicants, and conferences. Our 
leaders are continuously engaged with experienced consultants in other firms to stay alert to trends in the industry and 
to  recruit.  We  employ  a  behavioral  and  technical  competency-based  interviewing  process  to  reduce  bias  in  our 
candidate screening.

People Development

We work to ensure that our people receive equitable opportunities and training and that our development pathways 
are free from bias. Our employee resource group, which is focused on women and underrepresented minorities, teams 
with our human resources department to conduct a quarterly seminar series on a broad set of topics ranging from 
work-life balance to cross-cultural communications. We encourage our staff to participate in technical conferences, 
professional  societies,  and  standards  committees.  We  support  our  technical  staff  as  they  share  their  scientific  and 
engineering insights related to safety, health, and the environment through Exponent website and social media content, 
our  webinar  series,  and  external  speaking  opportunities.  Our  mentoring  program  provides  training  and  leadership 
opportunities to consultants early in their careers. Our sponsorship program pairs rising mid-level consultants with 
senior leaders who serve as advocates and provide career opportunities. This pairing is a two-year commitment. We 

12

encourage training for all employees and provide training opportunities at all levels on a variety of technical and soft 
skills  topics.  Our  leadership  is  exposed  to  best  management  practices  that  are  vital  to  their  development  and  the 
development of their staff.

Communication

We encourage employee investment in the firm’s success by engaging with them through annual leadership meetings 
and  quarterly  all-employee  meetings.  We  also  encourage  our  line  management  to  invest  in  employees'  physical, 
cognitive, and emotional energy through their work. Employee engagement surveys are conducted annually to solicit, 
collect, and disseminate feedback in our effort to continually improve our work environment. Exponent maintains an 
online suggestion box for employees to express ideas for improving our work environment. Exponent also provides 
new parent affinity groups and a shared online workspace for balancing work and parenting life.

Outreach

In June of 2020, Exponent matched employee contributions to charities involved in diversity, equity, and inclusion 
initiatives with a $50,000 grant to the United Negro College Fund (UNCF). This grant will fund 16 scholarships for 
African American students pursuing STEM majors at UNCF-member historically black colleges and universities. We 
support the initiatives of our employees as they seek local service opportunities, and we are developing strategies for 
deeper engagement in service through our participation in professional societies. Our Volunteer Connection intranet 
site enables employees to share stories and pictures of outreach to their local communities and to encourage others to 
participate.

ADDITIONAL INFORMATION

The address of our Internet website is www.exponent.com. We make available, free of charge through our website, 
access to our Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and 
other periodic and current Securities and Exchange Commission (SEC) reports, along with amendments to all of those 
reports, as soon as reasonably practicable after we file or furnish the reports with the SEC. Copies of material filed or 
furnished by us with the SEC may also be obtained by writing to us at our corporate headquarters, Exponent, Inc., 
Attention: Investor Relations, 149 Commonwealth Drive, Menlo Park, CA 94025, or by calling (650) 326-9400. The 
content of our Internet website is not incorporated into and is not part of this Annual Report on Form 10-K.

EXECUTIVE OFFICERS OF THE REGISTRANT

The executive officers of Exponent and their ages as of February 26, 2021 are as follows:

Name
Catherine Ford Corrigan, Ph.D. ................................
Robert I. Haddad, Ph.D.............................................
Brad A. James, Ph.D. ................................................
Harri K. Kytomaa, Ph.D............................................
Steven J. Murray, Ph.D. ............................................
John D. Pye, Ph.D. ....................................................
Richard Reiss, Sc.D. .................................................
Maureen T.F. Reitman, Sc.D. ...................................
Richard L. Schlenker, Jr............................................

Age
52
63
55
62
46
50
54
52
55

Sally B. Shepard........................................................

60

Position
President and Chief Executive Officer
Group Vice President
Group Vice President
Group Vice President
Group Vice President
Group Vice President
Group Vice President
Group Vice President
Executive Vice President, Chief Financial Officer and Corporate 
Secretary
Chief Human Resources Officer

Executive officers of Exponent are appointed by the Board of Directors and serve at the discretion of the Board or 
until the appointment of their successors. There is no family relationship between any of the directors and officers of 
the Company.

13

Catherine Ford Corrigan, Ph.D., joined the Company in 1996. She was promoted to Principal in the Biomechanics 
practice in 2002 and was appointed Group Vice President in May 2012. Dr. Corrigan was named President in July 
2016. She was named Chief Executive Officer and elected to the Board of Directors in May 2018. Dr. Corrigan earned 
her Ph.D. (1996) in Medical Engineering and Medical Physics and M.S. (1992) in Mechanical Engineering from the 
Massachusetts Institute of Technology and her B.S. in Bioengineering from the University of Pennsylvania. Prior to 
joining Exponent, Dr. Corrigan was a researcher in the Orthopaedic Biomechanics Laboratory at Beth Israel Hospital 
and Harvard Medical School. On February 9, 2021, Dr. Corrigan was elected to the National Academy of Engineering.

Robert I. Haddad, Ph.D., joined the Company in May 2016 as a Corporate Vice President and Principal Scientist. 
He was promoted to Group Vice President in October 2016. Prior to joining the Company, Dr. Haddad was Chief, 
Assessment  &  Restoration  Division,  Office  of  Response  &  Restoration  at  the  National  Oceanic  and  Atmospheric 
Administration from 2007 to 2016 where he was responsible for the strategic evaluation and tactical resolution of 
environmental  problems.  From  2002  to  2007,  Dr.  Haddad  was  President  and  Principal  Scientist  at  Applied 
Geochemical Strategies, Inc. where he was responsible for providing litigation support and expertise in environmental 
forensics,  human  health  and  ecological  risk  assessments,  and  natural  resource  damage  assessments  to  regional, 
national,  and  international  clients.  Dr.  Haddad  received  his  Ph.D.  (1989)  in  Chemical  Oceanography  from  the 
University of North Carolina, Chapel Hill and B.S. (1979) in Geology from the University of California, Los Angeles. 
Dr. Haddad has published in peer-reviewed technical publications and scientific journals, and has authored over 300 
technical reports and confidential documents for a variety of projects.

Brad  A.  James,  Ph.D.,  joined  the  Company  in  1994.  He  was  promoted  to  Principal  Engineer  in  2005  and  was 
appointed Corporate Vice President in 2014. Dr. James was appointed Group Vice President on January 4, 2020. Dr. 
James received his Ph.D. (1994) in Metallurgical and Materials Engineering from the Colorado School of Mines and 
his B.S. (1988) in Metallurgical Engineering from the University of Washington. He is a licensed professional engineer 
in the states of California and Texas. Prior to joining Exponent, Dr. James was employed as a Research Engineer, 
Materials Performance Division, at the Babcock and Wilcox R&D Center.

Harri K. Kytomaa, Ph.D., joined the Company in 1994. He was promoted to Principal Engineer in 1999 and was 
appointed Corporate Vice President in 2006. Dr. Kytomaa was appointed Group Vice President in October 2016. Dr. 
Kytomaa received his Ph.D. (1986) in Mechanical Engineering and M.S. (1981) in Mechanical Engineering from the 
California Institute of Technology, and B.Sc. (1979) in Engineering Science from Durham University, England. He is 
a Registered Professional Engineer in 9 states and a Certified Fire and Explosion Investigator in accordance with the 
National Association of Fire Investigators National Certification Board. Prior to joining Exponent, Dr. Kytomaa was 
Assistant Professor and Associate Professor of Mechanical Engineering at the Massachusetts Institute of Technology, 
where he was head of the Fluid Mechanics Laboratory.

Steven J. Murray, Ph.D., joined the Company in 2001. He was promoted to Principal Engineer in 2008. Dr. Murray 
was  promoted  to  Corporate  Vice  President  in  May  2014  and  Group  Vice  President  in  January  2015.  Dr.  Murray 
received his Ph.D. (2000) in Materials Science and Engineering (Electronic Materials Panel) from the Massachusetts 
Institute of Technology, B.S. (1996) in Materials Science and Mineral Engineering and B.S. (1996) in Mechanical 
Engineering from the University of California, Berkeley. He is a Registered Professional Electrical Engineer in the 
State of Oregon and Registered Professional Mechanical Engineer in the State of California. 

John D. Pye, Ph.D., joined the Company in 1999. He was promoted to Principal Engineer in 2006 and was appointed 
Corporate Vice President in 2009. Dr. Pye was appointed Group Vice President in January 2014. Dr. Pye received his 
Ph.D.  (1999)  in  Aerospace  Engineering  from  Stanford  University,  M.S.  (1993)  in  Aerospace  Engineering  from 
Stanford  University,  and  B.A.Sc.  (1992)  in  Engineering  Science  from  the  University  of  Toronto,  Canada.  He  is  a 
Registered Professional Mechanical Engineer in the State of California. Prior to joining Exponent, Dr. Pye held a 
research  position  in  the  Aerospace  Fluid  Mechanics  Lab  at  Stanford  University  where  he  was  responsible  for  the 
renovation  and  redesign  of  the  Stanford  Low-Speed  wind  tunnel  as  well  as  managing  the  Stanford  experimental 
facilities for the Stanford/NASA Ames Joint Institute for Aeronautics and Astronautics.

Richard Reiss, Sc.D., joined the Company in 2006 as a Principal Scientist. He was promoted to Group Vice President 
in January 2015. Dr. Reiss earned his Sc.D. (1994) in Environmental Health from the Harvard University School of 
Public Health, M.S. (1991) in Environmental Engineering from Northwestern University and B.S. (1989) in Chemical 
Engineering from the University of California, Santa Barbara. Prior to joining Exponent he was a Vice President with 
Sciences International. Dr. Reiss is a Fellow of the Society of Risk Analysis.

14

Maureen T.F. Reitman, Sc.D., joined the Company in 2002. She was promoted to Principal Engineer in 2006 and 
was appointed Corporate Vice President in 2014. Dr. Reitman was appointed Group Vice President on January 4, 
2020. Dr. Reitman received her Sc.D. (1993) in Materials Science and Engineering from the Massachusetts Institute 
of  Technology  and  her  B.S.  (1990)  in  Materials  Science  and  Engineering  from  the  Massachusetts  Institute  of 
Technology. She is a registered Professional Mechanical Engineer in the state of Maryland. Prior to joining Exponent, 
Dr.  Reitman  worked  for  the  3M  Company  in  both  research  and  management  roles.  Her  activities  at  3M  included 
technology  identification,  materials  selection  and  qualification,  product  development,  customer  support,  program 
management, acquisition integration, intellectual property analysis, and patent litigation support.

Richard  L.  Schlenker,  Jr.,  joined  the  Company  in  1990.  Mr.  Schlenker  is  the  Executive  Vice  President,  Chief 
Financial Officer and Corporate Secretary of the Company. He was appointed Executive Vice President in April 2010, 
Chief Financial Officer in July 1999 and Secretary of the Company in November 1997. Mr. Schlenker was the Director 
of Human Resources from 1998 until his appointment as Chief Financial Officer. He was the Manager of Corporate 
Development from 1996 until 1998. From 1993 to 1996, Mr. Schlenker was a Business Manager, where he managed 
the business activities for multiple consulting practices within the Company. Prior to 1993, he held several different 
positions in finance and accounting within the Company. Mr. Schlenker holds a B.S. in Finance from the University 
of Southern California.

Sally B. Shepard, rejoined the Company in 2014 as Vice President - Human Resources and was promoted to Chief 
Human  Resources  Officer  in  2017.  From  2012  to  2014  she  served  as  Vice  President  Human  Resources  at  41st 
Parameter, which was acquired by Experian. From 2002 to 2009 she served as Vice President Human Resources at 
CoWare, Inc., which was acquired by Synopsys. From 2000 to 2001 Ms. Shepard served as Vice President Human 
Resources at Lutris Technologies. She also provided Human Resources consulting services for a variety of companies 
between roles. From 1981 to 1999 Ms. Shepard held a variety of roles at Exponent including Managing Engineer, 
Business  Manager,  Director  of  Human  Resources  and  Information  Technology,  and  Vice  President  of  Corporate 
Human Resources. Ms. Shepard holds a B.S. (1982) in Mechanical Engineering from Stanford University.

Item 1A. Risk Factors

Exponent  operates  in  a  rapidly  changing  environment  that  involves  a  number  of  uncertainties,  some  of  which  are 
beyond our control and may have a material adverse effect on our financial condition and results of operations. These 
uncertainties  include,  but  are  not  limited  to,  those  mentioned  elsewhere  in  this  report  and  those  set  forth  below. 
Although the risks are organized by headings, and each risk is discussed separately, many are interrelated. 

Risks Related to Our Clients and Demand for Our Services

The  effects  of  the  COVID-19  pandemic  have  materially  affected  our  operations  and  those  of  our  clients.  The 
duration and extent to which the COVID-19 pandemic will impact our future financial condition and results of 
operations remains uncertain.

In March 2020, the World Health Organization declared the outbreak of COVID-19 a pandemic, which continues to 
spread throughout the U.S. and the world and has resulted in authorities implementing numerous measures to contain 
the  virus,  including  travel  bans  and  restrictions,  quarantines,  shelter-in-place  orders,  and  business  limitations  and 
shutdowns. While we are unable to accurately predict the full impact that the COVID-19 pandemic will have on our 
financial condition and results of operations due to numerous uncertainties, including the duration and severity of the 
pandemic  and  containment  measures,  compliance  with  these  measures  has  impacted,  and  will  likely  continue  to 
impact, our operations.

The vast majority of our employees have been working remotely since the implementation of government measures 
to contain the virus. These remote working arrangements may result in inefficiencies, delays and additional costs and 
risks. In addition, most of our clients are also working remotely, which may delay the initiation of new projects and 
the  execution  of  on-going  work.  Many  of  our  litigation  support  projects  paused  due  to  courthouse  closures  and 
associated legal delays. Travel restrictions have delayed work that requires inspection of a site or a product that cannot 
be shipped. The pandemic has also negatively impacted our ability to conduct user studies.

The  COVID-19  pandemic  also  raises  the  possibility  of  an  extended  global  economic  downturn  and  has  caused 
volatility in financial markets, which could affect demand for our services and impact our financial condition and 
results of operations even after the pandemic is contained and the containment measures are lifted. For example, we 

15

may be unable to collect receivables from those customers significantly impacted by the COVID-19 pandemic. We 
believe that our existing balances of cash, cash equivalents, short-term investments and cash generated from operations 
are sufficient to satisfy our working capital needs, capital expenditures, outstanding commitments, stock repurchases, 
dividends and other liquidity requirements over at least the next 12 months. However, we continue to monitor the 
impact of the COVID-19 pandemic on our cash flows and on the credit and financial markets.

The duration and extent of the impact from the COVID-19 pandemic depends on future developments that cannot be 
accurately predicted at this time, such as the severity and transmission rate of the virus, the extent and effectiveness 
of  containment  actions,  and  the  impact  of  these  and  other  factors  on  our  employees  and  clients. There  can  be  no 
assurance, however, that the ultimate impact on our financial condition and results of operations will not be material. 
We will continue to evaluate the nature and extent of the impact of the COVID-19 pandemic to our business.

The unpredictable and reactive nature of our business can create uneven performance in any given quarter or 
year.

Revenues are primarily derived from services provided in response to client requests or events that occur without 
notice, and engagements, generally billed as services are performed, are terminable or subject to postponement or 
delay at any time by clients. As a result, backlog at any particular time is small in relation to our quarterly or annual 
revenues and is not a reliable indicator of revenues for any future periods. Revenues and operating margins for any 
particular quarter are generally affected by staffing mix, resource requirements and timing and size of engagements.

Our  financial  results  could  suffer  if  our  clients’  needs  change  more  rapidly  than  we  are  able  to  secure  the 
appropriate mix of trained, skilled and experienced personnel.

As our clients’ needs change, new technologies develop, and legal and regulatory processes change, we may be unable 
to timely hire or train personnel with the appropriate new set of skills and experience which could negatively impact 
our growth and profitability.

The loss of a large client could adversely affect our business.

We  currently  derive  a  significant  portion  of  our  revenues  from  clients  in  the  chemical,  construction,  consumer 
products, energy, life sciences and transportation industries. The loss of any large client could have a material adverse 
effect on our business, financial condition or results of operations.

Our clients may be unable to pay for our services.

If  a  client's  financial  difficulties  become  severe,  the  client  may  be  unwilling  or  unable  to  pay  our  invoices  in  the 
ordinary course of business, which could adversely affect collections of both our accounts receivable and unbilled 
services. The COVID-19 pandemic raises the possibility of an extended global economic downturn, which may impact 
the ability of our customers to pay for our services. On occasion, some of our clients have entered bankruptcy, which 
has prevented us from collecting amounts owed to us. The bankruptcy of a client with substantial accounts receivable 
could have a material adverse effect on our financial condition and results of operations.

Our business is dependent on our professional reputation.

The professional reputation of Exponent and its consultants is critical to our ability to successfully compete for new 
client engagements and attract or retain professionals. Proven or unproven allegations against us may damage our 
professional reputation. Any factors that damage our professional reputation could have a material adverse effect on 
our business.

Our business can be adversely impacted by deregulation or reduced regulatory enforcement.

Public concern over health, safety and preservation of the environment has resulted in the enactment of a broad range 
of environmental and/or other laws and regulations by local, state and federal lawmakers and agencies. These laws 
and the implementation of new regulations affect nearly every industry, as well as the agencies of federal, state and 
local governments charged with their enforcement. To the extent changes in such laws, regulations and enforcement 
or other factors significantly reduce the exposures of manufacturers, owners, service providers and others to liability, 
the demand for our services may be significantly reduced.

16

 
Tort reform can reduce demand for our services.

Several of our practices have a significant concentration in litigation support consulting services. To the extent tort 
reform reduces the exposure of manufacturers, owners, service providers and others to liability, the demand for our 
litigation support consulting services may be significantly reduced.

Potential conflicts of interest may preclude us from accepting some engagements. 

We provide litigation support consulting and other services primarily in connection with significant disputes, or other 
matters that are usually adversarial or that involve sensitive client information. The nature of our consulting services 
has and will continue to preclude us from accepting engagements with other potential clients because of conflicts. 
Accordingly, the nature of our business limits the number of both potential clients and potential engagements. 

Inherent risks related to government contracts may adversely affect our business.

We work for various United States and foreign governmental entities and agencies. Government entities reserve the 
right  to  audit  our  contracts  and  conduct  inquiries  and  investigations  of  our  business  practices  with  respect  to 
government contracts. Findings from an audit may result in fees being refunded to the government or prospective 
adjustment to previously agreed upon rates that will affect future margins. If a government client discovers improper 
or illegal activities in the course of audits or investigations, we may become subject to various civil and criminal 
penalties and administrative sanctions, which may include termination of contracts, forfeiture of profits, suspension 
of payments, fines and suspensions or debarment from doing business with other agencies of the government. The 
inherent limitations of internal controls may not prevent or detect all improper or illegal activities, regardless of the 
adequacy of such controls. Government contracts, and the proceedings surrounding them, are often subject to more 
extensive  scrutiny  and  publicity  than  other  commercial  contracts.  Negative  publicity  related  to  our  government 
contracts, regardless of whether it is accurate, may further damage our business by affecting our ability to compete 
for new contracts.

Governments may terminate, cancel, modify or curtail our contracts at any time prior to their completion. 

Under our government contracts, the client generally has the right not to exercise options to extend or expand our 
contracts and may otherwise terminate, cancel, modify or curtail our contracts at its convenience. Any decision by the 
client  not  to  exercise  contract  options  or  to  terminate,  cancel,  modify  or  curtail  our  programs  or  contracts  would 
adversely affect our revenues, revenue growth and profitability.

Risks Related to Our Operations

Failure to attract and retain key employees may adversely affect our business.

Exponent’s business involves the delivery of professional services and is labor-intensive. Our success depends in large 
part upon our ability to attract, retain and motivate highly qualified technical and managerial personnel. Qualified 
personnel are in great demand and are likely to remain a limited resource for the foreseeable future. We cannot provide 
any assurance that we can continue to attract sufficient numbers of highly qualified technical and managerial personnel 
and retain existing employees. We have experienced and expect to continue to experience employee turnover. The 
loss of key managerial employees, business generators or any significant number of employees could have a material 
adverse impact on our business, including our ability to secure and complete engagements.

Our engagements may result in professional or other liability. 

Our services typically involve difficult engineering and scientific assignments and carry risks of professional and other 
liability. Many of our engagements involve matters that could have a severe impact on a client's business, cause a 
client  to  lose  significant  amounts  of  money,  or  prevent  a  client  from  pursuing  desirable  business  opportunities. 
Accordingly, if a client is dissatisfied with our performance, the client could threaten or bring litigation in order to 
recover  damages  or  to  contest  its  obligation  to  pay  our  fees.  Litigation  alleging  that  we  performed  negligently, 
disclosed client confidential information, lost or damaged evidence, infringed on patents, were forced to withdraw 
from a legal matter due to a conflict or otherwise breached our obligations to a client could expose us to significant 
liabilities to our clients or other third parties or tarnish our reputation.

17

We are subject to unpredictable risks of litigation.

Although we seek to avoid litigation whenever possible, from time to time we are party to various lawsuits and claims. 
Disputes may arise, for example, from employment issues, regulatory actions, business acquisitions and real estate 
and other commercial transactions. There can be no assurances that any lawsuits or claims will be immaterial in the 
future. Any material lawsuits or claims could adversely affect our business and reputation. 

We  are  subject  to  security  breaches  that  may  disrupt  our  operations  and/or  lead  to  the  inability  to  protect 
confidential information.

We have experienced, and expect to continue to be subjected to, security breaches and threats, none of which have 
been material to us to date. Despite the implementation of security and business continuity measures, our information 
technology infrastructure and networks are vulnerable to electronic breaches of security. Such breaches could lead to 
disruptions of our operations and potential unauthorized disclosure of confidential and/or personal information, which 
could result in legal claims or proceedings. While we have taken reasonable steps to prevent and mitigate the damage 
of a security breach by continuously improving our design and coordination of security controls across our business, 
those steps may not be effective and there can be no assurance that any such steps can be effective against all possible 
risks. 

Failure to protect client and employee data may have an adverse effect on our business.

We manage, utilize, and store sensitive or confidential client or employee data, including personal data and protected 
health information. As a result, we are subject to numerous laws and regulations designed to protect this information, 
such as the U.S. federal and state laws governing the protection of health or other personally identifiable information, 
including the Health Insurance Portability and Accountability Act, and international laws such as the European Union 
General  Data  Protection  Regulation.  In  addition,  many  states,  U.S.  federal  governmental  authorities  and  non-U.S. 
jurisdictions have adopted, proposed, or are considering adopting or proposing, additional data security and/or data 
privacy statutes or regulations such as the California Consumer Privacy Act. These laws and regulations are increasing 
in  complexity  and  number.  If  any  person,  including  any  of  our  employees,  negligently  disregards  or  intentionally 
breaches our established controls with respect to client or employee data, or otherwise mismanages or misappropriates 
that data, we could be subject to significant monetary damages, regulatory enforcement actions, fines, and/or criminal 
prosecution. In addition, unauthorized disclosure of sensitive or confidential client or employee data, whether through 
systems failure, employee negligence, fraud, or misappropriation, could damage our reputation and cause us to lose 
clients and their related revenue in the future. Our remote working arrangements due to the COVID-19 pandemic may 
increase the risks associated with protecting client and employee data.

Our international operations create special risks that could adversely affect our business. 

In addition to our offices in the United States, we have physical offices in the United Kingdom, Switzerland, Hong 
Kong, China, Singapore, Ireland, and Canada, and conduct business in several other countries. We expect to continue 
to expand globally and our international revenues may account for an increasing portion of our revenues in the future. 
Our  international  operations  carry  special  financial,  business  and  legal  risks,  including  cultural  and  language 
differences;  employment  laws  and  related  factors  that  could  result  in  lower  utilization,  higher  staffing  costs,  and 
cyclical fluctuations of utilization and revenues; currency fluctuations that adversely affect our financial position and 
operating results; burdensome regulatory requirements and other barriers to conducting business; tariffs/trade disputes 
and other trade barriers including the United Kingdom’s decision to leave the European Union; managing the risks 
associated with engagements with foreign officials and governmental agencies, including the risks arising from the 
United  States  Foreign  Corrupt  Practices  Act  and  the  United  Kingdom  Bribery  Act  of  2010;  managing  the  risks 
associated with global privacy and data security laws and regulations including the General Data Protection Regulation 
in  Europe;  greater  difficulties  in  managing  and  staffing  foreign  operations;  successful  entry  and  execution  in  new 
markets; restrictions on the repatriation of earnings; potentially adverse tax consequences; other impending legislation 
that could add additional risks to the business; and the COVID-19 pandemic and resulting restrictions on business 
activity, which vary significantly by region. 

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We could incur significant liabilities and suffer negative publicity if people or properties are harmed by the products 
and systems we sell or the services we offer.

We,  on  occasion,  design,  develop,  manufacture,  sell,  service  and  maintain  various  products  and  systems.  In  some 
instances, we also train operators of such products and systems. Many of these products and systems utilize software 
algorithms that are probabilistic in nature and subject to significant technical limitations. There are many factors, some 
of  which  are  beyond  our  control,  which  could  result  in  the  failure  of  our  products  or  systems.  The  failure  of  our 
products  or  systems  could  lead  to  injury,  death,  or  extensive  property  damage  and  may  lead  to  product  liability, 
professional  liability,  or  other  claims  against  us.  Further,  if  our  products  or  systems  fail,  or  are  perceived  to  have 
failed, the negative publicity from such incident could have a material adverse effect on our business.

General Risks

Competition could reduce our pricing and adversely affect our business.

The markets for our services are highly competitive. In addition, there are relatively low barriers to entry into our 
markets and we have faced, and expect to continue to face, additional competition from new entrants into our markets. 
Competitive pressure could reduce the market acceptance of our services and result in price reductions that could have 
a material adverse effect on our business, financial condition or results of operations.

We hold substantial investments that could present liquidity risks.

Our cash equivalent and short-term investment portfolio as of January 1, 2021 consisted primarily of obligations of 
the U.S. Treasury. We follow an established investment policy to monitor, manage and limit our exposure to interest 
rate and credit risk. The policy sets forth credit quality standards and limits our exposure to any one issuer, as well as 
our maximum exposure to various asset classes.

Investments in some financial instruments may pose risks arising from liquidity and credit concerns. As of January 1, 
2021, we had no impairment charge associated with our investment portfolio relating to such adverse financial market 
conditions. Although we believe our current investment portfolio has a low risk of impairment, we cannot predict 
future market conditions or market liquidity and can provide no assurance that our investment portfolio will remain 
unimpaired.

Impairment of goodwill may require us to record a significant charge to earnings. 

On  our  balance  sheet  as  of  January  1,  2021,  we  have  $8,607,000  of  goodwill  subject  to  periodic  evaluation  for 
impairment. Failure to achieve sufficient levels of cash flow at reporting units, the loss of key employees, changes to 
the scope of operations of our business or a significant and sustained decline in our stock price could result in goodwill 
impairment  charges.  During  times  of  financial  market  volatility,  significant  judgment  is  required  to  determine  the 
underlying cause of the decline and whether stock price declines are short-term in nature or indicative of an event or 
change in circumstances. 

Impairment of long-lived assets or restructuring activities may require us to record a significant charge to earnings.

Our long-lived assets, including our office, laboratory and warehouse space in Menlo Park, California, our test and 
engineering center in Phoenix, Arizona, and our office and laboratory facilities in Natick, Massachusetts, are subject 
to periodic testing for impairment. Failure to achieve sufficient levels of cash flow at the asset group level could result 
in impairment of our long-lived assets. In addition, we have operating lease commitments for office and laboratory 
space. Changes in the business environment could lead to changes in the scope of operations of our business. These 
changes, including the closure of one or more offices, could result in restructuring and/or asset impairment charges. 
The COVID-19 pandemic raises the possibility of an extended global economic downturn, which increases the risk of 
long-lived asset impairment charges.

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Changes in, or interpretations of, accounting principles could have a significant impact on our financial position 
and results of operations.

We prepare our consolidated financial statements in accordance with accounting principles generally accepted in the 
United States of America (“GAAP”). These principles are subject to interpretation by the SEC and various bodies 
formed to interpret and create appropriate accounting principles. A change in these principles can have a significant 
effect on our reported results and may even retroactively affect previously reported transactions. Additionally, the 
adoption  of  new  or  revised  accounting  principles  may  require  that  we  make  significant  changes  to  our  systems, 
processes and controls.

Our business can be adversely affected by downturns in the overall economy.

The markets that we serve are cyclical and subject to general economic conditions. The direction and relative strength 
of the global economy continues to be uncertain. If economic growth in the United States, where we primarily operate, 
slows,  our  clients  may  consolidate  or  go  out  of  business  and  thus  demand  for  our  services  could  be  reduced 
significantly. 

Our quarterly results may vary.

Variations in our revenues and operating results occur from time to time, as a result of a number of factors, such as 
the significance of client engagements commenced and completed during a quarter, the timing of engagements, the 
number of working days in a quarter, employee hiring and utilization rates, and integration of companies acquired. 
Because a high percentage of our expenses, particularly personnel and facilities related expenses, are relatively fixed 
in  advance  of  any  particular  quarter,  a  variation  in  the  timing  of  the  initiation  or  the  completion  of  our  client 
assignments can cause significant variations in operating results from quarter to quarter.

The market price of our common stock may be volatile.

Many factors could cause the market price of our common stock to rise and fall. These include the risk factors listed 
above and below; changes in estimates of our performance or recommendations by securities analysts; future sales of 
shares of common stock in the public market; market conditions in the industry and economy as a whole; acquisitions 
or  strategic  alliances  involving  us  or  our  competitors;  restatement  of  financial  results;  and  changes  in  accounting 
principles or methods. In addition, the stock market often experiences significant price fluctuations. These fluctuations 
are  often  unrelated  to  the  operating  performance  of  particular  companies.  These  broad  market  fluctuations  may 
adversely  affect  the  market  price  of  our  common  stock.  When  the  market  price  of  a  company's  stock  drops 
significantly, shareholders often institute securities class action litigation against that company. Any litigation against 
us could cause us to incur substantial costs, divert the time and attention of our management and other resources, or 
otherwise harm our business. 

There can be no assurance that we will continue to declare cash dividends or repurchase our shares at all or in 
any particular amounts.

Our Board of Directors has declared quarterly dividends since March 2013. Our intent to continue to pay quarterly 
dividends  and  to  repurchase  our  shares  is  subject  to  capital  availability  and,  in  the  case  of  dividends,  periodic 
determinations by our Board of Directors that cash dividends are in the best interest of our stockholders and are in 
compliance with all laws and agreements applicable to the declaration and payment of cash dividends by us. Future 
dividends and share repurchases may also be affected by, among other factors: our views on potential future capital 
requirements for investments, including acquisitions; legal risks; stock repurchase programs; changes in federal and 
state income tax laws or corporate laws; contractual restrictions; and changes to our business model. Our dividend 
payments and share repurchases may change from time to time, and we cannot provide assurance that we will continue 
to declare dividends or repurchase shares at all or in any particular amounts. A reduction or suspension in our dividend 
payments or share repurchase activity could have a negative effect on our stock price.

20

Catastrophic events may disrupt our business.

We rely on our network infrastructure and certain third-party hosted services to support our operations. A disruption 
or failure of these systems in the event of a major earthquake, fire, flood, tsunami or other weather event, power loss, 
telecommunications failure, software or hardware malfunctions, pandemics, cyber-attack, war, terrorist attack or other 
catastrophic event that our disaster recovery plans do not adequately address, could have a material adverse effect on 
our business, financial condition or results of operations.

Climate change may disrupt our business.

The  areas  where  we  conduct  business  are  vulnerable  to  the  effects  of  climate  change.  For  example,  in  California, 
wildfire  danger  increases  the  probability  of  planned  power  outages  which  may  impact  our  employees’  abilities  to 
commute  to  work  and  to  stay  connected.  Climate-related  events,  including  the  increasing  frequency  of  extreme 
weather events and their impact on critical infrastructure, have the potential to disrupt our business.

Item 1B. Unresolved Staff Comments

None.

Item 2. Properties

Our Silicon Valley office facilities consist of a 153,738 square foot building, with office and laboratory space located 
on a 6.3-acre tract of land we own in Menlo Park, California and an adjacent 27,000 square feet of warehouse storage 
space on a 1.1-acre tract of land that we also own.

Our Test and Engineering Center (TEC) occupies 147 acres in Phoenix, Arizona. We lease this land from the state of 
Arizona under a 30-year lease agreement that expires in January 2028 and have options to renew for two fifteen-year 
periods. We constructed a 21,613 square foot indoor test facility as well as a 44,053 square foot engineering and test 
preparation building at the TEC.

Our office facilities in Natick, Massachusetts, consist of a 60,480 square foot building, with office and laboratory 
space located on a 2.9 acre tract of land that we own and an adjacent building that consists of 9,100 square feet of 
office space located on a 0.81 acre tract of land that we also own. 

In addition, we lease office and laboratory space in 20 other locations in 13 states and the District of Columbia, as 
well as in China, Hong Kong, Singapore, Switzerland and the United Kingdom. Leases for these offices and laboratory 
facilities have terms generally ranging between one and ten years.

Item 3. Legal Proceedings

Exponent is not engaged in any material legal proceedings.

Item 4. Mine Safety Disclosures

Not applicable.

21

PART II

Item 5. Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity 
Securities

Exponent’s common stock is traded on the NASDAQ Global Select Market, under the symbol “EXPO.”  

As of February 19, 2021, there were 170 holders of record of our common stock. Because many of the shares of our 
common  stock  are  held  by  brokers  and  other  institutions  on  behalf  of  stockholders,  we  believe  that  there  are 
considerably more beneficial holders of our common stock than record holders.

The following table provides information on the Company’s share repurchases (of Company common stock) for the 
quarter ended January 1, 2021 (in thousands, except price per share):

Total
Number
of Shares
Purchased

Average
Price
Paid Per
Share

Total Number of
Shares Purchased
as Part of Publicly
Announced Plans
or Programs

Approximate Dollar
Value of Shares
That May Yet Be
Purchased Under
the Plan or Program  
75,455 
75,455 
75,455 

—    $
—    $
—    $
—     

October 3 to October 30...........
October 31 to November 27.....
November 28 to January 1 .......
Total .........................................

—    $
—    $
—    $
—    $

—     
—     
—     
—     

Repurchases  of  the  Company’s  common  stock  were  affected  pursuant  to  a  repurchase  program  authorized  by  the 
Company’s Board of Directors. On January 31, 2019, the Company’s Board of Directors announced $75,000,000 for 
the repurchase of the Company’s common stock. On May 29, 2020, the Company’s Board of Directors announced an 
additional  $45,000,000  for  the  repurchase  of  the  Company’s  common  stock.  These  repurchase  programs  have  no 
expiration dates. 

COMPANY STOCK PRICE PERFORMANCE GRAPH

This graph compares the Company’s cumulative total stockholder return calculated on a dividend-reinvested basis 
from 2016 through 2020 with those of the Standard & Poor’s (“S&P”) 500 Index and the S&P SmallCap 600 Index. 
The Company does not have a comparable peer group and thus has selected the S&P Small Cap 600 Index. The graph 
assumes that $100 was invested on the last day of 2015. Note that the historic price performance is not necessarily 
indicative of future price performance.

TOTAL SHAREHOLDER RETURNS

400

300

200

100

s
r
a
l
l

o
D

0
2015

2016

2017

2018

2019

2020

Years Ending

Exponent, Inc.

S&P 500 Index

S&P SmallCap 600 Index

22

 
   
   
   
 
 
 
 
  
Item 6. Selected Financial Data

The following selected consolidated financial data are derived from our consolidated financial statements. This data 
should be read in conjunction with the consolidated financial statements and notes thereto, and with Part II - “Item 7: 
Management’s Discussion and Analysis of Financial Condition and Results of Operations.” 

(In thousands, except per share data)
Consolidated Statements of Income Data:

2020

2019

Fiscal Years
2018

2017

2016

Revenues before reimbursements..............................  $ 378,412    $ 391,390    $ 354,639    $ 329,664    $ 299,197 
Revenues ...................................................................  $ 399,900    $ 417,199    $ 379,523    $ 347,799    $ 315,076 
Operating income ......................................................  $ 83,249    $ 85,111    $ 91,456    $ 72,051    $ 61,911 
Net income ................................................................  $ 82,552    $ 82,460    $ 72,254    $ 41,305    $ 47,480 

Net income per share:

Basic.....................................................................  $
Diluted .................................................................  $

1.58    $
1.55    $

1.56    $
1.53    $

1.37    $
1.33    $

0.78    $
0.77    $

0.90 
0.87 

Cash dividends declared per share ............................  $

0.76    $

0.64    $

0.52    $

0.42    $

0.36 

Consolidated Balance Sheet Data:

Cash and cash equivalents.........................................  $ 197,525    $ 176,436    $ 127,059    $ 124,794    $ 114,967 
Short-term investments .............................................  $ 45,001    $ 55,165    $ 81,495    $ 71,604    $ 58,755 
Working capital .........................................................  $ 249,524    $ 240,084    $ 228,308    $ 222,402    $ 193,808 
Total assets ................................................................  $ 580,096    $ 563,411    $ 468,936    $ 439,589    $ 403,744 
Long-term liabilities ..................................................  $ 101,290    $ 89,200    $ 56,723    $ 57,394    $ 50,162 
Total stockholders’ equity .........................................  $ 361,498    $ 350,251    $ 313,909    $ 289,088    $ 273,346  

23

 
 
 
 
   
   
   
   
 
   
      
      
      
      
  
 
   
      
      
      
      
  
 
   
      
      
      
      
  
   
      
      
      
      
  
 
   
      
      
      
      
  
 
   
      
      
      
      
  
   
      
      
      
      
  
 
   
      
      
      
      
  
Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations

OVERVIEW

Exponent  is  an  engineering  and  scientific  consulting  firm  providing  solutions  to  complex  problems.  Exponent's 
interdisciplinary organization of scientists, physicians, engineers, and business consultants draws from more than 90 
technical  disciplines  to  solve  the  most  pressing  and  complicated  challenges  facing  stakeholders  today.  The  firm 
leverages  over  50  years  of  experience  in  analyzing  accidents  and  failures  to  advise  clients  as  they  innovate  their 
technologically complex products and processes, ensure the safety and health of their users, and address the challenges 
of sustainability. 

CRITICAL ACCOUNTING ESTIMATES

In preparing our consolidated financial statements, we make assumptions, judgments and estimates that can have a 
significant impact on our revenue, operating income and net income, as well as on the value of certain assets and 
liabilities  on  our  consolidated  balance  sheet.  We  base  our  assumptions,  judgments  and  estimates  on  historical 
experience and various other factors that we believe to be reasonable under the circumstances. On a regular basis we 
evaluate our assumptions, judgments and estimates and make changes accordingly. We believe that the assumptions, 
judgments and estimates involved in accounting for revenue recognition and estimating the allowance for contract 
losses and doubtful accounts have a potential impact on our consolidated financial statements, so we consider these to 
be our critical accounting policies. We discuss below the assumptions, judgments and estimates associated with these 
policies. Historically, our assumptions, judgments and estimates relative to our critical accounting policies have not 
differed  materially  from  actual  results.  For  further  information  on  our  critical  accounting  policies,  see  “Note  1: 
Summary of Significant Accounting Policies” of our Notes to Consolidated Financial Statements.

Revenue recognition. We derive our revenues primarily from professional fees earned on consulting engagements, 
fees earned for the use of our equipment and facilities, as well as reimbursements for outside direct expenses associated 
with the services that are billed to our clients.

Substantially all of our engagements are service contracts performed under time and material or fixed-price billing 
arrangements. For time and material and fixed-price service projects, revenue is generally recognized as the services 
are  performed.  For  substantially  all  of  our  fixed-price  service  engagements,  we  recognize  revenue  based  on  the 
relationship of incurred labor hours at standard rates to our estimate of the total labor hours at standard rates we expect 
to incur over the term of the contract. Our estimate of total labor hours we expect to incur over the term of the contract 
is based on the nature of the project and our past experience on similar projects. We believe this methodology achieves 
a reliable measure of the revenue from the consulting services we provide to our customers under fixed-price contracts.

Management judgments and estimates must be made and used in connection with the revenues recognized in any 
accounting period. These judgments and estimates include an assessment of the estimate as to the total effort required 
to complete fixed-price projects. 

Estimating the allowance for contract losses and doubtful accounts. We make estimates of our ability to collect 
accounts  receivable  and  our  unbilled  but  recognized  work-in-process.  In  circumstances  where  we  are  aware  of  a 
specific customer’s inability to meet its financial obligations to us or for disputes with customers that affect our ability 
to fully collect our accounts receivable and unbilled work-in-process, we record a specific allowance to reduce the net 
recognized receivable to the amount we reasonably believe will be collected. For all other customers we recognize 
allowances for contract losses and doubtful accounts taking into consideration factors such as historical write-offs, 
customer concentration, customer creditworthiness, current economic conditions, and aging of amounts due.

24

The following table sets forth, for the periods indicated, the percentage of revenues of certain items in our consolidated 
statements of income and the percentage increase (decrease) in the dollar amount of such items year to year:

  Percentage of Revenues for

Fiscal Years

  2020  

  2019  

  2018  

Period to
Period Change

2020 v 
2019

2019 v 
2018

Revenues ......................................................................     100.0%    100.0%    100.0%   

(4.1)%   

9.9%

Operating expenses:

Compensation and related expenses.......................    
Other operating expenses .......................................    
Reimbursable expenses ..........................................    
General and administrative expenses .....................    

Operating income.........................................................    

62.5 
8.1 
5.4 
3.2 
79.2 
20.8 

60.5 
8.0 
6.2 
4.9 
79.6 
20.4 

56.7 
8.1 
6.6 
4.6 
76.0 
24.0 

(0.9)
(4.0)
(16.7)
(37.2)
(4.6)
(2.2)

17.3 
9.7 
3.7 
17.0 
15.3 
(6.9)

Other income, net.........................................................    

3.4 

4.6 

0.5 

(28.3)

925.2 

Income before income taxes ........................................    

24.2 

25.0 

24.5 

(7.0)

Provision for income taxes...........................................    

3.6 

5.2 

5.5 

(33.8)

11.7 

3.2 

Net income ...................................................................    

20.6%   

19.8%   

19.0%   

0.1%    

14.1%

EXECUTIVE SUMMARY

Revenues for 2020 decreased 4% and revenues before reimbursements decreased 3% as compared to the prior year. 
The decrease in revenues before reimbursements was due to a decrease in billable hours partially offset by an increase 
in billing rates. Business restrictions associated with the COVID-19 pandemic caused project delays across multiple 
areas of our business. Our litigation support work slowed with many projects paused due to court-related delays and 
closures.  The  business  restrictions  associated  with  the  COVID-19  pandemic  also  delayed  our  human  participant 
studies. The decrease in revenues before reimbursements was also due to fiscal 2020 having one less week of activity 
as compared to fiscal 2019. We continued to see strength in integrity management advisory services for the utilities 
sector as our clients focused on power reliability, in particular due to fire safety concerns in the western United States. 
We also experienced growth in our chemical regulation and food safety practice as our scientists evaluated the effects 
of chemicals and new products on human health and the environment. 

Society  is  raising  the  bar  for  safety,  health,  sustainability  and  reliability,  and  clients  are  increasingly  seeking  our 
interdisciplinary proactive solutions. We have been engaged by industry and government to help in the response to 
the coronavirus. We continue to advise clients with respect to disinfectant products and procedures, COVID-19 testing, 
contract  tracing,  and  occupational  health  and  safety.  During  the  fourth  quarter  of  2020  we  deployed  wearable 
technology platforms for COVID-19 risk monitoring and mitigation for the U.S. Army and Navy.

Net  income  was  $82,552,000  during  2020  as  compared  to  $82,460,000  during  2019.  Diluted  earnings  per  share 
increased  to  $1.55  for  2020  as  compared  to  $1.53  for  2019.  Net  income  and  diluted  earnings  per  share  for  2020 
benefited from a decrease in our effective tax rate due to an increase in the excess tax benefit associated with stock-
based awards. The excess tax benefit associated with stock-based awards increased to $12,258,000 during 2020 as 
compared to $8,067,000 during 2019. 

We remain focused on selectively adding top talent and developing the skills necessary to expand upon our market 
position,  providing  clients  with  in-depth  scientific  research  and  analysis  to  determine  what  happened  and  how  to 
prevent  failures  or  exposures  in  the  future.  We  also  remain  focused  on  capitalizing  on  emerging  growth  areas, 
managing  other  operating  expenses,  generating  cash  from  operations,  maintaining  a  strong  balance  sheet  and 
undertaking activities such as share repurchases and dividends to enhance shareholder value.

25

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
  
   
  
   
  
   
  
   
  
   
  
   
  
   
  
   
  
   
  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
 
   
   
   
   
   
   
   
   
   
 
   
  
   
  
   
  
   
  
   
  
   
   
   
   
 
   
  
   
  
   
  
   
  
   
  
   
   
   
   
 
   
  
   
  
   
  
   
  
   
  
   
   
   
   
 
   
  
   
  
   
  
   
  
   
  
COVID-19 Update 

We  responded  quickly  and  carefully  to  address  the  unprecedented  challenges  created  by  the  pandemic.  We  have 
successfully adapted and will continue to evolve our business development, recruiting and operational approaches, 
yielding benefits both during and after this crisis. We have accelerated our sharing of in-depth scientific and regulatory 
knowledge through webinars and thought leadership pieces, which has fostered new client relationships and projects. 
We have shifted all recruiting activities online, allowing us to reach a more geographically expansive set of candidates. 
The health and safety of our team remain top priorities, and therefore we have leveraged our internal expertise to 
establish protocols that allow us to safely continue laboratory activities and resume human participant studies. Our 
business continuity plan and robust infrastructure have empowered productive remote work, and employees continue 
to work from home unless they are performing laboratory testing or inspections. Our leadership team has responded 
with enhanced internal communications to encourage increased connectivity across the firm.

We are pleased that the Company has been able to address the majority of our clients’ needs with a mostly remote 
workforce. The relaxation of business restrictions in June allowed us to resume laboratory testing, inspections, and 
human participant studies for clients in non-essential industries. Field inspections of sites and products have increased 
due  to  lifting  of  travel  restrictions  but  are  still  occurring  at  a  reduced  level  since  many  businesses  are  not  fully 
operational.

We continue to receive new retentions for litigation support, and work is ongoing for many existing matters. At the 
same time, trial dates continue to be delayed, removing imminent deadlines and causing some clients – in particular 
the automotive industry – to pause work. Courts have been experimenting with virtual bench trials as well as social 
distancing for in-person trials, so we expect trials will gradually increase.

We are pleased to be sharing our scientific and regulatory knowledge on health and safety issues related to the novel 
coronavirus through webinars and thought leadership pieces. We continue to advise clients with respect to disinfectant 
products and procedures, COVID-19 testing, contract tracing, and occupational health and safety.

OVERVIEW OF THE YEAR ENDED JANUARY 1, 2021

Our  revenues  consist  of  professional  fees  earned  on  consulting  engagements,  fees  for  use  of  our  equipment  and 
facilities, and reimbursements for outside direct expenses associated with the services performed that are billed to our 
clients. 

We operate on a 52-53 week fiscal year with each year ending on the Friday closest to December 31st. The fiscal year 
ended January 1, 2021 included 52 weeks of activity. The fiscal year ended January 3, 2020 included 53 weeks of 
activity. The fiscal year ended December 28, 2018 included 52 weeks of activity. Fiscal 2021 is a 52 week fiscal year 
that will end on Friday, December 31, 2021.

During  2020,  billable  hours  decreased  7%  to  1,273,000  as  compared  to  1,376,000  during  2019.  Our  utilization 
decreased to 67% for 2020 as compared to 72% for 2019. Technical full-time equivalent employees increased 1% to 
912 for 2020 as compared to 901 for 2019. We continue to selectively hire key talent to expand our capabilities.

FISCAL YEARS ENDED JANUARY 1, 2021, AND JANUARY 3, 2020

Revenues

 (In thousands except percentages)

Fiscal Years

Engineering and Other Scientific .....................................................  $
Percentage of total revenues.............................................................   
Environmental and Health................................................................   
Percentage of total revenues.............................................................   
Total revenues.............................................................................  $

2020
319,346 

  $
79.9%   

80,554 

20.1%   
  $

399,900 

26

Percent
  Change

2019
339,796 

81.4%   

77,403 

18.6%   

417,199 

(6.0)%

4.1%

(4.1)%

 
 
 
 
 
 
 
 
 
 
   
  
   
   
  
   
The decrease in revenues for our Engineering and Other Scientific segment was due to a decrease in billable hours 
partially  offset  by  an  increase  in  billing  rates.  During  2020,  billable  hours  for  this  segment  decreased  by  10%  to 
976,000 as compared to 1,084,000 during 2019. Utilization for this segment decreased to 67% for 2020 as compared 
to 73% for 2019. Business restrictions associated with the COVID-19 pandemic caused project delays across multiple 
practices within this segment. The most substantial impact was on our litigation support work with many projects 
paused due to court-related delays. The business restrictions associated with the COVID-19 pandemic also delayed 
our human participant studies. The decrease in billable hours was also due to fiscal 2020 having one less week of 
activity than fiscal 2019. We continued to see strength in integrity management advisory services for the utilities sector 
as our clients focus on power reliability, in particular due to fire safety concerns in the western United States. Technical 
full-time equivalent employees in this segment increased 1% to 704 during 2020 as compared to 699 for 2019.

Clients continued to seek out our expertise for proactive and reactive engagements across a broad range of industries 
and use cases. Our multidisciplinary battery team leveraged its experience in consumer electronics to advance energy 
storage for electric vehicles and medical devices. Our integrity management advisory services for the utilities industry 
remained strong as clients and regulators focused on power reliability and safety. Our biomedical team advised clients 
as they navigated evolving regulatory frameworks around the world.

The increase in revenues from our Environmental and Health segment was due to an increase in billable hours and an 
increase in billing rates partially offset by fiscal 2020 having one less week of activity than fiscal 2019. During 2020, 
billable hours for this segment increased by 2% to 297,000 as compared to 292,000 during 2019. The increase in 
billable hours was due to growth in our chemical regulation & food safety practice where we expanded our proactive 
services. The increase in billable hours was partially offset by fiscal 2020 having one less week of activity than fiscal 
2019. This segment also experienced delays in litigation related projects due to business restrictions associated with 
the COVID-19 pandemic. Utilization for this segment increased to 69% during 2020 as compared to 68% during 2019. 
Technical full-time equivalents increased 3% to 208 during 2020 as compared to 202 for 2019 due to our recruiting 
and retention efforts.

Revenues are primarily derived from services provided in response to client requests or events that occur without 
notice and engagements are generally terminable or subject to postponement or delay at any time by our clients. As a 
result,  backlog  at  any  particular  time  is  small  in  relation  to  our  quarterly  or  annual  revenues  and  is  not  a  reliable 
indicator of revenues for any future periods.

Percent
  Change

(0.9)%

2019
252,197 

60.5%   

Compensation and Related Expenses

 (In thousands except percentages)

Fiscal Years

Compensation and related expenses.................................................  $
Percentage of total revenues.............................................................   

2020
250,041 

  $
62.5%   

27

 
 
 
 
 
 
 
 
 
 
   
  
The decrease in compensation and related expenses during 2020 was due to a change in the value of assets associated 
with  our  deferred  compensation  plan  and  a  decrease  in  bonus  expense,  partially  offset  by  an  increase  in  payroll 
expense. During 2020, deferred compensation expense decreased $4,806,000 with a corresponding decrease to other 
income,  net,  as  compared  to  the  prior  year  due  to  the  change  in  value  of  assets  associated  with  our  deferred 
compensation plan. This decrease consisted of an increase in the value of the plan assets of $8,028,000 during 2020 
as compared to an increase in the value of the plan assets of $12,834,000 during 2019. During 2020, bonus expense 
decreased by $3,710,000 due to a corresponding decrease in the bonus pool, which is 33% of income before income 
taxes, interest income, bonus expense, and stock-based compensation. Payroll expense increased $6,187,000 during 
2020 due to the increase in technical full-time equivalent employees and the impact of our annual salary increase, 
partially offset by fiscal 2020 having one less week of activity than fiscal 2019. We expect our compensation expense, 
excluding the change in value of deferred compensation plan assets, to increase as we selectively add new talent and 
adjust compensation to market conditions.

Other Operating Expenses

 (In thousands except percentages)

Fiscal Years

2020

2019

Percent
  Change

Other operating Expenses.................................................................  $
Percentage of total revenues.............................................................   

32,234 

  $
8.1%   

33,562 

8.0%   

(4.0)%

Other  operating  expenses  include  facilities-related  costs,  technical  materials,  computer-related  expenses  and 
depreciation and amortization of property, equipment and leasehold improvements. The decrease in other operating 
expenses was primarily due to a decrease in occupancy expense of $978,000 and a decrease in technical materials of 
$487,000. The decrease in occupancy expenses and technical materials were primarily due to COVID-19 pandemic-
related  business  restrictions  and  fiscal  2020  having  one  less  week  of  activity  than  fiscal  2019.  We  expect  other 
operating  expense  to  grow  as  we  selectively  add  new  talent  and  make  additional  investments  in  our  corporate 
infrastructure.

Reimbursable Expenses

 (In thousands except percentages)

Fiscal Years

2020

2019

  Percent
  Change

Reimbursable expenses ....................................................................  $
Percentage of total revenues.............................................................   

21,488 

  $
5.4%   

25,809 

6.2%   

(16.7)%

The amount of reimbursable expenses will vary from year to year depending on the nature of our projects. The decrease 
during 2020 was primarily due to COVID-19 pandemic-related business and travel restrictions.

General and Administrative Expenses

 (In thousands except percentages)

Fiscal Years

2020

2019

Percent
  Change

General and administrative expenses ...............................................  $
Percentage of total revenues.............................................................   

12,888 

  $
3.2%   

20,520 

4.9%   

(37.2)%

28

 
 
 
 
 
 
 
 
 
 
   
  
 
 
 
 
 
 
 
 
 
   
  
 
 
 
 
 
 
 
 
 
 
   
  
The decrease in general and administrative expenses during 2020 was primarily due to decreases in travel and meals 
of $5,969,000 and a decrease in personnel expenses of $1,348,000. The decrease was also due to fiscal 2020 having 
one less week of activity than fiscal 2019. The decrease in travel and meals and personnel expenses were primarily 
due to COVID-19 pandemic-related business and travel restrictions. We expect general and administrative expenses 
to increase as we selectively add new talent, expand our business development efforts, and pursue staff development 
initiatives.

Operating Income

 (In thousands except percentages)

Engineering and other scientific .......................................................   $
Environmental and health .................................................................    
Total segment operating income.......................................................    
Corporate operating expense ............................................................    
Total operating income ...............................................................   $

Fiscal Years

2020
100,616    $
26,728     
127,344     
(44,095)   
83,249    $

2019
110,822     
26,589     
137,411     
(52,300)   
85,111     

Percent
Change

(9.2)%
0.5%
(7.3)%
(15.7)%
(2.2)%

The decrease in operating income for our Engineering and Other Scientific segment during 2020 as compared to 2019 
was due to a decrease in revenues. The decrease in revenues was due to a decrease in billable hours, partially offset 
by an increase in billing rates. Business restrictions associated with the COVID-19 pandemic caused project delays 
across multiple practices within this segment. The most substantial impact was on our litigation support work with 
many projects paused due to court-related delays. The business restrictions associated with the COVID-19 pandemic 
also delayed our human participant studies. The decrease in billable hours was also due to fiscal 2020 having one less 
week of activity than fiscal 2019. We continued to see strength in the integrity management advisory services for the 
utilities sector. The impact of the decrease in revenues to operating income for this segment was partially offset by a 
decrease in operating expenses primarily due to the business and travel restrictions associated with the COVID-19 
pandemic. 

The slight increase in operating income for our Environmental and Health segment during 2020 as compared to 2019 
was due to an increase in revenues. The increase in revenues was due to an increase in billable hours and an increase 
in billing rates, partially offset by fiscal 2020 having one less week of activity than fiscal 2019. The increase in billable 
hours was due to growth in our chemical regulation & food safety practice where we expanded our proactive services. 

Certain operating expenses are excluded from the Company’s measure of segment operating income. These expenses 
include the costs associated with our human resources, finance, information technology, and business development 
groups; the deferred compensation expense/benefit due to the change in value of assets associated with our deferred 
compensation plan; stock-based compensation associated with restricted stock unit and stock option awards; and the 
change in our allowance for contract losses and doubtful accounts. 

The decrease in corporate operating expenses during 2020 as compared to 2019 was primarily due to a decrease in 
deferred  compensation  expense.  During  2020,  deferred  compensation  expense  decreased  $4,806,000,  with  a 
corresponding  decrease  to  other  income,  net,  as  compared  to  the  prior  year,  due  to  the  change  in  value  of  assets 
associated with our deferred compensation plan. This decrease consisted of an increase in the value of plan assets of 
$8,028,000  during  2020  as  compared  to  an  increase  in  the  value  of  plan  assets  of  $12,834,000  during  2019.  The 
decrease  in  corporate  operating  expenses  was  also  due  to  a  decrease  in  travel  and  meals  and  personnel  expenses 
primarily due to COVID-19 pandemic-related business and travel restrictions. The decrease was also due to fiscal 
2020 having one less week of activity than fiscal 2019.

Other Income

 (In thousands except percentages)

Fiscal Years

2020

2019

Percent
  Change

Other income ....................................................................................  $
Percentage of total revenues.............................................................   

13,687 

  $
3.4%   

19,079 

4.6%   

(28.3)%

29

 
   
 
 
 
   
   
 
 
 
 
 
 
 
 
 
 
 
   
  
Other  income  consists  primarily  of  interest  income  earned  on  available  cash,  cash  equivalents  and  short-term 
investments, changes in the value of assets associated with our deferred compensation plan and rental income from 
leasing excess space in our Silicon Valley facility. The decrease in other income was primarily due to the change in 
value  of  assets  associated  with  our  deferred  compensation  plan  and  a  decrease  in  interest  income  of  $2,207,000, 
partially offset by an increase in the realized gain on foreign exchange of $1,432,000 and an increase in rental income 
of  $210,000.  During  2020,  other  income  decreased  $4,806,000  with  a  corresponding  decrease  to  deferred 
compensation  expense  as  compared  to  2019,  due  to  the  change  in  value  of  assets  associated  with  our  deferred 
compensation plan. This change consisted of an increase in the value of the plan assets of $8,028,000 during 2020 as 
compared to an increase in the value of the plan assets of $12,834,000 during 2019. The decrease in interest income 
was due to lower interest rates for our cash equivalents and short-term investments. The increase in the realized gain 
on foreign exchange was due to an increase in the value of monetary assets denominated in non-functional currencies 
during 2020 and the recognition of a foreign currency exchange loss of $601,000 during 2019 associated with the 
divestiture of our German subsidiary. 

Income Taxes

 (In thousands except percentages)

Fiscal Years

Income taxes.....................................................................................  $
Percentage of total revenues.............................................................   
Effective tax rate ..............................................................................   

14,384 

  $
3.6%   
14.8%   

2020

2019

21,730 

Percent
  Change

(33.8)%

5.2%   
20.9%   

The decrease in our effective tax rate was due to an increase in the excess tax benefit associated with stock-based 
awards  and  a  2019  tax  charge  associated  with  the  divestiture  of  our  German  subsidiary.  The  excess  tax  benefit 
associated with stock-based awards increased to $12,258,000 during 2020 as compared to $8,067,000 during 2019. 
During 2019 we recognized a tax charge of $956,000 associated with the divestiture of our German subsidiary. 

FISCAL YEARS ENDED JANUARY 3, 2020, AND DECEMBER 28, 2018

Revenues

 (In thousands except percentages)

Fiscal Years

Engineering and Other Scientific .....................................................   $
Percentage of total revenues.............................................................    
Environmental and Health................................................................    
Percentage of total revenues.............................................................    
Total revenues.............................................................................   $

2019
339,796 

  $
81.4%   

77,403 

18.6%   
  $

417,199 

2018
306,265 

80.7%   

73,258 

19.3%   

379,523 

10.9%

5.7%

9.9%

Percent
  Change

The increase in revenues for our Engineering and Other Scientific segment was due to an increase in billable hours 
and  an  increase  in  billing  rates.  During  2019,  billable  hours  for  this  segment  increased  by  9.3%  to  1,084,000  as 
compared  to  992,000  during  2018.  This  segment  had  strong  growth  in  its  biomedical  engineering,  buildings  & 
structures, construction consulting, human factors, materials & corrosion engineering, thermal sciences, and polymer 
science & materials chemistry practices. We continued to see strong demand from multinational companies for our 
scientific  expertise  and  advice  regarding  their  products.  Safety  concerns  regarding  energy  storage  systems  drove 
increased demand for risk assessments in the consumer products, transportation, utility and medical device industries. 
The increase in billable hours was also due to fiscal 2019 having one additional week of activity than fiscal 2018. 
Utilization  decreased  to  73%  for  2019  as  compared  to  75%  for  2018.  The  decrease  in  utilization  was  due  to  the 
completion of a large human factors’ assessment in the third quarter of 2018. Technical full-time equivalents increased 
9.2% to 699 for 2019 as compared to 640 for 2018 due to our recruiting and retention efforts. 

30

 
 
 
 
 
 
 
 
 
 
   
  
  
 
 
 
 
 
 
 
 
 
 
   
  
   
   
  
   
The increase in revenues from our Environmental and Health segment was due to an increase in billable hours and an 
increase in billing rates. During 2019, billable hours for this segment increased by 3.5% to 292,000 as compared to 
282,000 during 2018. The increase in billable hours was due to growth in our chemical regulation and food safety 
practice where we expanded our proactive services. The increase in billable hours was also due to fiscal 2019 having 
one additional week of activity than fiscal 2018. Utilization was 68% for both 2019 and 2018. Technical full-time 
equivalents increased 1.5% to 202 during 2019 as compared to 199 for 2018 due to our recruiting and retention efforts.

Revenues are primarily derived from services provided in response to client requests or events that occur without 
notice and engagements are generally terminable or subject to postponement or delay at any time by our clients. As a 
result,  backlog  at  any  particular  time  is  small  in  relation  to  our  quarterly  or  annual  revenues  and  is  not  a  reliable 
indicator of revenues for any future periods.

Compensation and Related Expenses

 (In thousands except percentages)

Fiscal Years

Compensation and related expenses.................................................   $
Percentage of total revenues.............................................................    

2019
252,197 

  $
60.5%   

2018
215,052 

56.7%   

Percent
  Change

17.3%

The increase in compensation and related expenses during 2019 was due to an increase in payroll expense, an increase 
in  bonus  expense,  an  increase  in  fringe  benefits,  and  a  change  in  the  value  of  assets  associated  with  our  deferred 
compensation plan. During 2019, payroll and fringe benefits increased $13,629,000 and $1,735,000, respectively, due 
to the increase in technical full-time equivalent employees, the impact of our annual salary increase, and fiscal 2019 
having one additional week of activity than fiscal 2018. During 2019, bonus expense increased by $4,576,000 due to 
a corresponding increase in income before income taxes, before bonus expense, and before stock-based compensation. 
During 2019, deferred compensation expense increased $16,734,000 with a corresponding increase to other income, 
net, as compared with the prior year due to the change in value of assets associated with our deferred compensation 
plan. This increase consisted of an increase in the value of the plan assets of $12,834,000 during 2019 as compared to 
a decrease in the value of the plan assets of $3,900,000 during 2018.

Other Operating Expenses

 (In thousands except percentages)

Fiscal Years

2019

2018

Percent
  Change

Other operating Expenses.................................................................   $
Percentage of total revenues.............................................................    

33,562 

  $
8.0%   

30,599 

8.1%   

9.7%

Other  operating  expenses  include  facilities-related  costs,  technical  materials,  computer-related  expenses  and 
depreciation and amortization of property, equipment and leasehold improvements. The increase in other operating 
expenses was primarily due to an increase in occupancy expense of $1,028,000, an increase in information technology 
expenses of $768,000, an increase in depreciation and amortization of $514,000, and an increase in technical materials 
of $317,000. These increases were due to our increase in technical full-time equivalent employees, investments in our 
corporate infrastructure and fiscal 2019 having one additional week of activity than fiscal 2018.

Reimbursable Expenses

 (In thousands except percentages)

Fiscal Years

2019

2018

Percent
  Change

Reimbursable expenses ....................................................................   $
Percentage of total revenues.............................................................    

25,809 

  $
6.2%   

24,884 

6.6%   

3.7%

31

 
 
 
 
 
 
 
 
 
 
   
  
 
 
 
 
 
 
 
 
 
 
   
  
 
 
 
 
 
 
 
 
 
 
   
  
The amount of reimbursable expenses will vary from year to year depending on the nature of our projects.

General and Administrative Expenses

 (In thousands except percentages)

Fiscal Years

2019

2018

Percent
  Change

General and administrative expenses ...............................................   $
Percentage of total revenues.............................................................    

20,520 

  $
4.9%   

17,532 

4.6%   

17.0%

The increase in general and administrative expenses during 2019 was primarily due to an increase in travel and meals 
of $1,724,000, an increase in marketing and promotion of $334,000, an increase in bad debt of $259,000 and several 
other individually insignificant increases. The increase in travel and meals was due to a firm-wide managers meeting 
held during 2019, an increase in technical full-time equivalent employees, an increase in business development and 
professional  development  activities  and  fiscal  2019  having  one  additional  week  of  activity  than  fiscal  2018.  The 
increase in marketing and promotion was due to an increase in business development activities.

Operating Income

(In thousands except percentages)

Engineering and other scientific .......................................................  $
Environmental and health .................................................................   
Total segment operating income .......................................................   
Corporate operating expense.............................................................   
Total operating income................................................................  $

Fiscal Years

2019
110,822    $
26,589     
137,411     
(52,300)   
85,111    $

2018
100,307     
23,824     
124,131     
(32,675)   
91,456     

Percent
Change

10.5%
11.6%
10.7%
60.1%
-6.9%

The increase in operating income for our Engineering and Other Scientific segment during 2019 as compared to 2018 
was due to an increase in revenues. The increase in revenues was due to an increase in billable hours and an increase 
in billing rates. We continued to see strong demand for our services related to product recalls, including assignments 
from the consumer products and automotive industries. Proactive services continued to expand as companies sought 
our  interdisciplinary  advice  throughout  the  product  life  cycle,  consistent  with  the  increased  importance  placed  on 
understanding how users interact with complex technologies. 

The increase in operating income for our Environmental and Health segment during 2019 as compared to 2018 was 
due to an increase in revenues. The increase in revenues was due to an increase in billable hours and an increase in 
billing rates. The increase in billable hours was due to the expansion of our chemical regulation & food safety proactive 
services. 

Certain operating expenses are excluded from the Company's measure of segment operating income. These expenses 
include the costs associated with our human resources, finance, information technology, and business development 
groups; the deferred compensation expense/benefit due to the change in value of assets associated with our deferred 
compensation plan; stock-based compensation associated with restricted stock unit and stock option awards; and the 
change in our allowance for contract losses and doubtful accounts. 

The increase in corporate operating expenses during 2019 as compared to 2018 was primarily due to an increase in 
deferred  compensation  expense.  During  2019,  deferred  compensation  expense  increased  $16,734,000,  with  a 
corresponding  increase  to  other  income,  net,  as  compared  to  the  prior  year,  due  to  the  change  in  value  of  assets 
associated with our deferred compensation plan. This increase consisted of an increase in the value of plan assets of 
$12,834,000 during 2019 as compared to a decrease in the value of plan assets of $3,900,000 during 2018. The increase 
in corporate operating expenses was also due to an increase in travel and meals due to a firm-wide managers meeting 
held during 2019, an increase in stock-based compensation associated with restricted stock unit grants, and increases 
in  expenses  for  our  human  resources,  finance,  information  technology,  and  business  development  groups  due  to 
increases  in  technical  full-time  equivalent  employees,  investments  in  our  corporate  infrastructure  and  fiscal  2019 
having one additional week of activity than fiscal 2018.

32

 
 
 
 
 
 
 
 
 
 
   
  
 
   
 
 
 
   
   
 
Other Income

 (In thousands except percentages)

Engineering and other scientific .......................................................  $
Environmental and health .................................................................   

Fiscal Years

2019
110,822    $
26,589     

2018
100,307     
23,824     

Percent
Change

10.5%
11.6%

Other  income  consists  primarily  of  interest  income  earned  on  available  cash,  cash  equivalents  and  short-term 
investments, changes in the value of assets associated with our deferred compensation plan and rental income from 
leasing excess space in our Silicon Valley facility. The increase in other income was primarily due to the change in 
value of assets associated with our deferred compensation plan and an increase in interest income, partially offset by 
an  increase  in  loss  on  foreign  exchange.  During  2019,  other  income  increased  $16,734,000  with  a  corresponding 
increase to deferred compensation expense as compared to 2018. This change consisted of an increase in the value of 
the plan assets of $12,834,000 during 2019 as compared to a decrease in the value of the plan assets of $3,900,000 
during 2018. The increase in interest income of $1,161,000 was due to higher average balances and higher interest 
rates for our cash equivalents and short-term investments. During 2019, we recognized a foreign currency exchange 
loss of $601,000 associated with the planned divestiture of our German subsidiary.

Income Taxes

 (In thousands except percentages)

Fiscal Years

Income taxes.....................................................................................   $
Percentage of total revenues.............................................................    
Effective tax rate ..............................................................................    

21,730 

  $
5.2%   
20.9%   

2019

2018

21,063 

  Percent
  Change

3.2%

5.5%   
22.6%   

The decrease in our effective tax rate was due to an increase in the excess tax benefit associated with stock-based 
awards partially offset by a tax charge associated with the planned divestiture of our German subsidiary. The excess 
tax benefit associated with stock-based awards increased to $8,067,000 during 2019 as compared to $4,154,000 during 
2018. During 2019, we recognized a tax charge of $956,000 associated with the planned divestiture of our German 
subsidiary.

LIQUIDITY AND CAPITAL RESOURCES

(In thousands)
Net cash provided by (used in):
Operating activities ...........................................................................  $
Investing activities ............................................................................  $
Financing activities ...........................................................................  $

2020

Fiscal Years
2019

2018

103,312    $
5,024    $
(88,355)   $

108,059    $
4,269    $
(63,414)   $

91,188 
(25,820)
(62,500)

We financed our business in 2020 through available cash and cash flows from operating activities. We invest our 
excess cash in cash equivalents and short-term investments. As of January 1, 2021, our cash, cash equivalents and 
short-term investments were $242,526,000 as compared to $231,601,000 at January 3, 2020. We believe our existing 
balances of cash, cash equivalents and short-term investments will be sufficient to satisfy our working capital needs, 
capital expenditures, outstanding commitments, stock repurchases, dividends and other liquidity requirements over at 
least the next 12 months.

Generally, our net cash provided by operating activities is used to fund our day-to-day operating activities. First quarter 
operating cash requirements are generally higher due to payment of our annual bonuses accrued during the prior year. 
Our largest source of operating cash flows is cash collections from our clients. Our primary uses of cash from operating 
activities are for employee-related expenditures, leased facilities, taxes, and general operating expenses.

Net cash provided by operating activities was $103.3 million for 2020 as compared to $108.1 million and $91.2 million 
in 2019 and 2018, respectively.

33

 
   
 
 
 
   
   
 
 
 
 
 
 
 
 
 
 
   
  
  
 
 
 
 
   
   
 
   
      
      
  
During 2020, 2019 and 2018, net cash provided by/used in investing activities was primarily related to the purchase 
and maturity of short-term investments and capital expenditures. During 2019 we substantially completed construction 
of our office and laboratory facilities in Natick, Massachusetts. Total capital expenditures associated with this facility 
were $15.2 million during 2019. During 2018, we purchased 2.9 acres of land in Natick, Massachusetts, and started 
construction of our office and laboratory facilities. The total purchase price for the land was $5.2 million and our total 
capital expenditures during 2018 associated with the construction were $5.3 million.

The increase in net cash used in financing activities during 2020 as compared to 2019 was due to an increase in our 
quarterly dividend payment and an increase in repurchases of our common stock. The increase in net cash used in 
financing  activities  during  2019  as  compared  to  2018  was  due  to  an  increase  in  our  quarterly  dividend  payment 
partially offset by a decrease in repurchases of our common stock. 

We expect to continue our investing activities, including capital expenditures. Furthermore, cash reserves may be used 
to repurchase common stock under our stock repurchase programs, pay dividends, procure facilities and equipment or 
strategically acquire professional service firms that are complementary to our business. 

The following schedule summarizes our principal contractual commitments as of January 1, 2021 (in thousands):

Fiscal
year
2021 .............................................................................................................................................  
2022 .............................................................................................................................................  
2023 .............................................................................................................................................  
2024 .............................................................................................................................................  
2025 .............................................................................................................................................  
Thereafter ....................................................................................................................................  

  $

Operating
lease
commitments

6,555 
5,340 
3,672 
2,252 
1,491 
2,973 
22,283  

The above table does not reflect unrecognized tax benefits of $1,873,000, the timing of which is uncertain. Refer to 
“Note 7: Income Taxes” of the Notes to Consolidated Financial Statements for additional discussion on unrecognized 
tax benefits.

We  maintain  nonqualified  deferred  compensation  plans  for  the  benefit  of  a  select  group  of  highly  compensated 
employees.  Vested  amounts  due  under  the  plans  of  $83,961,000  were  recorded  as  a  long-term  liability  on  our 
consolidated balance sheet at January 1, 2021. Vested amounts due under the plans of $5,016,000 were recorded as a 
current  liability  on  our  consolidated  balance  sheet  at  January  1,  2021.  Company  assets  that  are  earmarked  to  pay 
benefits under the plans are held in a rabbi trust and are subject to the claims of our creditors. As of January 1, 2021, 
invested amounts under the plans of $83,731,000 were recorded as a long-term asset on our consolidated balance 
sheet. As of January 1, 2021, invested amounts under the plans of $5,016,000 were recorded as a current asset on our 
consolidated balance sheet. 

As permitted under Delaware law, we have agreements whereby we indemnify our officers and directors for certain 
events  or  occurrences  while  the  officer  or  director  is,  or  was  serving,  at  our  request  in  such  capacity.  The 
indemnification  period  covers  all  pertinent  events  and  occurrences  during  the  officer’s  or  director’s  lifetime.  The 
maximum potential amount of future payments we could be required to make under these indemnification agreements 
is unlimited; however, we have director and officer insurance coverage that reduces our exposure and enables us to 
recover a portion of any future amounts paid. We believe the estimated fair value of these indemnification agreements 
in excess of applicable insurance coverage is minimal.

Off-Balance Sheet Arrangements

As part of our ongoing business, we do not engage in transactions that generate relationships with unconsolidated 
entities or financial partnerships, such as entities often referred to as structured finance or special purpose entities.

34

 
 
 
 
 
 
 
 
 
 
 
 
 
 
Non-GAAP Financial Measures

Regulation  G,  conditions  for  use  of  Non-Generally  Accepted  Accounting  Principles  (“Non-GAAP”)  financial 
measures,  and  other  SEC  regulations  define  and  prescribe  the  conditions  for  use  of  certain  Non-GAAP  financial 
information. Generally, a Non-GAAP financial measure is a numerical measure of a company's performance, financial 
position or cash flow that either excludes or includes amounts that are not normally excluded or included in the most 
directly comparable measure calculated and presented in accordance with GAAP. We closely monitor two financial 
measures, EBITDA and EBITDAS, which meet the definition of Non-GAAP financial measures. We define EBITDA 
as net income before income taxes, interest income, depreciation and amortization. We define EBITDAS as EBITDA 
before stock-based compensation. We regard EBITDA and EBITDAS as useful measures of operating performance 
and  cash  flow  to  complement  operating  income,  net  income  and  other  GAAP  financial  performance  measures. 
Additionally, management believes that EBITDA and EBITDAS provide meaningful comparisons of past, present 
and future operating results. These measures are used to evaluate our financial results, develop budgets and determine 
employee compensation. These measures, however, should be considered in addition to, and not as a substitute or 
superior to, operating income, cash flows, or other measures of financial performance prepared in accordance with 
GAAP. A reconciliation of the Non-GAAP measures to the nearest comparable GAAP measure is set forth below.

The following table shows EBITDA as a percentage of revenues before reimbursements for 2020, 2019 and 2018:

 (in thousands, except percentages)

Revenues before reimbursements.....................................................  $
EBITDA ...........................................................................................  $
EBITDA as a % of revenues before reimbursements ......................   

2020
378,412 
102,102 

  $
  $
27.0%   

Fiscal Years
2019
391,390 
107,084 

  $
  $
27.4%   

2018
354,639 
96,858 

27.3%

The decrease in EBITDA as a percentage of revenues before reimbursements for 2020 as compared to 2019 was due 
to a 3% decrease in revenues before reimbursements, partially offset by a 37% decrease in general and administrative 
expenses primarily due to the business and travel restrictions associated with the COVID-19 pandemic.

The slight increase in EBITDA as a percentage of revenues before reimbursements for 2019 as compared to 2018 was 
due to 10% growth in revenues before reimbursements, partially offset by a 17% increase in general and administrative 
expenses primarily due to a firm-wide managers’ meeting during 2020.

The following table is a reconciliation of EBITDA and EBITDAS to the most comparable GAAP measure, net income, 
for 2020, 2019 and 2018:

 (in thousands)

Net Income ........................................................................................  $
Add back (subtract):

2020

Fiscal Years
2019

2018

82,552    $

82,460    $

72,254 

Income taxes ................................................................................   
Interest income ............................................................................   
Depreciation and amortization.....................................................   
EBITDA .................................................................................   
Stock-based compensation ..........................................................   
EBITDAS...............................................................................  $

14,384     
(1,705)    
6,871     
102,102     
17,278     
119,380    $

21,730     
(3,912)    
6,806     
107,084     
17,466     
124,550    $

21,063 
(2,751)
6,292 
96,858 
16,993 
113,851  

35

 
 
 
 
 
 
 
 
 
 
 
 
 
   
   
 
   
      
      
  
Item 7A. Quantitative and Qualitative Disclosure about Market Risk

Exponent  is  exposed  to  interest  rate  risk  associated  with  our  balances  of  cash,  cash  equivalents  and  short-term 
investments. We manage our interest rate risk by maintaining an investment portfolio primarily consisting of debt 
instruments with high credit quality and relatively short average effective maturities in accordance with the Company’s 
investment policy. The maximum effective maturity of any issue in our portfolio of cash equivalents and short-term 
investments is 3 years and the maximum average effective maturity of the portfolio cannot exceed 12 months.

If interest rates were to instantaneously increase or decrease by 100 basis points, the change in the fair value of our 
portfolio of cash equivalents and short-term investments would not have a material impact on our financial statements. 
We do not use derivative financial instruments in our investment portfolio. Notwithstanding our efforts to manage 
interest rate risk, there can be no assurances that we will be adequately protected against the risks associated with 
interest rate fluctuations.

We have foreign currency risk related to our revenues and expenses denominated in currencies other than the U.S. 
dollar, primarily the British Pound, the Chinese Yuan, and the Hong Kong Dollar. Accordingly, changes in exchange 
rates may negatively affect the revenues and net income of our foreign subsidiaries as expressed in U.S. dollars.

At January 1, 2021, we had net assets of approximately $16.9 million with a functional currency of the British Pound, 
net  assets  of  approximately  $5.9  million  with  a  functional  currency  of  the  Chinese  Yuan,  and  net  assets  of 
approximately $5.5 million with a functional currency of the Hong Kong Dollar associated with our operations in the 
United Kingdom, China, and Hong Kong respectively.

We  also  have  foreign  currency  risk  related  to  foreign  currency  transactions  and  monetary  assets  and  liabilities 
denominated in currencies that are not the functional currency. We have experienced and will continue to experience 
fluctuations  in  our  net  income  as  a  result  of  gains  (losses)  on  these  foreign  currency  transactions  and  the  re-
measurement  of  monetary  assets  and  liabilities.  At  January  1,  2021,  we  had  net  assets  denominated  in  the  non-
functional currency of approximately $6.5 million.

We do not use foreign exchange contracts to hedge any foreign currency exposures. To date, the impacts of foreign 
currency exchange rate changes on our consolidated revenues and consolidated net income have not been material. 
However, our continued international expansion increases our exposure to exchange rate fluctuations and as a result 
such fluctuations could have a significant impact on our future results of operations.

36

Item 8. Financial Statements and Supplementary Data

See Item 15 of this Annual Report on Form 10-K for required financial statements and supplementary data.

Item 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure

None.

Item 9A. Controls and Procedures

KPMG LLP, an independent registered public accounting firm, has audited the internal control over financial reporting 
of Exponent, Inc., as stated in their report which is included in Part IV, Item 15 of this Annual Report on Form 10-K.

(a) Conclusion Regarding the Effectiveness of Disclosure Controls and Procedures.

Under the supervision and with the participation of our management, including our principal executive officer and 
principal  financial  officer,  we  conducted  an  evaluation  of  our  disclosure  controls  and  procedures,  as  such  term  is 
defined under Rule 13(a)-15(e) promulgated under the Securities Exchange Act of 1934, as amended (the “Exchange 
Act”). Based on this evaluation, our principal executive officer and our principal financial officer concluded that our 
disclosure controls and procedures were effective as of the end of the period covered by this Annual Report on Form 
10-K.

(b) Management’s Report on Internal Control Over Financial Reporting.

Our management is responsible for establishing and maintaining adequate internal control over financial reporting, as 
such  term  is  defined  in  Exchange  Act  Rule  13a-15(f).  Our  internal  control  over  financial  reporting  is  designed  to 
provide  reasonable  assurance,  but  not  absolute  assurance,  regarding  the  reliability  of  financial  reporting  and  the 
preparation  of  financial  statements  in  accordance  with  U.S.  generally  accepted  accounting  principles.  There  are 
inherent limitations to the effectiveness of any system of internal control over financial reporting. These limitations 
include  the  possibility  of  human  error,  the  circumvention  or  overriding  of  the  system  and  reasonable  resource 
constraints. Because of its inherent limitations, our internal control over financial reporting may not prevent or detect 
misstatements. Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls 
may  become  inadequate  because  of  changes  in  conditions,  or  that  the  degree  of  compliance  with  the  policies  or 
procedures  may  deteriorate.  Under  the  supervision  and  with  the  participation  of  our  management,  including  our 
principal  executive  officer  and  principal  financial  officer,  we  conducted  an  evaluation  of  the  effectiveness  of  our 
internal control over financial reporting based on the framework in Internal Control - Integrated Framework (2013) 
issued by the Committee of Sponsoring Organizations of the Treadway Commission. Based on our evaluation under 
the  framework  in  Internal  Control  -  Integrated  Framework  (2013),  our  management  concluded  that  our  internal 
control over financial reporting was effective at the reasonable assurance level as of January 1, 2021.

(c) Changes in Internal Control Over Financial Reporting.

There have not been any changes in the Company’s internal control over financial reporting, as such term is defined 
in Rule 13a-15(f) under the Exchange Act, during the most recent fiscal quarter that have materially affected, or are 
reasonably likely to materially affect, the Company’s internal control over financial reporting.

Item 9B. Other Information

None.

37

PART III

Certain  information  required  by  Part  III  is  omitted  from  this  Annual  Report  on  Form  10-K.  We  intend  to  file  a 
definitive Proxy Statement pursuant to Regulation 14A not later than 120 days after the end of the fiscal year covered 
by this Annual Report on Form 10-K, and certain information included therein is incorporated herein by reference. 

Item 10. Directors, Executive Officers and Corporate Governance

The information required by this item is incorporated by reference to the Company’s definitive Proxy Statement for 
its 2021 Annual Meeting of Stockholders (the "Proxy Statement"). See Part 1, Item 1 of this Annual Report on Form 
10-K for information regarding the executive officers of the Company. 

Item 11. Executive Compensation

The information required by this item is incorporated by reference to the Proxy Statement.

Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters

The information required by this item is incorporated by reference to the Proxy Statement. See also the table on the 
Company’s share repurchases in Part II, Item 5 above.

Item 13. Certain Relationships and Related Transactions, and Director Independence

The information required by this item is incorporated by reference to the Proxy Statement.

Item 14. Principal Accounting Fees and Services

The information required by this item is incorporated by reference to the Proxy Statement.

38

PART IV

Item 15. Exhibits, Financial Statement Schedules

(a) The following documents are filed as part of this Annual Report on Form 10-K.

1. Financial Statements

The  following  consolidated  financial  statements  of  Exponent,  Inc.  and  subsidiaries  and  the  Report  of 
Independent Registered Public Accounting Firm are included herewith:

Page

Report of Independent Registered Public Accounting Firm ..................................................................

40

Consolidated Statements of Income for the years ended January 1, 2021, January 3, 2020 
and December 28, 2018 ..........................................................................................................................

Consolidated Statements of Comprehensive Income for the years ended January 1, 2021, 
January 3, 2020 and December 28, 2018................................................................................................

Consolidated Balance Sheets as of January 1, 2021 and January 3, 2020 .............................................

Consolidated Statements of Stockholders’ Equity for the years ended January 1, 2021,
January 3, 2020 and December 28, 2018................................................................................................

Consolidated Statements of Cash Flows for the years ended January 1, 2021, January 3, 2020 
and December 28, 2018 ..........................................................................................................................

Notes to Consolidated Financial Statements ..........................................................................................

42

43

44

45

46

47

2. Financial Statement Schedules

The following financial statement schedule of Exponent, Inc. for the years ended January 1, 2021, January 
3, 2020 and December 28, 2018 is filed as part of this Report and should be read in conjunction with the 
consolidated financial statements of Exponent, Inc. and subsidiaries:

Schedule II - Valuation and Qualifying Accounts..................................................................................

69

Schedules other than those listed above have been omitted since they are either not required, not applicable, 
or the information is otherwise included elsewhere in the report.

Page

3. Exhibits 

(a)      Exhibit Index ................................................................................................................................

70

Page

39

Report of Independent Registered Public Accounting Firm

To the Stockholders and Board of Directors
Exponent, Inc.:

Opinions on the Consolidated Financial Statements and Internal Control Over Financial Reporting 

We have audited the accompanying consolidated balance sheets of Exponent, Inc. and subsidiaries (the Company) as 
of January 1, 2021 and January 3, 2020, the related consolidated statements of income, comprehensive income, 
stockholders’ equity, and cash flows for each of the years in the three-year period ended January 1, 2021, and the 
related notes and financial statement schedule II (collectively, the consolidated financial statements). We also have 
audited the Company’s internal control over financial reporting as of January 1, 2021, based on criteria established 
in Internal Control – Integrated Framework (2013) issued by the Committee of Sponsoring Organizations of the 
Treadway Commission.  

In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the 
financial position of the Company as of January 1, 2021 and January 3, 2020, and the results of its operations and its 
cash flows for each of the years in the three-year period ended January 1, 2021, in conformity with U.S. generally 
accepted accounting principles. Also in our opinion, the Company maintained, in all material respects, effective 
internal control over financial reporting as of January 1, 2021 based on criteria established in Internal Control – 
Integrated Framework (2013) issued by the Committee of Sponsoring Organizations of the Treadway Commission.

Change in Accounting Principle

As discussed in Note 1 to the consolidated financial statements, the Company has changed its method of accounting 
for leases as of December 29, 2018 due to the adoption of FASB Accounting Standards Codification Topic 842, 
Leases.

Basis for Opinions 

The Company’s management is responsible for these consolidated financial statements, for maintaining effective 
internal control over financial reporting, and for its assessment of the effectiveness of internal control over financial 
reporting, included in the accompanying Management’s Report on Internal Control Over Financial Reporting. Our 
responsibility is to express an opinion on the Company’s consolidated financial statements and an opinion on the 
Company’s internal control over financial reporting based on our audits. We are a public accounting firm registered 
with the Public Company Accounting Oversight Board (United States) (PCAOB) and are required to be independent 
with respect to the Company in accordance with the U.S. federal securities laws and the applicable rules and 
regulations of the Securities and Exchange Commission and the PCAOB.

We conducted our audits in accordance with the standards of the PCAOB. Those standards require that we plan and 
perform the audits to obtain reasonable assurance about whether the consolidated financial statements are free of 
material misstatement, whether due to error or fraud, and whether effective internal control over financial reporting 
was maintained in all material respects. 

Our audits of the consolidated financial statements included performing procedures to assess the risks of material 
misstatement of the consolidated financial statements, whether due to error or fraud, and performing procedures that 
respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and 
disclosures in the consolidated financial statements. Our audits also included evaluating the accounting principles 
used and significant estimates made by management, as well as evaluating the overall presentation of the 
consolidated financial statements. Our audit of internal control over financial reporting included obtaining an 
understanding of internal control over financial reporting, assessing the risk that a material weakness exists, and 
testing and evaluating the design and operating effectiveness of internal control based on the assessed risk. Our 
audits also included performing such other procedures as we considered necessary in the circumstances. We believe 
that our audits provide a reasonable basis for our opinions.

Definition and Limitations of Internal Control Over Financial Reporting 

A company’s internal control over financial reporting is a process designed to provide reasonable assurance 
regarding the reliability of financial reporting and the preparation of financial statements for external purposes in 
accordance with generally accepted accounting principles. A company’s internal control over financial reporting 

40

includes those policies and procedures that (1) pertain to the maintenance of records that, in reasonable detail, 
accurately and fairly reflect the transactions and dispositions of the assets of the company; (2) provide reasonable 
assurance that transactions are recorded as necessary to permit preparation of financial statements in accordance 
with generally accepted accounting principles, and that receipts and expenditures of the company are being made 
only in accordance with authorizations of management and directors of the company; and (3) provide reasonable 
assurance regarding prevention or timely detection of unauthorized acquisition, use, or disposition of the company’s 
assets that could have a material effect on the financial statements.

Because of its inherent limitations, internal control over financial reporting may not prevent or detect misstatements. 
Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls may become 
inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may 
deteriorate.

Critical Audit Matter

The critical audit matter communicated below is a matter arising from the current period audit of the consolidated 
financial statements that was communicated or required to be communicated to the audit committee and that: (1) 
relate to accounts or disclosures that are material to the consolidated financial statements and (2) involved our 
especially challenging, subjective, or complex judgments. The communication of a critical audit matter does not 
alter in any way our opinion on the consolidated financial statements, taken as a whole, and we are not, by 
communicating the critical audit matter below, providing a separate opinion on the critical audit matter or on the 
accounts or disclosures to which it relates.

Collectibility of accounts receivable

As discussed in Notes 1 and 6 to the consolidated financial statements, the Company’s allowance for 
contract losses and doubtful accounts was $4.0 million as of January 1, 2021. The Company’s accounts 
receivable, net was $111.6 million as of January 1, 2021 which represents 19% of total assets and 28% of 
revenue for the year ended January 1, 2021. As discussed in Note 1, the Company maintains allowances to 
estimate their ability to collect financial obligations from customers. The Company records a specific 
allowance in circumstances where the Company is aware of a dispute with a specific customer or a specific 
customer’s inability to meet its financial obligations. 

We identified the assessment of the collectibility of accounts receivable as a critical audit matter. 
Specifically, the specific allowance is an estimate which involves assessing the likelihood of collection of a 
customer’s accounts receivable by considering various factors such as nature of the dispute, 
communications from the customer, historical collections, and number of days accounts receivables have 
been outstanding. Subjective auditor judgment was involved in evaluating the relevance and reliability of 
the evidence obtained in evaluating these factors. 

The following are the primary procedures we performed to address this critical audit matter. We evaluated 
the design and tested the operating effectiveness of certain internal controls related to the critical audit 
matter. This included controls related to the Company’s assessment of the specific allowance. We 
investigated significant fluctuations in the specific allowance as compared to gross accounts receivable and 
the prior year specific allowance. For a selection of customer invoices and projects, we inquired of 
Company personnel to evaluate the rationale for establishing a specific allowance for certain customers and 
assessed the Company’s estimate of the specific customer allowance by evaluating the underlying 
contractual documents, historical collection trends, communications with customers, number of days 
accounts receivable have been outstanding, and other additional factors. We also evaluated subsequent 
collections occurring after the balance sheet date for the selected customer invoices and projects and 
considered the impact of potential subsequent events on the estimate of the specific customer allowance.

/s/ KPMG, LLP

We have served as the Company’s auditor since 1987. 

San Francisco, California
February 26, 2021

41

Exponent, Inc. and Subsidiaries
Consolidated Statements of Income

(In thousands, except per share data)
Revenues:

2020

Fiscal Years
2019

2018

Revenues before reimbursements ................................................  $
Reimbursements ..........................................................................   
Revenues ................................................................................   

378,412    $
21,488     
399,900     

391,390    $
25,809     
417,199     

354,639 
24,884 
379,523 

Operating expenses:

Compensation and related expenses ............................................   
Other operating expenses.............................................................   
Reimbursable expenses................................................................   
General and administrative expenses ..........................................   
Total operating expenses........................................................   
Operating income ...................................................................   

250,041     
32,234     
21,488     
12,888     
316,651     
83,249     

252,197     
33,562     
25,809     
20,520     
332,088     
85,111     

Other income:

Interest income ............................................................................   
Miscellaneous income (loss), net.................................................   
Income before income taxes...................................................   

1,705     
11,982     
96,936     

3,912     
15,167     
104,190     

Provision for income taxes................................................................   
Net income .............................................................................  $

14,384     
82,552    $

21,730     
82,460    $

215,052 
30,599 
24,884 
17,532 
288,067 
91,456 

2,751 
(890)
93,317 

21,063 
72,254 

Net income per share:

Basic ............................................................................................  $
Diluted .........................................................................................  $

1.58    $
1.55    $

1.56    $
1.53    $

1.37 
1.33 

Shares used in per share computations:

Basic ............................................................................................   
Diluted .........................................................................................   

52,388     
53,323     

52,691     
53,884     

52,906 
54,168 

Cash dividends declared per common share .....................................  $

0.76    $

0.64    $

0.52  

See accompanying notes to the Consolidated Financial Statements.

42

 
 
 
 
   
   
 
   
      
      
  
 
   
      
      
  
   
      
      
  
 
   
      
      
  
   
      
      
  
 
   
      
      
  
 
   
      
      
  
   
      
      
  
   
      
      
  
 
   
      
      
  
Exponent, Inc. and Subsidiaries
Consolidated Statements of Comprehensive Income 

(In thousands)
Net income..............................................................................................  $
Other comprehensive (loss) income, net of tax:

Foreign currency translation adjustments, net of tax of $0, $0,
   and $0, respectively........................................................................   
Reclassification adjustment for currency translation
   adjustments on planned disposal of a subsidiary,
   net of tax of $0, included in miscellaneous income,
   net on the consolidated statement of income .................................   
Unrealized gain/(loss) arising during the period on
   investments, net of tax of $79, $(114), and $(63), respectively.....   
Comprehensive income ..........................................................................  $

See accompanying notes to the Consolidated Financial Statements.

2020

Fiscal Years
2019

2018

82,552    $

82,460    $

72,254 

65     

145     

(1,015)

—     

601     

— 

(237)    
82,380    $

347     
83,553    $

191 
71,430  

43

 
 
 
 
   
   
 
   
      
      
  
Exponent, Inc. and Subsidiaries
Consolidated Balance Sheets

 (In thousands, except par value)
Assets
Current assets:

January 1,
2021

January 3,
2020

Cash and cash equivalents.............................................................................   $
Short-term investments .................................................................................    
Accounts receivable, net of allowance for contract losses and doubtful
   accounts of $3,995 and $4,295, respectively .............................................    
Prepaid expenses and other current assets.....................................................    
Total current assets.............................................................................    

Property, equipment and leasehold improvements, net ......................................    
Operating lease right-of-use asset.......................................................................    
Goodwill .............................................................................................................    
Deferred income taxes ........................................................................................    
Deferred compensation plan assets.....................................................................    
Other assets.........................................................................................................    
Total assets .........................................................................................   $

Liabilities and Stockholders’ Equity
Current liabilities:

Accounts payable and accrued liabilities ......................................................   $
Accrued payroll and employee benefits ........................................................    
Deferred revenues .........................................................................................    
Operating lease liability ................................................................................    
Total current liabilities .......................................................................    

Other liabilities ...................................................................................................    
Deferred compensation plan liabilities ...............................................................    
Operating lease liability......................................................................................    
Total liabilities....................................................................................   $

197,525    $
45,001     

111,565     
12,741     
366,832     

59,823     
19,322     
8,607     
40,539     
83,731     
1,242     
580,096    $

16,327    $
83,194     
11,800     
5,987     
117,308     

2,986     
83,961     
14,343     
218,598    $

176,436 
55,165 

120,138 
12,305 
364,044 

61,587 
23,003 
8,607 
36,821 
68,400 
949 
563,411 

18,583 
86,723 
12,710 
5,944 
123,960 

2,669 
68,373 
18,158 
213,160 

Commitments and contingencies (Note 13)

Stockholders’ equity:

Preferred stock, $0.001 par value; 2,000 shares authorized; no shares
   outstanding .................................................................................................    
Common stock, $0.001 par value; 120,000 shares authorized; 65,707
   shares issued...............................................................................................    
Additional paid-in capital..............................................................................    
Accumulated other comprehensive income/(loss)

Investment securities, available for sale ..................................................    
Foreign currency translation adjustments ................................................    

Retained earnings ..........................................................................................    
Treasury stock, at cost: 13,903 and 13,951 shares held, respectively...........    
Total stockholders’ equity..................................................................    
Total liabilities and stockholders’ equity ...........................................   $

—     

— 

66     
265,328     

66 
244,935 

65     
(1,997)    
(1,932)    
421,809     
(323,773)    
361,498     
580,096    $

302 
(2,062)
(1,760)
384,668 
(277,658)
350,251 
563,411  

See accompanying notes to the Consolidated Financial Statements.

44

 
 
 
 
   
      
  
   
      
  
 
   
      
  
 
   
      
  
   
      
  
   
      
  
 
   
      
  
 
   
      
  
   
      
  
 
   
      
  
   
      
  
   
      
  
 
   
Exponent, Inc. and Subsidiaries 
Consolidated Statements of Stockholders’ Equity

  Common Stock
  Shares     Amount     capital

—     

—     

—     

—     
—     

—     
—     

—     
—     

(In thousands)
Balance at December 29, 2017 ......    65,707    $
Employee stock purchase plan.......   
—     
Amortization of unrecognized
   stock-based compensation ..........   
Purchase of treasury shares............   
Foreign currency translation
   adjustments .................................   
Grant of restricted stock units to
   settle accrued bonus ....................   
Settlement of restricted stock
   units.............................................   
Unrealized gain on investments.....   
Dividends and dividend equivalent
—     
   rights ...........................................   
Net income.....................................   
—     
Balance at December 28, 2018 ......    65,707    $
—     
Employee stock purchase plan.......   
Exercise of stock options ...............   
—     
Amortization of unrecognized
   stock-based compensation ..........   
Purchase of treasury shares............   
Foreign currency translation
   adjustments .................................   
Reclassification adjustment for
   currency translation adjustments
   on planned disposal of a
   subsidiary ....................................   
Grant of restricted stock units to
   settle accrued bonus ....................   
Settlement of restricted stock
   units.............................................   
Unrealized gain on investments.....   
Dividends and dividend equivalent
—     
   rights ...........................................   
Net income.....................................   
—     
Balance at January 3, 2020 ............    65,707    $
—     
Employee stock purchase plan.......   
Exercise of stock options ...............   
—     
Amortization of unrecognized
   stock-based compensation ..........   
Purchase of treasury shares............   
Foreign currency translation
   adjustments .................................   
Grant of restricted stock units to
   settle accrued bonus ....................   
Settlement of restricted stock
   units.............................................   
Unrealized loss on investments......   
Dividends and dividend equivalent
—     
   rights ...........................................   
—     
Net income.....................................   
Balance at January 1, 2021 ............    65,707    $

—     
—     

—     
—     

—     
—     

—     

—     

—     

—     

    Accumulated     
other
   Additional   
    paid-in    comprehensive    Retained    

Treasury Stock

    income (loss)     earnings     Shares     Amount     Total

66    $ 210,230    $
1,161     
—     

(2,029)   $303,990      14,169    $(223,169)   $289,088 
1,474 

313     

(32)    

—     

—     

—     
—     

8,550     
—     

—     
—     

—     
—     

—     
562     

—     

8,550 
(27,915)     (27,915)

—     

—     

(1,015)    

—     

—     

—     

(1,015)

—     

7,643     

—     

—     

—     

—     

7,643 

—     
—     

(1,107)    
—     

—     
191     

(5,892)    
—     

(491)    
—     

(1,840)    
—     

(8,839)
191 

806     
—     
—     
—     
66    $ 227,283    $
1,384     
—     
(141)    
—     

—     
—     

—      (28,328)    
—      72,254     

—      (27,522)
—      72,254 
(2,853)   $342,024      14,208    $(252,611)   $313,909 
1,668 
1,561 

284     
1,702     

(27)    
(166)    

—     
—     

—     
—     

—     
—     

8,710     
—     

—     
—     

—     
—     

—     
342     

—     

8,710 
(21,957)     (21,957)

—     

—     

145     

—     

—     

—     

145 

—     

—     

601     

—     

—     

—     

601 

—     

7,947     

—     

—     

—     

—     

7,947 

—     
—     

(961)    
—     

—     
347     

(5,146)    
—     

(406)    
—     

(5,076)     (11,183)
347 

—     

713     
—     
—     
—     
66    $ 244,935    $
1,536     
—     
1,996     
—     

—     
—     

—      (34,670)    
—      82,460     

—      (33,957)
—      82,460 
(1,760)   $384,668      13,951    $(277,658)   $350,251 
1,791 
4,940 

255     
2,944     

(24)    
(284)    

—     
—     

—     
—     

—     
—     

9,165     
—     

—     
—     

—     
—     

—     
636     

—     

9,165 
(40,049)     (40,049)

—     

—     

65     

—     

—     

—     

65 

—     

8,645     

—     

—     

—     

—     

8,645 

—     
—     

(1,460)    
—     

—     
(237)    

(4,538)    
—     

(376)    
—     

(9,265)     (15,263)
(237)

—     

511     
—     
—     
—     
66    $ 265,328    $

—      (40,873)    
—      82,552     

—      (40,362)
—      82,552 
(1,932)   $421,809      13,903    $(323,773)   $361,498  

—     
—     

See accompanying notes to the Consolidated Financial Statements. 

45

 
  
 
    
 
    
 
 
    
 
    
 
    
 
 
 
  
 
    
 
    
 
    
 
    
 
    
 
 
 
    
 
 
 
Exponent, Inc. and Subsidiaries
Consolidated Statements of Cash Flows

(In thousands)
Cash flows from operating activities:

Net income...................................................................................  $
Adjustments to reconcile net income to net cash provided by
   operating activities:

Depreciation and amortization of property, equipment and
   leasehold improvements......................................................   
Amortization of premiums and accretion of discounts on
   short-term investments ........................................................   
Deferred rent expense ............................................................   
Provision for contract losses and doubtful accounts ..............   
Stock-based compensation .....................................................   
Deferred income tax provision...............................................   
Changes in operating assets and liabilities:

Accounts receivable..........................................................   
Prepaid expenses and other current assets ........................   
Change in operating leases ...............................................   
Accounts payable and accrued liabilities..........................   
Accrued payroll and employee benefits ...........................   
Deferred revenues.............................................................   
Net cash provided by operating activities ...................   

2020

Fiscal Years
2019

2018

82,552    $

82,460    $

72,254 

6,871     

6,806     

6,292 

(163)    
—     
1,849     
17,278     
(3,639)    

6,724     
(9,075)    
(91)    
(2,646)    
4,562     
(910)    
103,312     

(516)    
—     
2,224     
17,466     
(2,845)    

(16,548)    
(3,343)    
205     
6,715     
11,891     
3,544     
108,059     

Cash flows from investing activities:

Capital expenditures ....................................................................   
Purchase of short-term investments.............................................   
Maturity of short-term investments .............................................   
Net cash provided by/(used in) investing activities ....   

(4,987)    
(39,989)    
50,000     
5,024     

(23,038)    
(38,693)    
66,000     
4,269     

Cash flows from financing activities:

Payroll taxes for restricted stock units.........................................   
Repurchase of common stock......................................................   
Exercise of stock-based payment awards ....................................   
Dividends and dividend equivalent rights ...................................   
Net cash used in financing activities ...........................   

(15,263)    
(40,049)    
6,732     
(39,775)    
(88,355)    

(11,183)    
(21,957)    
3,229     
(33,503)    
(63,414)    

(114)
175 
1,848 
16,993 
(3,715)

2,438 
(11,047)
— 
(4,620)
9,820 
864 
91,188 

(16,298)
(52,522)
43,000 
(25,820)

(8,839)
(27,915)
1,474 
(27,220)
(62,500)

Effect of foreign currency exchange rates on cash and cash
   equivalents .....................................................................................   
Net increase in cash and cash equivalents.........................................   
Cash and cash equivalents at beginning of year................................   
Cash and cash equivalents at end of year..........................................  $

1,108     
21,089     
176,436     
197,525    $

463     
49,377     
127,059     
176,436    $

(603)
2,265 
124,794 
127,059  

See accompanying notes to the Consolidated Financial Statements.

46

 
 
 
 
   
   
 
     
     
      
  
     
       
       
 
     
       
       
 
 
   
      
      
  
     
     
      
  
 
   
      
      
  
     
     
      
  
 
   
      
      
  
Exponent, Inc. and Subsidiaries
Notes to Consolidated Financial Statements

Note 1: Summary of Significant Accounting Policies

Basis of Presentation

Exponent, Inc. together with its subsidiaries (collectively referred to as the “Company”) is a science and engineering 
consulting firm that provides solutions to complex problems. The accompanying consolidated financial statements 
include the accounts of the Company and its wholly owned subsidiaries. All intercompany transactions and balances 
have been eliminated in consolidation.

The Company operates on a 52-53 week fiscal year with each year ending on the Friday closest to December 31st. 
Fiscal period 2020 included 52 weeks of activity and ended on January 1, 2021. Fiscal period 2019 included 53 weeks 
of activity and ended on January 3, 2020. Fiscal period 2018 included 52 weeks of activity and ended on December 
28, 2018. Fiscal period 2021 is 52 weeks and will end on December 31, 2021.

Stock Split

On May 31, 2018, the Company’s stockholders approved an amendment to the Company’s certificate of incorporation 
to (i) increase the number of authorized shares of common stock to 120,000,000 and (ii) effect a two-for-one stock 
split. As a result of the stock split, each shareholder of record at the close of business on May 31, 2018, received one 
additional share of common stock for each share of common stock owned by such stockholder. Restricted stock unit 
awards and stock option awards have also been adjusted to reflect the two-for-one stock split. For periods prior to the 
stock split, all share and per share data in the Company’s consolidated financial statements and related notes have 
been retroactively adjusted to reflect the stock split.

Use of Estimates

The preparation of financial statements in conformity with accounting principles generally accepted in the United 
States of America requires management to make estimates and assumptions that affect the reported amounts of assets 
and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported 
amounts of revenues and expenses during the period. Estimates are used for, but not limited to, revenue recognition, 
allowance for contract losses and doubtful accounts, stock-based compensation, income taxes, goodwill, the useful 
life of property, equipment and leasehold improvements, and operating lease liabilities. Actual results could differ 
from those estimates.

Foreign Currency Translation 

The  Company  translates  the  assets  and  liabilities  of  foreign  subsidiaries,  whose  functional  currency  is  the  local 
currency, at exchange rates in effect at the balance sheet date. Revenues and expenses are translated at the average 
rates of exchange prevailing during the year. The adjustment resulting from translating the financial statements of 
such  foreign  subsidiaries  is  included  in  accumulated  other  comprehensive  income/(loss),  which  is  reflected  as  a 
separate component of stockholders’ equity. 

Cash Equivalents

Cash equivalents consist of highly liquid investments such as money market mutual funds, commercial paper and debt 
securities with original remaining maturities of three months or less from the date of purchase.

Short-term Investments

Short-term investments consist of debt securities classified as available-for-sale and are carried at their fair value as 
of the balance sheet date. Short-term investments generally mature between three months and three years from the 
purchase date. Investments with maturities beyond one year are classified as short-term based on their highly liquid 
nature and because such marketable securities represent investments readily available for current operations.

47

The amortized cost of securities is adjusted for amortization of premiums and accretion of discounts to maturity. Such 
amortization  is  included  in  interest  income.  Realized  gains  or  losses  are  determined  on  the  specific  identification 
method and are reflected in other income. Net unrealized gains and losses are recorded directly in accumulated other 
comprehensive  income/(loss)  except  for  unrealized  losses  that  are  deemed  to  be  other-than-temporary,  which  are 
reflected in net income.

Investments are reviewed on a regular basis to evaluate whether or not any security has experienced an other-than 
temporary  decline  in  fair  value.  When  assessing  investments  for  other-than-temporary  declines  in  fair  value,  the 
Company considers the significance of the decline in value as a percentage of the original cost, how long the market 
value of the investment has been less than its original cost, any news that has been released specific to the investee, 
and the Company’s intent to sell, or whether it is more likely than not it will be required to sell the investment before 
recovery of the investment’s cost basis.

Allowances for Contract Losses and Doubtful Accounts 

The  Company  maintains  allowances  for  estimated  losses  resulting  from  the  inability  of  customers  to  meet  their 
financial obligations or for disputes that affect the Company’s ability to fully collect amounts due. In circumstances 
where the Company is aware of a specific customer’s inability to meet its financial obligations or aware of a dispute 
with a specific customer, a specific allowance is recorded to reduce the net recognized receivable to the amount the 
Company  reasonably  believes  will  be  collected.  For  all  other  customers  the  Company  recognizes  allowances  for 
doubtful  accounts  based  upon  historical  write-offs,  customer  concentration,  customer  creditworthiness,  current 
economic conditions, aging of amounts due and changes in customer payment terms.

Property, Equipment and Leasehold Improvements

Property, equipment and leasehold improvements are stated at cost less accumulated depreciation and amortization. 
Depreciation  and  amortization  are  recognized  using  the  straight-line  method.  Buildings  are  depreciated  over  their 
estimated useful lives ranging from thirty to forty years. Equipment is depreciated over its estimated useful life, which 
generally ranges from two to seven years. Leasehold improvements are amortized over the shorter of their estimated 
useful lives, generally seven years, or the term of the related lease.

Impairment of Long-Lived Assets 

The Company evaluates long-lived assets for impairment whenever events or changes in circumstances indicate that 
the carrying amount of an asset may not be recoverable. Recoverability of assets to be held and used is measured by 
a comparison of the carrying amount of the assets to future undiscounted cash flows to be generated by the asset. If 
such assets are considered to be impaired, the impairment to be recognized is measured as the amount by which the 
carrying amount of the assets exceeds the fair value of the assets. The Company has not recognized impairment losses 
on any long-lived assets in 2020, 2019 or 2018.

Goodwill

The Company assesses the impairment of goodwill annually and whenever events or changes in circumstances indicate 
that the carrying amount may be impaired. The Company’s annual goodwill impairment review is completed during 
the fourth quarter of each year. The Company evaluates goodwill for each reporting unit for impairment by assessing 
qualitative  factors  to  determine  whether  it  is  necessary  to  perform  a  quantitative  goodwill  impairment  test.  The 
Company considers events and circumstances, including but not limited to, macroeconomic conditions, industry and 
market considerations, cost factors, overall financial performance, changes in management or key personnel, changes 
in strategy, changes in customers, a change in the composition or carrying amount of a reporting unit’s net assets and 
changes in the price of its common stock. If, after assessing the totality of events or circumstances, the Company 
determines that it is more likely than not that the fair value of a reporting unit is greater than its carrying amount, then 
the quantitative goodwill impairment test is not performed. 

48

The Company completed its annual assessment for all reporting units with goodwill for 2020 and determined, after 
assessing the totality of the qualitative factors, that it is more likely than not that the fair value of each reporting unit 
is greater than its respective carrying amount. Accordingly, there was no indication of impairment of goodwill for any 
of the Company’s reporting units and the quantitative goodwill impairment test was not performed. The Company did 
not recognize any goodwill impairment losses in 2020, 2019 or 2018. 

Deferred Revenues

Deferred revenues represent amounts billed to clients in advance of services provided. 

Income Taxes

Income taxes are accounted for under the asset and liability method. Deferred tax assets and liabilities are recognized 
for the expected tax consequences of temporary differences between the tax basis and the financial reporting basis of 
assets and liabilities. Deferred tax assets and liabilities are measured using the enacted tax rates and laws in effect 
when the differences are expected to reverse. The effect on deferred tax assets and liabilities from changes in tax rates 
is recognized in income in the period that includes the enactment date. A valuation allowance is recorded for deferred 
tax assets if it is more likely than not that some portion or all of the deferred tax assets will not be realized. An uncertain 
tax position is recognized if it is determined that it is more likely than not to be sustained upon examination. The tax 
position is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon 
ultimate settlement. The Company’s policy is to recognize interest and penalties related to unrecognized tax benefits 
as income tax expense. Accrued interest and penalties are insignificant at January 1, 2021 and January 3, 2020.

Fair Value of Financial Instruments

Financial instruments consist of cash and cash equivalents, short-term investments, accounts receivable, other assets 
and  accounts  payable.  Cash,  cash  equivalents  and  short-term  investments  are  recorded  at  fair  value.  The  carrying 
amount of the Company’s accounts receivable, other assets and accounts payable approximates their fair values due 
to their short maturities.

Stock-Based Compensation

Stock-based compensation is measured at the grant date based on the fair value of the award and is recognized as 
expense  on  a  straight-line  basis  over  the  requisite  service  period  of  the  entire  award.  The  Company  accounts  for 
forfeitures of stock-based awards when they occur.

Net Income Per Share

Basic per share amounts are computed using the weighted-average number of common shares outstanding during the 
period. Dilutive per share amounts are computed using the weighted-average number of common shares outstanding 
and potentially dilutive securities, using the treasury stock method if their effect would be dilutive.

The following schedule reconciles the denominators of the Company’s calculation for basic and diluted net income 
per share:

(In thousands)
Shares used in basic per share computation......................................    
Effect of dilutive common stock options outstanding ......................    
Effect of unvested restricted stock units outstanding........................    
Shares used in diluted per share computation ...................................    

2020

Fiscal Years
2019

52,388     
333     
602     
53,323     

52,691     
458     
735     
53,884     

2018

52,906 
403 
859 
54,168  

Common stock options to purchase 35,604 shares were excluded from the diluted per share calculation for 2020 due 
to their anti-dilutive effect. There were no equity awards excluded from the diluted per share calculation for 2019 and 
2018. 

49

 
 
 
 
 
 
 
 
 
Recently Adopted Accounting Pronouncements

In June 2016, the Financial Accounting Standards Board (“FASB”) established Topic 326, Measurement of Credit 
Losses  on  Financial  Instruments,  by  issuing  Accounting  Standard  Update  (“ASU”)  No.  2016-13, Financial 
Instruments – Credit Losses, which replaces the incurred loss methodology with an expected loss methodology that is 
referred to as the current expected credit loss (“CECL”) methodology. The measurement of the expected credit losses 
under the CECL methodology is applicable to financial assets measured at amortized cost where there is a contractual 
right  to  receive  cash,  including,  accounts  receivables,  loan  receivables  and  held-to-maturity  debt  securities.  The 
Company adopted ASU No. 2016-13 in the first quarter of 2020 and the impact of the adoption was not material to 
the Company’s consolidated financial statements.

In February 2016, the Financial Accounting Standards Board (“FASB”) established Topic 842, Leases, by issuing 
Accounting Standards Update (“ASU”) No. 2016-02, which requires lessees to recognize leases on-balance sheet and 
disclose key information about leasing arrangements. Topic 842 was subsequently amended by ASU No. 2018-01, 
Land Easement Practical Expedient for Transition to Topic 842; ASU No. 2018-10, Codification Improvements to 
Topic 842, Leases; and ASU No. 2018-11, Targeted Improvements. The new standard establishes a right-of-use model 
(“ROU”) that requires a lessee to recognize a ROU asset and lease liability on the balance sheet for all leases with a 
term longer than 12 months. Leases will be classified as finance or operating, with classification affecting the pattern 
and classification of expense recognition in the income statement. Under the standard, disclosures are required to meet 
the objective of enabling users of financial statements to assess the amount, timing, and uncertainty of cash flows 
arising from leases.

The Company adopted the ASU as of the beginning of its first quarter of 2019. A modified retrospective transition 
approach is required, requiring the application of the new standard to all leases existing at the date of initial application. 
An  entity  may  choose  to  use  either  (1)  its  effective  date  or  (2)  the  beginning  of  the  earliest  comparative  period 
presented  in  the  financial  statements  as  its  date  of  initial  application.  The  Company  adopted  the  new  standard  on 
December 29, 2018, using the effective date as the date of initial application. Consequently, financial information was 
not  updated  and  the  disclosures  required  under  the  new  standard  were  not  provided  for  dates  and  periods  before 
December 29, 2018. 

The new standard provides a number of optional practical expedients in transition. The Company elected the ‘package 
of  practical  expedients’,  which  permits  it  not  to  reassess  under  the  new  standard  prior  conclusions  about  lease 
identification, lease classification and initial direct costs. The Company elected the practical expedient to include both 
lease and non-lease components as a single component and account for it as a lease for all asset classes. The Company 
also elected to apply the short-term lease exception for all leases. Under the short-term lease exception, the Company 
will not recognize ROU assets or lease liabilities for leases that, at the acquisition date, have a remaining lease term 
of 12 months or less. 

The  ASU  had  a  material  impact  to  the  Company’s  consolidated  balance  sheet,  but  did  not  have  an  impact  on  its 
consolidated statement of income. The most significant impact was the recognition of ROU assets and lease liabilities 
for its operating leases.

Recently Accounting Pronouncements Not Yet Effective

There  are  no  new  accounting  pronouncements  that  have  significance,  or  potential  significance,  to  the  Company’s 
consolidated financial statements.

Note 2: Revenue Recognition

Substantially all of the Company’s engagements are performed under time and materials or fixed-price arrangements. 
For  time  and  materials  contracts,  the  Company  utilizes  the  practical  expedient  under  Accounting  Standards 
Codification 606 – Revenue from Contracts with Customers, which states, if an entity has a right to consideration from 
a customer in an amount that corresponds directly with the value of the entity’s performance completed to date (for 
example, a service contract in which an entity bills a fixed amount for each hour of service provided), the entity may 
recognize revenue in the amount to which the entity has a right to invoice. 

50

The following table discloses the percent of the Company’s revenue generated from time and materials contracts:

Engineering & other scientific .................................................. 
Environmental and health.......................................................... 
Total time and materials revenues ....................................... 

2020
61%
19%
80%

Fiscal Years
2019
66%
18%
84%

2018
64%
18%
82%

For fixed-price contracts the Company recognizes revenue over time because of the continuous transfer of control to 
the  customer.  The  customer  typically  controls  the  work  in  process  as  evidenced  either  by  contractual  termination 
clauses or by the Company’s rights to payment for work performed to date to deliver services that do not have an 
alternative use to the Company. Revenue for fixed-price contracts is recognized based on the relationship of incurred 
labor hours at standard rates to the Company’s estimate of the total labor hours at standard rates it expects to incur 
over the term of the contract. The Company believes this methodology achieves a reliable measure of the revenue 
from the consulting services it provides to its customers under fixed-price contracts given the nature of the consulting 
services the Company provides. 

The following table discloses the percent of the Company’s revenue generated from fixed price contracts:  

Engineering & other scientific .................................................. 
Environmental and health.......................................................... 
Total fixed price revenues.................................................... 

2020
19%
1%
20%

Fiscal Years
2019
15%
1%
16%

2018
17%
1%
18%

Deferred revenues represent amounts billed to clients in advance of services provided. During 2020, $8,815,000 of 
revenues  were  recognized  that  were  included  in  the  deferred  revenue  balance  at  January  3,  2020.  During  2019, 
$5,754,000 of revenue were recognized that were included in the deferred revenue balance at December 28, 2018. 
During 2018, $6,067,000 of revenues were recognized that were included in the deferred revenue balance at December 
29, 2017.

Reimbursements, including those related to travel and other out-of-pocket expenses, and other similar third-party costs 
such  as  the  cost  of  materials  and  certain  subcontracts,  are  included  in  revenues,  and  an  equivalent  amount  of 
reimbursable  expenses  are  included  in  operating  expenses.  Any  mark-up  on  reimbursable  expenses  is  included  in 
revenues before reimbursements. The Company reports revenues net of subcontractor fees for certain subcontracts 
where the Company has determined that it is acting as an agent because its performance obligation is to arrange for 
the provision of goods or services by another party. The total amount of subcontractor fees not included in revenues 
because the Company was acting as an agent were $9,408,000, $14,409,000 and $23,174,000 during 2020, 2019 and 
2018, respectively. 

51

 
 
 
 
 
   
   
 
   
   
 
   
   
 
   
   
 
 
 
 
 
 
   
   
 
   
   
 
   
   
 
   
   
 
Note 3: Cash, cash equivalents and short-term investments 

Cash, cash equivalents and short-term investments consisted of the following as of January 1, 2021:

(In thousands)
Classified as current assets:

Amortized
Cost

Unrealized
Gains

Unrealized
Losses

   Estimated  
Fair
Value

Cash .............................................................................................. $ 146,083  $

—  $

—  $ 146,083 

Cash equivalents:

Money market securities .........................................................  
Total cash equivalents.............................................................  

51,442   
51,442   
Total cash and cash equivalents ........................................   197,525   

Short-term investments:

U.S. Treasury securities ..........................................................  
Total short-term investments.............................................  

44,993   
44,993   
Total cash, cash equivalents and short-term investments .................. $ 242,518  $

—   
—   
—   

8   
8   
8  $

—   
51,442 
51,442 
—   
—    197,525 

45,001 
—   
—   
45,001 
—  $ 242,526  

Cash, cash equivalents and short-term investments consisted of the following as of January 3, 2020:

(In thousands)
Classified as current assets:

Amortized
Cost

Unrealized
Gains

Unrealized
Losses

   Estimated  
Fair
Value

Cash .............................................................................................. $ 135,225  $

—  $

—  $ 135,225 

Cash equivalents:

Money market securities .........................................................  
Total cash equivalents .......................................................  

41,211   
41,211   
Total cash and cash equivalents..............................................   176,436   

—   
—   
—   

41,211 
—   
—   
41,211 
—    176,436 

Short-term investments:

U.S. Treasury securities ..........................................................  
Total short-term investments.............................................  

54,841   
54,841   
Total cash, cash equivalents and short-term investments .................. $ 231,277  $

324   
324   
324  $

55,165 
—   
—   
55,165 
—  $ 231,601  

52

 
  
 
   
 
   
 
 
  
  
  
 
  
    
    
    
  
 
  
    
    
    
  
  
    
    
    
  
 
  
    
    
    
  
  
    
    
    
  
 
  
 
   
 
   
 
 
  
  
  
 
  
    
    
    
  
 
  
    
    
    
  
  
    
    
    
  
 
  
    
    
    
  
  
    
    
    
  
Note 4: Fair Value Measurements

The Company measures certain financial assets and liabilities at fair value on a recurring basis, including available-
for-sale fixed income securities, trading fixed income and equity securities held in its deferred compensation plan and 
the  liability  associated  with  its  deferred  compensation  plan.  There  have  been  no  transfers  between  fair  value 
measurement  levels  during  2020,  2019  and  2018.  Any  transfers  between  fair  value  measurement  levels  would  be 
recorded on the actual date of the event or change in circumstances that caused the transfer. The fair value of these 
certain financial assets and liabilities was determined using the following inputs at January 1, 2021 (in thousands): 

Fair Value Measurements at Reporting Date Using

Quoted
Prices in
Active Markets
for Identical
Assets
(Level 1)

Significant
Other
Observable
Inputs
(Level 2)

Significant
Unobservable
Inputs
(Level 3)

Total

Assets
Money market securities (1)............................................... $

51,442  $

51,442  $

—  $

Fixed income available for sale securities (2) ...................  

45,001   

—   

45,001   

Fixed income trading securities held in
   deferred compensation plan (3) ......................................  

26,274   

26,274   

—   

Equity trading securities held in deferred compensation
   plan (3)............................................................................  

62,473   

62,473   

—   

Total ................................................................................. $ 185,190  $

140,189  $

45,001  $

Liabilities
Deferred compensation plan (4).........................................  

88,977   

88,977   

Total ................................................................................. $

88,977  $

88,977  $

—   

—  $

— 

— 

— 

— 

— 

— 

—  

(1)

(2)

(3)

(4)

Included in cash and cash equivalents on the Company’s consolidated balance sheet. 
Included in short-term investments on the Company’s consolidated balance sheet. 
Included in prepaid expenses and other current assets and deferred compensation plan assets on the Company’s 
consolidated balance sheet. 
Included in accounts payable and accrued liabilities and deferred compensation plan liabilities on the Company’s 
consolidated balance sheet. 

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The fair value of these certain financial assets and liabilities was determined using the following inputs at January 3, 
2020 (in thousands): 

Fair Value Measurements at Reporting Date Using

Quoted
Prices in
Active Markets
for Identical
Assets
(Level 1)

Significant
Other
Observable
Inputs
(Level 2)

Significant
Unobservable
Inputs
(Level 3)

Total

Assets
Money market securities (1) .............................................. $

41,211  $

41,211  $

—  $

Fixed income available for sale securities (2) ...................  

55,165   

—   

55,165   

Fixed income trading securities held in
   deferred compensation plan (3) ......................................  

22,010   

22,010   

—   

Equity trading securities held in deferred compensation
   plan (3)............................................................................  

53,924   

53,924   

—   

Total............................................................................ $ 172,310  $

117,145  $

55,165  $

Liabilities
Deferred compensation plan (4) ........................................  

76,357   

76,357   

Total............................................................................ $

76,357  $

76,357  $

—   

—  $

— 

— 

— 

— 

— 

— 

—  

(1)

(2)

(3)

(4)

Included in cash and cash equivalents on the Company’s consolidated balance sheet. 
Included in short-term investments on the Company’s consolidated balance sheet. 
Included in prepaid expenses and other current assets and deferred compensation plan assets on the Company’s 
consolidated balance sheet. 
Included in accounts payable and accrued liabilities and deferred compensation plan liabilities on the Company’s 
consolidated balance sheet. 

Fixed income available-for-sale securities as of January 1, 2021 and January 3, 2020 represent primarily obligations 
of  the  United  States  Treasury.  Fixed  income  and  equity  trading  securities  represent  mutual  funds  held  in  the 
Company’s  deferred  compensation  plan.  See  Note  11  for  additional  information  about  the  Company’s  deferred 
compensation plan.

At January 1, 2021 all short-term fixed income securities classified as short-term investments were due to mature 
within one year.

At January 1, 2021 and January 3, 2020, the Company did not have any assets or liabilities valued using significant 
unobservable inputs.

The following financial instruments are not measured at fair value on the Company's consolidated balance sheet at 
January 1, 2021 but require disclosure of their fair values: accounts receivable, other assets and accounts payable. The 
estimated  fair  value  of  such  instruments  at  January  1,  2021  approximates  their  carrying  value  as  reported  on  the 
consolidated balance sheet. 

There were no other-than-temporary impairments or credit losses related to available-for-sale securities during 2020, 
2019 and 2018.

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Note 5: Property, Equipment and Leasehold Improvements

(In thousands)
Property:

Land...............................................................................................................   $
Buildings .......................................................................................................    
Construction in progress ...............................................................................    

Equipment:

Machinery and equipment.............................................................................    
Office furniture and equipment .....................................................................    
Leasehold improvements ....................................................................................    

Less accumulated depreciation and amortization ...............................................    
Property, equipment and leasehold improvements, net ......................................   $

Fiscal Years

2020

2019

18,339    $
62,324     
650     

48,728     
10,500     
13,201     
153,742     
93,919     
59,823    $

18,339 
60,437 
1,133 

47,628 
10,504 
13,653 
151,694 
90,107 
61,587  

Depreciation and amortization for 2020, 2019 and 2018 was $6,871,000, $6,806,000 and $6,292,000, respectively.

Note 6: Other Significant Balance Sheet Components

Account receivable, net

(In thousands)
Billed accounts receivable ..................................................................................   $
Unbilled accounts receivable..............................................................................    
Allowance for contract losses and doubtful accounts.........................................    
Total accounts receivable, net .......................................................................   $

Accounts payable and accrued liabilities

(In thousands)
Accounts payable................................................................................................   $
Accrued liabilities...............................................................................................    
Total accounts payable and other accrued liabilities.....................................   $

Accrued payroll and employee benefits

(In thousands)
Accrued bonuses payable ...................................................................................   $
Accrued 401(k) contributions .............................................................................    
Accrued vacation ................................................................................................    
Deferred compensation plan ...............................................................................    
Other accrued payroll and employee benefits ....................................................    
Total accrued payroll and employee benefits................................................   $

Fiscal Years

2020

2019

80,298    $
35,262     
(3,995)    
111,565    $

85,579 
38,854 
(4,295)
120,138  

Fiscal Years

2020

2019

3,279    $
13,048     
16,327    $

4,644 
13,939 
18,583  

Fiscal Years

2020

2019

51,126    $
9,127     
13,174     
5,016     
4,751     
83,194    $

54,471 
8,878 
10,896 
7,984 
4,494 
86,723  

Other accrued payroll and employee benefits consist primarily of accrued wages, payroll taxes and disability insurance 
programs. A portion of accrued bonuses payable will be settled by issuing fully vested restricted stock units. See Note 
9 and Note 16 for additional information.

55

 
 
 
 
   
 
   
      
  
   
      
  
 
   
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
 
Note 7: Income Taxes

Income before income taxes includes income from foreign operations of $10,092,000, $8,017,000 and $8,005,000 for 
2020, 2019 and 2018, respectively.

Total income tax expense for 2020, 2019 and 2018 consisted of the following:

(In thousands)
Current

Federal .........................................................................................  $
Foreign.........................................................................................   
State .............................................................................................   

Deferred

Federal .........................................................................................   
State .............................................................................................   

Total .......................................................................................  $

2020

Fiscal Years
2019

2018

11,553    $
1,873     
4,597     
18,023     

(2,766)    
(873)    
(3,639)    
14,384    $

16,498    $
1,523     
6,554     
24,575     

(1,727)    
(1,118)    
(2,845)    
21,730    $

16,487 
1,624 
6,667 
24,778 

(2,604)
(1,111)
(3,715)
21,063  

56

 
 
 
 
   
   
 
   
      
      
  
 
   
   
      
      
  
 
   
The Company’s effective tax rate differs from the statutory federal tax rate of 21% as shown in the following schedule:

(In thousands)
Tax at federal statutory rate..............................................................  $
State taxes, net of federal benefit .....................................................   
Divestiture of foreign subsidiary......................................................   
Nondeductible officer compensation ...............................................   
Non-deductible expenses..................................................................   
Non-deductible stock-based compensation ......................................   
Excess tax benefit from equity incentive plans ................................   
Difference between statutory rate and foreign effective tax rate .....   
Other.................................................................................................   
Tax expense ................................................................................  $

2020

Fiscal Years
2019

2018

  $

20,357 
2,942 
46 
907 
118 
(14)    
(9,725)    
(486)    
239 
14,384 

  $

  $

21,880 
4,129 
956 
759 
345 
2 
(6,394)    
(341)    
394 
21,730 

  $

19,597 
4,391 
— 
— 
335 
20 
(3,310)
(217)
247 
21,063 

Effective tax rate ..............................................................................   

14.8%   

20.9%   

22.6%

The tax effects of temporary differences that give rise to significant portions of the deferred tax assets and deferred 
tax liabilities at January 1, 2021 and January 3, 2020 are presented in the following schedule:

(In thousands)
Deferred tax assets:

Fiscal Years

2020

2019

Accrued liabilities and allowances................................................................   $
Deferred compensation plan..........................................................................    
Operating leases ............................................................................................    
Total deferred tax assets .....................................................................................   $

Deferred tax liabilities:

State taxes......................................................................................................   $
Deductible goodwill ......................................................................................    
Operating leases ............................................................................................    
Property, equipment and leasehold improvements .......................................    
Unrealized gain of deferred compensation plan assets .................................    
Divestiture of foreign subsidiary...................................................................    
Other..............................................................................................................    
Total deferred tax liabilities................................................................................    
Net deferred tax assets ........................................................................................   $

16,841    $
31,619     
5,758     
54,218    $

(1,969)   $
(2,091)    
(5,758)    
(81)    
(3,545)    
—     
(235)    
(13,679)    
40,539    $

15,658 
28,463 
6,867 
50,988 

(1,624)
(2,104)
(6,867)
(84)
(2,339)
(956)
(193)
(14,167)
36,821  

Management believes it is more likely than not that the results of future operations will generate sufficient taxable 
income to realize the net deferred tax assets.     

The Company is entitled to a deduction for federal and state tax purposes with respect to employees’ stock award 
activity. The net deduction in taxes otherwise payable arising from that deduction has been recorded as an income tax 
benefit. For 2020, 2019 and 2018, the net deduction in tax payable arising from employees’ stock award activity was 
$12,258,000, $8,067,000 and $4,154,000, respectively.

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The  Company  and  its  subsidiaries  file  income  tax  returns  in  the  United  States  federal  jurisdiction,  California  and 
various other state and foreign jurisdictions. The Company is no longer subject to United States federal income tax 
examination for years prior to 2017. The Company is no longer subject to California franchise tax examinations for 
years prior to 2016. The California Franchise Tax Board is currently examining the Company’s 2017 and 2018 returns. 
With few exceptions, the Company is no longer subject to state and local or non-United States income tax examination 
by tax authorities for years prior to 2016. 

A reconciliation of the beginning and ending amount of unrecognized tax benefits is as follows:

Balance at December 28, 2018 ....................................................................................................   $
Additions based on tax positions related to the current year.......................................................  
Reductions due to lapse of statute of limitations.........................................................................  
Balance at January 3, 2020..........................................................................................................   $
Additions based on tax positions related to the current year.......................................................  
Reductions due to lapse of statute of limitations.........................................................................  
Balance at January 1, 2021..........................................................................................................   $

1,748,000 
515,000 
(340,000)
1,923,000 
275,000 
(325,000)
1,873,000  

Unrecognized tax benefits are included in other liabilities in the accompanying balance sheet. To the extent these 
unrecognized tax benefits are ultimately recognized, they will impact the effective tax rate by $1,514,000 in a future 
period. There are no uncertain tax positions whose resolution in the next 12 months is expected to materially affect 
operating results.

58

 
 
 
 
Note 8: Stockholders’ Equity

Preferred Stock

The Company has authorized 2,000,000 shares of undesignated preferred stock with a par value of $0.001 per share. 
None of the preferred shares were issued and outstanding at January 1, 2021 and January 3, 2020.

Dividends

The Company declared and paid cash dividends per share of common stock during the periods presented as follows:

First Quarter ..........................................................................................  $
Second Quarter ......................................................................................  $
Third Quarter.........................................................................................  $
Fourth Quarter .......................................................................................  $

First Quarter ..........................................................................................  $
Second Quarter ......................................................................................  $
Third Quarter.........................................................................................  $
Fourth Quarter .......................................................................................  $

Fiscal Years
2020

Dividends
Per Share

Amount
(in thousands)

9,913 
9,801 
9,808 
9,839 
39,361 

0.190    $
0.190   
0.190   
0.190   

     $

Fiscal Years
2019

Dividends
Per Share

Amount
(in thousands)

0.160    $
0.160   
0.160   
0.160   

     $

8,240 
8,306 
8,323 
8,280 
33,149  

Treasury Stock

Net  losses  related  to  the  re-issuance  of  treasury  stock  to  settle  restricted  stock  unit  and  stock  option  awards  of 
$4,538,000, $5,146,000 and $5,892,000 were recorded as a reduction to retained earnings during 2020, 2019 and 2018, 
respectively.

Repurchase of Common Stock 

The  Company  repurchased  636,000  shares  of  its  common  stock  for  $40,049,000  during  2020.  The  Company 
repurchased 342,000 shares of its common stock for $21,957,000 during 2019. The Company repurchased 562,000 
shares  of  its  common  stock  for  $27,915,000  during  2018.  On  May  29,  2020,  the  Board  of  Directors  authorized 
$45,000,000  for  the  repurchase  of  the  Company’s  common  stock.  On  January  31,  2019  the  Board  of  Directors 
authorized  $75,000,000  for  the  repurchase  of  the  Company’s  common  stock. These  repurchase  programs  have  no 
expiration dates. As of January 1, 2021, the Company had remaining authorization under its stock repurchase plan of 
$75,455,000 to repurchase shares of common stock. 

Note 9: Stock-Based Compensation

On  May 29,  2008,  the  Company’s  stockholders  approved  the  2008  Equity  Incentive  Plan  and  the  2008  Employee 
Stock Purchase Plan (“ESPP”). The 2008 Equity Incentive Plan and ESPP were previously adopted by the Company’s 
Board of Directors on April 8, 2008, subject to stockholder approval.

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The 2008 Equity Incentive Plan allows for the award of stock options, stock awards (including stock units, stock grants 
and stock appreciation rights or other similar equity awards) and cash awards to officers, employees, consultants and 
non-employee members of the Board of Directors. The total number of shares reserved for issuance under the 2008 
Equity Incentive Plan was 11,856,300 shares of common stock, subject to adjustment resulting from a stock split or 
the payment of a stock dividend or any other increase or decrease in the number of issued shares of the Company’s 
stock  effected  without  receipt  of  consideration  by  the  Company.  As  of  January  1,  2021,  1,817,364  shares  were 
available for grant under the 2008 Equity Incentive Plan.

The ESPP allows for officers and employees to purchase common stock through payroll deductions of up to 15% of 
a participant’s eligible compensation. Shares of common stock are purchased under the ESPP at 95% of the fair market 
value of the Company’s common stock on each purchase date. Subject to adjustment resulting from a stock split or 
the payment of a stock dividend or any other increase or decrease in the number of issued shares of the Company’s 
stock effected without receipt of consideration by the Company, the total number of shares reserved for issuance under 
the ESPP was 1,200,000 shares of common stock. As of January 1, 2021, 362,171 shares were available for grant. 
Weighted average purchase prices for shares sold under the ESPP plan in 2020, 2019 and 2018 were $73.22, $60.32 
and $45.26, respectively.

Restricted Stock Units

The Company grants restricted stock units to employees and outside directors. These restricted stock unit grants are 
designed  to  attract  and  retain  employees,  and  to  better  align  employee  interests  with  those  of  the  Company’s 
stockholders. For a select group of employees, up to 40% of their annual bonus is settled with fully vested restricted 
stock unit awards. Under these fully vested restricted stock unit awards, the holder of each award has the right to 
receive one share of the Company’s common stock for each fully vested restricted stock unit four years from the date 
of grant. Each individual who received a fully vested restricted stock unit award is granted a matching number of 
unvested restricted stock unit awards. These unvested restricted stock unit awards cliff vest four years from the date 
of grant, at which time the holder of each award will have the right to receive one share of the Company’s common 
stock for each restricted stock unit award, provided the holder of each award has met certain employment conditions. 
In the case of retirement at 59 ½ years or older, all unvested restricted stock unit awards will continue to vest provided 
the holder of each award does all consulting work through the Company and does not become an employee for a past 
or present client, beneficial party or competitor of the Company.

All restricted stock units granted have dividend equivalent rights (“DER”), which entitle holders of restricted stock 
units to the same dividend value per share as holders of common stock. DER are subject to the same vesting and other 
terms and conditions as the corresponding unvested restricted stock units. DER are accumulated and paid when the 
underlying shares vest and are forfeited if the underlying shares are forfeited.

The value of these restricted stock unit awards is determined based on the market price of the Company’s common 
stock on the date of grant. The value of fully vested restricted stock unit awards issued is recorded as a reduction to 
accrued bonuses. The portion of bonus expense that the Company expects to settle with fully vested restricted stock 
unit awards is recorded as stock-based compensation during the period the bonus is earned. For 2020, 2019 and 2018, 
the  Company  recorded  stock-based  compensation  expense  associated  with  accrued  bonus  awards  of  $8,112,000, 
$8,756,000 and $8,443,000 respectively. 

The Company recorded stock-based compensation expense associated with the unvested restricted stock unit awards 
of $8,472,000, $8,127,000 and $7,653,000 during 2020, 2019 and 2018, respectively. The total fair value of restricted 
stock unit awards vested during 2020, 2019, and 2018 was $31.3 million, $25.6 million and $23.2 million, respectively. 
The weighted-average grant date fair values of restricted stock unit awards granted during 2020, 2019 and 2018 were 
$68.21, $57.08 and $40.61, respectively.

60

The number of unvested restricted stock unit awards outstanding as of January 1, 2021 is as follows (1):

Number
of awards
outstanding    

Weighted-
average
grant date
fair value

Weighted-
average
remaining
contractual
term (years)    

Aggregate
intrinsic value
(in thousands) (2)  

Balance as of January 3, 2020.........................   
Awards granted..........................................   
Awards vested ...........................................   
Awards forfeited........................................   

886,295    $
273,348     
(425,983)    
(8,866)    

35.16     
68.21     
38.31     
42.65     

Exercisable at January 1, 2021........................   

724,794    $

45.68     

1.4    $

65,253  

(1) Does not include employee stock purchase plans or stock option plans. 
(2) The intrinsic value is calculated as the market value as of the end of the fiscal period. As reported by the NASDAQ 

Global Select Market, the market value as of January 1, 2021 was $90.03.

Stock Options

The Company currently grants stock options under the 2008 Equity Incentive Plan. Options are granted for terms of 
ten  years  and  generally  vest  ratably  over  a  four-year  period  from  the  grant  date.  The  Company  grants  options  at 
exercise prices equal to the fair value of the Company’s common stock on the date of grant. All stock options have 
dividend equivalent rights, which entitle holders of stock options to the same dividend value per share as holders of 
common stock. DER are subject to the same vesting terms as the corresponding stock options. DER are accumulated 
and paid in cash when the underlying stock options vest and are forfeited if the underlying stock options do not vest. 
During 2020, 2019 and 2018, the Company recorded stock-based compensation expense of $694,000, $583,000 and 
$897,000, respectively, associated with stock options.

Option activity is as follows (1):

Number
of shares

outstanding    

Weighted-
average
exercise
price

Weighted-
average
remaining
contractual
term (years)    

Aggregate
intrinsic value
(in thousands)  

Balance as of January 3, 2020.........................   
Options granted .........................................   
Options forfeited and expired....................   
Options exercised ......................................   

662,149    $
40,000     
—     
(283,755)    

26.23     
79.43     
—     
17.41     

Balance at January 1, 2021 .............................   

418,394    $

37.29     

6.56    $

22,066 

Exercisable at January 1, 2021........................   

263,894    $

29.24     

5.89    $

16,042  

(1) Does not include restricted stock or employee stock purchase plans.

The  total  intrinsic  value  of  options  exercised  during  2020,  2019  and  2018  was  $18,211,000,  $9,651,000  and  $0, 
respectively. The aggregate intrinsic value in the table above represents the total pre-tax intrinsic value (the difference 
between the Company’s closing stock price on the last trading day of the fiscal year ended January 1, 2021, and the 
exercise price, multiplied by the number of in-the-money options) that would have been received by the option holders 
had all option holders exercised their options on January 1, 2021. This amount changes based on the fair-value of the 
Company’s stock. 

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The  Company  uses  the  Black-Scholes  option-pricing  model  to  determine  the  fair  value  of  options  granted.  The 
determination of the fair value of stock-based payment awards on the date of grant using an option-pricing model is 
affected by the Company’s stock price as well as assumptions regarding a number of complex and subjective variables. 
These variables include expected stock price volatility over the term of the award, actual and projected employee stock 
option exercise behaviors, the risk-free interest rate and expected dividends.

The Company used historical exercise and post-vesting forfeiture and expiration data to estimate the expected term of 
options granted. The historical volatility of the Company’s common stock over a period of time equal to the expected 
term of the options granted was used to estimate expected volatility. The risk-free interest rate used in the option-
pricing model was based on United States Treasury zero coupon issues with remaining terms similar to the expected 
term on the options. The dividend yield assumption considers the expectation of continued declaration of dividends, 
offset by option holders’ dividend equivalent rights. All stock-based payment awards are recognized on a straight-line 
basis over the requisite service periods of the awards.

The assumptions used to value option grants for 2020, 2019 and 2018 are as follows:

Stock Option Plan
Fiscal Years
2019

2018

2020

Expected term (in years)...................................................................   
Risk-free interest rate........................................................................   
Volatility...........................................................................................   
Dividend yield ..................................................................................   

5.8 
1.48%   
23%   
0%   

5.7 
2.52%   
23%   
0%   

5.9 
2.74%
23%
0%

The weighted-average grant date fair value of options granted during 2020, 2019 and 2018 were $19.73, $15.16 and 
$10.59, respectively.

The amount of stock-based compensation expense and the related income tax benefit recognized in the Company’s 
consolidated statements of income for 2020, 2019 and 2018 is as follows:

(In thousands)
Compensation and related expenses:

2020

Fiscal Years
2019

2018

Restricted stock units...................................................................  $
Stock option grants ......................................................................   
Sub-total .................................................................................   

15,946    $
694     
16,640     

16,320    $
583     
16,903     

15,561 
897 
16,458 

General and administrative expenses:

Restricted stock units...................................................................   
Sub-total .................................................................................   
Total stock-based compensation expense .........................................  $

638     
638     
17,278    $

563     
563     
17,466    $

535 
535 
16,993 

Income tax benefit.............................................................................  $

12,258    $

8,067    $

4,467  

As of January 1, 2021, there was $10,485,000 of unrecognized compensation cost, expected to be recognized over a 
weighted average period of 2.5 years, related to unvested restricted stock unit awards and $1,202,000 of unrecognized 
compensation cost, expected to be recognized over a weighted average period of 2.5 years, related to unvested stock 
options. 

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Note 10: Retirement Plans

The Company provides a defined contribution retirement plan for its employees whereby the Company contributes to 
each eligible employee’s account 7% of the employee’s eligible base salary plus overtime. The employee does not 
need to make a contribution to the plan to be eligible for the Company’s 7% contribution. To be eligible under the 
plan, an employee must be at least 21 years of age and be either a full-time or part-time salaried employee. The 7% 
Company contribution will vest 20% per year for the first 5 years of employment and then immediately thereafter. 
The Company’s expenses related to this plan were $9,752,000, $9,073,000, and $8,419,000 in 2020, 2019, and 2018, 
respectively. 

Note 11: Deferred Compensation Plans

The  Company  maintains  nonqualified  deferred  compensation  plans  for  the  benefit  of  a  select  group  of  highly 
compensated  employees.  Under  these  plans,  participants  may  elect  to  defer  up  to  100%  of  their  compensation. 
Company assets that are earmarked to pay benefits under the plans are held in a rabbi trust and are subject to the claims 
of the Company’s creditors. As of January 1, 2021, and January 3, 2020, the invested amounts under the plans totaled 
$88,747,000 and $75,934,000, respectively. These assets are classified as trading securities and are recorded at fair 
market value with changes recorded as adjustments to other income. 

As of January 1, 2021, and January 3, 2020, vested amounts due under the plans totaled $88,977,000 and $76,357,000, 
respectively. Changes in the liability are recorded as adjustments to compensation expense. During 2020, 2019 and 
2018,  the  Company  recognized  compensation  expense/(gain)  of  $8,028,000,  $12,834,000  and  $(3,900,000), 
respectively, as a result of changes in the market value of the trust assets with the same amount being recorded as 
other income.

Note 12: Leases

The  Company  determines  if  an  arrangement  is  a  lease  at  the  inception  of  the  arrangement.  Operating  leases  are 
included in operating lease right-of-use (“ROU”) assets, current operating lease liabilities, and long-term operating 
lease liabilities in the Company’s consolidated balance sheet. The Company does not have any finance leases as of 
January 1, 2021.

ROU assets represent the Company’s right to use an underlying asset for the lease term and lease liabilities represent 
the Company’s obligation to make lease payments arising from the lease. Operating lease ROU assets and liabilities 
are  recognized  at  commencement  date  based  on  the  present  value  of  lease  payments  over  the  lease  term.  As  the 
Company’s leases do not provide an implicit rate, the Company uses its incremental borrowing rate, based on the 
information available at commencement date, in determining the present value of lease payments. The operating lease 
ROU asset also includes any lease payments made and excludes lease incentives. The Company’s lease terms include 
options to extend or terminate the lease when it is reasonably certain that the Company will exercise that option. Lease 
expense for lease payments is recognized on a straight-line basis over the lease term. The amortization of operating 
lease ROU assets and the change in operating lease liabilities is disclosed as a single line item in the consolidated 
statement of cash flows.

The Company leases office, laboratory, and storage space in 13 states and the District of Columbia, as well as in 
China, Hong Kong, Singapore, Switzerland and the United Kingdom. Leases for these office, laboratory, and storage 
facilities have terms generally ranging between one and ten years. Some of these leases include options to extend or 
terminate the lease, none of which are currently included in the lease term as the Company has determined that exercise 
of these options is not reasonably certain.

The Company has a Test and Engineering Center on 147 acres of land in Phoenix, Arizona. The Company leases this 
land from the state of Arizona under a 30-year lease agreement that expires in January of 2028 and has options to 
renew for two fifteen-year periods. As of January 1, 2021, the Company has determined that exercise of the renewal 
options is not reasonably certain and thus the extension is not included in the lease term.

The Company’s equipment leases are included in the ROU asset and liability balances but are not material.

63

The components of lease expense included in other operating expenses on the consolidated statement of income were 
as follows:

(In thousands)
Operating lease cost......................................................................................................   $
Variable lease cost ........................................................................................................    
Short-term lease cost.....................................................................................................    

2020

2019

6,973    $
1,158     
573     

7,395 
1,479 
405  

  Fiscal Year     Fiscal Year  

Supplemental cash flow information related to operating leases was as follows:

(In thousands)
Cash paid for amounts included in the measurement of operating lease liabilities......   $

2020

2019

6,968    $

7,522  

  Fiscal Year     Fiscal Year  

Supplemental balance sheet information related to operating leases was as follows:

Weighted Average Remaining Lease Term .................................................................. 
Weighted Average Discount Rate................................................................................. 

2020
4.5 years

2019
5.2 years

4.2%    

4.4%  

  Fiscal Year     Fiscal Year  

Maturities of operating lease liabilities as of January 1, 2021:

(In thousands)
2021 ....................................................................................................................................................   
2022 ....................................................................................................................................................   
2023 ....................................................................................................................................................   
2024 ....................................................................................................................................................   
2025 ....................................................................................................................................................   
2026 ....................................................................................................................................................   
2027 ....................................................................................................................................................   
Total lease payments .....................................................................................................................  $
Less imputed interest.....................................................................................................................   
Total lease liability ..................................................................................................................  $

Operating
Leases

6,555 
5,340 
3,672 
2,252 
1,491 
1,507 
1,466 
22,283 
(1,953)
20,330  

Note 13: Commitments & Contingencies

The Company is a party to various legal actions from time to time and may be contingently liable in connection with 
claims  and  contracts  arising  in  the  normal  course  of  business,  the  outcome  of  which  the  Company  believes,  after 
consultation with legal counsel, will not have a material adverse effect on its financial condition, results of operations 
or liquidity. However, due to the risks and uncertainties inherent in legal proceedings, actual results could differ from 
current expected results. All legal costs associated with litigation are expensed as incurred. 

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Note 14: Miscellaneous Income, Net 

Miscellaneous income, net, consisted of the following:

(In thousands)
Rental income ...................................................................................  $
Gain (loss) on deferred compensation investments ..........................   
Gain (loss) on foreign exchange .......................................................   
Other..................................................................................................   
Total.............................................................................................  $

2020

Fiscal Years
2019

2018

3,351    $
8,028     
592     
11     
11,982    $

3,141    $
12,834     
(840)    
32     
15,167    $

2,823 
(3,900)
167 
20 
(890)

Note 15: Industry and Client Credit Risk

The  Company  serves  clients  in  various  segments  of  the  economy.  During  2020,  the  Company  provided  services 
representing approximately 24%, 16%, 14% and 13% to clients in the consumer products industry, energy and utilities 
industries, the transportation industry and the chemical industry, respectively. 

No single client comprised more than 10% of the Company’s revenues during 2020 or 2019. One client comprised 
12% of the Company’s revenues during 2018. No other single client comprised more than 10% of the Company’s 
revenues during 2018. No single client comprised more than 10% of the Company’s accounts receivable at January 1, 
2021 and January 3, 2020. 

Note 16: Supplemental Cash Flow Information

The following is supplemental disclosure of cash flow information:

(In thousands)
Cash paid during the year:

2020

Fiscal Years
2019

2018

Income taxes ................................................................................  $

20,118    $

21,364    $

28,636 

Non-cash investing and financing activities:

Unrealized gain (loss) on investments.........................................   
Vested stock unit awards granted to settle accrued bonus...........   
Accrual for capital expenditures..................................................   
Right-of-use asset obtained in exchange for operating
   lease obligation .........................................................................   

(237)    
8,645     
602     

347     
7,947     
482     

191 
7,643 
1,231 

2,436     

29,480     

-  

Note 17: Segment Reporting

The Company has two reportable operating segments based on two primary areas of service. The Engineering and 
Other Scientific segment is a broad service group providing technical consulting in different practices primarily in 
engineering. The Environmental and Health segment provides services in the area of environmental, epidemiology 
and health risk analysis. This segment provides a wide range of consulting services relating to environmental hazards 
and risks and the impact on both human health and the environment. 

Segment information is presented for selected data from the statements of income and statements of cash flows for 
2020, 2019 and 2018. Segment information for selected data from the balance sheets is presented for the fiscal years 
ended January 1, 2021 and January 3, 2020. The Company’s CEO, the chief operating decision maker, does not review 
total assets in her evaluation of segment performance and capital allocation. 

65

 
 
 
 
   
   
 
 
 
 
 
   
   
 
   
      
      
  
   
      
      
  
Revenues

(In thousands)
Engineering and Other Scientific ......................................................  $
Environmental and Health ................................................................   
Total revenues..............................................................................  $

2020

Fiscal Years
2019

319,346    $
80,554     
399,900    $

339,796    $
77,403     
417,199    $

2018

306,265 
73,258 
379,523  

Operating Income

(In thousands)
Engineering and Other Scientific ......................................................  $
Environmental and Health ................................................................   

2020

Fiscal Years
2019

2018

100,616    $
26,728     

110,822    $
26,589     

100,307 
23,824 

Total segment operating income .......................................................   

127,344     

137,411     

124,131 

Corporate operating expense.............................................................   
Total operating income ................................................................  $

(44,095)    
83,249    $

(52,300)    
85,111    $

(32,675)
91,456  

Certain operating expenses are excluded from the Company's measure of segment operating income. These expenses 
include  the  costs  associated  with  the  Company’s  human  resources,  finance,  information  technology,  and  business 
development groups; the deferred compensation expense/benefit due to the change in value of assets associated with 
the Company’s deferred compensation plan; stock-based compensation associated with restricted stock unit and stock 
option awards; and the change in the Company’s allowance for contract losses and doubtful accounts.

Capital Expenditures

(In thousands)
Engineering and Other Scientific ......................................................  $
Environmental and Health ................................................................   

2020

Fiscal Years
2019

2018

2,237    $
102     

4,675    $
104     

4,528 
199 

Total segment capital expenditures...................................................   

2,339     

4,779     

4,727 

Corporate capital expenditures..........................................................   
Total capital expenditures............................................................  $

2,768     
5,107    $

17,511     
22,290    $

12,654 
17,381  

Certain capital expenditures associated with the Company's corporate cost centers and the related depreciation are 
excluded from the Company's segment information. The high level of corporate capital expenditures during 2018 and 
2019  was  due  to  the  land  purchase  and  construction  costs  associated  with  the  Company’s  office  and  laboratory 
facilities in Natick, Massachusetts.

Depreciation and Amortization

(In thousands)
Engineering and Other Scientific ......................................................  $
Environmental and Health ................................................................   

2020

Fiscal Years
2019

2018

4,239    $
196     

4,827    $
206     

4,435 
171 

Total segment depreciation and amortization ...................................   

4,435     

5,033     

4,606 

Corporate depreciation and amortization ..........................................   
Total depreciation and amortization ............................................  $

2,436     
6,871    $

1,773     
6,806    $

1,686 
6,292  

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Information regarding the Company’s operations in different geographical areas:

Property, Equipment and Leasehold Improvements, net

(In thousands)
United States.......................................................................................................   $
Foreign Countries ...............................................................................................    
Total ..............................................................................................................   $

Fiscal Years

2020

2019

58,900    $
923     
59,823    $

60,074 
1,513 
61,587  

Revenues (1)

(In thousands)
United States .....................................................................................  $
Foreign Countries..............................................................................   

2020

Fiscal Years
2019

2018

353,565    $
46,335     

351,856    $
65,343     

334,422 
45,101 

Total.............................................................................................  $

399,900    $

417,199    $

379,523  

(1) Geographic revenues are allocated based on the location of the client.

Below is a breakdown of goodwill, reported by segment as of January 1, 2021 and January 3, 2020:

(In thousands)
Goodwill ...........................................................................................  $

Environmental

and Health    

Engineering
and Other
Scientific

Total

8,099    $

508    $

8,607  

There  were  no  changes  in  the  carrying  amount  of  goodwill  for  2020,  2019  and  2018.  There  were  no  goodwill 
impairments or gains or losses on disposals for any portion of the Company’s reporting units during 2020, 2019 and 
2018.

Note 18: Subsequent Event

On February 4, 2021, the Company announced that its Board of Directors had declared a quarterly cash dividend of 
$0.20 per share to be paid on March 26, 2021 to all common stockholders of record as of March 12, 2021. 

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Comparative Quarterly Financial Data (unaudited)

Summarized quarterly financial data is as follows:

(In thousands, except per share data)
Revenues before reimbursements .......................  $
Revenues .............................................................   
Operating income................................................   
Income before income taxes ...............................   

2020 Quarter Ended

April 3,
2020

July 3,
2020

October 2,
2020

January 1,
2021

99,720    $
105,953     
35,988     
24,055     

87,863    $
92,045     
9,120     
21,414     

93,499    $
98,663     
20,407     
24,638     

97,330 
103,239 
17,734 
26,829 

Net income ..........................................................  $

26,282    $

16,346    $

18,084    $

21,840 

Net income per share

Basic ..............................................................  $
Diluted ...........................................................  $

0.50    $
0.49    $

0.31    $
0.31    $

0.35    $
0.34    $

0.42 
0.41 

Shares used in per share computations

Basic ..............................................................   
Diluted ...........................................................   

52,575     
53,657     

52,259     
53,139     

52,316     
53,209     

52,402 
53,260  

(In thousands, except per share data)
Revenues before reimbursements ........................  $
Revenues ..............................................................    
Operating income.................................................    
Income before income taxes ................................    

March 29,
2019

2019 Quarter Ended

June 28,
2019

September 27,
2019

93,401    $
99,031     
15,754     
23,322     

100,263    $
106,506     
24,823     
28,851     

95,506    $
101,548     
23,184     
25,211     

January 3,
2020
102,220  
110,114  
21,350  
26,806  

Net income ...........................................................   $

22,712    $

20,994    $

19,633    $

19,121  

Net income per share

Basic ...............................................................   $
Diluted ............................................................   $

0.43    $
0.42    $

0.40    $
0.39    $

0.37    $
0.36    $

0.36  
0.36  

Shares used in per share computations

Basic ...............................................................    
Diluted ............................................................    

52,536     
53,814     

52,745     
53,872     

52,802     
54,002     

52,681  
53,817  

68

 
 
 
 
 
 
 
 
 
 
 
 
   
      
      
      
  
 
   
      
      
      
  
   
      
      
      
  
   
      
      
      
  
 
 
  
 
   
   
   
  
 
   
      
      
      
   
 
   
      
      
      
   
   
      
      
      
   
   
      
      
      
   
Schedule II

Valuation and Qualifying Accounts

Additions

    Deletions (1)     
Accounts
Written-
off Net of
Recoveries    

Balance
at End
of Year  

(In thousands)
Year Ended January 1, 2021

Balance at
Beginning
of Year

Provision
Charged to

Expense    

Provision
Charged to
Revenues    

Allowance for bad debt .................................  $
Allowance for contract losses .......................  $

945    $
3,350    $

443    $
—    $

—    $
1,406    $

(509)  $
(1,640)  $

879 
3,116 

Year Ended January 3, 2020

Allowance for bad debt .................................  $
Allowance for contract losses .......................  $

847    $
3,219    $

484    $
—    $

—    $
1,740    $

(386)  $
(1,609)  $

945 
3,350 

Year Ended December 28, 2018

Allowance for bad debt .................................  $
Allowance for contract losses .......................  $

917    $
2,609    $

293    $
—    $

—    $
1,940    $

(363)  $
(1,330)  $

847 
3,219  

(1) Balance includes currency translation adjustments.

Recoveries of accounts receivable previously written off were $27,000, $32,000 and $28,000 for 2020, 2019 and 2018, 
respectively.

Schedules other than above have been omitted since they are either not required, not applicable, or the information is 
otherwise included in the Report.

69

 
   
 
   
 
 
 
   
   
      
      
      
      
  
 
   
      
      
      
      
  
   
      
      
      
      
  
 
   
      
      
      
      
  
   
      
      
      
      
  
EXHIBIT INDEX

The following exhibits are filed as part of, or incorporated by reference into (as indicated parenthetically), the Annual 
Report on Form 10-K. Unless otherwise indicated all filings are under SEC File Number 000-18655:

    3.1(i)

Restated Certificate of Incorporation of the Company (incorporated by reference from the Company’s 
Registration Statement on Form S-1 as filed on June 25, 1990, registration number 33-35562). (P)

    3.1(ii)

Certificate of Amendment of Restated Certificate of Incorporation of the Company (incorporated by 
reference from the Company’s Current Report on Form 8-K filed on May 24, 2006).

    3.1(iii) Certificate of Amendment of Restated Certificate of Incorporation of the Company (incorporated by 

reference from the Company’s Current Report on Form 8-K filed on May 28, 2015).

    3.1(iv) Certificate of Amendment of Restated Certificate of Incorporation of the Company (incorporated by 

reference from the Company’s Current Report on Form 8-K filed on May 31, 2018).

    3.2(i)

Amended and Restated Bylaws of the Company, as amended and restated May 29, 2014 (incorporated 
by reference from the Company’s Current Report on Form 8-K as filed on May 30, 2014).

    4.1

  *4.2

*10.6

*10.10

*10.11

  10.15

*10.17

*10.19

  10.20

*10.24

*10.25

*10.26

Specimen copy of Common Stock Certificate of the Company (incorporated by reference from the 
Company’s Registration Statement on Forms S-1 as filed on June 25, 1990, registration number 33-
35562). (P)

Description of the Registrant’s Securities (incorporated by reference from the Company’s Annual 
Report on From 10-K for fiscal year ended January 1, 2021).

Exponent, Inc. 1998 Non-Statutory Stock Option Plan dated October 24, 1998 (incorporated by 
reference from the Company’s Annual Report on Form 10-K for the fiscal year ended January 1, 1999).

Exponent, Inc. 1999 Stock Option Plan (incorporated by reference from the Company’s Annual Report 
on Form 10-K for the fiscal year ended December 31, 1999).

Exponent, Inc. 1999 Restricted Stock Plan (incorporated by reference from the Company’s Annual 
Report on Form 10-K for the fiscal year ended December 31, 1999).

Commercial Lease No. 03-53542 between the Company and the Arizona State Land Department, 
effective January 17, 1998 (incorporated by reference from the Company’s Annual Report on Form 10-
K for the fiscal year ended January 3, 2003).

Exponent Nonqualified Deferred Compensation Plan (incorporated by reference from the Company’s 
Annual Report on Form 10-K for the fiscal year ended December 31, 2004).

Form of Indemnification Agreement entered into or proposed to be entered into between the Company 
and its officers and directors (incorporated by reference from the Company’s Quarterly Report on Form 
10-Q for the fiscal quarter ended March 31, 2006).

Services Agreement between the Company and Exponent Engineering P.C. (incorporated by reference 
from the Company’s Quarterly Report on Form 10-Q for the fiscal period ended March 31, 2006).

Amendment No. 1 to Exponent, Inc. 1998 Non-Statutory Stock Option Plan dated January 29, 2007 
(incorporated by reference from the Company’s Annual Report on Form 10-K for the fiscal year ended 
December 29, 2006).

Amendment No. 1 to Exponent, Inc. 1999 Stock Option Plan dated January 29, 2007 (incorporated by 
reference from the Company’s Annual Report on Form 10-K for the fiscal year ended December 29, 
2006).

Amendment No. 1 to Exponent, Inc. 1999 Restricted Stock Plan dated January 29, 2007 (incorporated 
by reference from the Company’s Annual Report on Form 10-K for the fiscal year ended December 29, 
2006).

70

*10.28

*10.31

*10.32

*10.33

*10.34

*10.35

*10.36

2008 Employee Stock Purchase Plan (incorporated by reference from the Company’s Annual Report on 
Form 10-K for the fiscal year ended January 1, 2009).

Form of Restricted Stock Unit Employee Bonus Grant Agreement under the 2008 Equity Incentive Plan 
(incorporated by reference from the Company’s Annual Report on Form 10-K for the fiscal year ended 
January 1, 2009).

Form of Restricted Stock Unit Employee Matching Grant Agreement under the 2008 Equity Incentive 
Plan (incorporated by reference from the Company’s Annual Report on Form 10-K for the fiscal year 
ended January 1, 2009).

Form of Restricted Stock Unit Director Grant Agreement under the 2008 Equity Incentive Plan 
(incorporated by reference from the Company’s Annual Report on Form 10-K for the fiscal year ended 
January 1, 2009).

Amended and Restated Restricted Stock Unit Bonus Grant Agreement under the 1999 Restricted Stock 
Plan (incorporated by reference from the Company’s Annual Report on Form 10-K for the fiscal year 
ended January 1, 2009).

Amended and Restated Restricted Stock Unit Matching Grant Agreement under the 1999 Restricted 
Stock Plan (incorporated by reference from the Company’s Annual Report on Form 10-K for the fiscal 
year ended January 1, 2009).

Amended and Restated Restricted Stock Unit Director Grant Agreement under the 1999 Restricted 
Stock Plan (incorporated by reference from the Company’s Annual Report on Form 10-K for the fiscal 
year ended January 1, 2009).

*10.37

Exponent, Inc. Amended and Restated 2008 Equity Incentive Plan (filed as Appendix A to the 
Company’s Schedule 14A filed on April 19, 2012).

*10.38

Exponent, Inc. 401(k) Savings Plan, as amended and restated effective January 1, 2014.

*10.39

First Amendment to the Exponent, Inc. 401(k) Savings Plan (as amended and restated January 1, 2014).

*10.40

*10.41

*10.43

*10.45

*10.46

*10.47

*10.48

  21.1

  23.1

  31.1

Second Amendment to the Exponent, Inc. 401(k) Savings Plan (as amended and restated January 1, 
2014).

Form of Stock Option Agreement under the 2008 Equity Incentive Plan (incorporated by reference from 
the Company’s Annual Report on Form 10-K for the fiscal year ended December 30, 2011).

Amendment to Form of Stock Option Agreement under the 2008 Equity Incentive Plan (incorporated by 
reference from the Company’s Annual Report on Form 10-K for the fiscal year ended December 28, 
2012).

Form of Indemnification Agreement entered into or proposed to be entered into between the Company 
and its officers and directors (incorporated by reference from the Company’s Current Report on Form 8-
K as filed on May 30, 2014).

Executive Compensation Clawback Policy (incorporated by reference from the Company’s Quarterly 
Report on Form 10-Q for the fiscal period ended September 30, 2016).

Exponent, Inc. Amended and Restated 2008 Equity Incentive Plan (filed as Appendix A to the 
Company’s Schedule 14A on April 18, 2017).

Exponent, Inc. Amended and Restated 2008 Employee Stock Purchase Plan (filed as Appendix B to the 
Company’s Schedule 14A on April 18, 2017).

List of subsidiaries.

Consent of Independent Registered Public Accounting Firm.

Certification of Chief Executive Officer pursuant to Rule 13a – 14(a) of the Securities Exchange Act of 
1934.

71

  31.2

  32.1

  32.2

Certification of Chief Financial Officer pursuant to Rule 13a – 14(a) of the Securities Exchange Act of 
1934.

Certification of Chief Executive Officer pursuant to 18 U.S.C. Section 1350.

Certification of Chief Financial Officer pursuant to 18 U.S.C. Section 1350.

101.INS

Inline XBRL Instance Document – the instance document does not appear in the Interactive Data File 
because its XBRL tags are embedded within the Inline XBRL document.

101.SCH Inline XBRL Taxonomy Schema Document.

101.CAL Inline XBRL Taxonomy Calculation Linkbase Document.

101.LAB Inline XBRL Taxonomy Label Linkbase Document.

101.PRE

Inline XBRL Taxonomy Presentation Linkbase Document.

101.DEF

Inline XBRL Taxonomy Definition Linkbase Document.

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

*

Indicates management compensatory plan, contract or arrangement

72

Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, the Registrant has duly 
caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

SIGNATURES

Date: February 26, 2021

EXPONENT, INC.
(Registrant)

By:

/s/ Richard L. Schlenker, Jr.
Richard L. Schlenker, Jr., Executive Vice President,
Chief Financial Officer and Corporate Secretary

Pursuant  to  the  requirements  of  the  Securities  Exchange  Act  of  1934,  this  report  has  been  signed  below  by  the 
following persons on behalf of the registrant and in the capacities and on the dates indicated:

Signature

Title

Date

/s/ Catherine Ford Corrigan
Catherine Ford Corrigan, Ph.D.

Chief Executive Officer and Director
(Principal Executive Officer)

/s/ Richard L. Schlenker, Jr.
Richard L. Schlenker, Jr.

Executive Vice President, Chief Financial Officer and 
Corporate Secretary (Principal Financial and Accounting 
Officer)

February 26, 2021

February 26, 2021

/s/ Paul R. Johnston
Paul R. Johnston, Ph.D.

/s/ George Brown
George Brown

/s/ Carol Lindstrom
Carol Lindstrom

/s/ Karen A. Richardson
Karen A. Richardson

/s/ John B. Shoven
John B. Shoven, Ph.D.

/s/ Debra L. Zumwalt
Debra L. Zumwalt

Chairman of the Board of Directors

February 26, 2021

February 26, 2021

February 26, 2021

February 26, 2021

February 26, 2021

February 26, 2021

Director

Director

Director

Director

Director

73

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