| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B -6.6% | 4.0B +24.2% | 3.2B -7.4% | 3.4B +15.2% | 3.0B |
| Cost of Revenue | 2.8B -4.9% | 3.0B +18.1% | 2.5B -12.6% | 2.9B +6.6% | 2.7B |
| Gross Profit | 882.0M -11.7% | 999.0M +46.7% | 681.0M +18.2% | 576.0M +92.0% | 300.0M |
| Operating Expenses | 299.0M +6.4% | 281.0M +2.9% | 273.0M -27.6% | 377.0M -66.8% | 1.1B |
| R&D | 8.0M -27.3% | 11.0M +10.0% | 10.0M +190.9% | -11000000 -200.0% | 11.0M |
| SG&A | 97.0M -4.0% | 101.0M +21.7% | 83.0M +22.1% | 68.0M -12.8% | 78.0M |
| Operating Income | 583.0M -18.8% | 718.0M +76.0% | 408.0M +105.0% | 199.0M +123.9% | -834000000 |
| EBITDA | 777.0M -12.4% | 887.0M +50.9% | 588.0M +13.3% | 519.0M +146.0% | 211.0M |
| Net Income | 482.0M +17.8% | 409.0M -1.9% | 417.0M +106.4% | 202.0M -7.3% | 218.0M |
| EPS (Basic) | $1.83 +18.8% | $1.54 -4.3% | $1.61 +96.3% | $0.82 -6.8% | $0.88 |
| EPS (Diluted) | $1.81 +18.3% | $1.53 -4.4% | $1.60 +97.5% | $0.81 -8.0% | $0.88 |
| Shares (Diluted) | 266.0M +0.0% | 266.0M +0.0% | 266.0M +1.1% | 263.0M +0.8% | 261.0M |