| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.5B -2.0% | 1.6B +11.4% | 1.4B +90.8% | 737.0M +6.3% | 693.0M |
| Cost of Revenue | 1.0B -2.1% | 1.1B +5.1% | 1.0B +161.1% | 383.0M +5.5% | 363.0M |
| Gross Profit | 505.0M -1.9% | 515.0M +26.8% | 406.0M +14.7% | 354.0M +7.3% | 330.0M |
| Operating Expenses | 201.0M -10.3% | 224.0M +6.2% | 211.0M +15.3% | 183.0M +45.2% | 126.0M |
| R&D | 59.0M +5.4% | 56.0M +3.7% | 54.0M +22.7% | 44.0M +2.3% | 43.0M |
| SG&A | 142.0M -15.5% | 168.0M +7.0% | 157.0M +42.7% | 110.0M +32.5% | 83.0M |
| Operating Income | 304.0M +4.5% | 291.0M +49.2% | 195.0M +14.0% | 171.0M -16.2% | 204.0M |
| EBITDA | 382.0M +1.6% | 376.0M +36.7% | 275.0M +18.5% | 232.0M -1.7% | 236.0M |
| Net Income | 191.0M +5.5% | 181.0M +61.6% | 112.0M +13.1% | 99.0M -27.7% | 137.0M |
| EPS (Basic) | $2.30 +5.5% | $2.18 +61.5% | $1.35 +13.4% | $1.19 -27.0% | $1.63 |
| EPS (Diluted) | $2.30 +7.0% | $2.15 +61.7% | $1.33 +14.7% | $1.16 -28.8% | $1.63 |
| Shares (Diluted) | 83.0M -1.2% | 84.0M +0.0% | 84.0M -1.2% | 85.0M +1.2% | 84.0M |