| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.8B +1.8% | 2.8B -2.3% | 2.8B +4.1% | 2.7B -0.3% | 2.7B |
| Cost of Revenue | 2.3B +3.0% | 2.2B -0.8% | 2.2B +2.8% | 2.2B -1.3% | 2.2B |
| Gross Profit | 509.0M -3.2% | 526.0M -8.0% | 572.0M +9.6% | 522.0M +4.2% | 501.0M |
| Operating Expenses | 317.0M +12.8% | 281.0M +12.0% | 251.0M -1.6% | 255.0M +0.8% | 253.0M |
| R&D | 122.0M +1.7% | 120.0M +27.7% | 94.0M -19.7% | 117.0M +9.3% | 107.0M |
| SG&A | 138.0M -14.3% | 161.0M +11.8% | 144.0M +5.1% | 137.0M -5.5% | 145.0M |
| Operating Income | 192.0M -21.6% | 245.0M -23.7% | 321.0M +20.2% | 267.0M +7.7% | 248.0M |
| EBITDA | 307.0M -12.8% | 352.0M -17.9% | 429.0M +13.8% | 377.0M +8.3% | 348.0M |
| Net Income | 101.0M -28.9% | 142.0M -37.2% | 226.0M +29.1% | 175.0M +4.2% | 168.0M |
| EPS (Basic) | $1.35 -28.6% | $1.89 -37.0% | $3.00 +31.0% | $2.29 +5.5% | $2.17 |
| EPS (Diluted) | $1.35 -28.2% | $1.88 -37.1% | $2.99 +31.1% | $2.28 +5.6% | $2.16 |
| Shares (Diluted) | 74.2M -1.2% | 75.1M -0.8% | 75.7M -1.3% | 76.7M -0.8% | 77.3M |