| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 720.7M +2.4% | 703.7M +16.5% | 603.9M -3.2% | 623.7M -2.2% | 637.9M |
| Cost of Revenue | 256.3M +1.2% | 253.3M +14.7% | 220.9M -5.8% | 234.4M -6.8% | 251.4M |
| Gross Profit | 464.4M +3.1% | 450.4M +17.6% | 383.0M -1.6% | 389.4M +0.7% | 386.5M |
| Operating Expenses | 260.3M -4.2% | 271.9M +24.1% | 219.2M -0.1% | 219.5M +1.5% | 216.2M |
| R&D | — | — | — | — | — |
| SG&A | 82.3M +5.0% | 78.4M +23.2% | 63.6M -1.9% | 64.8M +9.3% | 59.3M |
| Operating Income | 190.0M +19.4% | 159.2M +4.1% | 152.9M -6.1% | 162.9M +5.6% | 154.3M |
| EBITDA | 190.0M +19.4% | 159.2M +4.1% | 152.9M -6.1% | 162.9M +5.6% | 154.3M |
| Net Income | 146.6M +18.6% | 123.6M +3.3% | 119.6M -12.8% | 137.1M +9.9% | 124.7M |
| EPS (Basic) | $0.77 +20.3% | $0.64 -8.6% | $0.70 -13.6% | $0.81 +11.0% | $0.73 |
| EPS (Diluted) | $0.76 +20.6% | $0.63 -10.0% | $0.70 -12.5% | $0.80 +9.6% | $0.73 |
| Shares (Diluted) | 188.5M -0.7% | 189.9M +14.0% | 166.6M -0.1% | 166.8M +0.1% | 166.7M |