| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.3B +9.5% | 1.2B -2.2% | 1.2B +4.6% | 1.1B -1.3% | 1.1B |
| Cost of Revenue | 951.3M +7.1% | 888.6M -1.7% | 903.7M +3.8% | 870.2M -3.1% | 897.9M |
| Gross Profit | 309.8M +17.8% | 262.9M -3.8% | 273.4M +7.1% | 255.3M +5.3% | 242.5M |
| Operating Expenses | 99.6M +0.5% | 99.1M -3.3% | 102.5M +8.8% | 94.2M +15.6% | 81.5M |
| R&D | — | — | — | — | — |
| SG&A | 95.7M +3.9% | 92.1M -10.3% | 102.7M +8.6% | 94.6M +14.3% | 82.8M |
| Operating Income | 210.2M +28.3% | 163.8M -4.2% | 170.9M +6.1% | 161.1M +0.1% | 161.0M |
| EBITDA | 258.1M +19.6% | 215.8M +0.9% | 213.8M +5.2% | 203.3M +1.0% | 201.3M |
| Net Income | 154.3M +28.0% | 120.5M +19.9% | 100.5M -11.5% | 113.6M +9.2% | 104.0M |
| EPS (Basic) | $1.11 +29.1% | $0.86 +21.1% | $0.71 -11.3% | $0.80 +11.1% | $0.72 |
| EPS (Diluted) | $1.09 +28.2% | $0.85 +23.2% | $0.69 -11.5% | $0.78 +11.4% | $0.70 |
| Shares (Diluted) | 138.3M -0.2% | 138.6M -2.3% | 141.8M +0.9% | 140.5M -1.8% | 143.1M |