| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 348.0M +10.8% | 314.0M +3.5% | 303.3M +38.8% | 218.4M +23.4% | 177.0M |
| Cost of Revenue | 123.4M +0.5% | 122.8M -2.0% | 125.2M +65.9% | 75.5M +40.6% | 53.7M |
| Gross Profit | 224.6M +17.4% | 191.2M +7.4% | 178.1M +24.5% | 143.0M +15.9% | 123.4M |
| Operating Expenses | 157.6M +20.4% | 130.9M +0.9% | 129.6M +19.7% | 108.3M +31.8% | 82.2M |
| R&D | — | — | — | — | — |
| SG&A | 106.0M +190.6% | 36.5M -58.7% | 88.3M +18.8% | 74.3M +25.9% | 59.0M |
| Operating Income | 66.0M +12.3% | 58.8M +27.3% | 46.2M +39.6% | 33.1M -16.9% | 39.8M |
| EBITDA | 66.0M +12.3% | 58.8M +27.3% | 46.2M +39.6% | 33.1M -16.9% | 39.8M |
| Net Income | 49.7M +11.5% | 44.6M +28.8% | 34.6M +40.8% | 24.6M -18.8% | 30.3M |
| EPS (Basic) | $3.13 +11.8% | $2.80 +29.0% | $2.17 +44.7% | $1.50 -19.8% | $1.87 |
| EPS (Diluted) | $2.50 +12.1% | $2.23 +30.4% | $1.71 +41.3% | $1.21 -19.9% | $1.51 |
| Shares (Diluted) | 19.2M +0.9% | 19.0M -1.2% | 19.2M +0.2% | 19.2M +0.6% | 19.1M |