| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 876.7M +6.0% | 827.2M -4.9% | 870.1M +1.7% | 855.2M +0.7% | 849.5M |
| Cost of Revenue | 287.3M +5.1% | 273.4M -2.6% | 280.5M -8.6% | 306.8M -2.4% | 314.3M |
| Gross Profit | 589.4M +6.4% | 553.8M -6.1% | 589.6M +7.5% | 548.4M +2.4% | 535.3M |
| Operating Expenses | 361.7M +2.1% | 354.2M -1.9% | 361.1M -2.4% | 369.8M +4.3% | 354.5M |
| R&D | — | — | — | — | — |
| SG&A | 110.8M +2.2% | 108.5M -4.7% | 113.9M +5.2% | 108.2M +1.3% | 106.8M |
| Operating Income | 227.7M +14.1% | 199.7M -12.6% | 228.5M +29.4% | 176.6M -2.3% | 180.8M |
| EBITDA | 227.7M +14.1% | 199.7M -8.8% | 219.0M +24.9% | 175.4M -2.7% | 180.2M |
| Net Income | 176.6M +13.4% | 155.7M -12.2% | 177.3M +25.8% | 140.9M +0.6% | 140.1M |
| EPS (Basic) | $2.92 +13.2% | $2.58 -11.6% | $2.92 +31.5% | $2.22 +1.4% | $2.19 |
| EPS (Diluted) | $2.92 +13.2% | $2.58 -11.6% | $2.92 +31.5% | $2.22 +1.4% | $2.19 |
| Shares (Diluted) | 60.1M +0.1% | 60.0M -1.4% | 60.9M -3.1% | 62.8M -0.6% | 63.2M |