| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.2B +8.8% | 3.9B +7.2% | 3.6B +1.8% | 3.6B +6.5% | 3.3B |
| Cost of Revenue | 3.7B +9.3% | 3.4B +7.9% | 3.1B -0.2% | 3.1B +6.7% | 2.9B |
| Gross Profit | 518.5M +5.2% | 492.7M +2.2% | 482.2M +16.9% | 412.5M +5.2% | 392.0M |
| Operating Expenses | 358.1M -1.2% | 362.4M +0.4% | 360.8M +18.5% | 304.4M +0.1% | 304.2M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 358.1M -1.2% | 362.4M +0.4% | 360.8M +18.5% | 304.4M +0.1% | 304.2M |
| Operating Income | 160.5M +23.1% | 130.4M +7.4% | 121.4M +12.3% | 108.1M +23.1% | 87.8M |
| EBITDA | 198.9M +15.7% | 171.8M +7.0% | 160.5M +8.7% | 147.6M +14.8% | 128.6M |
| Net Income | 100.3M +19.1% | 84.2M -43.3% | 148.6M +92.2% | 77.3M +40.0% | 55.2M |
| EPS (Basic) | $0.48 +17.1% | $0.41 -43.8% | $0.73 +92.1% | $0.38 +40.7% | $0.27 |
| EPS (Diluted) | $0.45 +18.4% | $0.38 -43.3% | $0.67 +97.1% | $0.34 +30.8% | $0.26 |
| Shares (Diluted) | 220.2M -0.0% | 220.3M -0.5% | 221.3M -3.7% | 229.9M +5.4% | 218.0M |