| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4B -5.8% | 1.4B +13.4% | 1.3B +5.7% | 1.2B +5.5% | 1.1B |
| Cost of Revenue | 646.6M -9.1% | 711.2M +30.8% | 543.9M +2.1% | 532.9M -0.6% | 536.2M |
| Gross Profit | 712.2M -2.7% | 731.6M +0.4% | 728.9M +8.6% | 671.1M +10.8% | 605.5M |
| Operating Expenses | 249.4M -2.4% | 255.6M +14.5% | 223.3M -16.5% | 267.3M +13.6% | 235.2M |
| R&D | 27.9M | 0 | 0 | 0 -100.0% | 26.6M |
| SG&A | 172.0M -17.9% | 209.4M +16.3% | 180.0M -11.2% | 202.6M +19.7% | 169.2M |
| Operating Income | 462.8M -2.8% | 476.0M -5.9% | 505.6M +25.2% | 403.8M +9.0% | 370.3M |
| EBITDA | 491.9M -2.4% | 504.1M -5.8% | 535.1M +16.3% | 460.1M +13.4% | 405.9M |
| Net Income | 428.2M +21.3% | 353.1M -8.5% | 385.7M +23.0% | 313.5M +4.2% | 300.8M |
| EPS (Basic) | $4.08 +21.4% | $3.36 -8.4% | $3.67 +23.2% | $2.98 +4.2% | $2.86 |
| EPS (Diluted) | $4.08 +21.8% | $3.35 -8.5% | $3.66 +23.6% | $2.96 +3.9% | $2.85 |
| Shares (Diluted) | 104.7M -0.2% | 104.9M -0.1% | 105.0M -0.4% | 105.4M +0.5% | 104.9M |