| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 604.0M +5.5% | 572.4M +5.5% | 542.8M -0.1% | 543.5M +1.1% | 537.7M |
| Cost of Revenue | 92.2M -4.6% | 96.7M +6.9% | 90.5M -4.4% | 94.6M +3.5% | 91.5M |
| Gross Profit | 511.7M +7.6% | 475.7M +5.2% | 452.3M +0.8% | 448.9M +0.6% | 446.2M |
| Operating Expenses | 297.1M +2.0% | 291.1M +15.1% | 253.0M +3.7% | 244.0M -0.2% | 244.4M |
| R&D | — | — | — | — | — |
| SG&A | 81.7M -9.6% | 90.3M +20.6% | 74.9M +6.4% | 70.4M -0.4% | 70.7M |
| Operating Income | 205.9M +18.6% | 173.6M -5.3% | 183.3M -0.8% | 184.8M -5.8% | 196.2M |
| EBITDA | 205.9M +18.6% | 173.6M -5.3% | 183.3M -0.8% | 184.8M -5.8% | 196.2M |
| Net Income | 160.2M +10.9% | 144.4M +1.2% | 142.7M -0.7% | 143.6M -6.6% | 153.8M |
| EPS (Basic) | $1.10 +14.6% | $0.96 -1.0% | $0.97 -4.0% | $1.01 -7.3% | $1.09 |
| EPS (Diluted) | $1.10 +14.6% | $0.96 -1.0% | $0.97 -4.0% | $1.01 -7.3% | $1.09 |
| Shares (Diluted) | 144.3M -1.0% | 145.8M +1.3% | 143.9M +3.4% | 139.1M -0.1% | 139.2M |