| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 5.8B +24.1% | 4.7B +16.1% | 4.0B +10.7% | 3.7B +14.4% | 3.2B |
| Cost of Revenue | 5.2B +25.9% | 4.1B +14.2% | 3.6B +12.0% | 3.2B +16.0% | 2.8B |
| Gross Profit | 640.8M +11.0% | 577.5M +32.1% | 437.2M +0.9% | 433.1M +4.1% | 416.1M |
| Operating Expenses | 180.8M +51.7% | 119.2M -27.8% | 165.1M +39.1% | 118.7M +30.3% | 91.1M |
| R&D | 51.2M +10.6% | 46.3M +12.4% | 41.2M +36.4% | 30.2M -17.0% | 36.4M |
| SG&A | 118.2M +103.4% | 58.1M -50.5% | 117.4M +67.5% | 70.1M +82.6% | 38.4M |
| Operating Income | 460.0M +0.4% | 458.3M +68.4% | 272.1M -13.5% | 314.4M -3.3% | 325.0M |
| EBITDA | 509.4M +0.8% | 505.2M +64.4% | 307.3M -17.7% | 373.5M +0.9% | 370.2M |
| Net Income | 397.2M +7.7% | 368.8M +73.7% | 212.3M -20.6% | 267.5M -0.1% | 267.8M |
| EPS (Basic) | $3.30 +2.8% | $3.21 +73.5% | $1.85 -20.3% | $2.32 -0.4% | $2.33 |
| EPS (Diluted) | $3.26 +2.8% | $3.17 +73.2% | $1.83 -20.4% | $2.30 -0.4% | $2.31 |
| Shares (Diluted) | 121.8M +4.8% | 116.2M +0.4% | 115.7M -0.3% | 116.1M +0.2% | 115.9M |