| Metric | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 |
|---|---|---|---|---|---|
| Revenue | 1.9B -2.2% | 1.9B +16.6% | 1.7B -0.2% | 1.7B +17.1% | 1.4B |
| Cost of Revenue | 1.1B -0.8% | 1.1B +20.7% | 948.0M -0.3% | 951.0M +14.2% | 833.0M |
| Gross Profit | 770.0M -4.2% | 804.0M +11.4% | 722.0M +0.0% | 722.0M +21.1% | 596.0M |
| Operating Expenses | 509.0M -6.8% | 546.0M +26.1% | 433.0M -10.0% | 481.0M +2.1% | 471.0M |
| R&D | 29.0M -9.4% | 32.0M +18.5% | 27.0M -6.9% | 29.0M +3.6% | 28.0M |
| SG&A | 480.0M -6.6% | 514.0M +26.6% | 406.0M -10.2% | 452.0M +2.0% | 443.0M |
| Operating Income | 261.0M +1.2% | 258.0M -10.7% | 289.0M +19.9% | 241.0M +92.8% | 125.0M |
| EBITDA | 335.0M -0.3% | 336.0M -3.2% | 347.0M +17.2% | 296.0M +63.5% | 181.0M |
| Net Income | 173.0M +3.6% | 167.0M -12.6% | 191.0M +18.6% | 161.0M +96.3% | 82.0M |
| EPS (Basic) | $1.39 +3.7% | $1.34 -13.0% | $1.54 +19.4% | $1.29 +98.5% | $0.65 |
| EPS (Diluted) | $1.39 +3.7% | $1.34 -13.0% | $1.54 +19.4% | $1.29 +98.5% | $0.65 |
| Shares (Diluted) | 122.0M +0.2% | 121.8M +0.0% | 121.8M -0.1% | 121.9M -0.9% | 123.0M |