| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 898.0M -0.1% | 899.0M -5.2% | 948.0M +16.0% | 817.0M +11.2% | 735.0M |
| Cost of Revenue | 221.0M -0.5% | 222.0M -3.9% | 231.0M -1.7% | 235.0M +4.9% | 224.0M |
| Gross Profit | 677.0M +0.0% | 677.0M -5.6% | 717.0M +23.2% | 582.0M +13.9% | 511.0M |
| Operating Expenses | 375.0M -4.8% | 394.0M -4.4% | 412.0M +4.8% | 393.0M +41.4% | 278.0M |
| R&D | — | — | — | — | — |
| SG&A | 91.0M +1.1% | 90.0M -1.1% | 91.0M +19.7% | 76.0M +15.2% | 66.0M |
| Operating Income | 275.0M +7.8% | 255.0M -9.6% | 282.0M +137.0% | 119.0M -41.4% | 203.0M |
| EBITDA | 284.0M +1.8% | 279.0M -13.1% | 321.0M +55.8% | 206.0M -2.4% | 211.0M |
| Net Income | 208.0M +8.3% | 192.0M -10.7% | 215.0M +124.0% | 96.0M -36.8% | 152.0M |
| EPS (Basic) | $0.73 +10.6% | $0.66 -9.6% | $0.73 +82.5% | $0.40 -45.2% | $0.73 |
| EPS (Diluted) | $0.73 +10.6% | $0.66 -8.3% | $0.72 +80.0% | $0.40 -45.2% | $0.73 |
| Shares (Diluted) | 286.5M -1.9% | 292.2M -1.8% | 297.6M +24.5% | 238.9M +13.8% | 210.0M |