| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.0B -11.6% | 1.2B +28.0% | 921.5M -3.8% | 957.6M -3.9% | 996.3M |
| Cost of Revenue | 352.8M -26.3% | 478.8M +20.1% | 398.5M -8.2% | 434.0M +5.0% | 413.3M |
| Gross Profit | 689.7M -1.6% | 700.7M +34.0% | 522.9M -0.1% | 523.7M -10.2% | 583.0M |
| Operating Expenses | 397.8M -4.1% | 415.0M +28.9% | 322.1M -14.6% | 377.3M +0.5% | 375.3M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 397.8M -4.1% | 415.0M +28.9% | 322.1M -14.6% | 377.3M +0.5% | 375.3M |
| Operating Income | 291.9M +2.2% | 285.7M +42.2% | 200.8M +37.2% | 146.4M -29.5% | 207.7M |
| EBITDA | 312.5M +2.2% | 305.7M +38.3% | 221.1M +32.1% | 167.3M -26.6% | 228.0M |
| Net Income | 216.8M +5.8% | 204.9M +48.9% | 137.6M +30.8% | 105.2M -27.9% | 145.8M |
| EPS (Basic) | $4.57 +9.6% | $4.17 +52.2% | $2.74 +33.7% | $2.05 -24.6% | $2.72 |
| EPS (Diluted) | $4.52 +9.4% | $4.13 +52.4% | $2.71 +30.3% | $2.08 -23.0% | $2.70 |
| Shares (Diluted) | 48.0M -3.4% | 49.6M -2.1% | 50.7M +0.3% | 50.6M -6.4% | 54.0M |