| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.5B -6.8% | 1.6B +49.3% | 1.1B -6.7% | 1.1B -16.3% | 1.3B |
| Cost of Revenue | 968.5M -3.3% | 1.0B +45.4% | 688.9M -7.8% | 747.1M -13.3% | 861.7M |
| Gross Profit | 494.9M -12.9% | 568.4M +56.5% | 363.2M -4.6% | 380.6M -21.6% | 485.2M |
| Operating Expenses | 201.7M -6.6% | 215.9M +18.0% | 182.9M -3.5% | 189.5M -0.9% | 191.3M |
| R&D | 11.9M +4.4% | 11.4M -5.8% | 12.1M -6.2% | 12.9M +4.0% | 12.4M |
| SG&A | 186.1M -6.6% | 199.3M +16.0% | 171.8M -2.7% | 176.6M -0.7% | 177.9M |
| Operating Income | 293.2M -16.8% | 352.5M +95.5% | 180.3M -5.7% | 191.1M -35.0% | 293.9M |
| EBITDA | 342.0M -14.8% | 401.2M +74.8% | 229.5M -4.8% | 241.1M -29.9% | 343.7M |
| Net Income | 207.4M -18.7% | 255.2M +99.8% | 127.7M +0.2% | 127.4M -40.3% | 213.5M |
| EPS (Basic) | $5.25 -17.1% | $6.33 +102.9% | $3.12 +0.6% | $3.10 -38.1% | $5.01 |
| EPS (Diluted) | $5.22 -17.1% | $6.30 +103.2% | $3.10 +1.0% | $3.07 -38.2% | $4.97 |
| Shares (Diluted) | 39.6M -2.2% | 40.5M -1.5% | 41.1M -1.7% | 41.8M -2.6% | 42.9M |