| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.7B +11.7% | 2.5B +11.8% | 2.2B +1.6% | 2.2B +3.0% | 2.1B |
| Cost of Revenue | 2.3B +11.1% | 2.0B +10.1% | 1.9B +0.1% | 1.9B +0.7% | 1.8B |
| Gross Profit | 480.0M +14.3% | 420.0M +21.0% | 347.0M +10.5% | 314.0M +19.4% | 263.0M |
| Operating Expenses | 199.0M +3.1% | 193.0M +6.6% | 181.0M +0.0% | 181.0M -0.5% | 182.0M |
| R&D | 14.0M +7.7% | 13.0M -7.1% | 14.0M +16.7% | 12.0M +0.0% | 12.0M |
| SG&A | 101.0M +4.1% | 97.0M +19.8% | 81.0M -4.7% | 85.0M -3.4% | 88.0M |
| Operating Income | 281.0M +23.8% | 227.0M +36.7% | 166.0M +24.8% | 133.0M +64.2% | 81.0M |
| EBITDA | 365.0M +17.7% | 310.0M +23.0% | 252.0M +16.1% | 217.0M +33.1% | 163.0M |
| Net Income | 148.0M -24.5% | 196.0M +73.5% | 113.0M +28.4% | 88.0M +144.4% | 36.0M |
| EPS (Basic) | $1.07 -27.2% | $1.47 +79.3% | $0.82 +30.2% | $0.63 +152.0% | $0.25 |
| EPS (Diluted) | $1.04 -26.8% | $1.42 +79.7% | $0.79 +27.4% | $0.62 +148.0% | $0.25 |
| Shares (Diluted) | 140.2M +0.0% | 140.1M -0.6% | 140.9M +0.3% | 140.5M -1.2% | 142.2M |