| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.6B -4.0% | 2.7B +11.7% | 2.5B +11.8% | 2.2B +1.6% | 2.2B |
| Cost of Revenue | 2.3B +0.2% | 2.3B +11.1% | 2.0B +10.1% | 1.9B +0.1% | 1.9B |
| Gross Profit | 367.0M -23.5% | 480.0M +14.3% | 420.0M +21.0% | 347.0M +10.5% | 314.0M |
| Operating Expenses | 178.0M -10.6% | 199.0M +3.1% | 193.0M +6.6% | 181.0M +0.0% | 181.0M |
| R&D | 12.0M -14.3% | 14.0M +7.7% | 13.0M -7.1% | 14.0M +16.7% | 12.0M |
| SG&A | 84.0M -16.8% | 101.0M +4.1% | 97.0M +19.8% | 81.0M -4.7% | 85.0M |
| Operating Income | 189.0M -32.7% | 281.0M +23.8% | 227.0M +36.7% | 166.0M +24.8% | 133.0M |
| EBITDA | 271.0M -25.8% | 365.0M +17.7% | 310.0M +23.0% | 252.0M +16.1% | 217.0M |
| Net Income | 119.0M -19.6% | 148.0M -24.5% | 196.0M +73.5% | 113.0M +28.4% | 88.0M |
| EPS (Basic) | $0.87 -18.7% | $1.07 -27.2% | $1.47 +79.3% | $0.82 +30.2% | $0.63 |
| EPS (Diluted) | $0.84 -19.2% | $1.04 -26.8% | $1.42 +79.7% | $0.79 +27.4% | $0.62 |
| Shares (Diluted) | 139.0M -0.8% | 140.2M +0.0% | 140.1M -0.6% | 140.9M +0.3% | 140.5M |