| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 407.5M +6.4% | 383.1M +0.2% | 382.3M +17.9% | 324.3M +0.6% | 322.2M |
| Cost of Revenue | 98.0M +3.3% | 94.9M -3.9% | 98.8M +19.3% | 82.8M +7.1% | 77.3M |
| Gross Profit | 309.5M +7.4% | 288.2M +1.7% | 283.5M +17.4% | 241.5M -1.4% | 244.9M |
| Operating Expenses | 167.9M -15.4% | 198.6M +4.9% | 189.4M +34.9% | 140.4M +2.5% | 137.0M |
| R&D | — | — | — | — | — |
| SG&A | 45.8M +3.9% | 44.1M +2.8% | 42.8M +15.1% | 37.2M +6.0% | 35.1M |
| Operating Income | 134.8M +60.8% | 83.8M -6.0% | 89.2M -5.1% | 94.0M -6.3% | 100.3M |
| EBITDA | 134.8M +60.8% | 83.8M -6.0% | 89.2M -5.1% | 94.0M -6.3% | 100.3M |
| Net Income | 105.2M +61.2% | 65.3M -34.4% | 99.5M -6.3% | 106.1M +5.9% | 100.2M |
| EPS (Basic) | $0.48 +65.5% | $0.29 -37.0% | $0.46 -13.2% | $0.53 +6.0% | $0.50 |
| EPS (Diluted) | $0.48 +65.5% | $0.29 -37.0% | $0.46 -13.2% | $0.53 +6.0% | $0.50 |
| Shares (Diluted) | 219.2M -1.9% | 223.4M +2.7% | 217.5M +9.0% | 199.5M +0.2% | 199.0M |