| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.5B +15.4% | 2.2B +10.3% | 2.0B -10.4% | 2.2B -3.7% | 2.3B |
| Cost of Revenue | 2.0B +11.9% | 1.7B +6.8% | 1.6B -7.6% | 1.8B -0.7% | 1.8B |
| Gross Profit | 560.0M +29.9% | 431.0M +27.5% | 338.0M -21.9% | 433.0M -14.4% | 506.0M |
| Operating Expenses | 251.0M +9.1% | 230.0M -8.0% | 250.0M +3.3% | 242.0M +2.1% | 237.0M |
| R&D | 65.0M +8.3% | 60.0M +3.4% | 58.0M -7.9% | 63.0M -6.0% | 67.0M |
| SG&A | 185.0M +3.9% | 178.0M +11.9% | 159.0M -0.6% | 160.0M +1.9% | 157.0M |
| Operating Income | 309.0M +53.7% | 201.0M +128.4% | 88.0M -53.9% | 191.0M -29.0% | 269.0M |
| EBITDA | 442.0M +29.6% | 341.0M +24.9% | 273.0M -19.7% | 340.0M -16.9% | 409.0M |
| Net Income | 184.0M +72.0% | 107.0M +1.9% | 105.0M +123.4% | 47.0M -66.4% | 140.0M |
| EPS (Basic) | $1.60 +72.0% | $0.93 +1.1% | $0.92 +124.4% | $0.41 -66.4% | $1.22 |
| EPS (Diluted) | $1.59 +71.0% | $0.93 +1.1% | $0.92 +130.0% | $0.40 -66.7% | $1.20 |
| Shares (Diluted) | 115.3M +0.3% | 115.0M +0.6% | 114.3M -1.0% | 115.4M -0.7% | 116.2M |