| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.4B -5.1% | 2.5B +15.4% | 2.2B +10.3% | 2.0B -10.4% | 2.2B |
| Cost of Revenue | 1.9B -5.1% | 2.0B +11.9% | 1.7B +6.8% | 1.6B -7.6% | 1.8B |
| Gross Profit | 532.0M -5.0% | 560.0M +29.9% | 431.0M +27.5% | 338.0M -21.9% | 433.0M |
| Operating Expenses | 234.0M -6.8% | 251.0M +9.1% | 230.0M -8.0% | 250.0M +2.9% | 243.0M |
| R&D | 63.0M -3.1% | 65.0M +8.3% | 60.0M +3.4% | 58.0M -7.9% | 63.0M |
| SG&A | 171.0M -7.6% | 185.0M +3.9% | 178.0M +11.9% | 159.0M -0.6% | 160.0M |
| Operating Income | 298.0M -3.6% | 309.0M +53.7% | 201.0M +128.4% | 88.0M -53.7% | 190.0M |
| EBITDA | 432.0M -2.3% | 442.0M +29.6% | 341.0M +24.9% | 273.0M -19.5% | 339.0M |
| Net Income | 253.0M +37.5% | 184.0M +72.0% | 107.0M +1.9% | 105.0M +52.2% | 69.0M |
| EPS (Basic) | $2.21 +38.1% | $1.60 +72.0% | $0.93 +1.1% | $0.92 +53.3% | $0.60 |
| EPS (Diluted) | $2.19 +37.7% | $1.59 +71.0% | $0.93 +1.1% | $0.92 +53.3% | $0.60 |
| Shares (Diluted) | 115.3M +0.0% | 115.3M +0.3% | 115.0M +0.6% | 114.3M -1.0% | 115.4M |