| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +22.6% | 959.9M -31.5% | 1.4B +17.3% | 1.2B +14.1% | 1.0B |
| Cost of Revenue | 2.8M -7.2% | 3.1M -4.2% | 3.2M +5.8% | 3.0M +1.7% | 3.0M |
| Gross Profit | 1.2B +22.7% | 956.8M -31.5% | 1.4B +17.3% | 1.2B +14.2% | 1.0B |
| Operating Expenses | 923.2M +9.8% | 840.6M -20.5% | 1.1B +8.7% | 973.1M +18.7% | 819.7M |
| R&D | 46.9M | 0 | 0 | 0 -100.0% | 37.0M |
| SG&A | 838.5M +7.0% | 783.9M -23.7% | 1.0B +9.6% | 937.9M +23.9% | 757.1M |
| Operating Income | 250.9M +115.8% | 116.2M -65.8% | 339.6M +56.1% | 217.6M -2.6% | 223.3M |
| EBITDA | 258.7M +79.9% | 143.8M -59.5% | 355.1M +55.0% | 229.1M +0.9% | 227.0M |
| Net Income | 177.3M +66.5% | 106.5M -67.0% | 322.7M +45.1% | 222.5M +41.3% | 157.5M |
| EPS (Basic) | $4.19 +69.6% | $2.47 -68.0% | $7.73 +46.7% | $5.27 +41.3% | $3.73 |
| EPS (Diluted) | $3.93 +69.4% | $2.32 -67.8% | $7.20 +51.3% | $4.76 +39.6% | $3.41 |
| Shares (Diluted) | 40.9M -0.5% | 41.1M -1.7% | 41.9M -2.3% | 42.8M +1.0% | 42.4M |