| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.1B +1.1% | 1.0B -37.9% | 1.7B +5.5% | 1.6B +45.4% | 1.1B |
| Cost of Revenue | 451.2M -19.2% | 558.1M -45.1% | 1.0B +3.4% | 984.1M +64.8% | 597.3M |
| Gross Profit | 605.0M +24.5% | 486.1M -26.9% | 665.3M +8.9% | 610.7M +22.2% | 499.9M |
| Operating Expenses | 154.6M +9.8% | 140.8M +19.9% | 117.4M -18.8% | 144.7M +4.6% | 138.2M |
| R&D | 76.2M +13.9% | 66.9M +1.5% | 66.0M +8.8% | 60.6M +11.2% | 54.5M |
| SG&A | 51.9M -20.5% | 65.3M +28.9% | 50.7M +7.1% | 47.3M -10.0% | 52.6M |
| Operating Income | 450.4M +30.4% | 345.3M -37.0% | 547.9M +17.6% | 466.1M +28.9% | 361.6M |
| EBITDA | 598.2M +21.4% | 492.7M -28.4% | 688.5M +14.0% | 604.2M +24.6% | 485.0M |
| Net Income | 422.6M +21.9% | 346.6M -33.5% | 520.9M +14.2% | 455.9M +33.4% | 341.9M |
| EPS (Basic) | $3.93 +21.7% | $3.23 -33.4% | $4.85 +14.1% | $4.25 +33.2% | $3.19 |
| EPS (Diluted) | $3.92 +21.7% | $3.22 -33.5% | $4.84 +14.2% | $4.24 +33.3% | $3.18 |
| Shares (Diluted) | 107.7M +0.1% | 107.6M -0.1% | 107.7M +0.1% | 107.5M +0.0% | 107.5M |