| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 953.1M +14.7% | 830.7M +25.5% | 662.0M -0.8% | 667.1M -1.4% | 676.2M |
| Cost of Revenue | 635.8M +21.3% | 524.3M +42.1% | 368.8M +1.6% | 362.9M -1.7% | 369.3M |
| Gross Profit | 317.3M +3.5% | 306.4M +4.5% | 293.2M -3.6% | 304.1M -0.9% | 307.0M |
| Operating Expenses | 122.5M -10.0% | 136.1M +19.1% | 114.2M +10.6% | 103.3M +7.0% | 96.5M |
| R&D | — | — | — | — | — |
| SG&A | 2.2M -7.0% | 2.4M +15.4% | 2.1M +14.3% | 1.8M -25.1% | 2.4M |
| Operating Income | 194.8M +14.3% | 170.4M -4.8% | 179.0M -10.9% | 200.9M -4.6% | 210.5M |
| EBITDA | 247.5M +3.5% | 239.0M +12.4% | 212.6M -22.9% | 275.8M +2.1% | 270.2M |
| Net Income | 125.1M -9.3% | 137.9M +19.3% | 115.6M -1.8% | 117.7M -28.8% | 165.4M |
| EPS (Basic) | $1.15 -12.2% | $1.31 +20.2% | $1.09 -1.8% | $1.11 -29.7% | $1.58 |
| EPS (Diluted) | $1.13 -12.4% | $1.29 +19.4% | $1.08 -1.8% | $1.10 -29.9% | $1.57 |
| Shares (Diluted) | 104.0M -0.2% | 104.3M +0.4% | 103.8M -0.1% | 104.0M +0.8% | 103.1M |