| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 406.3M +1.5% | 400.4M -3.1% | 413.2M +14.7% | 360.4M +5.7% | 341.1M |
| Cost of Revenue | 88.8M -5.2% | 93.7M -12.2% | 106.7M +7.1% | 99.6M -0.9% | 100.5M |
| Gross Profit | 317.5M +3.5% | 306.8M +0.1% | 306.5M +17.6% | 260.7M +8.4% | 240.6M |
| Operating Expenses | 186.7M -6.9% | 200.5M +3.1% | 194.6M +16.0% | 167.8M +8.2% | 155.1M |
| R&D | — | — | — | — | — |
| SG&A | 33.1M -3.2% | 34.2M -2.9% | 35.2M +23.6% | 28.5M +6.2% | 26.8M |
| Operating Income | 124.5M +24.3% | 100.2M +31.3% | 76.3M -10.6% | 85.3M +30.9% | 65.2M |
| EBITDA | 124.5M +24.3% | 100.2M +31.3% | 76.3M -10.6% | 85.3M +30.9% | 65.2M |
| Net Income | 97.9M +19.1% | 82.1M +28.8% | 63.8M -6.1% | 67.9M +28.6% | 52.8M |
| EPS (Basic) | $0.75 +19.0% | $0.63 +28.6% | $0.49 -14.0% | $0.57 +26.7% | $0.45 |
| EPS (Diluted) | $0.75 +19.0% | $0.63 +28.6% | $0.49 -14.0% | $0.57 +26.7% | $0.45 |
| Shares (Diluted) | 130.3M +0.1% | 130.2M -0.3% | 130.6M +10.1% | 118.6M +1.5% | 116.9M |