| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +8.2% | 1.5B +9.3% | 1.3B +51.7% | 888.4M +29.9% | 683.8M |
| Cost of Revenue | 914.4M +10.8% | 825.2M -2.6% | 847.6M +61.5% | 524.9M +32.7% | 395.7M |
| Gross Profit | 678.5M +4.8% | 647.2M +29.5% | 499.9M +37.5% | 363.5M +26.2% | 288.1M |
| Operating Expenses | 541.8M -2.4% | 555.1M +3.5% | 536.3M +35.9% | 394.7M +76.6% | 223.5M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 533.6M +0.1% | 533.0M +3.5% | 514.8M +76.7% | 291.3M +35.9% | 214.4M |
| Operating Income | 136.7M +48.4% | 92.1M +353.0% | -36400000 -16.7% | -31200000 -148.3% | 64.6M |
| EBITDA | 215.3M +19.3% | 180.4M +199.2% | 60.3M -42.0% | 103.9M +5.4% | 98.6M |
| Net Income | 90.0M +76.1% | 51.1M +231.7% | -38800000 +21.0% | -49100000 -219.2% | 41.2M |
| EPS (Basic) | $1.23 +75.7% | $0.70 +227.3% | $-0.55 +41.5% | $-0.94 -204.4% | $0.90 |
| EPS (Diluted) | $1.23 +75.7% | $0.70 +227.3% | $-0.55 +39.6% | $-0.91 -203.4% | $0.88 |
| Shares (Diluted) | 72.5M +0.6% | 72.1M +0.7% | 71.6M +33.1% | 53.8M +15.2% | 46.7M |