| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +6.6% | 1.1B +4.6% | 1.1B -1.3% | 1.1B -0.4% | 1.1B |
| Cost of Revenue | 437.5M +4.6% | 418.1M -3.3% | 432.5M +2.5% | 421.9M +1.7% | 414.7M |
| Gross Profit | 779.1M +7.8% | 722.7M +9.8% | 658.1M -3.7% | 683.4M -1.6% | 694.7M |
| Operating Expenses | 353.5M -1.8% | 360.2M +5.2% | 342.5M +4.3% | 328.5M +2.1% | 321.7M |
| R&D | 65.4M -0.5% | 65.8M -1.6% | 66.8M +5.4% | 63.4M +2.5% | 61.9M |
| SG&A | 288.1M -2.1% | 294.4M +6.8% | 275.7M +4.0% | 265.1M +2.0% | 259.8M |
| Operating Income | 425.6M +17.4% | 362.6M +14.9% | 315.6M -11.1% | 354.8M -4.9% | 373.0M |
| EBITDA | 466.6M +16.6% | 400.3M +13.0% | 354.3M -9.5% | 391.5M -4.2% | 408.8M |
| Net Income | 338.4M +21.5% | 278.4M +12.2% | 248.2M -9.6% | 274.6M -6.6% | 294.0M |
| EPS (Basic) | $4.29 +22.6% | $3.50 +12.5% | $3.11 -9.3% | $3.43 -6.3% | $3.66 |
| EPS (Diluted) | $4.27 +23.1% | $3.47 +12.7% | $3.08 -9.4% | $3.40 -6.3% | $3.63 |
| Shares (Diluted) | 79.3M -1.1% | 80.2M -0.4% | 80.5M -0.2% | 80.7M -0.4% | 81.0M |