| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4B -2.2% | 1.5B +21.6% | 1.2B +15.0% | 1.1B +5.5% | 999.1M |
| Cost of Revenue | 890.2M -7.6% | 963.0M +23.0% | 783.1M +15.2% | 679.9M +6.2% | 640.4M |
| Gross Profit | 550.4M +7.9% | 510.1M +19.0% | 428.8M +14.6% | 374.1M +4.3% | 358.7M |
| Operating Expenses | 323.6M -1.9% | 329.8M +14.7% | 287.6M +47.2% | 195.4M +9.2% | 178.9M |
| R&D | 35.0M -2.2% | 35.8M +8.2% | 33.1M +23.5% | 26.8M +1.5% | 26.4M |
| SG&A | 227.4M -1.7% | 231.4M +1.6% | 227.8M +35.1% | 168.6M +19.2% | 141.4M |
| Operating Income | 226.8M +25.8% | 180.3M +27.7% | 141.2M -21.0% | 178.7M -0.6% | 179.8M |
| EBITDA | 320.2M +16.1% | 275.7M +41.1% | 195.4M -8.7% | 214.0M -0.5% | 215.0M |
| Net Income | 124.5M +43.9% | 86.5M +8.8% | 79.5M -40.0% | 132.4M +3.4% | 128.1M |
| EPS (Basic) | $1.38 +45.3% | $0.95 +6.7% | $0.89 -46.4% | $1.66 +1.8% | $1.63 |
| EPS (Diluted) | $1.38 +45.3% | $0.95 +6.7% | $0.89 -45.7% | $1.64 +1.2% | $1.62 |
| Shares (Diluted) | 89.8M +0.0% | 89.8M +2.3% | 87.8M +9.6% | 80.1M +2.2% | 78.4M |