| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +7.3% | 1.6B +12.8% | 1.4B +5.0% | 1.4B +3.5% | 1.3B |
| Cost of Revenue | 539.0M -10.9% | 605.0M +10.0% | 550.0M +6.2% | 518.0M +5.3% | 492.0M |
| Gross Profit | 1.2B +18.4% | 995.0M +14.5% | 869.0M +4.2% | 834.0M +2.5% | 814.0M |
| Operating Expenses | 771.0M +2.8% | 750.0M +14.2% | 657.0M +8.8% | 604.0M -0.5% | 607.0M |
| R&D | 320.0M +5.6% | 303.0M +17.4% | 258.0M +3.2% | 250.0M +0.0% | 250.0M |
| SG&A | 456.0M +2.0% | 447.0M +12.0% | 399.0M +12.7% | 354.0M -1.7% | 360.0M |
| Operating Income | 407.0M +66.1% | 245.0M +15.6% | 212.0M -7.8% | 230.0M +11.1% | 207.0M |
| EBITDA | 514.0M +46.9% | 350.0M +22.0% | 287.0M -3.4% | 297.0M +8.0% | 275.0M |
| Net Income | 349.0M +24.2% | 281.0M +20.6% | 233.0M +22.0% | 191.0M -25.7% | 257.0M |
| EPS (Basic) | $2.04 +24.4% | $1.64 +20.6% | $1.36 +22.5% | $1.11 -25.5% | $1.49 |
| EPS (Diluted) | $2.02 +23.9% | $1.63 +20.7% | $1.35 +22.7% | $1.10 -26.2% | $1.49 |
| Shares (Diluted) | 173.0M +0.0% | 173.0M +0.6% | 172.0M -0.6% | 173.0M +0.0% | 173.0M |