| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 548.5M +17.5% | 466.7M -3.4% | 483.3M -2.9% | 497.5M +5.9% | 469.8M |
| Cost of Revenue | 324.1M +0.2% | 323.4M +6.0% | 305.0M -3.4% | 315.6M +5.6% | 299.0M |
| Gross Profit | 224.4M +56.6% | 143.4M -19.6% | 178.3M -2.0% | 181.9M +6.5% | 170.9M |
| Operating Expenses | 325.4M +0.5% | 323.9M +6.0% | 305.5M -3.4% | 316.1M +5.7% | 299.0M |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 223.1M +56.2% | 142.8M -19.7% | 177.8M -2.0% | 181.4M +6.2% | 170.8M |
| EBITDA | 223.1M +56.2% | 142.8M -22.2% | 183.6M +1.2% | 181.4M +6.2% | 170.8M |
| Net Income | 175.9M +56.3% | 112.6M -18.8% | 138.6M -2.1% | 141.6M +5.6% | 134.1M |
| EPS (Basic) | $7.73 +57.8% | $4.90 -18.5% | $6.01 -1.8% | $6.12 +5.7% | $5.79 |
| EPS (Diluted) | $7.72 +58.2% | $4.88 -18.5% | $5.99 -1.6% | $6.09 +5.7% | $5.76 |
| Shares (Diluted) | 22.8M -1.2% | 23.1M -0.4% | 23.2M -0.5% | 23.3M -0.1% | 23.3M |