| Metric | Q2 2026 | Q1 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +9.2% | 1.5B +0.0% | 1.5B +0.3% | 1.5B -3.1% | 1.6B |
| Cost of Revenue | 1.2B +4.3% | 1.2B +0.0% | 1.2B +0.3% | 1.2B +4.5% | 1.1B |
| Gross Profit | 458.2M +25.1% | 366.4M +0.0% | 366.4M +0.1% | 366.2M -21.4% | 466.0M |
| Operating Expenses | 1.3B +3.8% | 1.3B +0.0% | 1.3B +1.4% | 1.3B +4.3% | 1.2B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 335.2M +38.3% | 242.5M +0.0% | 242.5M -5.3% | 255.9M -28.4% | 357.5M |
| EBITDA | 355.8M +35.6% | 262.3M +0.0% | 262.3M -5.4% | 277.2M -26.3% | 376.3M |
| Net Income | 263.5M +38.4% | 190.4M +0.0% | 190.4M -6.0% | 202.5M -27.8% | 280.4M |
| EPS (Basic) | $4.76 +38.4% | $3.44 +0.0% | $3.44 -6.0% | $3.66 -27.7% | $5.06 |
| EPS (Diluted) | $4.76 +38.4% | $3.44 +0.0% | $3.44 -6.0% | $3.66 -27.7% | $5.06 |
| Shares (Diluted) | 55.4M +0.0% | 55.4M +0.0% | 55.4M +0.0% | 55.4M +0.0% | 55.4M |