| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +15.8% | 1.1B +4.4% | 1.0B +4.6% | 988.0M +1.5% | 973.0M |
| Cost of Revenue | 653.0M +14.4% | 571.0M +3.1% | 554.0M +5.1% | 527.0M +1.3% | 520.0M |
| Gross Profit | 595.0M +17.4% | 507.0M +5.8% | 479.0M +3.9% | 461.0M +1.8% | 453.0M |
| Operating Expenses | 344.0M -3.9% | 358.0M +6.5% | 336.0M +4.0% | 323.0M +1.6% | 318.0M |
| R&D | 76.0M -6.2% | 81.0M +5.2% | 77.0M +1.3% | 76.0M +0.0% | 76.0M |
| SG&A | 200.0M +5.3% | 190.0M +2.7% | 185.0M +2.8% | 180.0M +2.9% | 175.0M |
| Operating Income | 251.0M +68.5% | 149.0M +4.2% | 143.0M +3.6% | 138.0M +2.2% | 135.0M |
| EBITDA | 343.0M +42.9% | 240.0M +0.0% | 240.0M +5.3% | 228.0M +0.4% | 227.0M |
| Net Income | 175.0M +108.3% | 84.0M -21.5% | 107.0M +44.6% | 74.0M +19.4% | 62.0M |
| EPS (Basic) | $2.59 +108.9% | $1.24 -22.0% | $1.59 +44.5% | $1.10 +19.6% | $0.92 |
| EPS (Diluted) | $2.41 +104.2% | $1.18 -24.8% | $1.57 +42.7% | $1.10 +19.6% | $0.92 |
| Shares (Diluted) | 72.7M +2.3% | 71.1M +4.4% | 68.1M +0.7% | 67.6M +0.3% | 67.4M |