| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +22.6% | 980.6M +21.9% | 804.2M +7.1% | 751.2M +1.9% | 737.2M |
| Cost of Revenue | 536.9M +22.1% | 439.6M +22.4% | 359.1M +6.6% | 336.9M +1.8% | 330.9M |
| Gross Profit | 665.5M +23.0% | 541.1M +21.6% | 445.1M +7.4% | 414.3M +2.0% | 406.2M |
| Operating Expenses | 307.9M +29.8% | 237.2M +16.3% | 203.9M -4.9% | 214.3M +1.6% | 211.0M |
| R&D | 140.6M +18.5% | 118.6M +18.0% | 100.6M +5.2% | 95.6M -2.6% | 98.2M |
| SG&A | 167.3M +41.1% | 118.6M +14.7% | 103.3M -13.0% | 118.7M +5.2% | 112.9M |
| Operating Income | 357.7M +17.7% | 303.9M +26.0% | 241.2M +20.6% | 199.9M +2.4% | 195.2M |
| EBITDA | 376.5M +17.3% | 321.0M +25.2% | 256.3M +19.6% | 214.2M +2.5% | 208.9M |
| Net Income | 271.1M +5.4% | 257.3M +33.2% | 193.2M +10.0% | 175.7M -2.3% | 179.8M |
| EPS (Basic) | $5.53 +5.5% | $5.24 +33.0% | $3.94 +8.8% | $3.62 -3.5% | $3.75 |
| EPS (Diluted) | $5.51 +5.6% | $5.22 +33.2% | $3.92 +9.8% | $3.57 -4.5% | $3.74 |
| Shares (Diluted) | 49.2M -0.2% | 49.3M +0.0% | 49.2M +0.1% | 49.2M +2.3% | 48.0M |