| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 980.6M +21.9% | 804.2M +7.1% | 751.2M +1.9% | 737.2M +10.9% | 664.6M |
| Cost of Revenue | 439.6M +22.4% | 359.1M +6.6% | 336.9M +1.8% | 330.9M +10.8% | 298.6M |
| Gross Profit | 541.1M +21.6% | 445.1M +7.4% | 414.3M +2.0% | 406.2M +11.0% | 366.0M |
| Operating Expenses | 237.2M +16.3% | 203.9M -4.9% | 214.3M +1.6% | 211.0M +4.9% | 201.3M |
| R&D | 118.6M +18.0% | 100.6M +5.2% | 95.6M -2.6% | 98.2M +2.0% | 96.3M |
| SG&A | 118.6M +14.7% | 103.3M -13.0% | 118.7M +5.2% | 112.9M +7.5% | 105.0M |
| Operating Income | 303.9M +26.0% | 241.2M +20.6% | 199.9M +2.4% | 195.2M +18.5% | 164.8M |
| EBITDA | 321.0M +25.2% | 256.3M +19.6% | 214.2M +2.5% | 208.9M +17.4% | 177.9M |
| Net Income | 257.3M +33.2% | 193.2M +10.0% | 175.7M -1.4% | 178.3M +32.0% | 135.0M |
| EPS (Basic) | $5.24 +33.0% | $3.94 +8.8% | $3.62 -2.7% | $3.72 +31.9% | $2.82 |
| EPS (Diluted) | $5.22 +33.2% | $3.92 +9.8% | $3.57 -3.8% | $3.71 +32.0% | $2.81 |
| Shares (Diluted) | 49.3M +0.0% | 49.2M +0.1% | 49.2M +2.3% | 48.0M +0.0% | 48.0M |