| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.0B +8.5% | 947.1M -16.2% | 1.1B +9.7% | 1.0B +4.7% | 983.2M |
| Cost of Revenue | 377.1M -3.6% | 391.3M -13.9% | 454.3M +8.1% | 420.2M +4.2% | 403.3M |
| Gross Profit | 650.2M +17.0% | 555.8M -17.7% | 675.4M +10.8% | 609.5M +5.1% | 579.9M |
| Operating Expenses | 341.2M +1.4% | 336.5M -0.1% | 336.7M +3.4% | 325.5M +2.5% | 317.7M |
| R&D | 53.0M +3.3% | 51.3M -2.5% | 52.6M +2.8% | 51.1M +3.8% | 49.3M |
| SG&A | 263.3M +1.9% | 258.3M -0.6% | 259.8M +4.6% | 248.4M +0.4% | 247.3M |
| Operating Income | 309.0M +40.9% | 219.3M -35.3% | 338.8M +19.3% | 283.9M +8.3% | 262.2M |
| EBITDA | 347.2M +33.9% | 259.4M -31.0% | 376.1M +16.6% | 322.6M +8.9% | 296.2M |
| Net Income | 232.9M +37.4% | 169.5M -40.7% | 285.8M +31.4% | 217.5M +7.5% | 202.3M |
| EPS (Basic) | $11.57 +38.6% | $8.35 -40.5% | $14.03 +32.4% | $10.60 +8.4% | $9.78 |
| EPS (Diluted) | $11.55 +38.7% | $8.33 -40.5% | $13.99 +32.4% | $10.57 +8.3% | $9.76 |
| Shares (Diluted) | 20.2M -0.8% | 20.3M -0.5% | 20.4M -0.7% | 20.6M -0.8% | 20.7M |