| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.4B +14.2% | 3.8B -2.8% | 3.9B -0.7% | 4.0B +11.9% | 3.5B |
| Cost of Revenue | 3.9B +17.6% | 3.4B -2.3% | 3.4B +0.1% | 3.4B +6.8% | 3.2B |
| Gross Profit | 432.7M -9.5% | 477.9M -6.0% | 508.3M -5.5% | 537.7M +61.5% | 332.9M |
| Operating Expenses | 206.5M -38.6% | 336.1M +12.0% | 300.2M +5.1% | 285.6M +63.4% | 174.8M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 206.5M -3.6% | 214.2M +13.3% | 189.1M +4.5% | 181.0M +3.6% | 174.8M |
| Operating Income | 226.2M +59.5% | 141.8M -31.9% | 208.2M -17.4% | 252.1M +59.5% | 158.1M |
| EBITDA | 349.8M +32.7% | 263.7M -17.4% | 319.2M -10.5% | 356.7M +36.8% | 260.7M |
| Net Income | 145.7M +109.2% | 69.7M -54.5% | 153.1M -8.1% | 166.5M +84.7% | 90.1M |
| EPS (Basic) | $1.67 +114.1% | $0.78 -57.4% | $1.83 -11.6% | $2.07 +88.2% | $1.10 |
| EPS (Diluted) | $1.65 +114.3% | $0.77 -57.7% | $1.82 -10.8% | $2.04 +87.2% | $1.09 |
| Shares (Diluted) | 78.9M +0.1% | 78.8M +0.3% | 78.6M -0.1% | 78.6M +0.2% | 78.5M |