| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 237.2M +29.3% | 183.5M +28.0% | 143.3M -0.4% | 144.0M +4.1% | 138.3M |
| Cost of Revenue | 59.4M +22.2% | 48.7M +23.7% | 39.3M -4.2% | 41.1M -3.4% | 42.5M |
| Gross Profit | 177.8M +31.8% | 134.9M +29.7% | 104.0M +1.1% | 102.9M +7.5% | 95.7M |
| Operating Expenses | 103.8M -5.5% | 109.8M +107.0% | 53.0M +5.9% | 50.1M +0.3% | 49.9M |
| R&D | — | — | — | — | — |
| SG&A | 27.3M +30.8% | 20.9M +31.0% | 16.0M +0.2% | 15.9M +3.5% | 15.4M |
| Operating Income | 72.5M +281.3% | 19.0M -62.1% | 50.2M -3.2% | 51.8M +15.8% | 44.8M |
| EBITDA | 79.9M +33.8% | 59.7M +14.5% | 52.2M +0.6% | 51.8M +15.8% | 44.8M |
| Net Income | 56.9M +274.4% | 15.2M -62.3% | 40.3M -3.4% | 41.7M +15.8% | 36.0M |
| EPS (Basic) | $2.68 +222.9% | $0.83 -69.5% | $2.72 -3.2% | $2.81 +17.1% | $2.40 |
| EPS (Diluted) | $2.62 +223.5% | $0.81 -69.3% | $2.64 -3.3% | $2.73 +16.7% | $2.34 |
| Shares (Diluted) | 21.7M +15.9% | 18.7M +21.7% | 15.4M +0.7% | 15.3M -0.8% | 15.4M |