| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.5B +3.0% | 1.5B +18.5% | 1.2B +16.4% | 1.1B +1.2% | 1.1B |
| Cost of Revenue | 972.0M +6.4% | 913.3M +14.7% | 796.4M +17.5% | 677.8M +2.8% | 659.3M |
| Gross Profit | 542.9M -2.7% | 558.0M +25.2% | 445.6M +14.6% | 388.9M -1.5% | 394.7M |
| Operating Expenses | 260.6M +1.3% | 257.3M +3.0% | 249.9M +11.0% | 225.1M -1.4% | 228.4M |
| R&D | 24.3M -0.8% | 24.5M +7.9% | 22.7M +6.6% | 21.3M +3.4% | 20.6M |
| SG&A | 236.3M +1.5% | 232.8M +2.5% | 227.2M +11.5% | 203.8M -1.9% | 207.8M |
| Operating Income | 282.3M -6.1% | 300.7M +53.7% | 195.7M +19.5% | 163.8M -1.5% | 166.3M |
| EBITDA | 336.5M -6.3% | 359.2M +41.6% | 253.6M +15.0% | 220.6M -2.0% | 225.0M |
| Net Income | 202.4M -6.3% | 215.9M +51.6% | 142.4M +19.9% | 118.8M -2.0% | 121.2M |
| EPS (Basic) | $1.25 -6.0% | $1.33 +51.1% | $0.88 +18.9% | $0.74 -1.3% | $0.75 |
| EPS (Diluted) | $1.23 -6.8% | $1.32 +51.7% | $0.87 +20.8% | $0.72 -2.7% | $0.74 |
| Shares (Diluted) | 164.0M -0.1% | 164.1M +0.1% | 164.0M +0.1% | 163.9M +0.2% | 163.6M |