| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.0B +4.8% | 999.7M -0.7% | 1.0B -3.9% | 1.0B +9.4% | 957.5M |
| Cost of Revenue | 315.4M +3.5% | 304.8M -3.7% | 316.5M -7.6% | 342.6M +10.4% | 310.2M |
| Gross Profit | 732.6M +5.4% | 694.9M +0.6% | 690.6M -2.1% | 705.1M +8.9% | 647.3M |
| Operating Expenses | 372.2M +2.0% | 364.7M -5.6% | 386.3M -13.3% | 445.7M +15.8% | 384.8M |
| R&D | — | — | — | — | — |
| SG&A | 106.6M -5.7% | 113.1M -5.7% | 119.9M +0.2% | 119.7M +3.9% | 115.2M |
| Operating Income | 324.2M +9.8% | 295.3M +8.7% | 271.5M +16.7% | 232.6M +49.4% | 155.7M |
| EBITDA | 324.2M +9.8% | 295.3M +8.7% | 271.5M +16.7% | 232.6M +49.4% | 155.7M |
| Net Income | 253.4M +8.4% | 233.7M +7.9% | 216.6M +18.7% | 182.6M +45.6% | 125.4M |
| EPS (Basic) | $0.65 +8.3% | $0.60 +9.1% | $0.55 +19.6% | $0.46 +35.3% | $0.34 |
| EPS (Diluted) | $0.65 +10.2% | $0.59 +7.3% | $0.55 +19.6% | $0.46 +35.3% | $0.34 |
| Shares (Diluted) | 383.3M -1.2% | 388.1M -0.2% | 388.9M -0.4% | 390.5M +8.0% | 361.4M |