| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.1B +2.8% | 3.0B +62.8% | 1.8B +0.6% | 1.8B -9.9% | 2.0B |
| Cost of Revenue | 2.3B +10.4% | 2.1B +35.8% | 1.6B +3.7% | 1.5B +3.4% | 1.5B |
| Gross Profit | 715.3M -16.1% | 852.7M +221.5% | 265.2M -14.4% | 310.0M -44.6% | 559.2M |
| Operating Expenses | 235.6M +4.4% | 225.6M +9.6% | 205.8M -15.7% | 244.2M +17.9% | 207.1M |
| R&D | 3.4M -8.1% | 3.7M +23.1% | 3.0M +87.0% | 1.6M -64.7% | 4.5M |
| SG&A | 26.7M -5.0% | 28.0M +12.8% | 24.9M -5.5% | 26.3M +8.6% | 24.2M |
| Operating Income | 479.7M -23.5% | 627.1M +954.0% | 59.5M -9.5% | 65.8M -81.3% | 352.2M |
| EBITDA | 518.7M -21.8% | 663.5M +605.8% | 94.0M -10.3% | 104.9M -73.1% | 390.4M |
| Net Income | 354.9M -23.3% | 462.9M +903.1% | 46.2M -38.8% | 75.4M -71.3% | 262.6M |
| EPS (Basic) | $7.27 -23.7% | $9.53 +750.9% | $1.12 -29.1% | $1.58 -70.1% | $5.29 |
| EPS (Diluted) | $7.11 -24.0% | $9.35 +750.0% | $1.10 -28.1% | $1.53 -70.3% | $5.16 |
| Shares (Diluted) | 49.7M +0.5% | 49.4M -0.4% | 49.6M -2.4% | 50.9M -0.0% | 50.9M |