| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 520.2M +6.5% | 488.2M +13.7% | 429.4M -2.3% | 439.3M +0.8% | 435.7M |
| Cost of Revenue | 128.9M +6.9% | 120.6M +8.0% | 111.7M -10.4% | 124.7M -0.3% | 125.0M |
| Gross Profit | 391.3M +6.4% | 367.6M +15.7% | 317.7M +1.0% | 314.7M +1.3% | 310.7M |
| Operating Expenses | 176.2M -18.9% | 217.3M +56.6% | 138.7M +0.1% | 138.6M +0.1% | 138.6M |
| R&D | — | — | — | — | — |
| SG&A | 15.0M +3.2% | 14.5M -67.9% | 45.2M +78.0% | 25.4M +100.3% | 12.7M |
| Operating Income | 215.1M +43.1% | 150.3M -16.0% | 179.0M +1.7% | 176.0M +2.3% | 172.1M |
| EBITDA | 215.8M +11.9% | 192.9M +7.6% | 179.3M +1.8% | 176.1M +2.3% | 172.1M |
| Net Income | 168.6M +45.0% | 116.3M -16.9% | 139.9M +1.7% | 137.6M +1.8% | 135.2M |
| EPS (Basic) | $1.67 +44.0% | $1.16 -22.1% | $1.49 +2.8% | $1.45 +2.1% | $1.42 |
| EPS (Diluted) | $1.67 +44.0% | $1.16 -22.1% | $1.49 +2.8% | $1.45 +2.1% | $1.42 |
| Shares (Diluted) | 100.8M +1.0% | 99.8M +6.2% | 94.0M -1.1% | 95.1M -0.2% | 95.3M |