| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 496.3M +4.4% | 475.1M -28.8% | 667.0M +38.9% | 480.1M +20.5% | 398.6M |
| Cost of Revenue | 739.0K +0.4% | 736.0K -21.9% | 942.0K +15.2% | 818.0K -54.5% | 1.8M |
| Gross Profit | 495.5M +4.4% | 474.4M -28.8% | 666.0M +39.0% | 479.3M +20.8% | 396.8M |
| Operating Expenses | 395.1M +2.2% | 386.5M -19.0% | 477.3M +28.4% | 371.8M +6.9% | 347.9M |
| R&D | — | — | — | — | — |
| SG&A | 68.2M +10.2% | 61.8M +8.4% | 57.1M +0.1% | 57.0M -15.1% | 67.2M |
| Operating Income | 100.4M +14.2% | 87.9M -53.4% | 188.8M +75.7% | 107.4M +119.6% | 48.9M |
| EBITDA | 100.4M +14.2% | 87.9M -53.4% | 188.9M +74.1% | 108.5M +101.2% | 53.9M |
| Net Income | 70.1M +2.6% | 68.3M -52.2% | 143.0M +73.3% | 82.5M +159.7% | 31.8M |
| EPS (Basic) | $1.00 +4.2% | $0.96 | — | $0.90 +42.9% | $0.63 |
| EPS (Diluted) | $0.95 +3.3% | $0.92 | — | $0.85 +44.1% | $0.59 |
| Shares (Diluted) | 71.2M +0.0% | 71.2M | — | 71.2M +0.5% | 70.9M |