| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 464.8M +3.2% | 450.5M -4.0% | 469.1M +25.0% | 375.3M +48.9% | 252.1M |
| Cost of Revenue | 62.3M +3.7% | 60.1M -0.4% | 60.3M +18.7% | 50.8M +62.0% | 31.4M |
| Gross Profit | 402.5M +3.1% | 390.4M -4.5% | 408.8M +26.0% | 324.5M +47.0% | 220.7M |
| Operating Expenses | 98.7M -12.7% | 113.1M +1.2% | 111.7M -1.7% | 113.6M +94.8% | 58.3M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 13.2M -1.6% | 13.4M -23.3% | 17.5M -0.6% | 17.6M +72.7% | 10.2M |
| Operating Income | 303.7M +9.5% | 277.4M -6.6% | 297.1M +40.9% | 210.9M +29.9% | 162.3M |
| EBITDA | 385.7M +3.3% | 373.6M -3.7% | 388.0M +27.4% | 304.6M +46.4% | 208.0M |
| Net Income | 228.1M -4.0% | 237.6M -15.7% | 281.7M +200.6% | 93.7M -28.9% | 131.8M |
| EPS (Basic) | $2.68 -3.6% | $2.78 -16.0% | $3.31 +185.3% | $1.16 -39.6% | $1.92 |
| EPS (Diluted) | $2.68 -3.6% | $2.78 -15.8% | $3.30 +184.5% | $1.16 -39.6% | $1.92 |
| Shares (Diluted) | 84.9M -0.2% | 85.1M +0.0% | 85.0M +5.2% | 80.8M +22.7% | 65.8M |