| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 749.0M +12.7% | 664.6M -9.9% | 737.8M +24.5% | 592.5M -10.2% | 659.5M |
| Cost of Revenue | 384.1M +2.6% | 374.3M -13.4% | 432.3M +23.5% | 350.1M +5.5% | 331.9M |
| Gross Profit | 364.9M +25.7% | 290.3M -5.0% | 305.5M +26.0% | 242.4M -26.0% | 327.6M |
| Operating Expenses | 190.3M +24.8% | 152.5M -6.3% | 162.7M +6.7% | 152.5M -19.0% | 188.2M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 11.2M -0.4% | 11.3M +0.9% | 11.2M +11.1% | 10.1M -6.5% | 10.8M |
| Operating Income | 174.5M +26.7% | 137.8M -3.5% | 142.9M +58.9% | 89.9M -35.5% | 139.4M |
| EBITDA | 251.6M +17.9% | 213.5M -1.6% | 217.1M +33.1% | 163.1M -21.0% | 206.4M |
| Net Income | 102.1M +47.1% | 69.4M -6.8% | 74.5M +119.3% | 34.0M -55.2% | 75.9M |
| EPS (Basic) | $1.47 +31.2% | $1.12 -4.3% | $1.17 +112.7% | $0.55 -53.0% | $1.17 |
| EPS (Diluted) | $1.42 +37.9% | $1.03 -6.4% | $1.10 +107.5% | $0.53 -52.7% | $1.12 |
| Shares (Diluted) | 68.1M +0.7% | 67.7M +1.1% | 66.9M -0.6% | 67.3M +2.4% | 65.7M |