| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 575.6M +35.8% | 423.9M -9.0% | 465.7M -8.6% | 509.3M +1.9% | 499.8M |
| Cost of Revenue | 324.6M -0.2% | 325.3M +6.2% | 306.4M -3.3% | 316.9M +2.2% | 310.1M |
| Gross Profit | 251.0M +154.7% | 98.6M -38.1% | 159.3M -17.2% | 192.3M +1.4% | 189.7M |
| Operating Expenses | 363.4M +2.0% | 356.3M +4.9% | 339.8M -3.5% | 352.2M +2.3% | 344.4M |
| R&D | — | — | — | — | — |
| SG&A | 6.2M -79.9% | 31.0M +624.2% | 4.3M -15.1% | 5.0M +6.1% | 4.8M |
| Operating Income | 212.2M +214.1% | 67.5M -46.3% | 125.9M -19.9% | 157.1M +1.1% | 155.4M |
| EBITDA | 212.2M +214.1% | 67.5M -49.6% | 134.0M -14.7% | 157.1M +1.1% | 155.4M |
| Net Income | 168.0M +206.1% | 54.9M -39.8% | 91.2M -26.8% | 124.6M +0.2% | 124.3M |
| EPS (Basic) | $1.83 +205.0% | $0.60 -39.4% | $0.99 -27.2% | $1.36 +0.7% | $1.35 |
| EPS (Diluted) | $1.82 +203.3% | $0.60 -39.4% | $0.99 -26.7% | $1.35 +0.7% | $1.34 |
| Shares (Diluted) | 92.2M -0.0% | 92.2M -0.0% | 92.2M -0.1% | 92.3M -0.2% | 92.5M |