| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.5B -13.7% | 4.0B +25.8% | 3.2B +52.2% | 2.1B +2.7% | 2.0B |
| Cost of Revenue | 3.1B -15.3% | 3.7B +24.2% | 2.9B +54.7% | 1.9B +2.4% | 1.9B |
| Gross Profit | 363.3M +2.7% | 353.8M +46.0% | 242.4M +26.8% | 191.2M +5.6% | 181.1M |
| Operating Expenses | 142.1M -27.8% | 196.8M +16.6% | 168.8M +49.8% | 112.7M +32.3% | 85.2M |
| R&D | 8.3M +3.5% | 8.0M -7.7% | 8.7M -0.1% | 8.7M +7.3% | 8.1M |
| SG&A | 109.3M -3.7% | 113.5M -1.2% | 114.9M +56.3% | 73.5M +5.7% | 69.5M |
| Operating Income | 221.2M +40.9% | 157.0M +113.3% | 73.6M -6.2% | 78.5M -18.2% | 95.9M |
| EBITDA | 292.1M +5.3% | 277.5M +34.6% | 206.2M +48.7% | 138.6M +4.1% | 133.2M |
| Net Income | 125.3M +28.1% | 97.8M +89.0% | 51.8M -0.4% | 52.0M -28.7% | 72.9M |
| EPS (Basic) | $2.17 +26.2% | $1.72 +89.0% | $0.91 +1.1% | $0.90 -29.7% | $1.28 |
| EPS (Diluted) | $2.12 +24.7% | $1.70 +91.0% | $0.89 +1.1% | $0.88 -30.2% | $1.26 |
| Shares (Diluted) | 55.1M +0.0% | 55.1M -0.7% | 55.5M +1.2% | 54.9M +0.7% | 54.5M |