| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 641.6M +3.1% | 622.2M +2.3% | 607.9M +5.1% | 578.5M +3.4% | 559.6M |
| Cost of Revenue | 60.0M +5.7% | 56.7M -40.0% | 94.6M +71.8% | 55.1M +10.8% | 49.7M |
| Gross Profit | 581.6M +2.9% | 565.4M +10.2% | 513.3M -1.9% | 523.4M +2.7% | 509.9M |
| Operating Expenses | 384.6M +2.3% | 376.0M +6.9% | 351.7M -3.2% | 363.5M +0.6% | 361.3M |
| R&D | 46.9M | 0 | 0 | 0 -100.0% | 41.8M |
| SG&A | 285.6M -12.4% | 325.9M +33.8% | 243.6M -29.2% | 344.1M +23.7% | 278.3M |
| Operating Income | 197.0M +4.0% | 189.5M +17.2% | 161.6M +1.0% | 160.0M +7.6% | 148.6M |
| EBITDA | 223.2M +3.8% | 215.1M +17.8% | 182.5M +1.8% | 179.4M +7.6% | 166.7M |
| Net Income | 199.5M +12.9% | 176.8M +1.4% | 174.4M +5.9% | 164.6M -27.5% | 227.1M |
| EPS (Basic) | $1.63 +14.0% | $1.43 +1.4% | $1.41 +6.0% | $1.33 -26.9% | $1.82 |
| EPS (Diluted) | $1.59 +13.6% | $1.40 +1.4% | $1.38 +6.2% | $1.30 -27.0% | $1.78 |
| Shares (Diluted) | 123.3M -0.9% | 124.5M -0.6% | 125.3M -0.9% | 126.3M -0.7% | 127.3M |