| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B -5.0% | 1.8B +7.2% | 1.6B +9.6% | 1.5B +1.5% | 1.5B |
| Cost of Revenue | 187.5M -2.5% | 192.3M -6.3% | 205.2M -0.8% | 206.8M -3.2% | 213.6M |
| Gross Profit | 1.5B -5.3% | 1.6B +9.2% | 1.4B +11.3% | 1.3B +2.3% | 1.3B |
| Operating Expenses | 1.0B -6.5% | 1.1B +9.2% | 1.0B -6.6% | 1.1B +18.8% | 901.3M |
| R&D | — | — | — | — | — |
| SG&A | 150.7M +0.3% | 150.3M +4.0% | 144.5M +0.7% | 143.5M +2.3% | 140.3M |
| Operating Income | 457.5M -0.3% | 459.0M +9.0% | 421.0M +96.9% | 213.8M -39.6% | 354.1M |
| EBITDA | 457.5M -0.3% | 459.0M +9.0% | 421.0M +96.9% | 213.8M -39.6% | 354.1M |
| Net Income | 251.4M -4.9% | 264.4M +25.1% | 211.4M +36.3% | 155.1M +192.6% | 53.0M |
| EPS (Basic) | $1.56 -53.8% | $3.38 +288.5% | $0.87 +38.1% | $0.63 +125.0% | $0.28 |
| EPS (Diluted) | $1.48 -51.8% | $3.07 +274.4% | $0.82 +36.7% | $0.60 +130.8% | $0.26 |
| Shares (Diluted) | 163.4M +96.9% | 83.0M -66.5% | 247.6M +1.1% | 244.9M +47.6% | 166.0M |