| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4B +2.1% | 1.4B -0.4% | 1.4B +0.4% | 1.4B +2.5% | 1.3B |
| Cost of Revenue | 1.1B -0.4% | 1.1B +4.5% | 1.0B -4.3% | 1.1B -0.5% | 1.1B |
| Gross Profit | 322.7M +11.3% | 290.0M -15.2% | 342.0M +17.6% | 290.9M +15.2% | 252.5M |
| Operating Expenses | 1.2B -0.9% | 1.2B +5.7% | 1.2B -3.8% | 1.2B -0.3% | 1.2B |
| R&D | — | — | — | — | — |
| SG&A | 136.2M +1.1% | 134.7M +6.7% | 126.3M -0.9% | 127.5M +3.8% | 122.8M |
| Operating Income | 176.1M +28.1% | 137.4M -34.4% | 209.3M +31.7% | 159.0M +30.1% | 122.2M |
| EBITDA | 183.9M +25.1% | 147.0M -32.6% | 218.3M +30.8% | 166.9M +29.6% | 128.8M |
| Net Income | 129.4M +32.5% | 97.7M -37.1% | 155.2M +34.6% | 115.3M +34.2% | 85.9M |
| EPS (Basic) | $2.13 +34.0% | $1.59 -37.4% | $2.54 +35.8% | $1.87 +36.5% | $1.37 |
| EPS (Diluted) | $2.11 +33.5% | $1.58 -36.8% | $2.50 +35.1% | $1.85 +36.0% | $1.36 |
| Shares (Diluted) | 59.7M -1.4% | 60.5M -0.9% | 61.1M +0.0% | 61.0M +0.3% | 60.8M |