| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 489.5M +2.9% | 475.9M +23.4% | 385.6M +0.8% | 382.5M +19.6% | 319.9M |
| Cost of Revenue | 400.0M +2.6% | 389.8M +23.3% | 316.2M +0.2% | 315.5M +18.2% | 266.9M |
| Gross Profit | 89.5M +4.0% | 86.0M +24.0% | 69.4M +3.4% | 67.1M +26.4% | 53.0M |
| Operating Expenses | 417.2M +2.7% | 406.1M +23.6% | 328.6M +2.7% | 320.1M +19.3% | 268.2M |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 72.4M +3.7% | 69.8M +22.6% | 56.9M -8.9% | 62.5M +20.9% | 51.7M |
| EBITDA | 72.4M +3.7% | 69.8M +15.4% | 60.5M -3.2% | 62.5M +20.9% | 51.7M |
| Net Income | 49.0M -1.4% | 49.7M +15.0% | 43.2M -5.8% | 45.9M +18.2% | 38.8M |
| EPS (Basic) | $1.10 -1.8% | $1.12 +4.7% | $1.07 -5.3% | $1.13 +17.7% | $0.96 |
| EPS (Diluted) | $1.07 -1.8% | $1.09 +5.8% | $1.03 -6.4% | $1.10 +18.3% | $0.93 |
| Shares (Diluted) | 45.7M +0.5% | 45.4M +8.7% | 41.8M -0.1% | 41.9M -0.0% | 41.9M |