| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 386.8M -0.6% | 389.3M +12.2% | 347.0M +30.6% | 265.7M +1.6% | 261.6M |
| Cost of Revenue | 0 | 0 | 0 | 0 | 0 |
| Gross Profit | 386.8M -0.6% | 389.3M +12.2% | 347.0M +30.6% | 265.7M +1.6% | 261.6M |
| Operating Expenses | 207.4M +2.3% | 202.8M +63.4% | 124.1M +5.4% | 117.8M -28.4% | 164.4M |
| R&D | — | — | — | — | — |
| SG&A | 97.3M +7.8% | 90.3M -3.7% | 93.7M +15.2% | 81.4M +16.2% | 70.0M |
| Operating Income | 179.4M -3.8% | 186.5M -16.3% | 222.9M +50.7% | 147.9M +52.2% | 97.2M |
| EBITDA | 180.1M -3.8% | 187.3M -17.0% | 225.6M +49.9% | 150.5M +51.2% | 99.5M |
| Net Income | 134.8M -3.4% | 139.5M -18.1% | 170.4M +53.5% | 111.0M +58.4% | 70.1M |
| EPS (Basic) | $1.17 +3.5% | $1.13 -16.9% | $1.36 +52.8% | $0.89 -15.2% | $1.05 |
| EPS (Diluted) | $1.06 +3.9% | $1.02 -17.1% | $1.23 +55.7% | $0.79 +41.1% | $0.56 |
| Shares (Diluted) | 127.3M -6.8% | 136.6M -1.5% | 138.6M -1.1% | 140.1M +11.2% | 126.0M |