| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 744.1M -3.9% | 774.6M -20.4% | 973.7M +28.8% | 755.9M +1.0% | 748.2M |
| Cost of Revenue | 515.0M +0.8% | 510.7M -6.4% | 545.4M +6.4% | 512.7M -0.2% | 513.5M |
| Gross Profit | 229.1M -13.2% | 263.9M -38.4% | 428.3M +76.1% | 243.2M +3.6% | 234.7M |
| Operating Expenses | 642.9M +1.2% | 635.0M -4.6% | 665.7M +7.1% | 621.6M -2.2% | 635.5M |
| R&D | — | — | — | — | — |
| SG&A | 51.8M +2.6% | 50.5M -8.0% | 54.9M +25.9% | 43.6M -9.7% | 48.3M |
| Operating Income | 101.2M -27.5% | 139.6M -54.7% | 308.0M +129.3% | 134.3M +19.2% | 112.7M |
| EBITDA | 103.6M -27.1% | 142.2M -52.5% | 299.5M +118.5% | 137.1M +18.7% | 115.5M |
| Net Income | 68.5M -33.0% | 102.3M -58.1% | 244.1M +169.1% | 90.7M +43.3% | 63.3M |
| EPS (Basic) | $0.59 -30.6% | $0.85 -58.5% | $2.05 +177.0% | $0.74 +45.1% | $0.51 |
| EPS (Diluted) | $0.58 -29.3% | $0.82 -55.4% | $1.84 +152.1% | $0.73 +46.0% | $0.50 |
| Shares (Diluted) | 119.0M -2.2% | 121.7M -6.8% | 130.5M +9.9% | 118.8M +0.1% | 118.7M |