| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 671.1M +14.1% | 588.0M +9.0% | 539.3M -13.5% | 623.5M -1.2% | 631.1M |
| Cost of Revenue | 352.9M +9.6% | 322.1M +5.4% | 305.5M -8.6% | 334.3M -1.2% | 338.2M |
| Gross Profit | 318.2M +19.7% | 265.9M +13.7% | 233.9M -19.2% | 289.3M -1.2% | 292.9M |
| Operating Expenses | 154.6M +2.2% | 151.2M -13.4% | 174.5M +17.5% | 148.5M -2.8% | 152.9M |
| R&D | 18.0M -3.4% | 18.6M -11.6% | 21.1M +1.4% | 20.8M +0.1% | 20.8M |
| SG&A | 136.4M +3.3% | 132.0M -5.4% | 139.5M -1.4% | 141.5M +7.1% | 132.1M |
| Operating Income | 163.6M +42.7% | 114.7M +93.3% | 59.3M -57.9% | 140.7M +0.5% | 140.0M |
| EBITDA | 189.4M +34.4% | 141.0M +67.4% | 84.2M -48.8% | 164.4M +1.4% | 162.1M |
| Net Income | 127.0M +44.0% | 88.2M +56.9% | 56.2M -47.7% | 107.4M +3.8% | 103.5M |
| EPS (Basic) | $3.10 +44.9% | $2.14 +59.7% | $1.34 -48.3% | $2.59 +4.4% | $2.48 |
| EPS (Diluted) | $3.09 +45.1% | $2.13 +59.0% | $1.34 -48.1% | $2.58 +4.5% | $2.47 |
| Shares (Diluted) | 41.1M -0.7% | 41.4M -1.3% | 41.9M +0.5% | 41.7M -0.3% | 41.8M |