| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +3.0% | 1.6B -0.4% | 1.7B +5.5% | 1.6B +2.0% | 1.5B |
| Cost of Revenue | 877.4M +3.8% | 845.3M -2.1% | 863.7M +5.3% | 820.2M +2.5% | 799.9M |
| Gross Profit | 818.3M +2.1% | 801.8M +1.5% | 789.8M +5.6% | 747.8M +1.5% | 736.9M |
| Operating Expenses | 401.2M -0.6% | 403.6M -4.2% | 421.2M +10.2% | 382.1M -2.6% | 392.4M |
| R&D | 132.3M -1.7% | 134.6M +2.2% | 131.7M +11.0% | 118.6M -7.4% | 128.1M |
| SG&A | 268.9M -0.0% | 269.0M -7.1% | 289.5M +9.9% | 263.5M -0.3% | 264.3M |
| Operating Income | 417.1M +4.7% | 398.2M +8.0% | 368.6M +0.8% | 365.7M +6.2% | 344.5M |
| EBITDA | 598.0M +3.2% | 579.2M +5.1% | 551.3M +1.9% | 541.0M +4.2% | 519.4M |
| Net Income | 235.3M +4.0% | 226.3M +16.6% | 194.0M -7.8% | 210.4M +16.2% | 181.1M |
| EPS (Basic) | $0.99 +5.3% | $0.94 +17.5% | $0.80 -7.0% | $0.86 +16.2% | $0.74 |
| EPS (Diluted) | $0.97 +6.6% | $0.91 +19.7% | $0.76 -8.4% | $0.83 +15.3% | $0.72 |
| Shares (Diluted) | 242.0M -2.3% | 247.6M -2.0% | 252.7M +0.0% | 252.6M +0.2% | 252.2M |