| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 515.0M +5.5% | 488.4M -3.2% | 504.4M -4.7% | 529.2M +7.2% | 493.6M |
| Cost of Revenue | 179.6M +9.2% | 164.4M -7.1% | 176.9M -6.3% | 188.8M +1.4% | 186.2M |
| Gross Profit | 335.5M +3.6% | 324.0M -1.1% | 327.5M -3.8% | 340.4M +10.7% | 307.5M |
| Operating Expenses | 205.5M -3.8% | 213.6M +15.9% | 184.2M -3.3% | 190.6M +0.2% | 190.3M |
| R&D | — | — | — | — | — |
| SG&A | 60.3M +6.7% | 56.5M +0.8% | 56.1M +7.2% | 52.3M +2.3% | 51.2M |
| Operating Income | 112.0M +18.6% | 94.4M -28.6% | 132.3M -4.0% | 137.8M +34.8% | 102.2M |
| EBITDA | 112.0M +18.6% | 94.4M -28.6% | 132.3M -4.0% | 137.8M +34.8% | 102.2M |
| Net Income | 84.9M +15.1% | 73.8M -26.7% | 100.7M -4.3% | 105.2M +36.1% | 77.3M |
| EPS (Basic) | $1.85 +17.1% | $1.58 -26.2% | $2.14 -3.2% | $2.21 +39.0% | $1.59 |
| EPS (Diluted) | $1.83 +17.3% | $1.56 -26.4% | $2.12 -2.8% | $2.18 +38.0% | $1.58 |
| Shares (Diluted) | 44.1M -1.2% | 44.6M -1.9% | 45.4M -1.7% | 46.2M +0.0% | 46.2M |