| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.0B +18.7% | 846.0M +9.3% | 774.3M +2.9% | 752.7M +3.0% | 730.6M |
| Cost of Revenue | 792.2M +19.2% | 664.8M +9.3% | 608.5M +2.1% | 596.0M +2.3% | 582.5M |
| Gross Profit | 211.9M +16.9% | 181.2M +9.2% | 165.9M +5.8% | 156.7M +5.8% | 148.1M |
| Operating Expenses | 102.8M -5.5% | 108.7M +27.7% | 85.1M +0.3% | 84.8M -1.7% | 86.3M |
| R&D | 8.0M +2.2% | 7.8M +13.5% | 6.9M -2.2% | 7.0M +0.4% | 7.0M |
| SG&A | 87.6M -6.6% | 93.7M +31.8% | 71.1M +1.1% | 70.4M -0.9% | 71.0M |
| Operating Income | 109.1M +50.5% | 72.4M -10.3% | 80.7M +12.3% | 71.9M +16.4% | 61.8M |
| EBITDA | 149.7M +34.6% | 111.3M -6.0% | 118.3M +8.3% | 109.2M +9.1% | 100.1M |
| Net Income | 83.0M +66.1% | 50.0M -1.4% | 50.7M -4.5% | 53.1M +27.8% | 41.5M |
| EPS (Basic) | $0.80 +66.7% | $0.48 -2.0% | $0.49 -3.9% | $0.51 +24.4% | $0.41 |
| EPS (Diluted) | $0.77 +60.4% | $0.48 +0.0% | $0.48 -4.0% | $0.50 +25.0% | $0.40 |
| Shares (Diluted) | 107.6M +0.5% | 107.1M +0.5% | 106.6M +0.7% | 105.8M +0.9% | 104.9M |