| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.8B +3.6% | 3.7B -11.5% | 4.2B +15.9% | 3.6B -3.1% | 3.7B |
| Cost of Revenue | 3.1B +3.6% | 3.0B -13.1% | 3.5B +17.9% | 2.9B -2.0% | 3.0B |
| Gross Profit | 694.0M +3.3% | 672.0M -3.7% | 698.0M +6.7% | 654.0M -7.8% | 709.0M |
| Operating Expenses | 427.0M -3.2% | 441.0M +15.1% | 383.0M +24.4% | 308.0M -30.6% | 444.0M |
| R&D | 116.0M -3.3% | 120.0M -10.4% | 134.0M +13.6% | 118.0M -13.9% | 137.0M |
| SG&A | 311.0M -3.1% | 321.0M +1.9% | 315.0M +22.6% | 257.0M -15.2% | 303.0M |
| Operating Income | 267.0M +15.6% | 231.0M -26.7% | 315.0M -9.0% | 346.0M +30.6% | 265.0M |
| EBITDA | 361.0M +10.4% | 327.0M -23.4% | 427.0M -3.6% | 443.0M +20.1% | 369.0M |
| Net Income | 248.0M +12.7% | 220.0M -6.4% | 235.0M +0.4% | 234.0M -4.5% | 245.0M |
| EPS (Basic) | $1.43 +13.5% | $1.26 -6.0% | $1.34 +1.5% | $1.32 -2.9% | $1.36 |
| EPS (Diluted) | $1.42 +13.6% | $1.25 -6.0% | $1.33 +1.5% | $1.31 -3.0% | $1.35 |
| Shares (Diluted) | 175.0M -0.7% | 176.2M -0.5% | 177.1M -1.1% | 179.2M -1.1% | 181.1M |