| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B +28.9% | 1.5B +9.9% | 1.3B -14.7% | 1.6B -15.0% | 1.8B |
| Cost of Revenue | 1.6B +30.0% | 1.2B +10.1% | 1.1B -14.2% | 1.3B -14.8% | 1.5B |
| Gross Profit | 290.2M +23.0% | 235.9M +8.9% | 216.5M -17.6% | 262.7M -16.0% | 312.7M |
| Operating Expenses | 186.8M +8.7% | 171.8M +10.6% | 155.3M -10.3% | 173.2M -8.7% | 189.6M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 185.7M +7.4% | 172.9M +8.2% | 159.7M -6.1% | 170.0M -8.1% | 185.0M |
| Operating Income | 103.4M +61.4% | 64.1M +4.7% | 61.2M -31.6% | 89.5M -27.3% | 123.1M |
| EBITDA | 136.6M +32.8% | 102.9M +3.0% | 99.9M -24.6% | 132.5M -14.6% | 155.1M |
| Net Income | 83.2M +62.8% | 51.1M +27.2% | 40.2M -46.8% | 75.5M -25.1% | 100.9M |
| EPS (Basic) | $1.48 +64.4% | $0.90 +23.3% | $0.73 -43.4% | $1.29 -24.1% | $1.70 |
| EPS (Diluted) | $1.48 +66.3% | $0.89 +27.1% | $0.70 -45.7% | $1.29 -24.1% | $1.70 |
| Shares (Diluted) | 53.9M -1.2% | 54.5M -1.2% | 55.2M -2.1% | 56.4M -1.5% | 57.2M |