| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 753.5M +11.8% | 673.8M +0.1% | 672.9M -2.7% | 691.8M +4.9% | 659.6M |
| Cost of Revenue | 289.8M +19.7% | 242.2M -29.1% | 341.5M +34.5% | 253.9M -6.9% | 272.8M |
| Gross Profit | 463.7M +7.4% | 431.6M +30.2% | 331.4M -24.3% | 437.9M +13.2% | 386.8M |
| Operating Expenses | 260.5M -4.7% | 273.4M +65.7% | 165.0M -35.1% | 254.4M +10.6% | 230.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 217.0M +13.1% | 191.9M +7.0% | 179.4M -5.2% | 189.3M +2.9% | 184.0M |
| Operating Income | 203.2M +28.4% | 158.2M -4.9% | 166.4M -9.3% | 183.5M +17.0% | 156.8M |
| EBITDA | 286.2M +19.3% | 239.8M -3.4% | 248.3M -7.1% | 267.2M +11.0% | 240.8M |
| Net Income | 108.6M +39.8% | 77.7M -7.7% | 84.2M +5.0% | 80.2M +17.6% | 68.2M |
| EPS (Basic) | $3.13 +39.1% | $2.25 -8.2% | $2.45 +4.7% | $2.34 +18.2% | $1.98 |
| EPS (Diluted) | $3.11 +40.1% | $2.22 -7.9% | $2.41 +4.8% | $2.30 +16.2% | $1.98 |
| Shares (Diluted) | 34.9M -0.3% | 35.0M +0.0% | 35.0M +0.6% | 34.8M +1.2% | 34.4M |