| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.5B +7.5% | 3.3B -20.1% | 4.1B +1.6% | 4.0B +6.9% | 3.8B |
| Cost of Revenue | 3.1B +7.6% | 2.9B -18.9% | 3.5B +2.4% | 3.4B +8.8% | 3.2B |
| Gross Profit | 442.0M +6.5% | 415.0M -27.8% | 575.0M -3.2% | 594.0M -2.8% | 611.0M |
| Operating Expenses | 418.0M +5.3% | 397.0M -31.8% | 582.0M +39.2% | 418.0M +3.0% | 406.0M |
| R&D | — | — | — | — | — |
| SG&A | 371.0M +3.3% | 359.0M -15.3% | 424.0M +4.7% | 405.0M +2.0% | 397.0M |
| Operating Income | 24.0M +33.3% | 18.0M +357.1% | -7000000 -104.0% | 176.0M -14.1% | 205.0M |
| EBITDA | 151.0M +1.3% | 149.0M -37.1% | 237.0M -10.6% | 265.0M -7.7% | 287.0M |
| Net Income | 88.0M +207.3% | -82000000 -174.5% | 110.0M +44.7% | 76.0M +2.7% | 74.0M |
| EPS (Basic) | $1.15 +180.4% | $-1.43 -174.5% | $1.92 +47.7% | $1.30 +11.1% | $1.17 |
| EPS (Diluted) | $1.15 +180.4% | $-1.43 -174.5% | $1.92 +48.8% | $1.29 +10.3% | $1.17 |
| Shares (Diluted) | 65.2M +9.4% | 59.6M +6.0% | 56.2M -0.5% | 56.5M +0.7% | 56.1M |