| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +4.3% | 2.1B -7.0% | 2.2B +12.1% | 2.0B -3.7% | 2.1B |
| Cost of Revenue | 635.5M +10.3% | 576.2M -27.3% | 792.4M +41.7% | 559.3M -5.6% | 592.2M |
| Gross Profit | 1.5B +2.1% | 1.5B +4.1% | 1.5B +0.6% | 1.4B -2.9% | 1.5B |
| Operating Expenses | 1.2B +6.9% | 1.1B -12.3% | 1.3B +18.9% | 1.1B -8.0% | 1.2B |
| R&D | 104.8M +1.4% | 103.4M -12.9% | 118.7M +2.4% | 115.9M +2.3% | 113.3M |
| SG&A | 899.3M +5.8% | 849.9M -2.6% | 872.3M +7.5% | 811.4M -0.4% | 814.8M |
| Operating Income | 326.1M -12.6% | 373.2M +141.6% | 154.5M -56.0% | 351.3M +17.1% | 300.0M |
| EBITDA | 626.7M -3.5% | 649.5M +19.2% | 544.8M -17.0% | 656.3M +11.4% | 589.3M |
| Net Income | 199.6M -16.3% | 238.4M +72.9% | 137.9M -40.4% | 231.2M +50.7% | 153.4M |
| EPS (Basic) | $1.03 -15.6% | $1.22 +71.8% | $0.71 -39.3% | $1.17 +51.9% | $0.77 |
| EPS (Diluted) | $1.03 -15.6% | $1.22 +74.3% | $0.70 -39.7% | $1.16 +50.6% | $0.77 |
| Shares (Diluted) | 192.8M -1.5% | 195.8M -1.1% | 198.0M -0.4% | 198.8M +0.3% | 198.3M |