| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +3.7% | 1.6B +4.1% | 1.5B +1.4% | 1.5B +11.7% | 1.3B |
| Cost of Revenue | 876.0M +19.7% | 732.0M -2.8% | 753.0M -3.1% | 777.0M +13.3% | 686.0M |
| Gross Profit | 738.0M -10.5% | 825.0M +11.2% | 742.0M +6.3% | 698.0M +10.1% | 634.0M |
| Operating Expenses | 501.0M -0.6% | 504.0M -4.4% | 527.0M -5.7% | 559.0M +23.9% | 451.0M |
| R&D | 158.0M -0.6% | 159.0M -3.6% | 165.0M +8.6% | 152.0M +4.1% | 146.0M |
| SG&A | 305.0M +2.3% | 298.0M -5.7% | 316.0M +11.3% | 284.0M +5.2% | 270.0M |
| Operating Income | 237.0M -26.2% | 321.0M +49.3% | 215.0M +54.7% | 139.0M -24.0% | 183.0M |
| EBITDA | 295.0M -24.0% | 388.0M +38.6% | 280.0M -0.4% | 281.0M +19.6% | 235.0M |
| Net Income | 164.0M -29.6% | 233.0M +72.6% | 135.0M +92.9% | 70.0M -30.7% | 101.0M |
| EPS (Basic) | $3.47 -29.0% | $4.89 +78.5% | $2.74 +95.7% | $1.40 -29.3% | $1.98 |
| EPS (Diluted) | $3.43 -29.3% | $4.85 +78.3% | $2.72 +97.1% | $1.38 -29.9% | $1.97 |
| Shares (Diluted) | 47.8M -0.7% | 48.1M -2.6% | 49.4M -2.3% | 50.6M -1.1% | 51.2M |