| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.5B +25.0% | 1.2B -5.3% | 1.2B -0.3% | 1.3B +1.0% | 1.2B |
| Cost of Revenue | 342.0M +2.4% | 334.0M -6.7% | 358.0M -8.7% | 392.0M -2.7% | 403.0M |
| Gross Profit | 1.1B +33.9% | 849.0M -4.7% | 891.0M +3.5% | 861.0M +2.7% | 838.0M |
| Operating Expenses | 551.0M -2.0% | 562.0M +2.9% | 546.0M +3.6% | 527.0M +0.0% | 527.0M |
| R&D | — | — | — | — | — |
| SG&A | 152.0M +2.7% | 148.0M -10.3% | 165.0M +20.4% | 137.0M +5.4% | 130.0M |
| Operating Income | 583.0M +98.3% | 294.0M -13.3% | 339.0M +18.9% | 285.0M -8.7% | 312.0M |
| EBITDA | 583.0M +98.3% | 294.0M -13.3% | 339.0M +18.9% | 285.0M -8.7% | 312.0M |
| Net Income | 453.0M +94.4% | 233.0M -11.4% | 263.0M +18.5% | 222.0M -9.0% | 244.0M |
| EPS (Basic) | $3.05 +95.5% | $1.56 -11.4% | $1.76 +18.9% | $1.48 -9.2% | $1.63 |
| EPS (Diluted) | $3.05 +95.5% | $1.56 -11.4% | $1.76 +18.9% | $1.48 -9.2% | $1.63 |
| Shares (Diluted) | 146.2M -0.6% | 147.0M -0.0% | 147.1M -0.0% | 147.1M +0.0% | 147.1M |