| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.0B +9.5% | 1.9B -10.1% | 2.1B -11.5% | 2.3B +21.2% | 1.9B |
| Cost of Revenue | 1.0B +10.4% | 906.0M -14.6% | 1.1B -21.7% | 1.4B +34.6% | 1.0B |
| Gross Profit | 1.0B +8.6% | 948.0M -5.4% | 1.0B +2.7% | 976.0M +6.4% | 917.0M |
| Operating Expenses | 1.6B +6.4% | 1.5B -17.1% | 1.9B -6.7% | 2.0B +22.7% | 1.6B |
| R&D | — | — | — | — | — |
| SG&A | 560.0M +0.7% | 556.0M +19.3% | 466.0M -11.9% | 529.0M -0.9% | 534.0M |
| Operating Income | 398.0M +24.4% | 320.0M +50.2% | 213.0M -38.8% | 348.0M +13.0% | 308.0M |
| EBITDA | 422.0M +22.3% | 345.0M +46.8% | 235.0M -36.1% | 368.0M +11.5% | 330.0M |
| Net Income | 248.0M +29.8% | 191.0M -36.1% | 299.0M +39.1% | 215.0M +23.6% | 174.0M |
| EPS (Basic) | $2.99 +30.6% | $2.29 -36.2% | $3.59 +39.1% | $2.58 +24.6% | $2.07 |
| EPS (Diluted) | $2.99 +30.6% | $2.29 -36.2% | $3.59 +39.1% | $2.58 +24.6% | $2.07 |
| Shares (Diluted) | 83.0M -0.4% | 83.3M +0.0% | 83.3M -0.1% | 83.4M -0.1% | 83.5M |