| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.5B +1.0% | 3.4B +2.1% | 3.4B +3.7% | 3.2B +2.3% | 3.2B |
| Cost of Revenue | 748.3M -2.7% | 769.1M +7.3% | 717.0M +1.0% | 709.6M -1.6% | 721.5M |
| Gross Profit | 2.7B +2.1% | 2.7B +0.7% | 2.6B +4.4% | 2.5B +3.5% | 2.4B |
| Operating Expenses | 3.0B -0.2% | 3.1B +0.6% | 3.0B +5.8% | 2.9B +1.0% | 2.8B |
| R&D | — | — | — | — | — |
| SG&A | 2.3B +0.6% | 2.3B -1.5% | 2.3B +7.4% | 2.2B +1.9% | 2.1B |
| Operating Income | 405.3M +11.4% | 363.9M +16.7% | 311.8M -13.2% | 359.1M +13.7% | 315.7M |
| EBITDA | 472.9M +9.9% | 430.4M +12.1% | 383.8M -9.2% | 422.7M +12.8% | 374.7M |
| Net Income | 298.6M +8.9% | 274.1M +21.7% | 225.2M -15.2% | 265.6M +12.9% | 235.3M |
| EPS (Basic) | $5.98 +9.3% | $5.47 +23.5% | $4.43 -15.1% | $5.22 +13.5% | $4.60 |
| EPS (Diluted) | $5.95 +10.0% | $5.41 +24.9% | $4.33 -16.2% | $5.17 +13.4% | $4.56 |
| Shares (Diluted) | 49.8M -0.7% | 50.2M -0.0% | 50.2M -2.2% | 51.3M +0.4% | 51.1M |