| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +11.4% | 1.0B +0.0% | 1.0B -3.5% | 1.1B +4.7% | 1.0B |
| Cost of Revenue | 634.0M +9.5% | 579.1M +0.9% | 573.7M -1.2% | 580.4M +4.5% | 555.5M |
| Gross Profit | 517.5M +13.9% | 454.5M -1.1% | 459.5M -6.2% | 489.8M +5.0% | 466.5M |
| Operating Expenses | 262.8M +1.4% | 259.2M +3.7% | 249.9M -2.4% | 256.0M +3.7% | 246.8M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 262.8M +1.4% | 259.2M +3.7% | 249.9M -2.4% | 256.0M +3.7% | 246.8M |
| Operating Income | 254.7M +30.4% | 195.3M -6.8% | 209.6M -10.4% | 233.8M +6.4% | 219.7M |
| EBITDA | 290.4M +25.8% | 230.9M -5.4% | 244.2M -9.7% | 270.5M +7.5% | 251.6M |
| Net Income | 184.6M +33.7% | 138.1M -6.4% | 147.5M -21.7% | 188.4M +18.0% | 159.7M |
| EPS (Basic) | $2.15 +34.4% | $1.60 -6.4% | $1.71 -21.9% | $2.19 +17.7% | $1.86 |
| EPS (Diluted) | $2.15 +35.2% | $1.59 -6.5% | $1.70 -22.0% | $2.18 +17.8% | $1.85 |
| Shares (Diluted) | 86.0M -0.7% | 86.6M -0.2% | 86.8M +0.3% | 86.5M +0.1% | 86.4M |