| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 10.0B +5.5% | 9.5B +8.3% | 8.7B +13.4% | 7.7B +1.7% | 7.6B |
| Cost of Revenue | 8.9B +5.8% | 8.4B +8.3% | 7.7B +12.5% | 6.9B +2.2% | 6.7B |
| Gross Profit | 1.1B +3.2% | 1.1B +8.1% | 1.0B +20.8% | 835.3M -1.6% | 848.7M |
| Operating Expenses | 747.9M +2.6% | 728.9M +2.0% | 714.7M +8.9% | 656.3M -0.3% | 658.1M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 688.1M +4.9% | 656.1M +2.6% | 639.5M +8.8% | 587.9M -2.2% | 601.0M |
| Operating Income | 377.3M +4.4% | 361.6M +23.0% | 294.1M +64.3% | 179.0M -6.1% | 190.6M |
| EBITDA | 437.1M +0.6% | 434.3M +17.6% | 369.3M +49.2% | 247.4M -0.1% | 247.7M |
| Net Income | 272.8M +15.6% | 236.0M +22.0% | 193.5M +77.1% | 109.3M -41.6% | 187.0M |
| EPS (Basic) | $5.32 +16.2% | $4.58 +20.8% | $3.79 +79.6% | $2.11 -41.7% | $3.62 |
| EPS (Diluted) | $5.26 +15.6% | $4.55 +21.3% | $3.75 +79.4% | $2.09 -41.8% | $3.59 |
| Shares (Diluted) | 51.9M +0.3% | 51.7M -0.3% | 51.9M -0.5% | 52.1M -0.4% | 52.3M |