| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 8.3B +16.5% | 7.1B +12.7% | 6.3B +7.1% | 5.9B +5.0% | 5.6B |
| Cost of Revenue | 7.4B +16.4% | 6.4B +12.8% | 5.7B +7.0% | 5.3B +5.2% | 5.0B |
| Gross Profit | 865.0M +17.0% | 739.1M +11.5% | 663.0M +7.9% | 614.8M +3.6% | 593.7M |
| Operating Expenses | 634.0M +18.8% | 533.5M +3.2% | 516.8M +9.3% | 472.7M -9.1% | 520.2M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 547.5M +5.5% | 518.8M +5.5% | 491.7M +5.9% | 464.4M +2.9% | 451.2M |
| Operating Income | 231.0M +12.4% | 205.5M +40.6% | 146.2M +2.9% | 142.0M +93.4% | 73.5M |
| EBITDA | 340.1M +42.3% | 239.0M +25.8% | 190.0M +13.7% | 167.2M +3.9% | 160.8M |
| Net Income | 126.6M +34.2% | 94.3M +52.8% | 61.7M +19.3% | 51.7M +749.8% | 6.1M |
| EPS (Basic) | $1.54 +33.9% | $1.15 +51.3% | $0.76 +22.6% | $0.62 +785.7% | $0.07 |
| EPS (Diluted) | $1.52 +33.3% | $1.14 +52.0% | $0.75 +23.0% | $0.61 +771.4% | $0.07 |
| Shares (Diluted) | 83.5M +0.7% | 82.9M +0.2% | 82.8M -2.0% | 84.5M -2.2% | 86.4M |