| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 6.6B +36.2% | 4.8B +13.3% | 4.3B -7.7% | 4.6B -25.9% | 6.2B |
| Cost of Revenue | 3.1B +32.8% | 2.3B +14.1% | 2.0B -10.5% | 2.3B -25.0% | 3.0B |
| Gross Profit | 3.5B +39.3% | 2.5B +12.5% | 2.2B -4.9% | 2.4B -26.6% | 3.2B |
| Operating Expenses | 2.2B +37.5% | 1.6B +3.6% | 1.5B -1.9% | 1.6B -22.0% | 2.0B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 2.2B +37.5% | 1.6B +3.6% | 1.5B -1.9% | 1.6B -22.0% | 2.0B |
| Operating Income | 1.3B +42.6% | 923.8M +32.3% | 698.5M -10.9% | 784.2M -34.4% | 1.2B |
| EBITDA | 1.5B +41.8% | 1.1B +26.9% | 854.1M -8.4% | 932.4M -33.1% | 1.4B |
| Net Income | 931.6M +45.2% | 641.5M +36.8% | 468.9M -11.7% | 530.8M -36.6% | 837.0M |
| EPS (Basic) | $57.40 +47.4% | $38.95 +37.7% | $28.29 -11.3% | $31.88 -36.4% | $50.09 |
| EPS (Diluted) | $56.33 +48.0% | $38.07 +37.8% | $27.63 -11.0% | $31.04 -36.4% | $48.78 |
| Shares (Diluted) | 16.5M -1.9% | 16.9M -0.7% | 17.0M -0.8% | 17.1M -0.3% | 17.2M |