| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.0B +10.9% | 3.6B +7.6% | 3.3B -0.9% | 3.4B +1.2% | 3.3B |
| Cost of Revenue | 3.3B +11.6% | 3.0B +9.6% | 2.7B -0.1% | 2.7B +0.4% | 2.7B |
| Gross Profit | 697.0M +7.9% | 646.0M -0.3% | 648.0M -4.4% | 678.0M +4.6% | 648.0M |
| Operating Expenses | 350.0M +9.4% | 320.0M -0.3% | 321.0M +52.9% | 210.0M -30.9% | 304.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 163.0M +8.7% | 150.0M +0.0% | 150.0M +15.4% | 130.0M -5.1% | 137.0M |
| Operating Income | 347.0M +6.4% | 326.0M -0.3% | 327.0M -30.1% | 468.0M +36.0% | 344.0M |
| EBITDA | 534.0M +7.7% | 496.0M -0.4% | 498.0M -9.1% | 548.0M +7.2% | 511.0M |
| Net Income | 223.0M +8.8% | 205.0M +2.5% | 200.0M -37.7% | 321.0M +49.3% | 215.0M |
| EPS (Basic) | $0.83 +7.8% | $0.77 +2.7% | $0.75 -36.4% | $1.18 +53.2% | $0.77 |
| EPS (Diluted) | $0.83 +7.8% | $0.77 +2.7% | $0.75 -36.4% | $1.18 +55.3% | $0.76 |
| Shares (Diluted) | 267.1M -0.1% | 267.4M -0.3% | 268.2M -1.7% | 272.9M -1.8% | 277.8M |