| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.3B -0.4% | 1.3B -1.8% | 1.3B -8.9% | 1.4B +17.5% | 1.2B |
| Cost of Revenue | 148.0M +6.5% | 139.0M +4.5% | 133.0M -2.9% | 137.0M -1.4% | 139.0M |
| Gross Profit | 1.1B -1.3% | 1.1B -2.5% | 1.1B -9.6% | 1.3B +20.0% | 1.1B |
| Operating Expenses | 808.0M +1.5% | 796.0M +2.7% | 775.0M -16.5% | 928.0M +19.7% | 775.0M |
| R&D | 0 -100.0% | 80.0M | 0 | 0 | 0 |
| SG&A | 348.0M +33.3% | 261.0M -21.1% | 331.0M -6.5% | 354.0M +6.6% | 332.0M |
| Operating Income | 298.0M -8.0% | 324.0M -13.4% | 374.0M +9.0% | 343.0M +20.8% | 284.0M |
| EBITDA | 316.0M -7.6% | 342.0M -13.0% | 393.0M +8.6% | 362.0M +19.5% | 303.0M |
| Net Income | 156.0M +6.8% | 146.0M -19.3% | 181.0M +235.2% | 54.0M -71.3% | 188.0M |
| EPS (Basic) | $3.91 +8.0% | $3.62 -13.6% | $4.19 +249.2% | $1.20 -70.3% | $4.04 |
| EPS (Diluted) | $3.82 +7.6% | $3.55 -14.5% | $4.15 +254.7% | $1.17 -70.5% | $3.96 |
| Shares (Diluted) | 39.3M -3.4% | 40.7M -5.8% | 43.2M -6.3% | 46.1M -2.9% | 47.5M |