| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +13.6% | 2.0B +14.0% | 1.7B +7.8% | 1.6B -23.0% | 2.1B |
| Cost of Revenue | 1.4B +3.0% | 1.3B +7.0% | 1.2B +6.3% | 1.2B -9.9% | 1.3B |
| Gross Profit | 853.0M +36.1% | 626.9M +32.4% | 473.6M +12.1% | 422.6M -45.1% | 769.8M |
| Operating Expenses | 306.7M +14.7% | 267.4M -0.0% | 267.5M +14.4% | 233.8M -13.8% | 271.1M |
| R&D | — | — | — | — | — |
| SG&A | 306.7M +14.7% | 267.4M -0.0% | 267.5M +14.4% | 233.9M -13.7% | 271.1M |
| Operating Income | 546.3M +52.0% | 359.5M +74.4% | 206.1M +9.2% | 188.8M -62.1% | 498.7M |
| EBITDA | 671.7M +37.2% | 489.5M +47.0% | 333.0M +5.7% | 314.9M -49.6% | 624.6M |
| Net Income | 398.1M +44.1% | 276.3M -2.9% | 284.6M +72.1% | 165.4M -55.8% | 374.2M |
| EPS (Basic) | $3.45 +45.0% | $2.38 -2.5% | $2.44 +73.0% | $1.41 -55.9% | $3.20 |
| EPS (Diluted) | $3.42 +44.9% | $2.36 -2.5% | $2.42 +72.9% | $1.40 -55.8% | $3.17 |
| Shares (Diluted) | 117.1M +0.1% | 117.0M -0.6% | 117.7M -0.3% | 118.0M -0.3% | 118.3M |