| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 63.7B +4.5% | 60.9B -7.1% | 65.6B +2.5% | 64.0B +6.4% | 60.2B |
| Cost of Revenue | 61.1B +4.6% | 58.4B -7.6% | 63.2B +2.5% | 61.7B +6.4% | 58.0B |
| Gross Profit | 2.6B +2.5% | 2.5B +4.2% | 2.4B +3.4% | 2.3B +5.3% | 2.2B |
| Operating Expenses | 1.8B +1.3% | 1.8B +6.7% | 1.7B +2.5% | 1.6B -5.3% | 1.7B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.6B +5.4% | 1.5B +2.5% | 1.5B +2.9% | 1.5B -1.5% | 1.5B |
| Operating Income | 733.0M +5.6% | 694.0M -1.8% | 707.0M +5.5% | 670.0M +45.3% | 461.0M |
| EBITDA | 1.0B +3.4% | 978.0M +5.2% | 930.0M +0.8% | 923.0M +34.2% | 688.0M |
| Net Income | 400.0M +5.3% | 380.0M -19.3% | 471.0M +3.7% | 454.0M +86.8% | 243.0M |
| EPS (Basic) | $1.69 +0.0% | $1.69 -14.6% | $1.98 +4.8% | $1.89 +89.0% | $1.00 |
| EPS (Diluted) | $1.69 +0.0% | $1.69 -14.2% | $1.97 +4.8% | $1.88 +88.0% | $1.00 |
| Shares (Diluted) | 236.0M +0.0% | 236.0M -0.4% | 237.0M -0.8% | 239.0M +0.0% | 239.0M |