| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 4.6B +16.7% | 3.9B -13.1% | 4.5B -1.3% | 4.6B +14.4% | 4.0B |
| Cost of Revenue | 3.5B +20.0% | 2.9B -14.0% | 3.4B -2.0% | 3.5B +12.6% | 3.1B |
| Gross Profit | 1.1B +7.3% | 1.0B -10.3% | 1.1B +0.8% | 1.1B +20.1% | 926.0M |
| Operating Expenses | 845.5M +4.2% | 811.7M -1.4% | 823.0M +2.0% | 807.1M +4.8% | 770.4M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 234.8M +20.5% | 194.8M -34.8% | 298.7M -2.2% | 305.3M +96.2% | 155.6M |
| EBITDA | 350.3M +13.4% | 308.9M -24.7% | 410.1M -1.0% | 414.3M +57.5% | 263.0M |
| Net Income | 162.7M +25.1% | 130.1M -37.0% | 206.3M -4.2% | 215.4M +119.1% | 98.3M |
| EPS (Basic) | $4.40 +25.4% | $3.51 -36.9% | $5.56 -4.1% | $5.80 +118.9% | $2.65 |
| EPS (Diluted) | $4.37 +25.2% | $3.49 -36.9% | $5.53 -4.2% | $5.77 +119.4% | $2.63 |
| Shares (Diluted) | 37.2M +0.0% | 37.2M -0.1% | 37.3M -0.2% | 37.4M -0.2% | 37.4M |