| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B +12.5% | 3.3B +4.2% | 3.1B -2.3% | 3.2B +1.7% | 3.1B |
| Cost of Revenue | 2.9B +11.7% | 2.6B +6.1% | 2.5B -0.5% | 2.5B +1.7% | 2.4B |
| Gross Profit | 748.0M +16.1% | 644.0M -2.7% | 662.0M -8.6% | 724.0M +1.5% | 713.0M |
| Operating Expenses | 284.0M +1.8% | 279.0M -7.3% | 301.0M +0.0% | 301.0M -6.5% | 322.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 166.0M +4.4% | 159.0M -3.0% | 164.0M +5.8% | 155.0M -3.7% | 161.0M |
| Operating Income | 464.0M +27.1% | 365.0M +1.1% | 361.0M -14.7% | 423.0M +8.2% | 391.0M |
| EBITDA | 582.0M +20.0% | 485.0M +0.0% | 485.0M -14.8% | 569.0M +3.1% | 552.0M |
| Net Income | 276.0M +34.0% | 206.0M +2.5% | 201.0M -15.9% | 239.0M +10.6% | 216.0M |
| EPS (Basic) | $2.24 +43.6% | $1.56 +18.2% | $1.32 -29.0% | $1.86 +18.5% | $1.57 |
| EPS (Diluted) | $2.23 +42.9% | $1.56 +19.1% | $1.31 -29.2% | $1.85 +18.6% | $1.56 |
| Shares (Diluted) | 109.8M -2.4% | 112.5M -1.7% | 114.5M -1.1% | 115.7M -0.1% | 115.8M |