| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B -16.3% | 2.2B +11.9% | 2.0B +6.1% | 1.9B +12.8% | 1.7B |
| Cost of Revenue | 1.1B +5.8% | 1.1B -13.1% | 1.2B +12.0% | 1.1B +7.8% | 1.0B |
| Gross Profit | 720.0M -37.1% | 1.1B +53.5% | 746.0M -2.5% | 765.0M +21.0% | 632.0M |
| Operating Expenses | 85.0M +174.2% | 31.0M +127.9% | -111000000 -166.5% | 167.0M +187.9% | 58.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 87.0M -2.2% | 89.0M -13.6% | 103.0M +13.2% | 91.0M +3.4% | 88.0M |
| Operating Income | 635.0M -43.0% | 1.1B +30.0% | 857.0M +43.3% | 598.0M +4.2% | 574.0M |
| EBITDA | 868.0M -33.3% | 1.3B +42.3% | 915.0M +1.4% | 902.0M +14.0% | 791.0M |
| Net Income | 520.0M -40.2% | 869.0M +28.6% | 676.0M +36.6% | 495.0M +7.6% | 460.0M |
| EPS (Basic) | $2.88 -39.2% | $4.74 +18.8% | $3.99 +54.1% | $2.59 +18.3% | $2.19 |
| EPS (Diluted) | $2.87 -39.3% | $4.73 +18.8% | $3.98 +53.7% | $2.59 +18.3% | $2.19 |
| Shares (Diluted) | 151.6M -1.5% | 153.9M -0.4% | 154.5M -0.8% | 155.7M -3.4% | 161.2M |