| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +11.9% | 2.0B +6.1% | 1.9B +12.8% | 1.7B -12.2% | 1.9B |
| Cost of Revenue | 1.1B -13.1% | 1.2B +12.0% | 1.1B +7.8% | 1.0B -9.5% | 1.1B |
| Gross Profit | 1.1B +53.5% | 746.0M -2.5% | 765.0M +21.0% | 632.0M -16.3% | 755.0M |
| Operating Expenses | 31.0M +127.9% | -111000000 -166.5% | 167.0M +89.8% | 88.0M -19.3% | 109.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 89.0M -13.6% | 103.0M +13.2% | 91.0M +3.4% | 88.0M -12.9% | 101.0M |
| Operating Income | 1.1B +30.0% | 857.0M +43.3% | 598.0M +9.9% | 544.0M -15.8% | 646.0M |
| EBITDA | 1.3B +42.3% | 915.0M +1.4% | 902.0M +18.5% | 761.0M -13.3% | 878.0M |
| Net Income | 869.0M +28.6% | 676.0M +36.6% | 495.0M +7.6% | 460.0M -6.5% | 492.0M |
| EPS (Basic) | $4.74 +18.8% | $3.99 +54.1% | $2.59 +18.3% | $2.19 -7.6% | $2.37 |
| EPS (Diluted) | $4.73 +18.8% | $3.98 +53.7% | $2.59 +18.3% | $2.19 -7.6% | $2.37 |
| Shares (Diluted) | 153.9M -0.4% | 154.5M -0.8% | 155.7M -3.4% | 161.2M -1.2% | 163.1M |