| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.3B +2.3% | 3.2B +5.6% | 3.0B -1.3% | 3.1B -0.7% | 3.1B |
| Cost of Revenue | 946.0M +3.7% | 912.0M +6.3% | 858.0M -5.6% | 909.0M -6.3% | 970.0M |
| Gross Profit | 2.3B +1.7% | 2.3B +5.3% | 2.2B +0.5% | 2.2B +1.8% | 2.1B |
| Operating Expenses | 1.4B -0.1% | 1.4B +1.2% | 1.4B +2.6% | 1.3B +0.6% | 1.3B |
| R&D | — | — | — | — | — |
| SG&A | 483.0M +1.3% | 477.0M +0.8% | 473.0M +3.7% | 456.0M -1.7% | 464.0M |
| Operating Income | 804.0M +6.5% | 755.0M +16.2% | 650.0M -4.0% | 677.0M +7.6% | 629.0M |
| EBITDA | 804.0M +6.5% | 755.0M +16.2% | 650.0M -4.0% | 677.0M +7.6% | 629.0M |
| Net Income | 636.0M +8.3% | 587.0M +13.5% | 517.0M -2.1% | 528.0M +6.9% | 494.0M |
| EPS (Basic) | $1.42 +8.4% | $1.31 +14.9% | $1.14 +0.0% | $1.14 +7.5% | $1.06 |
| EPS (Diluted) | $1.41 +8.5% | $1.30 +15.0% | $1.13 +0.0% | $1.13 +7.6% | $1.05 |
| Shares (Diluted) | 425.7M -0.2% | 426.7M -0.7% | 429.9M -0.8% | 433.4M -0.5% | 435.5M |