| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.9B +23.0% | 4.0B +2.6% | 3.9B -5.4% | 4.1B +0.0% | 4.1B |
| Cost of Revenue | 4.2B +25.2% | 3.4B +3.0% | 3.3B -5.1% | 3.4B -0.4% | 3.4B |
| Gross Profit | 738.0M +11.7% | 660.5M +0.5% | 657.0M -6.9% | 706.1M +1.9% | 693.2M |
| Operating Expenses | 482.2M -0.5% | 484.8M +1.9% | 475.7M -2.0% | 485.2M +1.7% | 477.3M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 482.2M +36.7% | 352.7M +4.7% | 337.0M -3.5% | 349.3M -26.8% | 477.3M |
| Operating Income | 255.7M +45.6% | 175.7M -3.1% | 181.4M -17.9% | 220.8M +2.3% | 215.9M |
| EBITDA | 278.3M +38.8% | 200.5M -3.5% | 207.8M -15.7% | 246.7M +2.4% | 240.8M |
| Net Income | 186.8M +26.9% | 147.2M +8.0% | 136.3M -16.4% | 163.0M +6.9% | 152.5M |
| EPS (Basic) | $1.58 +28.5% | $1.23 +7.9% | $1.14 -16.2% | $1.36 +7.1% | $1.27 |
| EPS (Diluted) | $1.56 +27.9% | $1.22 +8.9% | $1.12 -16.4% | $1.34 +6.3% | $1.26 |
| Shares (Diluted) | 119.8M -1.0% | 121.0M -0.6% | 121.7M +0.3% | 121.3M +0.3% | 121.0M |