| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +1.8% | 1.7B -9.2% | 1.9B +14.0% | 1.6B +7.2% | 1.5B |
| Cost of Revenue | 0 | 0 | 0 | 0 | 0 |
| Gross Profit | 1.7B +1.8% | 1.7B -9.2% | 1.9B +14.0% | 1.6B +7.2% | 1.5B |
| Operating Expenses | 595.9M -0.5% | 599.1M +5.0% | 570.4M -9.3% | 629.1M +11.3% | 565.0M |
| R&D | 0 -100.0% | 83.3M | 0 | 0 | 0 |
| SG&A | 346.3M +31.9% | 262.6M -19.9% | 327.8M -10.0% | 364.2M +5.4% | 345.7M |
| Operating Income | 1.1B +3.1% | 1.1B -15.5% | 1.3B +28.5% | 1.0B +4.8% | 972.6M |
| EBITDA | 1.2B +2.8% | 1.2B -14.5% | 1.4B +26.4% | 1.1B +4.4% | 1.1B |
| Net Income | 1.0B -0.5% | 1.0B -9.7% | 1.2B -2.4% | 1.2B +30.3% | 908.0M |
| EPS (Basic) | $2.90 +0.3% | $2.89 -11.1% | $3.25 +0.0% | $3.25 +30.5% | $2.49 |
| EPS (Diluted) | $2.89 +0.3% | $2.88 -9.4% | $3.18 -1.9% | $3.24 +30.1% | $2.49 |
| Shares (Diluted) | 358.6M -0.7% | 361.3M -0.5% | 363.2M +0.8% | 360.2M -0.1% | 360.4M |