| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 9.4B -0.2% | 9.5B +12.6% | 8.4B -1.6% | 8.5B +2.6% | 8.3B |
| Cost of Revenue | 6.8B -2.4% | 7.0B +13.6% | 6.2B -6.5% | 6.6B +6.4% | 6.2B |
| Gross Profit | 2.6B +6.1% | 2.5B +9.9% | 2.2B +15.0% | 2.0B -8.4% | 2.1B |
| Operating Expenses | 1.3B -3.1% | 1.3B -7.1% | 1.4B +26.9% | 1.1B -17.7% | 1.4B |
| R&D | 400.0M +3.9% | 385.0M +7.5% | 358.0M +2.3% | 350.0M +1.4% | 345.0M |
| SG&A | 868.0M -2.8% | 893.0M +5.7% | 845.0M +7.5% | 786.0M -0.4% | 789.0M |
| Operating Income | 1.3B +17.1% | 1.1B +40.4% | 801.0M -1.7% | 815.0M +9.0% | 748.0M |
| EBITDA | 1.6B +14.2% | 1.4B +29.8% | 1.1B -1.1% | 1.1B +6.8% | 1.0B |
| Net Income | 1.2B +20.8% | 968.0M +42.4% | 680.0M +9.7% | 620.0M +10.9% | 559.0M |
| EPS (Basic) | $8.29 +22.6% | $6.76 +42.9% | $4.73 +10.3% | $4.29 +10.6% | $3.88 |
| EPS (Diluted) | $8.25 +22.6% | $6.73 +42.9% | $4.71 +10.6% | $4.26 +10.4% | $3.86 |
| Shares (Diluted) | 138.1M -0.3% | 138.5M -0.2% | 138.8M -0.3% | 139.2M +0.3% | 138.8M |