| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 84.8B +8.2% | 78.4B -8.8% | 85.9B +2.6% | 83.7B +3.8% | 80.7B |
| Cost of Revenue | 81.1B +8.5% | 74.8B -9.8% | 82.9B +2.6% | 80.8B +3.9% | 77.8B |
| Gross Profit | 3.6B +0.5% | 3.6B +16.8% | 3.1B +4.0% | 3.0B +1.6% | 2.9B |
| Operating Expenses | 2.5B +1.7% | 2.4B +5.8% | 2.3B -21.2% | 2.9B +43.9% | 2.0B |
| R&D | — | — | — | — | — |
| SG&A | 2.1B +7.8% | 2.0B +10.2% | 1.8B +2.7% | 1.7B +4.5% | 1.7B |
| Operating Income | 1.1B -2.0% | 1.1B +50.3% | 760.4M +4009.9% | 18.5M -97.9% | 867.7M |
| EBITDA | 1.5B -8.7% | 1.6B +26.8% | 1.3B +5.8% | 1.2B -2.4% | 1.2B |
| Net Income | 776.7M -52.3% | 1.6B +187.8% | 566.1M +270.0% | -333071000 -148.3% | 689.7M |
| EPS (Basic) | $3.95 -53.2% | $8.44 +193.1% | $2.88 +264.6% | $-1.75 -149.3% | $3.55 |
| EPS (Diluted) | $3.94 -53.1% | $8.40 +192.7% | $2.87 +264.9% | $-1.74 -149.4% | $3.52 |
| Shares (Diluted) | 193.9M -0.7% | 195.4M +0.0% | 195.3M +0.1% | 195.2M -0.0% | 195.2M |