| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.3B +6.2% | 1.3B +1.0% | 1.2B +6.5% | 1.2B +6.4% | 1.1B |
| Cost of Revenue | 275.2M +1.1% | 272.1M +4.6% | 260.1M +4.5% | 248.8M +4.3% | 238.5M |
| Gross Profit | 1.1B +7.6% | 988.9M +0.1% | 988.2M +7.0% | 923.7M +7.0% | 863.5M |
| Operating Expenses | 592.5M +24.9% | 474.2M -0.2% | 475.1M +22.0% | 389.4M +1.4% | 384.1M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 374.3M +6.3% | 352.0M -1.8% | 358.5M +21.0% | 296.2M +1.2% | 292.8M |
| Operating Income | 471.2M -8.5% | 514.7M +0.3% | 513.1M -4.0% | 534.3M +11.5% | 479.4M |
| EBITDA | 589.5M -6.4% | 629.6M -0.0% | 629.7M +0.4% | 627.5M +9.9% | 570.7M |
| Net Income | 251.8M -28.8% | 353.7M +33.2% | 265.6M -4.6% | 278.4M -2.0% | 284.1M |
| EPS (Basic) | $3.75 -27.0% | $5.14 +34.9% | $3.81 -3.5% | $3.95 -2.0% | $4.03 |
| EPS (Diluted) | $3.70 -27.0% | $5.07 +34.5% | $3.77 -3.6% | $3.91 -1.8% | $3.98 |
| Shares (Diluted) | 66.3M -3.1% | 68.4M -2.4% | 70.1M -1.4% | 71.1M -0.4% | 71.4M |