| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.0B +5.1% | 2.9B +3.2% | 2.8B -0.4% | 2.8B +2.0% | 2.8B |
| Cost of Revenue | 2.0B +3.2% | 2.0B +3.0% | 1.9B +1.6% | 1.9B +2.7% | 1.8B |
| Gross Profit | 1.0B +9.0% | 942.0M +3.5% | 910.0M -4.1% | 949.0M +0.6% | 943.0M |
| Operating Expenses | 568.0M +5.0% | 541.0M +0.0% | 541.0M +0.2% | 540.0M +6.9% | 505.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 529.0M +5.0% | 504.0M +0.0% | 504.0M +0.6% | 501.0M +3.1% | 486.0M |
| Operating Income | 459.0M +14.5% | 401.0M +8.7% | 369.0M -9.8% | 409.0M -6.6% | 438.0M |
| EBITDA | 605.0M +10.4% | 548.0M +6.6% | 514.0M -6.7% | 551.0M -5.2% | 581.0M |
| Net Income | 334.0M +26.5% | 264.0M +3.1% | 256.0M -1.2% | 259.0M -12.5% | 296.0M |
| EPS (Basic) | $2.88 +26.9% | $2.27 +2.3% | $2.22 +1.8% | $2.18 -13.1% | $2.51 |
| EPS (Diluted) | $2.84 +26.8% | $2.24 +3.2% | $2.17 +0.5% | $2.16 -12.6% | $2.47 |
| Shares (Diluted) | 112.0M +0.0% | 112.0M -0.9% | 113.0M +0.0% | 113.0M +0.0% | 113.0M |