| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +6.6% | 2.1B -2.2% | 2.1B +1.0% | 2.1B +1.4% | 2.0B |
| Cost of Revenue | 1.3B +4.3% | 1.3B -1.8% | 1.3B +2.7% | 1.2B +1.0% | 1.2B |
| Gross Profit | 880.6M +10.3% | 798.1M -2.8% | 820.8M -1.5% | 833.6M +1.9% | 818.3M |
| Operating Expenses | 488.8M -0.7% | 492.2M +3.5% | 475.5M +4.2% | 456.4M -1.6% | 463.7M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 488.8M -0.7% | 492.2M +3.5% | 475.5M +4.2% | 456.4M -1.6% | 463.7M |
| Operating Income | 391.8M +28.1% | 305.9M -11.4% | 345.3M -8.4% | 377.2M +6.4% | 354.6M |
| EBITDA | 488.6M +21.1% | 403.3M -9.3% | 444.6M -6.5% | 475.6M +5.9% | 449.0M |
| Net Income | 312.2M +31.0% | 238.4M -15.5% | 282.1M -6.6% | 302.0M +8.2% | 279.1M |
| EPS (Basic) | $2.32 +31.1% | $1.77 -14.5% | $2.07 -5.9% | $2.20 +8.4% | $2.03 |
| EPS (Diluted) | $2.30 +31.4% | $1.75 -15.0% | $2.06 -5.9% | $2.19 +8.4% | $2.02 |
| Shares (Diluted) | 135.6M -0.3% | 135.9M -0.7% | 136.8M -0.9% | 138.0M +0.0% | 138.0M |