| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.4B +2.9% | 3.3B -9.6% | 3.6B +5.8% | 3.4B +6.7% | 3.2B |
| Cost of Revenue | 2.4B +2.1% | 2.3B -2.8% | 2.4B +3.3% | 2.3B +3.1% | 2.3B |
| Gross Profit | 974.4M +4.7% | 930.5M -23.1% | 1.2B +11.3% | 1.1B +15.0% | 945.3M |
| Operating Expenses | 591.3M -1.4% | 599.7M -9.0% | 659.1M +11.4% | 591.9M +0.7% | 587.5M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 423.5M +0.4% | 421.9M -10.7% | 472.4M +14.0% | 414.4M +0.4% | 412.8M |
| Operating Income | 383.1M +15.8% | 330.8M -40.0% | 551.2M +11.2% | 495.6M +38.5% | 357.8M |
| EBITDA | 550.9M +8.3% | 508.6M -31.1% | 737.9M +9.6% | 673.1M +26.4% | 532.5M |
| Net Income | 343.2M +24.8% | 275.0M -16.9% | 331.0M +37.8% | 240.2M -12.7% | 275.2M |
| EPS (Basic) | $4.10 +39.9% | $2.93 -13.1% | $3.37 +61.2% | $2.09 -20.2% | $2.62 |
| EPS (Diluted) | $4.02 +40.1% | $2.87 -12.8% | $3.29 +61.3% | $2.04 -20.9% | $2.58 |
| Shares (Diluted) | 66.1M -4.0% | 68.9M -3.2% | 71.1M -3.6% | 73.8M -4.6% | 77.4M |