| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.4B +8.6% | 4.1B -3.1% | 4.2B +0.7% | 4.2B +3.5% | 4.0B |
| Cost of Revenue | 2.5B +7.6% | 2.3B -2.3% | 2.3B +2.1% | 2.3B +3.4% | 2.2B |
| Gross Profit | 1.9B +9.9% | 1.8B -4.2% | 1.8B -1.0% | 1.9B +3.5% | 1.8B |
| Operating Expenses | 1.2B +3.4% | 1.1B +1.2% | 1.1B +2.7% | 1.1B +1.2% | 1.1B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.1B +3.6% | 1.1B +3.9% | 1.1B -1.7% | 1.1B +1.1% | 1.1B |
| Operating Income | 757.9M +21.8% | 622.0M -12.6% | 712.0M -6.3% | 760.2M +7.1% | 710.1M |
| EBITDA | 859.1M -2.9% | 885.1M -8.6% | 968.1M -3.5% | 1.0B +25.0% | 801.9M |
| Net Income | 538.7M +23.4% | 436.6M -23.2% | 568.6M -3.6% | 589.7M +11.6% | 528.5M |
| EPS (Basic) | $1.91 +24.8% | $1.53 -23.1% | $1.99 -3.4% | $2.06 +11.4% | $1.85 |
| EPS (Diluted) | $1.90 +25.0% | $1.52 -23.2% | $1.98 -3.4% | $2.05 +11.4% | $1.84 |
| Shares (Diluted) | 282.2M -0.5% | 283.7M -0.4% | 284.7M -0.2% | 285.4M +0.0% | 285.4M |