| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.0B -2.6% | 4.1B -8.0% | 4.4B +2.4% | 4.3B -3.8% | 4.5B |
| Cost of Revenue | 2.2B -2.1% | 2.2B -16.5% | 2.7B -6.4% | 2.8B +14.8% | 2.5B |
| Gross Profit | 1.8B -3.2% | 1.9B +4.8% | 1.8B +19.2% | 1.5B -26.6% | 2.0B |
| Operating Expenses | 3.2B -1.6% | 3.3B -14.0% | 3.8B -4.5% | 4.0B +10.3% | 3.6B |
| R&D | — | — | — | — | — |
| SG&A | 1.0B -0.2% | 1.0B -9.1% | 1.1B -0.3% | 1.1B +1.2% | 1.1B |
| Operating Income | 719.0M -6.9% | 772.0M +30.4% | 592.0M +92.8% | 307.0M -64.1% | 854.0M |
| EBITDA | 719.0M -6.9% | 772.0M +30.4% | 592.0M +92.8% | 307.0M -64.1% | 854.0M |
| Net Income | 559.0M -14.4% | 653.0M +46.4% | 446.0M +74.9% | 255.0M -62.5% | 680.0M |
| EPS (Basic) | $14.22 -12.3% | $16.21 +51.5% | $10.70 +75.7% | $6.09 -62.2% | $16.10 |
| EPS (Diluted) | $14.22 -12.3% | $16.21 +51.5% | $10.70 +75.7% | $6.09 -62.2% | $16.10 |
| Shares (Diluted) | 38.8M -2.5% | 39.8M -7.2% | 42.9M +3.6% | 41.4M -1.0% | 41.8M |