| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 5.2B +6.7% | 4.9B +6.8% | 4.6B +5.0% | 4.3B -10.5% | 4.9B |
| Cost of Revenue | 2.5B +11.0% | 2.2B +3.6% | 2.1B +5.2% | 2.0B -12.9% | 2.3B |
| Gross Profit | 2.7B +3.2% | 2.7B +9.6% | 2.4B +4.8% | 2.3B -8.3% | 2.5B |
| Operating Expenses | 1.7B +0.3% | 1.7B +7.1% | 1.5B +6.8% | 1.4B -12.9% | 1.7B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.4B +3.8% | 1.3B +2.1% | 1.3B +6.0% | 1.2B -6.6% | 1.3B |
| Operating Income | 1.1B +8.0% | 1.0B +14.1% | 877.0M +1.4% | 865.0M +0.7% | 859.0M |
| EBITDA | 1.5B +5.5% | 1.4B +10.6% | 1.2B +1.8% | 1.2B -1.1% | 1.2B |
| Net Income | 751.0M +4.6% | 718.0M +16.2% | 618.0M +2.0% | 606.0M -1.3% | 614.0M |
| EPS (Basic) | $1.35 +5.5% | $1.28 +16.4% | $1.10 +1.9% | $1.08 -0.9% | $1.09 |
| EPS (Diluted) | $1.34 +4.7% | $1.28 +16.4% | $1.10 +2.8% | $1.07 -0.9% | $1.08 |
| Shares (Diluted) | 559.8M -0.2% | 561.1M -0.3% | 563.0M -0.2% | 564.1M -0.3% | 565.6M |