| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.6B -2.1% | 2.6B +7.4% | 2.4B +1.0% | 2.4B +4.5% | 2.3B |
| Cost of Revenue | 1.3B +2.2% | 1.2B +3.7% | 1.2B -1.0% | 1.2B +4.9% | 1.1B |
| Gross Profit | 1.3B -5.8% | 1.4B +10.9% | 1.3B +2.9% | 1.2B +4.1% | 1.2B |
| Operating Expenses | 714.0M -1.8% | 727.0M +3.7% | 701.0M -12.4% | 800.0M +14.1% | 701.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 682.0M -2.7% | 701.0M +2.3% | 685.0M -4.2% | 715.0M +3.8% | 689.0M |
| Operating Income | 600.0M -10.2% | 668.0M +19.9% | 557.0M +32.0% | 422.0M -10.8% | 473.0M |
| EBITDA | 1.2B -5.7% | 1.3B +12.0% | 1.1B +5.6% | 1.1B +3.9% | 1.0B |
| Net Income | 489.0M +2.5% | 477.0M +14.9% | 415.0M +57.2% | 264.0M -29.4% | 374.0M |
| EPS (Basic) | $4.95 +1.9% | $4.86 +15.2% | $4.22 +56.3% | $2.70 -29.3% | $3.82 |
| EPS (Diluted) | $4.93 +2.1% | $4.83 +15.0% | $4.20 +56.1% | $2.69 -29.4% | $3.81 |
| Shares (Diluted) | 99.3M +0.1% | 99.1M +0.4% | 98.7M +0.4% | 98.4M +0.2% | 98.2M |