| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.6B +7.4% | 2.4B +1.0% | 2.4B +4.5% | 2.3B +2.7% | 2.3B |
| Cost of Revenue | 1.2B +3.7% | 1.2B -1.0% | 1.2B +4.9% | 1.1B +5.4% | 1.1B |
| Gross Profit | 1.4B +10.9% | 1.3B +2.9% | 1.2B +4.1% | 1.2B +0.2% | 1.2B |
| Operating Expenses | 727.0M +3.7% | 701.0M -12.4% | 800.0M +14.1% | 701.0M +3.4% | 678.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 701.0M +2.3% | 685.0M -4.2% | 715.0M +3.8% | 689.0M +2.5% | 672.0M |
| Operating Income | 668.0M +19.9% | 557.0M +32.0% | 422.0M -10.8% | 473.0M -4.3% | 494.0M |
| EBITDA | 1.3B +12.0% | 1.1B +5.6% | 1.1B +3.5% | 1.0B +2.0% | 1.0B |
| Net Income | 477.0M +14.9% | 415.0M +57.2% | 264.0M -29.4% | 374.0M +1.9% | 367.0M |
| EPS (Basic) | $4.86 +15.2% | $4.22 +56.3% | $2.70 -29.3% | $3.82 +1.6% | $3.76 |
| EPS (Diluted) | $4.83 +15.0% | $4.20 +56.1% | $2.69 -29.4% | $3.81 +1.6% | $3.75 |
| Shares (Diluted) | 99.1M +0.4% | 98.7M +0.4% | 98.4M +0.2% | 98.2M +0.1% | 98.0M |