| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +2.5% | 1.2B -1.3% | 1.2B -4.6% | 1.2B +7.4% | 1.1B |
| Cost of Revenue | 396.2M +3.1% | 384.3M -7.4% | 415.0M -8.2% | 452.2M +2.3% | 441.9M |
| Gross Profit | 791.1M +2.2% | 773.7M +2.0% | 758.3M -2.5% | 778.0M +10.6% | 703.3M |
| Operating Expenses | 290.6M +3.7% | 280.3M +7.3% | 261.3M -5.6% | 276.9M +8.2% | 256.0M |
| R&D | — | — | — | — | — |
| SG&A | 35.0M +6.0% | 33.0M +2.4% | 32.2M +7.7% | 29.9M +0.6% | 29.7M |
| Operating Income | 467.5M +2.2% | 457.4M -2.0% | 466.9M +0.4% | 465.1M +15.6% | 402.2M |
| EBITDA | 467.5M +2.2% | 457.4M -2.0% | 466.9M +0.4% | 465.1M +15.6% | 402.2M |
| Net Income | 363.7M +1.7% | 357.8M +0.4% | 356.3M -3.3% | 368.4M +18.7% | 310.3M |
| EPS (Basic) | $2.65 +2.3% | $2.59 +1.6% | $2.55 -4.9% | $2.68 +19.1% | $2.25 |
| EPS (Diluted) | $2.63 +2.3% | $2.57 +0.8% | $2.55 -3.8% | $2.65 +18.3% | $2.24 |
| Shares (Diluted) | 138.3M -0.4% | 138.9M -0.4% | 139.5M +0.4% | 138.9M +0.1% | 138.8M |