| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.1B +17.3% | 3.5B +25.8% | 2.8B -2.6% | 2.9B -1.3% | 2.9B |
| Cost of Revenue | 2.9B +19.7% | 2.4B +33.4% | 1.8B -6.3% | 1.9B -0.4% | 1.9B |
| Gross Profit | 1.2B +11.8% | 1.1B +11.7% | 971.8M +5.2% | 923.6M -3.3% | 955.1M |
| Operating Expenses | 768.3M +4.4% | 735.9M +8.7% | 677.0M +0.6% | 672.7M +0.8% | 667.1M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 669.3M +2.6% | 652.0M +12.7% | 578.4M +0.8% | 573.7M +0.9% | 568.4M |
| Operating Income | 445.4M +27.4% | 349.6M +18.6% | 294.8M +17.5% | 250.9M -12.9% | 288.0M |
| EBITDA | 459.6M +26.8% | 362.3M +17.4% | 308.7M +16.5% | 265.0M -12.3% | 302.3M |
| Net Income | 344.6M +28.9% | 267.3M +16.2% | 230.0M +14.5% | 201.0M -9.9% | 223.1M |
| EPS (Basic) | $2.65 +30.5% | $2.03 +18.0% | $1.72 +14.7% | $1.50 -9.1% | $1.65 |
| EPS (Diluted) | $2.65 +30.5% | $2.03 +18.7% | $1.71 +14.8% | $1.49 -9.1% | $1.64 |
| Shares (Diluted) | 130.1M -1.0% | 131.4M -2.0% | 134.1M -0.4% | 134.6M -0.5% | 135.3M |