| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.6B +4.3% | 3.5B -4.8% | 3.7B -1.1% | 3.7B +2.0% | 3.6B |
| Cost of Revenue | 1.2B +2.6% | 1.2B -4.4% | 1.2B -3.6% | 1.3B +1.1% | 1.3B |
| Gross Profit | 2.4B +5.1% | 2.3B -5.1% | 2.4B +0.2% | 2.4B +2.5% | 2.4B |
| Operating Expenses | 1.6B +1.0% | 1.5B -2.3% | 1.6B +5.4% | 1.5B -0.6% | 1.5B |
| R&D | — | — | — | — | — |
| SG&A | 271.0M -22.8% | 351.0M +20.6% | 291.0M +14.6% | 254.0M +0.0% | 254.0M |
| Operating Income | 891.0M +26.4% | 705.0M -13.1% | 811.0M +8.0% | 751.0M -0.9% | 758.0M |
| EBITDA | 899.0M +26.6% | 710.0M -15.9% | 844.0M +8.3% | 779.0M -2.1% | 796.0M |
| Net Income | 672.0M +25.8% | 534.0M -7.9% | 580.0M +2.1% | 568.0M -1.2% | 575.0M |
| EPS (Basic) | $55.52 +30.2% | $42.63 -7.0% | $45.84 +6.4% | $43.08 +1.7% | $42.36 |
| EPS (Diluted) | $55.52 +30.2% | $42.63 -7.0% | $45.84 +6.4% | $43.08 +1.7% | $42.36 |
| Shares (Diluted) | 11.5M -3.3% | 11.9M -3.4% | 12.3M -3.9% | 12.8M -2.9% | 13.2M |