| Metric | Q2 2026 | Q3 2026 | Q1 2026 | Q4 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 8.8B +17.1% | 7.5B -8.5% | 8.2B -3.9% | 8.5B +1.6% | 8.4B |
| Cost of Revenue | 6.0B +17.2% | 5.2B -9.0% | 5.7B -2.4% | 5.8B +0.9% | 5.8B |
| Gross Profit | 2.7B +17.0% | 2.3B -7.5% | 2.5B -7.0% | 2.7B +3.1% | 2.6B |
| Operating Expenses | 1.8B +6.6% | 1.7B -1.7% | 1.7B -1.9% | 1.8B -0.1% | 1.8B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.7B +6.9% | 1.6B -2.1% | 1.6B -1.4% | 1.7B +0.9% | 1.6B |
| Operating Income | 893.0M +45.9% | 612.0M -20.6% | 771.0M -16.6% | 925.0M +9.9% | 842.0M |
| EBITDA | 997.0M +40.2% | 711.0M -17.8% | 865.0M -15.9% | 1.0B +6.5% | 966.0M |
| Net Income | 666.0M +60.9% | 414.0M -27.4% | 570.0M -18.6% | 700.0M +10.4% | 634.0M |
| EPS (Basic) | $3.44 +61.5% | $2.13 -26.8% | $2.91 -17.3% | $3.52 +9.7% | $3.21 |
| EPS (Diluted) | $3.43 +61.0% | $2.13 -26.6% | $2.90 -17.6% | $3.52 +9.7% | $3.21 |
| Shares (Diluted) | 194.0M -0.4% | 194.8M -0.9% | 196.6M -1.2% | 199.0M +0.8% | 197.5M |