| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q2 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 8.8B +17.1% | 7.5B -12.1% | 8.5B +1.6% | 8.4B +9.7% | 7.6B |
| Cost of Revenue | 6.0B +17.2% | 5.2B -11.2% | 5.8B +0.9% | 5.8B +9.3% | 5.3B |
| Gross Profit | 2.7B +17.0% | 2.3B -14.0% | 2.7B +3.1% | 2.6B +10.8% | 2.4B |
| Operating Expenses | 1.8B +6.6% | 1.7B -3.6% | 1.8B -0.1% | 1.8B +1.0% | 1.8B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.7B +6.9% | 1.6B -3.5% | 1.7B +0.9% | 1.6B +3.8% | 1.6B |
| Operating Income | 893.0M +45.9% | 612.0M -33.8% | 925.0M +9.9% | 842.0M +38.9% | 606.0M |
| EBITDA | 994.0M +39.8% | 711.0M -30.9% | 1.0B +6.9% | 963.0M +25.1% | 770.0M |
| Net Income | 666.0M +60.9% | 414.0M -40.9% | 700.0M +10.4% | 634.0M +54.6% | 410.0M |
| EPS (Basic) | $3.44 +61.5% | $2.13 -38.8% | $3.48 +8.4% | $3.21 +55.1% | $2.07 |
| EPS (Diluted) | $3.43 +61.0% | $2.13 -38.6% | $3.47 +8.1% | $3.21 +55.1% | $2.07 |
| Shares (Diluted) | 194.0M -0.4% | 194.8M -3.5% | 201.8M +2.2% | 197.5M -0.5% | 198.5M |