| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +3.5% | 1.2B -5.1% | 1.3B -2.2% | 1.3B +4.8% | 1.2B |
| Cost of Revenue | 354.0M +5.0% | 337.0M -10.1% | 375.0M -6.9% | 403.0M +0.0% | 403.0M |
| Gross Profit | 887.0M +2.9% | 862.0M -2.9% | 888.0M -0.1% | 889.0M +7.1% | 830.0M |
| Operating Expenses | 532.0M +5.3% | 505.0M -7.3% | 545.0M -0.9% | 550.0M +12.0% | 491.0M |
| R&D | — | — | — | — | — |
| SG&A | 148.0M +9.6% | 135.0M +50.0% | 90.0M -39.2% | 148.0M +11.3% | 133.0M |
| Operating Income | 340.0M -0.6% | 342.0M -0.3% | 343.0M -0.3% | 344.0M +11.3% | 309.0M |
| EBITDA | 340.0M -0.6% | 342.0M -0.3% | 343.0M -0.3% | 344.0M +11.3% | 309.0M |
| Net Income | 274.0M +3.0% | 266.0M +0.0% | 266.0M +0.0% | 266.0M +8.6% | 245.0M |
| EPS (Basic) | $0.55 +1.9% | $0.54 +3.8% | $0.52 +4.0% | $0.50 +8.7% | $0.46 |
| EPS (Diluted) | $0.54 +1.9% | $0.53 +1.9% | $0.52 +4.0% | $0.50 +11.1% | $0.45 |
| Shares (Diluted) | 480.1M -1.4% | 486.9M -2.0% | 497.0M -2.6% | 510.4M -0.6% | 513.6M |