| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 5.3B +5.3% | 5.0B -4.9% | 5.3B +0.4% | 5.3B -4.6% | 5.5B |
| Cost of Revenue | 2.4B +3.8% | 2.3B +1.7% | 2.3B +4.8% | 2.2B +2.8% | 2.1B |
| Gross Profit | 2.9B +6.5% | 2.7B -9.8% | 3.0B -2.6% | 3.1B -9.1% | 3.4B |
| Operating Expenses | 1.9B +0.2% | 1.9B +9.1% | 1.7B -1.9% | 1.8B +3.0% | 1.7B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.9B +0.2% | 1.9B +9.1% | 1.7B -1.9% | 1.8B +3.0% | 1.7B |
| Operating Income | 1.0B +20.8% | 835.0M -35.2% | 1.3B -3.6% | 1.3B -21.4% | 1.7B |
| EBITDA | 1.9B +12.8% | 1.7B -20.9% | 2.1B -1.6% | 2.1B -15.1% | 2.5B |
| Net Income | 630.0M +9.9% | 573.0M -29.5% | 813.0M +1.8% | 799.0M -22.4% | 1.0B |
| EPS (Basic) | $1.18 +10.3% | $1.07 -29.1% | $1.51 +3.4% | $1.46 -21.5% | $1.86 |
| EPS (Diluted) | $1.17 +9.3% | $1.07 -29.1% | $1.51 +3.4% | $1.46 -21.5% | $1.86 |
| Shares (Diluted) | 533.7M -0.3% | 535.4M -0.3% | 536.8M -0.9% | 541.8M -2.0% | 552.7M |