| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +2.6% | 1.6B +2.6% | 1.5B +0.4% | 1.5B +2.1% | 1.5B |
| Cost of Revenue | 918.8M +1.2% | 907.9M +3.4% | 877.7M +20.1% | 730.7M -15.8% | 867.4M |
| Gross Profit | 680.9M +4.5% | 651.8M +1.5% | 641.9M -17.9% | 782.3M +27.4% | 613.9M |
| Operating Expenses | 1.2B +1.5% | 1.2B +3.2% | 1.2B +15.5% | 999.8M -11.8% | 1.1B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 390.9M +6.2% | 368.1M +0.9% | 364.7M -28.9% | 513.2M +47.4% | 348.2M |
| EBITDA | 390.9M +6.2% | 368.1M -54.7% | 812.5M +58.3% | 513.2M +47.4% | 348.2M |
| Net Income | 287.7M +6.4% | 270.5M +1.7% | 266.1M -31.4% | 387.8M +53.4% | 252.7M |
| EPS (Basic) | $3.71 +7.5% | $3.45 +3.0% | $3.35 -30.4% | $4.81 +55.7% | $3.09 |
| EPS (Diluted) | $3.65 +7.7% | $3.39 +3.0% | $3.29 -30.4% | $4.73 +55.1% | $3.05 |
| Shares (Diluted) | 78.9M -1.0% | 79.7M -1.3% | 80.8M -1.5% | 82.0M -0.9% | 82.8M |