| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.0B -1.8% | 2.0B +15.3% | 1.8B -17.5% | 2.1B +20.0% | 1.8B |
| Cost of Revenue | 728.3M -4.2% | 760.1M +6.9% | 711.2M -17.9% | 866.7M +19.6% | 724.4M |
| Gross Profit | 1.3B -0.3% | 1.3B +21.1% | 1.0B -17.2% | 1.3B +20.2% | 1.0B |
| Operating Expenses | 646.1M -0.1% | 646.5M +5.9% | 610.6M -5.2% | 644.1M +9.2% | 589.7M |
| R&D | 312.9M +3.0% | 303.9M +2.7% | 295.8M +0.3% | 295.0M +3.0% | 286.5M |
| SG&A | 333.2M -2.7% | 342.6M +8.8% | 314.8M -9.8% | 349.1M +15.1% | 303.2M |
| Operating Income | 611.6M -0.6% | 615.5M +42.6% | 431.7M -29.7% | 614.2M +34.4% | 456.8M |
| EBITDA | 662.9M -0.2% | 664.4M +38.2% | 480.8M -27.2% | 660.4M +30.5% | 505.9M |
| Net Income | 541.7M -0.0% | 541.9M +33.8% | 405.1M -23.4% | 528.7M +31.6% | 401.6M |
| EPS (Basic) | $2.81 +0.0% | $2.81 +33.8% | $2.10 -23.6% | $2.75 +31.6% | $2.09 |
| EPS (Diluted) | $2.80 +0.0% | $2.80 +34.0% | $2.09 -23.4% | $2.73 +31.2% | $2.08 |
| Shares (Diluted) | 193.6M +0.1% | 193.5M -0.0% | 193.6M -0.1% | 193.8M +0.1% | 193.5M |