| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4B +16.7% | 1.2B -2.5% | 1.2B +5.4% | 1.1B +4.5% | 1.1B |
| Cost of Revenue | 806.2M +11.4% | 723.6M +0.0% | 723.6M +4.8% | 690.4M +4.6% | 660.0M |
| Gross Profit | 569.5M +25.2% | 455.0M -6.4% | 485.8M +6.3% | 457.2M +4.4% | 437.8M |
| Operating Expenses | 219.1M +12.3% | 195.1M -5.7% | 206.8M +7.6% | 192.1M +1.3% | 189.7M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 219.1M +12.3% | 195.1M -5.7% | 206.8M +7.6% | 192.1M +1.3% | 189.7M |
| Operating Income | 350.4M +34.8% | 259.9M -6.9% | 279.0M +5.3% | 265.0M +6.8% | 248.2M |
| EBITDA | 407.1M +30.9% | 310.9M -5.9% | 330.2M +4.9% | 314.8M +6.0% | 297.0M |
| Net Income | 250.3M +22.3% | 204.8M +1.0% | 202.8M +6.3% | 190.7M +11.8% | 170.5M |
| EPS (Basic) | $1.68 +23.5% | $1.36 +0.7% | $1.35 +6.3% | $1.27 +12.4% | $1.13 |
| EPS (Diluted) | $1.66 +23.0% | $1.35 +1.5% | $1.33 +5.6% | $1.26 +12.5% | $1.12 |
| Shares (Diluted) | 141.1M +0.0% | 141.0M -0.0% | 141.1M +0.1% | 140.9M +0.2% | 140.6M |