| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 7.2B -1.3% | 7.3B +0.5% | 7.2B -1.5% | 7.3B +6.1% | 6.9B |
| Cost of Revenue | 4.4B -7.5% | 4.8B +2.1% | 4.7B +6.3% | 4.4B -1.2% | 4.4B |
| Gross Profit | 2.8B +10.6% | 2.5B -2.3% | 2.6B -13.1% | 3.0B +19.3% | 2.5B |
| Operating Expenses | 5.6B -6.6% | 6.0B -2.2% | 6.1B +4.1% | 5.9B +4.0% | 5.7B |
| R&D | — | — | — | — | — |
| SG&A | 1.2B -3.1% | 1.2B -16.0% | 1.4B -2.3% | 1.5B +23.1% | 1.2B |
| Operating Income | 1.6B +23.7% | 1.3B +15.7% | 1.1B -24.3% | 1.5B +15.8% | 1.3B |
| EBITDA | 1.7B +21.7% | 1.4B +14.6% | 1.2B -23.9% | 1.6B +19.4% | 1.3B |
| Net Income | 1.3B +1.9% | 1.3B +51.6% | 856.0M -24.3% | 1.1B +4.7% | 1.1B |
| EPS (Basic) | $4.88 +3.2% | $4.73 +53.6% | $3.08 -23.8% | $4.04 +5.8% | $3.82 |
| EPS (Diluted) | $4.82 +3.0% | $4.68 +53.9% | $3.04 -23.8% | $3.99 +5.8% | $3.77 |
| Shares (Diluted) | 273.1M -1.2% | 276.3M -1.3% | 279.9M -0.9% | 282.5M -0.9% | 285.0M |