| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.3B +13.8% | 2.9B -4.9% | 3.1B -1.1% | 3.1B -0.5% | 3.1B |
| Cost of Revenue | 266.0M +13.2% | 235.0M -19.5% | 292.0M +5.4% | 277.0M -3.1% | 286.0M |
| Gross Profit | 3.1B +13.8% | 2.7B -3.3% | 2.8B -1.7% | 2.8B -0.3% | 2.9B |
| Operating Expenses | 2.2B +9.5% | 2.0B -7.7% | 2.2B +6.1% | 2.1B -0.3% | 2.1B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 114.0M +10.7% | 103.0M +8.4% | 95.0M +0.0% | 95.0M -12.8% | 109.0M |
| Operating Income | 858.0M +26.5% | 678.0M +12.6% | 602.0M -22.5% | 777.0M -0.1% | 778.0M |
| EBITDA | 2.9B +13.1% | 2.6B -4.0% | 2.7B -0.9% | 2.7B -0.1% | 2.7B |
| Net Income | 482.0M +25.8% | 383.0M +28.5% | 298.0M -29.2% | 421.0M -4.8% | 442.0M |
| EPS (Basic) | $2.12 +26.2% | $1.68 +32.3% | $1.27 -29.1% | $1.79 -3.2% | $1.85 |
| EPS (Diluted) | $2.10 +26.5% | $1.66 +30.7% | $1.27 -28.7% | $1.78 -3.3% | $1.84 |
| Shares (Diluted) | 229.0M -1.3% | 232.0M -0.4% | 233.0M -1.7% | 237.0M -0.8% | 239.0M |