| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.8B -10.2% | 3.1B +0.4% | 3.1B -2.8% | 3.2B +21.7% | 2.6B |
| Cost of Revenue | 1.5B -19.0% | 1.9B -3.3% | 1.9B -9.2% | 2.1B +17.9% | 1.8B |
| Gross Profit | 1.3B +3.3% | 1.2B +6.8% | 1.1B +10.4% | 1.0B +30.3% | 796.3M |
| Operating Expenses | 620.7M +6.6% | 582.0M -19.0% | 718.7M +19.7% | 600.5M -0.5% | 603.5M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 620.6M +7.7% | 576.0M -17.5% | 698.1M +16.3% | 600.5M -0.4% | 603.2M |
| Operating Income | 642.6M +0.3% | 640.7M +50.4% | 426.1M -2.5% | 436.8M +126.5% | 192.8M |
| EBITDA | 778.9M -0.1% | 779.7M +34.6% | 579.2M +2.6% | 564.6M +78.2% | 316.9M |
| Net Income | 457.7M +5.2% | 435.1M +36.0% | 320.0M +15.8% | 276.3M +340.6% | 62.7M |
| EPS (Basic) | $2.32 +5.9% | $2.19 +35.2% | $1.62 +15.7% | $1.40 +337.5% | $0.32 |
| EPS (Diluted) | $2.26 +6.1% | $2.13 +80.5% | $1.18 -13.2% | $1.36 +338.7% | $0.31 |
| Shares (Diluted) | 202.7M -0.6% | 203.9M +0.1% | 203.7M +0.1% | 203.5M +0.2% | 203.2M |