| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B +9.4% | 1.7B +12.9% | 1.5B +1.6% | 1.5B -0.6% | 1.5B |
| Cost of Revenue | 1.2B +7.8% | 1.1B +8.6% | 1.0B +4.5% | 967.6M +1.0% | 958.1M |
| Gross Profit | 688.2M +12.3% | 613.0M +21.3% | 505.3M -3.8% | 525.1M -3.5% | 544.3M |
| Operating Expenses | 279.5M +5.7% | 264.4M +9.5% | 241.5M +13.1% | 213.6M -0.0% | 213.7M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 279.5M +5.7% | 264.4M +9.5% | 241.5M +13.1% | 213.6M -0.0% | 213.7M |
| Operating Income | 408.7M +17.2% | 348.6M +32.1% | 263.8M -15.3% | 311.5M -5.8% | 330.6M |
| EBITDA | 501.0M +20.4% | 416.2M +28.5% | 324.0M -13.1% | 373.0M -1.8% | 380.0M |
| Net Income | 264.6M +9.2% | 242.2M +32.3% | 183.0M -18.7% | 225.2M -12.3% | 256.7M |
| EPS (Basic) | $4.96 +9.3% | $4.54 +32.7% | $3.42 -19.0% | $4.22 -12.1% | $4.80 |
| EPS (Diluted) | $4.94 +9.3% | $4.52 +32.6% | $3.41 -18.8% | $4.20 -11.9% | $4.77 |
| Shares (Diluted) | 53.1M +0.0% | 53.1M -0.4% | 53.3M +0.0% | 53.3M -0.2% | 53.4M |