| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.7B +6.1% | 2.5B +10.1% | 2.3B +6.7% | 2.2B +3.8% | 2.1B |
| Cost of Revenue | 1.7B +6.5% | 1.6B +9.4% | 1.5B +3.3% | 1.4B +3.4% | 1.4B |
| Gross Profit | 1.0B +5.5% | 951.0M +11.4% | 854.0M +13.0% | 756.0M +4.4% | 724.0M |
| Operating Expenses | 226.0M -5.8% | 240.0M +137.6% | 101.0M -62.2% | 267.0M +46.7% | 182.0M |
| R&D | 11.0M +37.5% | 8.0M -11.1% | 9.0M -10.0% | 10.0M +0.0% | 10.0M |
| SG&A | 120.0M -18.9% | 148.0M +33.3% | 111.0M +15.6% | 96.0M -4.0% | 100.0M |
| Operating Income | 777.0M +9.3% | 711.0M -5.6% | 753.0M +54.0% | 489.0M -9.8% | 542.0M |
| EBITDA | 872.0M +9.7% | 795.0M +8.3% | 734.0M +12.9% | 650.0M +5.9% | 614.0M |
| Net Income | 567.0M +6.2% | 534.0M -7.9% | 580.0M +55.9% | 372.0M -3.4% | 385.0M |
| EPS (Basic) | $1.42 +6.8% | $1.33 -8.3% | $1.45 +55.9% | $0.93 -3.1% | $0.96 |
| EPS (Diluted) | $1.42 +6.8% | $1.33 -7.6% | $1.44 +56.5% | $0.92 -3.2% | $0.95 |
| Shares (Diluted) | 400.0M -0.5% | 402.0M -0.2% | 403.0M -0.7% | 406.0M +0.2% | 405.0M |