| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.4B +5.2% | 4.2B -4.9% | 4.4B +6.4% | 4.1B +2.1% | 4.0B |
| Cost of Revenue | 2.9B +4.9% | 2.8B -4.5% | 2.9B +7.4% | 2.7B +1.2% | 2.7B |
| Gross Profit | 1.4B +5.9% | 1.4B -5.6% | 1.4B +4.6% | 1.4B +3.8% | 1.3B |
| Operating Expenses | 929.0M +10.5% | 841.0M +4.0% | 809.0M -1.3% | 820.0M +0.4% | 817.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 574.0M +14.3% | 502.0M +7.3% | 468.0M -8.9% | 514.0M +1.0% | 509.0M |
| Operating Income | 506.0M -1.6% | 514.0M -18.0% | 627.0M +13.4% | 553.0M +9.3% | 506.0M |
| EBITDA | 861.0M +0.9% | 853.0M -11.9% | 968.0M +12.7% | 859.0M +5.5% | 814.0M |
| Net Income | 258.0M -6.2% | 275.0M -46.5% | 514.0M +54.8% | 332.0M +24.8% | 266.0M |
| EPS (Basic) | $1.54 -5.5% | $1.63 -46.2% | $3.03 +56.2% | $1.94 +25.2% | $1.55 |
| EPS (Diluted) | $1.53 -5.0% | $1.61 -46.2% | $2.99 +54.9% | $1.93 +25.3% | $1.54 |
| Shares (Diluted) | 167.3M -1.5% | 169.8M -1.1% | 171.7M +0.0% | 171.7M -0.9% | 173.2M |