| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +10.9% | 1.5B -13.8% | 1.8B +15.0% | 1.5B -9.6% | 1.7B |
| Cost of Revenue | 486.9M +13.4% | 429.3M -25.0% | 572.6M +20.7% | 474.2M -10.8% | 531.7M |
| Gross Profit | 1.2B +9.9% | 1.1B -8.3% | 1.2B +12.4% | 1.0B -9.1% | 1.2B |
| Operating Expenses | 809.8M +4.9% | 771.8M -8.7% | 845.7M -12.2% | 963.5M +16.4% | 827.6M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 764.6M +5.3% | 726.3M -9.0% | 797.9M +4.6% | 762.6M -1.8% | 776.9M |
| Operating Income | 379.3M +22.4% | 310.0M -7.3% | 334.2M +287.1% | 86.3M -73.6% | 327.1M |
| EBITDA | 424.4M +19.4% | 355.4M -7.0% | 382.1M +33.0% | 287.3M -24.0% | 377.8M |
| Net Income | 275.5M +23.9% | 222.3M -8.2% | 242.2M +584.9% | 35.4M -85.3% | 240.8M |
| EPS (Basic) | $4.14 +29.8% | $3.19 -5.1% | $3.36 +614.9% | $0.47 -84.9% | $3.12 |
| EPS (Diluted) | $4.14 +30.2% | $3.18 -5.1% | $3.35 +612.8% | $0.47 -84.9% | $3.11 |
| Shares (Diluted) | 66.6M -4.8% | 70.0M -3.2% | 72.3M -3.6% | 75.0M -3.1% | 77.4M |