| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B +5.2% | 3.5B +14.4% | 3.1B -1.3% | 3.1B +1.4% | 3.1B |
| Cost of Revenue | 1.8B +4.8% | 1.7B +19.4% | 1.4B -0.6% | 1.4B +6.1% | 1.3B |
| Gross Profit | 1.9B +5.6% | 1.8B +10.1% | 1.7B -1.9% | 1.7B -2.2% | 1.7B |
| Operating Expenses | 1.7B +7.3% | 1.6B +7.9% | 1.4B +0.6% | 1.4B -2.8% | 1.5B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 959.4M +7.1% | 896.2M +4.4% | 858.5M -1.7% | 873.2M -3.2% | 902.0M |
| Operating Income | 247.1M -4.8% | 259.5M +25.3% | 207.0M -16.0% | 246.5M +1.6% | 242.7M |
| EBITDA | 430.6M -2.1% | 440.1M +13.9% | 386.5M -9.2% | 425.7M +0.9% | 421.8M |
| Net Income | 172.4M -4.8% | 181.0M +27.9% | 141.6M -21.8% | 181.1M +6.0% | 170.8M |
| EPS (Basic) | $1.84 -4.2% | $1.92 +28.0% | $1.50 -21.5% | $1.91 +7.3% | $1.78 |
| EPS (Diluted) | $1.82 -4.7% | $1.91 +28.2% | $1.49 -21.6% | $1.90 +8.0% | $1.76 |
| Shares (Diluted) | 94.6M -0.3% | 94.9M -0.3% | 95.2M -0.2% | 95.4M -1.5% | 96.8M |