| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 10.6B +21.3% | 8.8B +5.7% | 8.3B -0.3% | 8.3B +0.6% | 8.3B |
| Cost of Revenue | 9.6B +21.4% | 7.9B +5.1% | 7.5B -0.4% | 7.6B +1.3% | 7.5B |
| Gross Profit | 1.0B +20.9% | 828.0M +11.0% | 746.0M +0.5% | 742.0M -5.2% | 783.0M |
| Operating Expenses | 399.0M +4.5% | 382.0M +3.2% | 370.0M -19.7% | 461.0M +32.5% | 348.0M |
| R&D | 7.0M -22.2% | 9.0M +28.6% | 7.0M +0.0% | 7.0M +75.0% | 4.0M |
| SG&A | 209.0M -38.5% | 340.0M +3.3% | 329.0M -4.4% | 344.0M +91.1% | 180.0M |
| Operating Income | 602.0M +35.0% | 446.0M +18.6% | 376.0M +33.8% | 281.0M -35.4% | 435.0M |
| EBITDA | 657.0M +0.8% | 652.0M +14.6% | 569.0M -11.0% | 639.0M +21.3% | 527.0M |
| Net Income | 397.0M +44.4% | 275.0M +23.9% | 222.0M +52.1% | 146.0M -33.0% | 218.0M |
| EPS (Basic) | $3.79 +45.2% | $2.61 +24.3% | $2.10 +53.3% | $1.37 -32.5% | $2.03 |
| EPS (Diluted) | $3.76 +45.2% | $2.59 +24.5% | $2.08 +54.1% | $1.35 -32.5% | $2.00 |
| Shares (Diluted) | 105.9M -0.6% | 106.5M -0.4% | 106.9M -1.3% | 108.3M -0.8% | 109.2M |