| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.2B +3.6% | 3.1B +8.6% | 2.9B -2.6% | 2.9B +1.4% | 2.9B |
| Cost of Revenue | 1.0B +10.7% | 911.7M +6.7% | 854.1M -2.9% | 880.0M +2.3% | 860.2M |
| Gross Profit | 2.2B +0.7% | 2.2B +9.4% | 2.0B -2.5% | 2.1B +1.0% | 2.0B |
| Operating Expenses | 1.9B -1.1% | 1.9B +4.8% | 1.8B -0.6% | 1.8B +5.8% | 1.7B |
| R&D | — | — | — | — | — |
| SG&A | 402.5M -3.3% | 416.4M +10.8% | 376.0M -17.3% | 454.5M +20.6% | 376.8M |
| Operating Income | 351.0M +11.2% | 315.5M +48.7% | 212.2M -16.2% | 253.2M -23.7% | 331.8M |
| EBITDA | 351.0M +11.2% | 315.5M +48.7% | 212.2M -16.2% | 253.2M -23.7% | 331.8M |
| Net Income | 288.3M +15.3% | 250.0M +56.9% | 159.3M -24.6% | 211.3M -12.9% | 242.5M |
| EPS (Basic) | $1.22 +16.2% | $1.05 +45.8% | $0.72 -19.1% | $0.89 -14.4% | $1.04 |
| EPS (Diluted) | $1.18 +15.7% | $1.02 +45.7% | $0.70 -17.6% | $0.85 -15.8% | $1.01 |
| Shares (Diluted) | 206.3M -4.8% | 216.7M -2.9% | 223.3M -0.3% | 223.9M +0.5% | 222.7M |