| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.1B +8.6% | 2.9B -2.6% | 2.9B +1.4% | 2.9B +16.6% | 2.5B |
| Cost of Revenue | 911.7M +6.7% | 854.1M -2.9% | 880.0M +2.3% | 860.2M +0.0% | 859.9M |
| Gross Profit | 2.2B +9.4% | 2.0B -2.5% | 2.1B +1.0% | 2.0B +25.3% | 1.6B |
| Operating Expenses | 1.9B +4.8% | 1.8B -0.6% | 1.8B +5.8% | 1.7B +14.4% | 1.5B |
| R&D | — | — | — | — | — |
| SG&A | 416.4M +10.8% | 376.0M -17.3% | 454.5M +20.6% | 376.8M -0.2% | 377.7M |
| Operating Income | 315.5M +48.7% | 212.2M -16.2% | 253.2M -23.7% | 331.8M +146.0% | 134.9M |
| EBITDA | 315.5M +48.7% | 212.2M -16.2% | 253.2M -23.7% | 331.8M +146.0% | 134.9M |
| Net Income | 250.0M +56.9% | 159.3M -24.6% | 211.3M -12.9% | 242.5M +165.3% | 91.4M |
| EPS (Basic) | $1.05 +45.8% | $0.72 -19.1% | $0.89 -14.4% | $1.04 +153.7% | $0.41 |
| EPS (Diluted) | $1.02 +45.7% | $0.70 -17.6% | $0.85 -15.8% | $1.01 +152.5% | $0.40 |
| Shares (Diluted) | 216.7M -2.9% | 223.3M -0.3% | 223.9M +0.5% | 222.7M +0.4% | 221.9M |