| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.8B +1.4% | 2.7B -4.6% | 2.9B +1.0% | 2.8B +1.3% | 2.8B |
| Cost of Revenue | 809.0M +3.3% | 783.0M -9.3% | 863.0M -8.9% | 947.0M -2.0% | 966.0M |
| Gross Profit | 2.0B +0.6% | 1.9B -2.6% | 2.0B +5.9% | 1.9B +3.0% | 1.8B |
| Operating Expenses | 1.2B +3.0% | 1.2B -4.8% | 1.2B +5.4% | 1.2B +2.0% | 1.2B |
| R&D | — | — | — | — | — |
| SG&A | 266.0M +5.6% | 252.0M -11.9% | 286.0M +11.7% | 256.0M -4.8% | 269.0M |
| Operating Income | 647.0M -1.7% | 658.0M +1.5% | 648.0M +7.6% | 602.0M +11.7% | 539.0M |
| EBITDA | 647.0M -1.7% | 658.0M +1.5% | 648.0M +7.6% | 602.0M +11.7% | 539.0M |
| Net Income | 509.0M -2.5% | 522.0M +2.4% | 510.0M +4.3% | 489.0M +15.1% | 425.0M |
| EPS (Basic) | $0.44 -2.2% | $0.45 +4.7% | $0.43 +4.9% | $0.41 +17.1% | $0.35 |
| EPS (Diluted) | $0.44 +0.0% | $0.44 +2.3% | $0.43 +4.9% | $0.41 +17.1% | $0.35 |
| Shares (Diluted) | 1.1B -1.3% | 1.1B -1.2% | 1.1B -0.2% | 1.1B +0.3% | 1.1B |