| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.5B +1.2% | 4.5B -7.3% | 4.8B +7.1% | 4.5B +8.7% | 4.1B |
| Cost of Revenue | 1.6B +11.5% | 1.4B -19.7% | 1.7B +20.9% | 1.4B +3.7% | 1.4B |
| Gross Profit | 3.0B -3.5% | 3.1B -0.2% | 3.1B +0.6% | 3.1B +11.3% | 2.8B |
| Operating Expenses | 1.8B +4.6% | 1.7B +5.6% | 1.6B -3.1% | 1.7B -0.1% | 1.7B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 190.0M -1.0% | 192.0M +4.3% | 184.0M -1.1% | 186.0M +1.6% | 183.0M |
| Operating Income | 1.2B -13.8% | 1.3B -6.8% | 1.4B +5.1% | 1.4B +29.3% | 1.1B |
| EBITDA | 1.8B -9.1% | 2.0B -5.3% | 2.1B +4.3% | 2.0B +19.1% | 1.7B |
| Net Income | 790.0M -11.6% | 894.0M -10.7% | 1.0B -2.0% | 1.0B +56.1% | 654.0M |
| EPS (Basic) | $0.34 -12.8% | $0.39 -11.4% | $0.44 -2.2% | $0.45 +60.7% | $0.28 |
| EPS (Diluted) | $0.34 -12.8% | $0.39 -11.4% | $0.44 -2.2% | $0.45 +60.7% | $0.28 |
| Shares (Diluted) | 2.2B +0.1% | 2.2B +0.0% | 2.2B +0.0% | 2.2B +0.0% | 2.2B |