| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 7.9B +19.9% | 6.6B -29.3% | 9.4B +6.3% | 8.8B +5.2% | 8.4B |
| Cost of Revenue | 7.4B +18.6% | 6.2B -27.1% | 8.5B +7.8% | 7.9B +4.6% | 7.6B |
| Gross Profit | 555.0M +42.0% | 390.7M -52.9% | 829.0M -7.1% | 892.6M +11.0% | 804.4M |
| Operating Expenses | 156.7M -10.2% | 174.5M -5.7% | 185.1M -4.1% | 193.0M +9.7% | 176.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 136.1M -13.6% | 157.6M -2.7% | 162.1M -5.4% | 171.4M +10.0% | 155.9M |
| Operating Income | 398.3M +84.2% | 216.2M -66.4% | 643.9M -8.0% | 699.6M +11.3% | 628.4M |
| EBITDA | 433.6M +73.7% | 249.6M -63.2% | 678.9M -7.5% | 733.8M +10.8% | 662.3M |
| Net Income | 308.1M +32.0% | 233.4M -53.1% | 498.0M -17.0% | 599.8M +24.5% | 481.8M |
| EPS (Basic) | $1.24 +33.3% | $0.93 -51.8% | $1.93 -15.7% | $2.29 +26.5% | $1.81 |
| EPS (Diluted) | $1.24 +33.3% | $0.93 -51.8% | $1.93 -15.7% | $2.29 +26.5% | $1.81 |
| Shares (Diluted) | 240.8M -1.5% | 244.4M -3.1% | 252.4M -1.3% | 255.6M -1.8% | 260.3M |