| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B +5.5% | 3.5B +0.6% | 3.5B -1.3% | 3.6B +1.0% | 3.5B |
| Cost of Revenue | 2.6B +3.8% | 2.5B +0.0% | 2.5B -0.6% | 2.5B +2.3% | 2.5B |
| Gross Profit | 1.1B +9.7% | 1.0B +2.1% | 993.2M -3.1% | 1.0B -2.0% | 1.0B |
| Operating Expenses | 660.4M +4.3% | 633.0M -12.8% | 725.6M +15.4% | 628.5M -3.6% | 651.7M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 577.2M +4.8% | 551.0M +2.3% | 538.6M -2.5% | 552.4M -4.6% | 579.3M |
| Operating Income | 451.6M +18.6% | 380.8M +42.3% | 267.6M -32.5% | 396.6M +0.5% | 394.5M |
| EBITDA | 635.7M +13.4% | 560.5M +1.0% | 555.0M -3.3% | 574.2M +0.9% | 568.9M |
| Net Income | 299.1M +7.6% | 278.0M +68.6% | 164.9M -36.9% | 261.5M +9.7% | 238.3M |
| EPS (Basic) | $3.66 +8.6% | $3.37 +69.3% | $1.99 -36.6% | $3.14 +10.2% | $2.85 |
| EPS (Diluted) | $3.64 +8.7% | $3.35 +69.2% | $1.98 -36.5% | $3.12 +9.9% | $2.84 |
| Shares (Diluted) | 82.0M -1.1% | 82.9M -0.5% | 83.3M -0.5% | 83.7M -0.2% | 83.9M |