| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.1B +3.0% | 5.9B +2.4% | 5.7B +1.7% | 5.6B -0.2% | 5.7B |
| Cost of Revenue | 4.4B +1.6% | 4.4B +0.9% | 4.3B +3.3% | 4.2B +0.9% | 4.2B |
| Gross Profit | 1.6B +7.3% | 1.5B +7.1% | 1.4B -3.0% | 1.4B -3.2% | 1.5B |
| Operating Expenses | 826.0M -2.6% | 848.0M +13.1% | 750.0M -28.8% | 1.1B +20.6% | 873.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 826.0M -2.6% | 848.0M +13.1% | 750.0M -22.5% | 968.0M +10.9% | 873.0M |
| Operating Income | 786.0M +20.2% | 654.0M +0.3% | 652.0M +65.9% | 393.0M -36.7% | 621.0M |
| EBITDA | 1.1B +11.8% | 942.0M +0.9% | 934.0M +18.4% | 789.0M -15.2% | 930.0M |
| Net Income | 632.0M +5.3% | 600.0M +17.2% | 512.0M +70.7% | 300.0M -35.1% | 462.0M |
| EPS (Basic) | $3.29 +4.4% | $3.15 +15.0% | $2.74 +71.3% | $1.60 -35.2% | $2.47 |
| EPS (Diluted) | $3.28 +4.8% | $3.13 +15.1% | $2.72 +71.1% | $1.59 -35.4% | $2.46 |
| Shares (Diluted) | 186.9M -0.2% | 187.3M -0.4% | 188.1M -0.3% | 188.6M +0.3% | 188.1M |