| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 9.4B +1.2% | 9.3B +5.8% | 8.8B +0.2% | 8.8B +1.7% | 8.6B |
| Cost of Revenue | 5.0B +2.1% | 4.9B +7.5% | 4.5B -0.5% | 4.5B +3.8% | 4.4B |
| Gross Profit | 4.4B +0.3% | 4.4B +4.0% | 4.3B +1.0% | 4.2B -0.4% | 4.2B |
| Operating Expenses | 2.3B +22.3% | 1.9B +3.0% | 1.8B -4.9% | 1.9B +2.3% | 1.9B |
| R&D | 37.0M +0.0% | 37.0M -2.6% | 38.0M +8.6% | 35.0M -2.8% | 36.0M |
| SG&A | 892.0M +0.1% | 891.0M -0.2% | 893.0M +1.5% | 880.0M -1.9% | 897.0M |
| Operating Income | 2.1B -15.8% | 2.6B +4.7% | 2.4B +5.8% | 2.3B -2.6% | 2.4B |
| EBITDA | 3.5B +0.7% | 3.5B +3.7% | 3.4B -2.7% | 3.5B +5.0% | 3.3B |
| Net Income | 1.7B -11.8% | 2.0B +3.8% | 1.9B +20.8% | 1.6B -20.2% | 2.0B |
| EPS (Basic) | $3.67 -12.0% | $4.17 +4.2% | $4.00 +21.6% | $3.29 -20.0% | $4.11 |
| EPS (Diluted) | $3.66 -11.8% | $4.15 +4.3% | $3.98 +21.7% | $3.27 -20.0% | $4.09 |
| Shares (Diluted) | 462.5M -0.4% | 464.5M -0.4% | 466.3M -0.2% | 467.4M -0.9% | 471.5M |