| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 5.3B +6.1% | 5.0B +2.0% | 4.9B +0.1% | 4.9B +8.4% | 4.6B |
| Cost of Revenue | 105.8M +4.3% | 101.5M +1.2% | 100.3M -5.0% | 105.6M -0.6% | 106.3M |
| Gross Profit | 5.2B +6.1% | 4.9B +2.0% | 4.8B +0.2% | 4.8B +8.6% | 4.4B |
| Operating Expenses | 4.8B +4.0% | 4.6B +5.0% | 4.4B -1.7% | 4.4B -1.1% | 4.5B |
| R&D | — | — | — | — | — |
| SG&A | 462.3M +9.4% | 422.5M +5.4% | 400.8M -2.7% | 412.0M -32.1% | 606.8M |
| Operating Income | 485.1M +32.1% | 367.1M -24.2% | 484.6M +21.9% | 397.6M +1265.5% | -34111000 |
| EBITDA | 485.1M +32.1% | 367.1M -24.2% | 484.6M +21.9% | 397.6M +1265.5% | -34111000 |
| Net Income | 356.6M -6.0% | 379.3M +6.4% | 356.4M +18.5% | 300.7M +1118.8% | -29517000 |
| EPS (Basic) | $4.53 -4.6% | $4.75 +6.7% | $4.45 +18.7% | $3.75 +1113.5% | $-0.37 |
| EPS (Diluted) | $4.52 -4.6% | $4.74 +7.0% | $4.43 +18.4% | $3.74 +1110.8% | $-0.37 |
| Shares (Diluted) | 79.0M -1.3% | 80.0M -0.5% | 80.4M +0.1% | 80.4M +0.1% | 80.4M |