| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 7.0B -0.9% | 7.1B +6.3% | 6.7B -0.5% | 6.7B +3.1% | 6.5B |
| Cost of Revenue | 5.5B -1.0% | 5.5B +3.8% | 5.3B -6.4% | 5.7B +11.6% | 5.1B |
| Gross Profit | 1.5B -0.7% | 1.6B +15.9% | 1.3B +32.6% | 1.0B -27.8% | 1.4B |
| Operating Expenses | 269.0M -17.2% | 325.0M +17.3% | 277.0M +18.4% | 234.0M +6.4% | 220.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 214.0M -2.7% | 220.0M +0.5% | 219.0M +50.0% | 146.0M -30.5% | 210.0M |
| Operating Income | 1.3B +3.7% | 1.2B +15.5% | 1.1B +36.9% | 777.0M -34.2% | 1.2B |
| EBITDA | 1.4B -0.1% | 1.4B +17.2% | 1.2B +25.1% | 983.0M -23.4% | 1.3B |
| Net Income | 794.0M +3.7% | 766.0M +18.2% | 648.0M +45.6% | 445.0M -38.9% | 728.0M |
| EPS (Basic) | $3.05 +5.2% | $2.90 +18.9% | $2.44 +47.0% | $1.66 -38.1% | $2.68 |
| EPS (Diluted) | $3.04 +4.8% | $2.90 +19.3% | $2.43 +47.3% | $1.65 -38.2% | $2.67 |
| Shares (Diluted) | 261.2M -1.2% | 264.5M -0.9% | 266.8M -1.0% | 269.5M -1.1% | 272.5M |