| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.0B +3.9% | 1.9B +7.0% | 1.8B -6.5% | 1.9B -6.5% | 2.0B |
| Cost of Revenue | 1.1B -8.8% | 1.2B +3.8% | 1.2B -5.9% | 1.3B -1.3% | 1.3B |
| Gross Profit | 868.0M +26.5% | 686.0M +13.2% | 606.0M -7.6% | 656.0M -15.0% | 772.0M |
| Operating Expenses | 397.0M +7.3% | 370.0M +4.5% | 354.0M +0.3% | 353.0M -2.2% | 361.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 397.0M +7.3% | 370.0M +4.5% | 354.0M +0.3% | 353.0M -2.2% | 361.0M |
| Operating Income | 471.0M +49.1% | 316.0M +25.4% | 252.0M -16.8% | 303.0M -26.3% | 411.0M |
| EBITDA | 471.0M +49.1% | 316.0M -21.0% | 400.0M +32.0% | 303.0M -26.3% | 411.0M |
| Net Income | 333.0M +46.1% | 228.0M +29.5% | 176.0M -12.0% | 200.0M -29.3% | 283.0M |
| EPS (Basic) | $1.60 +52.4% | $1.05 +31.3% | $0.80 -12.1% | $0.91 -29.5% | $1.29 |
| EPS (Diluted) | $1.60 +52.4% | $1.05 +31.3% | $0.80 -11.1% | $0.90 -29.7% | $1.28 |
| Shares (Diluted) | 199.0M -2.5% | 204.0M -1.4% | 207.0M -1.0% | 209.0M -0.9% | 211.0M |