| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +5.1% | 2.1B +10.1% | 1.9B -5.9% | 2.0B +5.7% | 1.9B |
| Cost of Revenue | 518.0M -2.4% | 531.0M +6.0% | 501.0M +1.8% | 492.0M +0.6% | 489.0M |
| Gross Profit | 1.7B +7.7% | 1.5B +11.5% | 1.4B -8.4% | 1.5B +7.5% | 1.4B |
| Operating Expenses | 621.0M -0.8% | 626.0M +1.3% | 618.0M +3.3% | 598.0M +1.2% | 591.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 463.0M -2.9% | 477.0M +1.9% | 468.0M +3.3% | 453.0M +2.3% | 443.0M |
| Operating Income | 1.0B +13.4% | 922.0M +19.7% | 770.0M -16.0% | 917.0M +12.1% | 818.0M |
| EBITDA | 1.2B +12.4% | 1.1B +16.3% | 921.0M -13.2% | 1.1B +9.9% | 965.0M |
| Net Income | 879.0M +33.0% | 661.0M +8.2% | 611.0M -5.6% | 647.0M +11.7% | 579.0M |
| EPS (Basic) | $5.04 +34.8% | $3.74 +9.0% | $3.43 -5.0% | $3.61 +12.1% | $3.22 |
| EPS (Diluted) | $5.03 +34.9% | $3.73 +9.4% | $3.41 -5.3% | $3.60 +12.1% | $3.21 |
| Shares (Diluted) | 174.5M -1.6% | 177.3M -1.0% | 179.1M -0.3% | 179.6M -0.3% | 180.2M |