| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 9.4B -7.2% | 10.1B -4.0% | 10.5B +7.7% | 9.7B +8.5% | 9.0B |
| Cost of Revenue | 5.4B -26.2% | 7.3B -3.5% | 7.5B +5.7% | 7.1B +17.9% | 6.0B |
| Gross Profit | 4.0B +42.2% | 2.8B -5.2% | 3.0B +13.2% | 2.6B -11.1% | 2.9B |
| Operating Expenses | 2.0B +2.2% | 2.0B -0.4% | 2.0B +7.3% | 1.9B +5.8% | 1.8B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 2.0B +4.4% | 1.9B -1.3% | 1.9B +8.2% | 1.8B +4.1% | 1.7B |
| Operating Income | 1.9B +141.1% | 807.0M -15.2% | 952.0M +28.0% | 744.0M -36.5% | 1.2B |
| EBITDA | 2.3B +91.9% | 1.2B -9.6% | 1.3B +18.0% | 1.1B -25.4% | 1.5B |
| Net Income | 1.6B +175.2% | 564.0M -15.7% | 669.0M -10.3% | 746.0M +15.8% | 644.0M |
| EPS (Basic) | $1.21 +175.0% | $0.44 -15.4% | $0.52 -8.8% | $0.57 +16.3% | $0.49 |
| EPS (Diluted) | $1.20 +172.7% | $0.44 -13.7% | $0.51 -10.5% | $0.57 +16.3% | $0.49 |
| Shares (Diluted) | 1.3B +0.1% | 1.3B -0.5% | 1.3B -0.3% | 1.3B -0.2% | 1.3B |