| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 5.2B +17.8% | 4.4B +14.2% | 3.8B -2.8% | 3.9B -0.7% | 4.0B |
| Cost of Revenue | 4.7B +18.3% | 3.9B +17.6% | 3.4B -2.3% | 3.4B -2.9% | 3.5B |
| Gross Profit | 491.8M +13.7% | 432.7M -9.5% | 477.9M -6.0% | 508.3M +17.3% | 433.2M |
| Operating Expenses | 228.5M +10.7% | 206.5M -38.6% | 336.1M +12.0% | 300.2M +63.5% | 183.6M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 228.5M +10.7% | 206.5M -3.6% | 214.2M +13.3% | 189.1M +3.0% | 183.6M |
| Operating Income | 263.3M +16.4% | 226.2M +59.5% | 141.8M -31.9% | 208.2M -16.6% | 249.6M |
| EBITDA | 432.3M +23.6% | 349.8M +32.7% | 263.7M -17.4% | 319.2M -9.9% | 354.2M |
| Net Income | 167.7M +15.1% | 145.7M +109.2% | 69.7M -54.5% | 153.1M -8.1% | 166.5M |
| EPS (Basic) | $1.90 +13.8% | $1.67 +114.1% | $0.78 -57.4% | $1.83 -11.6% | $2.07 |
| EPS (Diluted) | $1.89 +14.5% | $1.65 +114.3% | $0.77 -57.7% | $1.82 -10.8% | $2.04 |
| Shares (Diluted) | 79.8M +1.2% | 78.9M +0.1% | 78.8M +0.3% | 78.6M -0.1% | 78.6M |