| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 6.8B +41.2% | 4.8B +1.6% | 4.7B -7.2% | 5.1B +2.1% | 5.0B |
| Cost of Revenue | 6.1B +44.1% | 4.2B +2.4% | 4.1B -8.4% | 4.5B +2.1% | 4.4B |
| Gross Profit | 746.5M +21.5% | 614.3M -3.6% | 637.4M +1.8% | 626.3M +2.3% | 612.1M |
| Operating Expenses | 442.3M +8.0% | 409.4M -3.7% | 425.3M +0.2% | 424.6M +8.1% | 392.9M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 60.5M +6.9% | 56.6M -13.2% | 65.2M +17.9% | 55.3M +8.6% | 50.9M |
| Operating Income | 304.2M +48.5% | 204.9M -3.4% | 212.1M +5.2% | 201.7M -8.0% | 219.2M |
| EBITDA | 377.3M +36.2% | 277.0M -5.6% | 293.5M +3.3% | 284.2M -0.6% | 286.0M |
| Net Income | 209.1M +53.4% | 136.3M -3.9% | 141.9M +9.2% | 129.9M -10.8% | 145.6M |
| EPS (Basic) | $11.34 +54.1% | $7.36 -2.9% | $7.58 +11.0% | $6.83 -8.2% | $7.44 |
| EPS (Diluted) | $11.27 +54.8% | $7.28 -3.1% | $7.51 +11.1% | $6.76 -8.2% | $7.36 |
| Shares (Diluted) | 18.6M -0.8% | 18.7M -1.0% | 18.9M -1.7% | 19.2M -2.7% | 19.8M |