| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.5B +18.5% | 2.1B +0.6% | 2.1B +8.5% | 2.0B -6.8% | 2.1B |
| Cost of Revenue | 1.0B +41.4% | 730.0M -0.3% | 732.0M +13.8% | 643.0M -19.1% | 795.0M |
| Gross Profit | 1.5B +6.6% | 1.4B +1.1% | 1.4B +5.9% | 1.3B +0.7% | 1.3B |
| Operating Expenses | 783.0M +4.4% | 750.0M -1.7% | 763.0M +4.7% | 729.0M +1.5% | 718.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 595.0M +6.1% | 561.0M -1.4% | 569.0M +5.8% | 538.0M +0.2% | 537.0M |
| Operating Income | 717.0M +9.1% | 657.0M +4.5% | 629.0M +7.3% | 586.0M -0.3% | 588.0M |
| EBITDA | 897.0M +7.2% | 837.0M +3.1% | 812.0M +6.1% | 765.0M +1.5% | 754.0M |
| Net Income | 507.0M -2.3% | 519.0M +0.2% | 518.0M +22.5% | 423.0M -6.4% | 452.0M |
| EPS (Basic) | $0.90 -2.2% | $0.92 +1.1% | $0.91 +23.0% | $0.74 -6.3% | $0.79 |
| EPS (Diluted) | $0.89 -2.2% | $0.91 +1.1% | $0.90 +23.3% | $0.73 -6.4% | $0.78 |
| Shares (Diluted) | 567.8M -0.7% | 571.7M -0.8% | 576.4M -0.4% | 579.0M -0.0% | 579.0M |