| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 9.5B +26.5% | 7.5B -27.1% | 10.3B +32.3% | 7.8B +1.5% | 7.6B |
| Cost of Revenue | 7.2B +32.3% | 5.5B -38.2% | 8.9B +39.9% | 6.3B +1.4% | 6.2B |
| Gross Profit | 2.2B +10.8% | 2.0B +43.8% | 1.4B -1.8% | 1.4B +2.1% | 1.4B |
| Operating Expenses | 1.1B +6.8% | 1.1B +0.2% | 1.1B -3.4% | 1.1B +13.1% | 980.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 619.0M +10.1% | 562.0M -5.2% | 593.0M -17.3% | 717.0M +17.2% | 612.0M |
| Operating Income | 1.1B +15.3% | 939.0M +186.3% | 328.0M +4.1% | 315.0M -23.9% | 414.0M |
| EBITDA | 1.4B +26.4% | 1.1B +39.8% | 805.0M +14.0% | 706.0M +9.5% | 645.0M |
| Net Income | 561.0M +10.9% | 506.0M +304.8% | 125.0M +89.4% | 66.0M -56.6% | 152.0M |
| EPS (Basic) | $2.59 +11.6% | $2.32 +346.2% | $0.52 +100.0% | $0.26 -62.9% | $0.70 |
| EPS (Diluted) | $2.59 +12.1% | $2.31 +344.2% | $0.52 +108.0% | $0.25 -63.8% | $0.69 |
| Shares (Diluted) | 210.0M -0.9% | 212.0M +1.9% | 208.0M +3.0% | 202.0M +3.6% | 195.0M |