| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B -12.2% | 4.2B +11.3% | 3.8B +4.9% | 3.6B +0.8% | 3.6B |
| Cost of Revenue | 1.4B -7.4% | 1.5B -4.2% | 1.6B +6.4% | 1.5B -4.4% | 1.6B |
| Gross Profit | 2.3B -15.0% | 2.7B +22.3% | 2.2B +3.9% | 2.1B +4.8% | 2.0B |
| Operating Expenses | 1.5B -8.9% | 1.6B +8.7% | 1.5B +0.7% | 1.5B +5.2% | 1.4B |
| R&D | — | — | — | — | — |
| SG&A | 625.1M -7.8% | 678.3M +13.8% | 596.1M -1.6% | 605.6M +1.4% | 597.4M |
| Operating Income | 796.5M -25.2% | 1.1B +52.0% | 700.6M +10.5% | 633.8M +2.3% | 619.5M |
| EBITDA | 796.5M -25.2% | 1.1B +52.0% | 700.6M +10.5% | 633.8M +2.3% | 619.5M |
| Net Income | 642.9M -18.8% | 792.2M +50.8% | 525.5M +12.8% | 466.0M +1.8% | 457.6M |
| EPS (Basic) | $3.42 -19.5% | $4.25 +56.2% | $2.72 +7.9% | $2.52 +9.6% | $2.30 |
| EPS (Diluted) | $3.40 -19.6% | $4.23 +56.1% | $2.71 +8.0% | $2.51 +9.6% | $2.29 |
| Shares (Diluted) | 183.2M -0.9% | 184.9M -0.9% | 186.5M -1.0% | 188.5M -1.3% | 191.0M |