| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.2B +11.3% | 3.8B +4.9% | 3.6B +0.8% | 3.6B -0.6% | 3.6B |
| Cost of Revenue | 1.5B -4.2% | 1.6B +6.4% | 1.5B -4.4% | 1.6B -3.0% | 1.6B |
| Gross Profit | 2.7B +22.3% | 2.2B +3.9% | 2.1B +4.8% | 2.0B +1.4% | 2.0B |
| Operating Expenses | 1.6B +8.7% | 1.5B +0.7% | 1.5B +5.2% | 1.4B +0.4% | 1.4B |
| R&D | — | — | — | — | — |
| SG&A | 678.3M +13.8% | 596.1M -1.6% | 605.6M +1.4% | 597.4M +0.7% | 593.2M |
| Operating Income | 1.1B +52.0% | 700.6M +10.5% | 633.8M +2.3% | 619.5M +9.7% | 564.8M |
| EBITDA | 1.1B +52.0% | 700.6M +10.5% | 633.8M +2.3% | 619.5M +9.7% | 564.8M |
| Net Income | 792.2M +50.8% | 525.5M +12.8% | 466.0M +1.8% | 457.6M +8.6% | 421.3M |
| EPS (Basic) | $4.25 +56.2% | $2.72 +7.9% | $2.52 +9.6% | $2.30 +7.5% | $2.14 |
| EPS (Diluted) | $4.23 +56.1% | $2.71 +8.0% | $2.51 +9.6% | $2.29 +7.5% | $2.13 |
| Shares (Diluted) | 184.9M -0.9% | 186.5M -1.0% | 188.5M -1.3% | 191.0M -1.2% | 193.4M |