| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 10.4B +9.5% | 9.5B +23.5% | 7.7B -9.8% | 8.5B +0.8% | 8.5B |
| Cost of Revenue | 8.4B +4.6% | 8.0B +17.1% | 6.8B -6.9% | 7.3B +1.4% | 7.2B |
| Gross Profit | 2.0B +35.5% | 1.5B +74.1% | 862.0M -27.4% | 1.2B -2.9% | 1.2B |
| Operating Expenses | 405.0M +3.1% | 393.0M +8.9% | 361.0M +20.3% | 300.0M -4.8% | 315.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 405.0M +7.1% | 378.0M +13.2% | 334.0M +11.3% | 300.0M -1.3% | 304.0M |
| Operating Income | 1.6B +47.0% | 1.1B +121.2% | 501.0M -43.6% | 888.0M -2.2% | 908.0M |
| EBITDA | 2.0B +33.5% | 1.5B +66.2% | 907.0M -27.7% | 1.3B -2.3% | 1.3B |
| Net Income | 1.3B +47.1% | 870.0M +105.7% | 423.0M -38.1% | 683.0M -3.3% | 706.0M |
| EPS (Basic) | $5.05 +56.3% | $3.23 +97.0% | $1.64 -37.6% | $2.63 +1.2% | $2.60 |
| EPS (Diluted) | $5.04 +56.0% | $3.23 +98.2% | $1.63 -38.0% | $2.63 +1.2% | $2.60 |
| Shares (Diluted) | 228.5M -0.3% | 229.3M -0.3% | 230.1M -0.0% | 230.2M -0.3% | 230.8M |