| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +16.4% | 1.3B +2.1% | 1.3B -7.1% | 1.4B -0.1% | 1.4B |
| Cost of Revenue | 33.8M | 0 | 0 -100.0% | 28.3M -0.9% | 28.5M |
| Gross Profit | 1.5B +13.9% | 1.3B -4.1% | 1.4B +1.0% | 1.4B -0.1% | 1.4B |
| Operating Expenses | 1.1B +3.7% | 1.0B -6.5% | 1.1B +6.9% | 1.0B -0.4% | 1.0B |
| R&D | — | — | — | — | — |
| SG&A | 742.0M +14.5% | 647.9M -21.0% | 820.5M +22.0% | 672.6M -7.0% | 723.1M |
| Operating Income | 465.3M +46.6% | 317.3M +4.3% | 304.3M -15.7% | 360.8M +0.8% | 357.9M |
| EBITDA | 557.0M +36.0% | 409.6M +3.2% | 396.9M -12.4% | 453.1M +1.0% | 448.6M |
| Net Income | 350.6M +47.2% | 238.3M +3.8% | 229.5M -15.3% | 270.9M +0.9% | 268.6M |
| EPS (Basic) | $1.69 +48.2% | $1.14 +3.6% | $1.10 -14.7% | $1.29 +1.6% | $1.27 |
| EPS (Diluted) | $1.68 +47.4% | $1.14 +3.6% | $1.10 -14.1% | $1.28 +0.8% | $1.27 |
| Shares (Diluted) | 208.7M -0.3% | 209.3M -1.1% | 211.6M +0.3% | 210.9M -0.6% | 212.2M |