| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +4.9% | 1.6B +2.5% | 1.6B -1.6% | 1.6B +3.5% | 1.6B |
| Cost of Revenue | 345.0M +5.8% | 326.0M +1.2% | 322.0M -0.3% | 323.0M +0.9% | 320.0M |
| Gross Profit | 1.4B +4.6% | 1.3B +2.9% | 1.3B -1.9% | 1.3B +4.2% | 1.2B |
| Operating Expenses | 510.0M +3.7% | 492.0M -1.8% | 501.0M +1.2% | 495.0M +2.3% | 484.0M |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 233.0M +18.9% | 196.0M -33.8% | 296.0M +18.9% | 249.0M -5.3% | 263.0M |
| EBITDA | 233.0M +18.9% | 196.0M -33.8% | 296.0M +18.9% | 249.0M -5.3% | 263.0M |
| Net Income | 185.0M +21.7% | 152.0M -32.7% | 226.0M +10.8% | 204.0M +2.5% | 199.0M |
| EPS (Basic) | $1.61 +22.0% | $1.32 -31.6% | $1.93 +10.9% | $1.74 +4.2% | $1.67 |
| EPS (Diluted) | $1.60 +21.2% | $1.32 -31.6% | $1.93 +12.2% | $1.72 +3.0% | $1.67 |
| Shares (Diluted) | 115.5M -0.2% | 115.8M -1.3% | 117.3M -0.9% | 118.3M -0.9% | 119.4M |