| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.5B +4.3% | 2.4B +0.4% | 2.4B -1.4% | 2.4B +9.8% | 2.2B |
| Cost of Revenue | 2.1B +5.0% | 2.0B -6.8% | 2.1B +2.8% | 2.0B +6.4% | 1.9B |
| Gross Profit | 440.8M +1.1% | 435.9M +54.4% | 282.4M -24.7% | 375.0M +33.0% | 282.0M |
| Operating Expenses | 2.1B +5.0% | 2.0B -6.7% | 2.1B +2.7% | 2.1B +6.4% | 1.9B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 436.5M +1.2% | 431.3M +53.8% | 280.4M -24.3% | 370.5M +33.3% | 277.9M |
| EBITDA | 436.5M +1.2% | 431.3M +53.8% | 280.4M -24.3% | 370.5M +33.3% | 277.9M |
| Net Income | 324.5M -1.5% | 329.5M +59.0% | 207.2M -26.1% | 280.2M +34.5% | 208.4M |
| EPS (Basic) | $1.34 -1.5% | $1.36 +67.9% | $0.81 -28.9% | $1.14 +37.3% | $0.83 |
| EPS (Diluted) | $1.31 -0.8% | $1.32 +67.1% | $0.79 -28.8% | $1.11 +37.0% | $0.81 |
| Shares (Diluted) | 246.3M -1.2% | 249.4M -1.5% | 253.2M +0.8% | 251.3M +0.1% | 251.1M |