| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B -11.3% | 1.8B +16.6% | 1.5B +0.7% | 1.5B +8.0% | 1.4B |
| Cost of Revenue | 417.3M -3.2% | 431.2M +4.6% | 412.2M -0.4% | 413.8M +5.1% | 393.9M |
| Gross Profit | 1.1B -14.0% | 1.3B +21.1% | 1.1B +1.2% | 1.1B +9.1% | 988.2M |
| Operating Expenses | 583.5M -0.4% | 585.7M +2.1% | 573.5M -1.8% | 584.3M -3.0% | 602.3M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 583.5M -0.4% | 585.7M +2.1% | 573.5M -1.8% | 584.3M -3.0% | 602.3M |
| Operating Income | 552.5M -24.9% | 735.2M +42.0% | 517.6M +4.7% | 494.3M +28.1% | 385.9M |
| EBITDA | 481.1M -47.1% | 909.0M +32.1% | 688.1M +3.6% | 664.0M +125.1% | 295.0M |
| Net Income | 420.6M -24.9% | 560.3M +41.7% | 395.4M +3.0% | 383.8M +29.1% | 297.2M |
| EPS (Basic) | $1.18 -24.4% | $1.56 +41.8% | $1.10 +2.8% | $1.07 +30.5% | $0.82 |
| EPS (Diluted) | $1.17 -25.0% | $1.56 +41.8% | $1.10 +3.8% | $1.06 +29.3% | $0.82 |
| Shares (Diluted) | 358.2M -0.4% | 359.5M -0.2% | 360.4M -0.4% | 361.9M -0.1% | 362.4M |