| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 5.8B +4.9% | 5.5B +6.0% | 5.2B +1.8% | 5.1B -3.0% | 5.2B |
| Cost of Revenue | 3.5B +1.1% | 3.5B +7.0% | 3.2B +2.1% | 3.2B -3.3% | 3.3B |
| Gross Profit | 2.2B +11.4% | 2.0B +4.5% | 1.9B +1.3% | 1.9B -2.6% | 2.0B |
| Operating Expenses | 874.0M -1.1% | 884.0M +5.6% | 837.0M -4.1% | 873.0M +4.1% | 839.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 874.0M -1.1% | 884.0M +5.6% | 837.0M -4.1% | 873.0M +4.1% | 839.0M |
| Operating Income | 1.4B +21.2% | 1.1B +3.6% | 1.1B +5.8% | 1.0B -7.6% | 1.1B |
| EBITDA | 1.6B +17.7% | 1.4B +3.1% | 1.3B +4.8% | 1.3B -6.2% | 1.3B |
| Net Income | 1.1B +20.8% | 904.0M +7.0% | 845.0M +4.6% | 808.0M -12.5% | 923.0M |
| EPS (Basic) | $8.64 +20.7% | $7.16 +7.0% | $6.69 +4.7% | $6.39 -11.9% | $7.25 |
| EPS (Diluted) | $8.53 +20.8% | $7.06 +7.0% | $6.60 +4.9% | $6.29 -12.2% | $7.16 |
| Shares (Diluted) | 127.9M -0.1% | 128.0M -0.1% | 128.1M -0.2% | 128.4M -0.5% | 129.0M |