| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.0B -0.2% | 4.0B +16.9% | 3.4B -26.1% | 4.6B +4.7% | 4.4B |
| Cost of Revenue | 3.0B +1.5% | 2.9B +13.1% | 2.6B -20.1% | 3.2B -0.1% | 3.2B |
| Gross Profit | 1.0B -5.0% | 1.1B +28.7% | 822.1M -40.2% | 1.4B +18.0% | 1.2B |
| Operating Expenses | 397.2M -10.5% | 443.6M +16.6% | 380.3M -38.8% | 621.3M +55.1% | 400.7M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 397.2M +3.7% | 383.0M +0.7% | 380.3M -2.3% | 389.5M -2.8% | 400.7M |
| Operating Income | 608.3M -1.0% | 614.6M +39.1% | 441.8M -41.3% | 753.0M -1.4% | 763.6M |
| EBITDA | 635.0M -0.8% | 640.0M +37.2% | 466.3M -41.0% | 790.0M +0.1% | 789.4M |
| Net Income | 475.7M +0.8% | 472.0M +36.0% | 347.0M -30.8% | 501.6M -14.4% | 585.8M |
| EPS (Basic) | $2.55 +2.4% | $2.49 +37.6% | $1.81 -30.1% | $2.59 -13.1% | $2.98 |
| EPS (Diluted) | $2.53 +2.0% | $2.48 +38.5% | $1.79 -30.1% | $2.56 -13.5% | $2.96 |
| Shares (Diluted) | 187.8M -1.4% | 190.6M -1.5% | 193.4M -1.2% | 195.7M -1.3% | 198.1M |