| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.5B +5.2% | 2.4B +0.2% | 2.4B +2.2% | 2.3B +6.5% | 2.2B |
| Cost of Revenue | 2.0B +3.3% | 1.9B -0.1% | 1.9B +5.9% | 1.8B +7.2% | 1.7B |
| Gross Profit | 512.5M +13.2% | 452.9M +1.2% | 447.5M -11.3% | 504.3M +4.4% | 483.0M |
| Operating Expenses | 221.3M +9.8% | 201.6M +54.2% | 130.7M -27.3% | 179.8M +20.4% | 149.3M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 179.3M -0.6% | 180.3M +9.1% | 165.3M +7.1% | 154.3M +0.7% | 153.2M |
| Operating Income | 291.2M +15.9% | 251.3M -20.7% | 316.8M -2.4% | 324.5M -2.8% | 333.7M |
| EBITDA | 468.3M -1.9% | 477.3M -11.5% | 539.2M +12.2% | 480.6M +1.2% | 474.8M |
| Net Income | 192.1M +12.4% | 170.9M +67.9% | 101.8M -55.1% | 226.9M -6.0% | 241.5M |
| EPS (Basic) | $2.16 +12.5% | $1.92 +69.9% | $1.13 -55.2% | $2.52 -6.0% | $2.68 |
| EPS (Diluted) | $2.15 +12.6% | $1.91 +69.0% | $1.13 -55.0% | $2.51 -6.0% | $2.67 |
| Shares (Diluted) | 89.0M -0.1% | 89.1M -0.3% | 89.4M -0.3% | 89.7M +0.0% | 89.7M |