| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.4B +5.6% | 2.3B +2.0% | 2.3B +1.8% | 2.2B +1.4% | 2.2B |
| Cost of Revenue | 530.9M +2.0% | 520.3M +3.4% | 503.2M +3.8% | 484.6M -0.7% | 488.0M |
| Gross Profit | 1.9B +6.6% | 1.8B +1.6% | 1.7B +1.2% | 1.7B +2.0% | 1.7B |
| Operating Expenses | 934.9M -1.6% | 950.4M -10.9% | 1.1B +35.2% | 789.0M -6.2% | 840.7M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 129.6M +2.2% | 126.9M -7.3% | 136.9M +23.7% | 110.7M +3.5% | 106.9M |
| Operating Income | 959.7M +16.0% | 827.0M +21.1% | 682.9M -27.4% | 940.3M +9.9% | 855.2M |
| EBITDA | 1.5B +6.8% | 1.4B +16.9% | 1.2B -16.4% | 1.4B +7.6% | 1.3B |
| Net Income | 1.1B +7.6% | 1.0B -29.5% | 1.5B +80.5% | 821.3M +32.0% | 622.3M |
| EPS (Basic) | $1.14 +8.6% | $1.05 -30.0% | $1.50 +82.9% | $0.82 +34.4% | $0.61 |
| EPS (Diluted) | $1.13 +7.6% | $1.05 -28.1% | $1.46 +78.0% | $0.82 +34.4% | $0.61 |
| Shares (Diluted) | 957.9M +0.0% | 957.6M -0.1% | 958.8M +0.2% | 956.6M +0.1% | 955.9M |