| Metric | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Revenue | 8.6B -0.8% | 8.7B -0.8% | 8.8B +5.0% | 8.4B +3.3% | 8.1B |
| Cost of Revenue | 2.5B -6.3% | 2.6B -8.0% | 2.9B +6.0% | 2.7B +2.3% | 2.7B |
| Gross Profit | 6.2B +1.5% | 6.1B +2.6% | 5.9B +4.5% | 5.7B +3.8% | 5.5B |
| Operating Expenses | 3.8B +4.6% | 3.6B +4.1% | 3.5B +2.3% | 3.4B -0.1% | 3.4B |
| R&D | — | — | — | — | — |
| SG&A | 764.0M +0.5% | 760.0M +2.2% | 744.0M +2.2% | 728.0M +2.0% | 714.0M |
| Operating Income | 2.2B -6.1% | 2.3B +1.8% | 2.3B +13.0% | 2.0B +9.6% | 1.8B |
| EBITDA | 2.2B -6.1% | 2.3B +1.8% | 2.3B +13.0% | 2.0B +9.6% | 1.8B |
| Net Income | 1.8B -12.8% | 2.0B +11.6% | 1.8B +10.9% | 1.6B +9.6% | 1.5B |
| EPS (Basic) | $4.13 -15.5% | $4.89 +12.2% | $4.36 +13.0% | $3.86 +9.7% | $3.52 |
| EPS (Diluted) | $4.13 -15.5% | $4.89 +12.4% | $4.35 +13.0% | $3.85 +9.7% | $3.51 |
| Shares (Diluted) | 405.0M +3.1% | 393.0M -0.8% | 396.0M -0.3% | 397.0M -0.3% | 398.0M |