| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.5B +14.4% | 3.9B +0.4% | 3.9B -4.1% | 4.1B -2.7% | 4.2B |
| Cost of Revenue | 2.7B +18.1% | 2.3B -1.8% | 2.3B -4.5% | 2.4B -0.2% | 2.4B |
| Gross Profit | 1.8B +9.2% | 1.7B +3.6% | 1.6B -3.5% | 1.7B -6.1% | 1.8B |
| Operating Expenses | 1.2B +3.7% | 1.1B -2.1% | 1.2B +8.1% | 1.1B -4.0% | 1.1B |
| R&D | 107.0M -5.3% | 113.0M +3.7% | 109.0M +2.8% | 106.0M +0.0% | 106.0M |
| SG&A | 931.0M +5.2% | 885.0M -2.2% | 905.0M +9.8% | 824.0M -5.5% | 872.0M |
| Operating Income | 636.0M +21.1% | 525.0M +18.2% | 444.0M -24.5% | 588.0M -9.5% | 650.0M |
| EBITDA | 770.0M +17.2% | 657.0M +12.5% | 584.0M -19.6% | 726.0M -7.5% | 785.0M |
| Net Income | 440.0M +14.3% | 385.0M +24.6% | 309.0M -30.9% | 447.0M -2.4% | 458.0M |
| EPS (Basic) | $1.96 +14.6% | $1.71 +27.6% | $1.34 -33.3% | $2.01 +1.5% | $1.98 |
| EPS (Diluted) | $1.95 +14.7% | $1.70 +27.8% | $1.33 -33.5% | $2.00 +1.0% | $1.98 |
| Shares (Diluted) | 223.9M -0.2% | 224.4M -0.4% | 225.3M -0.5% | 226.5M -0.5% | 227.7M |