| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.5B +11.3% | 2.3B -8.2% | 2.5B +0.7% | 2.4B +1.6% | 2.4B |
| Cost of Revenue | 1.1B +9.8% | 1.0B -10.5% | 1.2B +4.1% | 1.1B +2.8% | 1.1B |
| Gross Profit | 1.4B +12.6% | 1.2B -6.1% | 1.3B -2.2% | 1.3B +0.7% | 1.3B |
| Operating Expenses | 663.0M +7.1% | 619.0M -6.8% | 664.0M +0.8% | 659.0M -22.0% | 845.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 550.0M +5.6% | 521.0M -2.3% | 533.0M +4.1% | 512.0M -7.2% | 552.0M |
| Operating Income | 714.0M +18.2% | 604.0M -5.5% | 639.0M -5.1% | 673.0M +40.8% | 478.0M |
| EBITDA | 791.0M +16.0% | 682.0M -4.6% | 715.0M -4.7% | 750.0M +35.1% | 555.0M |
| Net Income | 665.0M +49.4% | 445.0M +187.1% | 155.0M -64.4% | 436.0M +65.8% | 263.0M |
| EPS (Basic) | $1.46 +49.0% | $0.98 +188.2% | $0.34 -64.6% | $0.96 +65.5% | $0.58 |
| EPS (Diluted) | $1.45 +49.5% | $0.97 +288.0% | $0.25 -74.0% | $0.96 +68.4% | $0.57 |
| Shares (Diluted) | 460.0M +0.2% | 459.0M +0.2% | 458.0M +0.2% | 457.0M +0.0% | 457.0M |