| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.8B +8.5% | 4.5B +4.5% | 4.3B -17.1% | 5.1B +13.2% | 4.5B |
| Cost of Revenue | 2.5B +13.4% | 2.2B +0.2% | 2.2B -9.6% | 2.5B +8.6% | 2.3B |
| Gross Profit | 2.3B +3.6% | 2.2B +9.3% | 2.0B -24.2% | 2.7B +18.0% | 2.3B |
| Operating Expenses | 977.0M -6.3% | 1.0B -3.7% | 1.1B +13.0% | 958.0M +3.6% | 925.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 513.0M -11.9% | 582.0M -7.6% | 630.0M +20.7% | 522.0M +2.8% | 508.0M |
| Operating Income | 1.3B +12.6% | 1.2B +24.4% | 934.0M -45.1% | 1.7B +28.0% | 1.3B |
| EBITDA | 1.8B +9.2% | 1.6B +17.0% | 1.4B -35.1% | 2.1B +22.4% | 1.7B |
| Net Income | 1.1B +19.7% | 950.0M +24.7% | 762.0M -51.7% | 1.6B +30.0% | 1.2B |
| EPS (Basic) | $4.21 +20.6% | $3.49 +25.5% | $2.78 -52.0% | $5.79 +30.1% | $4.45 |
| EPS (Diluted) | $4.20 +20.7% | $3.48 +26.1% | $2.76 -51.9% | $5.74 +30.2% | $4.41 |
| Shares (Diluted) | 268.0M -1.1% | 271.0M -0.6% | 272.8M -0.5% | 274.0M -0.4% | 275.0M |