| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.4B +2.3% | 4.3B +2.1% | 4.2B -0.3% | 4.2B +9.1% | 3.8B |
| Cost of Revenue | 434.0M +7.7% | 403.0M -8.6% | 441.0M -4.8% | 463.0M +4.3% | 444.0M |
| Gross Profit | 3.9B +1.8% | 3.9B +3.3% | 3.7B +0.2% | 3.7B +9.7% | 3.4B |
| Operating Expenses | 3.2B +2.7% | 3.1B +3.7% | 3.0B +0.6% | 3.0B +6.0% | 2.8B |
| R&D | — | — | — | — | — |
| SG&A | 509.0M +10.7% | 460.0M +1.1% | 455.0M -4.8% | 478.0M +7.9% | 443.0M |
| Operating Income | 750.0M +2.0% | 735.0M +1.0% | 728.0M -0.4% | 731.0M +29.8% | 563.0M |
| EBITDA | 750.0M +2.0% | 735.0M +1.0% | 728.0M -0.4% | 731.0M +29.8% | 563.0M |
| Net Income | 595.0M +9.4% | 544.0M -3.4% | 563.0M -6.8% | 604.0M +38.5% | 436.0M |
| EPS (Basic) | $3.06 +10.9% | $2.76 -3.2% | $2.85 -5.9% | $3.03 +40.3% | $2.16 |
| EPS (Diluted) | $3.01 +10.7% | $2.72 -2.5% | $2.79 -6.1% | $2.97 +40.1% | $2.12 |
| Shares (Diluted) | 197.2M -1.0% | 199.2M -1.1% | 201.4M -0.8% | 203.0M -1.2% | 205.5M |