| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.3B +2.1% | 4.2B -0.3% | 4.2B +9.1% | 3.8B -0.1% | 3.8B |
| Cost of Revenue | 403.0M -8.6% | 441.0M -4.8% | 463.0M +4.3% | 444.0M +0.5% | 442.0M |
| Gross Profit | 3.9B +3.3% | 3.7B +0.2% | 3.7B +9.7% | 3.4B -0.1% | 3.4B |
| Operating Expenses | 3.1B +3.7% | 3.0B +0.6% | 3.0B +6.0% | 2.8B +3.8% | 2.7B |
| R&D | — | — | — | — | — |
| SG&A | 460.0M +1.1% | 455.0M -4.8% | 478.0M +7.9% | 443.0M +8.0% | 410.0M |
| Operating Income | 735.0M +1.0% | 728.0M -0.4% | 731.0M +29.8% | 563.0M -16.1% | 671.0M |
| EBITDA | 735.0M +1.0% | 728.0M -0.4% | 731.0M +29.8% | 563.0M -16.1% | 671.0M |
| Net Income | 544.0M -3.4% | 563.0M -6.8% | 604.0M +38.5% | 436.0M -11.9% | 495.0M |
| EPS (Basic) | $2.76 -3.2% | $2.85 -5.9% | $3.03 +40.3% | $2.16 -10.4% | $2.41 |
| EPS (Diluted) | $2.72 -2.5% | $2.79 -6.1% | $2.97 +40.1% | $2.12 -10.2% | $2.36 |
| Shares (Diluted) | 199.2M -1.1% | 201.4M -0.8% | 203.0M -1.2% | 205.5M -1.5% | 208.7M |