| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 1.5B +2.3% | 1.4B +0.6% | 1.4B +6.5% | 1.3B -0.9% | 1.3B |
| Cost of Revenue | 594.1M +11.6% | 532.6M -0.7% | 536.3M +5.8% | 506.9M -2.2% | 518.6M |
| Gross Profit | 869.5M -3.3% | 898.8M +1.4% | 886.5M +7.0% | 828.6M -0.1% | 829.4M |
| Operating Expenses | 420.8M +5.5% | 399.0M +1.1% | 394.9M +3.3% | 382.1M +1.9% | 374.9M |
| R&D | 105.7M +12.2% | 94.3M +3.6% | 91.0M +4.2% | 87.3M +1.0% | 86.4M |
| SG&A | 296.3M +3.7% | 285.7M +2.6% | 278.4M +7.4% | 259.2M -3.0% | 267.2M |
| Operating Income | 448.7M -10.2% | 499.8M +1.7% | 491.7M +10.1% | 446.5M -1.8% | 454.5M |
| EBITDA | 493.5M -11.7% | 558.8M +2.1% | 547.5M +7.3% | 510.0M -1.6% | 518.2M |
| Net Income | 383.4M -3.8% | 398.7M +1.6% | 392.6M +12.6% | 348.5M -8.2% | 379.7M |
| EPS (Basic) | $2.65 -3.3% | $2.74 +1.9% | $2.69 +13.0% | $2.38 -8.1% | $2.59 |
| EPS (Diluted) | $2.64 -3.6% | $2.74 +2.2% | $2.68 +13.1% | $2.37 -8.1% | $2.58 |
| Shares (Diluted) | 145.2M -0.3% | 145.7M -0.4% | 146.4M -0.4% | 146.9M -0.1% | 147.1M |