| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.6B +15.0% | 4.0B +15.1% | 3.5B -4.2% | 3.7B -0.2% | 3.7B |
| Cost of Revenue | 3.3B +16.7% | 2.9B +12.2% | 2.5B -2.9% | 2.6B +1.9% | 2.6B |
| Gross Profit | 1.3B +11.0% | 1.2B +22.8% | 954.7M -7.5% | 1.0B -5.2% | 1.1B |
| Operating Expenses | 858.9M +6.8% | 804.0M +2.0% | 788.4M +2.2% | 771.8M -0.5% | 775.7M |
| R&D | — | — | — | — | — |
| SG&A | 789.4M +7.4% | 734.8M +3.6% | 709.2M +1.1% | 701.3M -0.7% | 706.0M |
| Operating Income | 441.6M +20.0% | 367.9M +121.2% | 166.3M -36.0% | 259.8M -16.8% | 312.2M |
| EBITDA | 511.1M +16.9% | 437.1M +78.0% | 245.5M -25.7% | 330.3M -13.5% | 381.9M |
| Net Income | 323.6M +21.8% | 265.6M +127.2% | 116.9M -38.5% | 190.0M -18.9% | 234.2M |
| EPS (Basic) | $6.33 +23.4% | $5.13 +128.0% | $2.25 -37.7% | $3.61 -18.7% | $4.44 |
| EPS (Diluted) | $6.29 +23.3% | $5.10 +127.7% | $2.24 -37.6% | $3.59 -18.8% | $4.42 |
| Shares (Diluted) | 51.4M -1.2% | 52.0M -1.7% | 52.9M +0.1% | 52.8M -0.2% | 52.9M |