| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.7B +9.5% | 4.3B +0.9% | 4.3B +9.9% | 3.9B +14.6% | 3.4B |
| Cost of Revenue | 1.6B +15.1% | 1.4B -7.3% | 1.5B +1.9% | 1.5B +8.5% | 1.4B |
| Gross Profit | 3.1B +6.8% | 2.9B +5.3% | 2.8B +14.8% | 2.4B +18.7% | 2.0B |
| Operating Expenses | 282.5M +2.2% | 276.3M +1.5% | 272.2M -5.4% | 287.8M +14.3% | 251.7M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 36.4M +3.1% | 35.3M -1.4% | 35.8M -10.3% | 39.9M +18.4% | 33.7M |
| Operating Income | 2.8B +7.3% | 2.6B +5.8% | 2.5B +17.5% | 2.1B +19.3% | 1.8B |
| EBITDA | 3.0B +6.9% | 2.8B +5.3% | 2.7B +15.6% | 2.3B +18.4% | 2.0B |
| Net Income | 1.8B +7.9% | 1.7B +5.9% | 1.6B +20.6% | 1.3B +18.1% | 1.1B |
| EPS (Basic) | $2.15 +7.0% | $2.01 +4.7% | $1.92 +20.0% | $1.60 +21.2% | $1.32 |
| EPS (Diluted) | $2.15 +7.0% | $2.01 +4.7% | $1.92 +20.0% | $1.60 +21.2% | $1.32 |
| Shares (Diluted) | 838.1M +1.1% | 829.1M +0.9% | 821.7M +0.5% | 817.6M -2.4% | 838.1M |