| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 7.9B +7.7% | 7.3B +1.8% | 7.2B +1.8% | 7.0B +3.3% | 6.8B |
| Cost of Revenue | 789.0M -3.5% | 818.0M -1.7% | 832.0M -8.2% | 906.0M -6.1% | 965.0M |
| Gross Profit | 7.1B +9.1% | 6.5B +2.3% | 6.3B +3.3% | 6.1B +4.9% | 5.9B |
| Operating Expenses | 3.4B +3.3% | 3.3B +4.4% | 3.2B +1.3% | 3.1B +2.2% | 3.0B |
| R&D | — | — | — | — | — |
| SG&A | 917.0M +7.6% | 852.0M -4.7% | 894.0M +8.6% | 823.0M -2.6% | 845.0M |
| Operating Income | 3.7B +15.1% | 3.2B +0.3% | 3.2B +5.3% | 3.0B +7.8% | 2.8B |
| EBITDA | 3.7B +15.1% | 3.2B +0.3% | 3.2B +5.3% | 3.0B +7.8% | 2.8B |
| Net Income | 2.8B +12.9% | 2.5B +0.8% | 2.5B +4.3% | 2.4B +10.9% | 2.1B |
| EPS (Basic) | $1.55 +13.1% | $1.37 +3.0% | $1.33 +5.6% | $1.26 +15.6% | $1.09 |
| EPS (Diluted) | $1.54 +12.4% | $1.37 +3.0% | $1.33 +5.6% | $1.26 +16.7% | $1.08 |
| Shares (Diluted) | 1.7B -0.7% | 1.8B -1.6% | 1.8B -1.7% | 1.8B -0.6% | 1.8B |