| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B -1.6% | 1.7B -5.0% | 1.8B +7.2% | 1.6B +9.6% | 1.5B |
| Cost of Revenue | 188.0M +0.3% | 187.5M -2.5% | 192.3M -6.3% | 205.2M -0.8% | 206.8M |
| Gross Profit | 1.5B -1.9% | 1.5B -5.3% | 1.6B +9.2% | 1.4B +11.3% | 1.3B |
| Operating Expenses | 995.0M -2.5% | 1.0B -6.5% | 1.1B +9.2% | 1.0B +6.9% | 935.6M |
| R&D | — | — | — | — | — |
| SG&A | 146.9M -2.5% | 150.7M +0.3% | 150.3M +4.0% | 144.5M +0.7% | 143.5M |
| Operating Income | 443.3M -3.1% | 457.5M -0.3% | 459.0M +9.0% | 421.0M +23.7% | 340.4M |
| EBITDA | 443.3M -3.1% | 457.5M -0.3% | 459.0M +9.0% | 421.0M +23.7% | 340.4M |
| Net Income | 226.5M -9.9% | 251.4M -4.9% | 264.4M +25.1% | 211.4M +36.3% | 155.1M |
| EPS (Basic) | $1.41 -9.6% | $1.56 | — | $0.87 -7.4% | $0.94 |
| EPS (Diluted) | $1.34 -9.5% | $1.48 | — | $0.82 -7.9% | $0.89 |
| Shares (Diluted) | 161.6M -1.1% | 163.4M | — | 247.6M +51.7% | 163.3M |