| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.4B +28.9% | 1.8B +1.2% | 1.8B -3.6% | 1.9B -12.0% | 2.1B |
| Cost of Revenue | 1.4B +35.5% | 1.0B -1.8% | 1.0B -2.0% | 1.0B -10.6% | 1.2B |
| Gross Profit | 987.7M +20.9% | 817.2M +5.2% | 776.9M -5.6% | 822.7M -13.7% | 952.8M |
| Operating Expenses | 693.4M +12.1% | 618.6M +3.9% | 595.4M +1.9% | 584.3M -8.9% | 641.2M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 693.4M +12.1% | 618.6M +3.9% | 595.4M +1.9% | 584.3M -8.9% | 641.2M |
| Operating Income | 294.3M +48.2% | 198.6M +9.4% | 181.5M -23.9% | 238.4M -23.5% | 311.6M |
| EBITDA | 371.2M +42.2% | 261.0M +7.7% | 242.4M -21.3% | 307.9M -18.0% | 375.4M |
| Net Income | 163.4M +47.7% | 110.6M +6.4% | 103.9M -26.3% | 140.9M -20.7% | 177.7M |
| EPS (Basic) | $0.75 +41.5% | $0.53 +6.0% | $0.50 -25.4% | $0.67 -21.2% | $0.85 |
| EPS (Diluted) | $0.74 +42.3% | $0.52 +6.1% | $0.49 -25.8% | $0.66 -20.5% | $0.83 |
| Shares (Diluted) | 220.2M +3.6% | 212.5M -0.0% | 212.6M -0.2% | 213.0M +0.2% | 212.5M |