| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.9B +1.0% | 6.8B +19.8% | 5.7B +1.3% | 5.6B -12.0% | 6.4B |
| Cost of Revenue | 3.6B +3.8% | 3.5B +19.6% | 2.9B +0.1% | 2.9B -10.8% | 3.2B |
| Gross Profit | 3.3B -1.8% | 3.3B +20.1% | 2.8B +2.5% | 2.7B -13.2% | 3.1B |
| Operating Expenses | 2.1B -1.6% | 2.1B +6.6% | 2.0B +2.0% | 1.9B -0.6% | 1.9B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 2.1B -1.6% | 2.1B +6.8% | 2.0B +1.7% | 1.9B -0.8% | 2.0B |
| Operating Income | 1.2B -2.3% | 1.2B +53.0% | 804.6M +3.7% | 775.8M -34.1% | 1.2B |
| EBITDA | 1.3B -8.8% | 1.5B +42.0% | 1.0B -4.1% | 1.1B -17.1% | 1.3B |
| Net Income | 821.0M -2.7% | 843.6M +57.8% | 534.7M +12.1% | 476.8M -42.8% | 833.1M |
| EPS (Basic) | $3.41 -1.4% | $3.46 +58.7% | $2.18 +12.4% | $1.94 -42.6% | $3.38 |
| EPS (Diluted) | $3.38 -1.5% | $3.43 +59.5% | $2.15 +12.0% | $1.92 -42.7% | $3.35 |
| Shares (Diluted) | 242.8M -1.3% | 246.0M -0.8% | 248.1M -0.3% | 248.8M -0.1% | 249.0M |