| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 6.8B +19.8% | 5.7B +1.3% | 5.6B -12.0% | 6.4B +0.7% | 6.3B |
| Cost of Revenue | 3.5B +19.6% | 2.9B +0.1% | 2.9B -10.8% | 3.2B +1.1% | 3.2B |
| Gross Profit | 3.3B +20.1% | 2.8B +2.5% | 2.7B -13.2% | 3.1B +0.2% | 3.1B |
| Operating Expenses | 2.1B +6.6% | 2.0B +2.0% | 1.9B -0.8% | 2.0B -3.2% | 2.0B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 2.1B +6.8% | 2.0B +1.7% | 1.9B -0.8% | 2.0B -2.9% | 2.0B |
| Operating Income | 1.2B +53.0% | 804.6M +3.7% | 775.8M -33.8% | 1.2B +6.6% | 1.1B |
| EBITDA | 1.5B +42.0% | 1.0B -4.1% | 1.1B -16.8% | 1.3B -0.7% | 1.3B |
| Net Income | 843.6M +57.8% | 534.7M +12.1% | 476.8M -42.8% | 833.1M +10.4% | 754.7M |
| EPS (Basic) | $3.46 +58.7% | $2.18 +12.4% | $1.94 -42.6% | $3.38 +11.2% | $3.04 |
| EPS (Diluted) | $3.43 +59.5% | $2.15 +12.0% | $1.92 -42.7% | $3.35 +11.7% | $3.00 |
| Shares (Diluted) | 246.0M -0.8% | 248.1M -0.3% | 248.8M -0.1% | 249.0M -0.9% | 251.3M |