| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 40.2B -12.2% | 45.8B +17.2% | 39.0B +19.3% | 32.7B -6.0% | 34.8B |
| Cost of Revenue | 38.7B -12.4% | 44.2B +17.6% | 37.6B +19.3% | 31.5B -6.8% | 33.8B |
| Gross Profit | 1.5B -6.3% | 1.6B +8.9% | 1.4B +19.6% | 1.2B +17.4% | 1.0B |
| Operating Expenses | 795.6M -6.3% | 849.4M +11.0% | 764.9M -2.7% | 786.2M +44.0% | 546.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 740.0M +17.5% | 629.6M +13.6% | 554.2M -57.7% | 1.3B +154.4% | 515.6M |
| Operating Income | 672.4M -6.3% | 717.4M +6.5% | 673.3M +61.8% | 416.1M -13.0% | 478.3M |
| EBITDA | 699.3M -6.0% | 744.3M +6.6% | 698.3M +59.6% | 437.4M -11.3% | 493.2M |
| Net Income | 127.9M -26.6% | 174.3M +25.4% | 139.0M +62.2% | 85.7M +35.2% | 63.4M |
| EPS (Basic) | $1.07 -27.2% | $1.47 +24.6% | $1.18 | — | $0.57 |
| EPS (Diluted) | $1.00 -27.5% | $1.38 +24.3% | $1.11 | — | $0.54 |
| Shares (Diluted) | 124.5M +1.9% | 122.2M +1.2% | 120.7M | — | 112.4M |