| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.9B +12.5% | 1.7B -5.2% | 1.8B -17.0% | 2.1B +11.6% | 1.9B |
| Cost of Revenue | 1.5B +12.2% | 1.3B -6.3% | 1.4B -14.6% | 1.7B +10.6% | 1.5B |
| Gross Profit | 392.4M +13.5% | 345.6M -0.4% | 347.1M -25.7% | 467.4M +15.0% | 406.3M |
| Operating Expenses | 202.2M -7.8% | 219.2M -0.4% | 220.1M -18.3% | 269.4M +17.9% | 228.5M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 200.2M -0.6% | 201.5M -5.5% | 213.4M -3.4% | 221.0M +1.0% | 218.8M |
| Operating Income | 190.2M +50.4% | 126.5M -0.4% | 127.0M -35.9% | 198.0M +11.4% | 177.8M |
| EBITDA | 323.2M +21.2% | 266.6M +3.2% | 258.2M -31.6% | 377.4M +19.1% | 317.0M |
| Net Income | 105.0M +55.3% | 67.6M -79.7% | 332.6M +170.3% | 123.1M -75.0% | 493.2M |
| EPS (Basic) | $1.05 +54.4% | $0.68 -79.7% | $3.35 +170.2% | $1.24 -75.1% | $4.97 |
| EPS (Diluted) | $1.05 +54.4% | $0.68 -79.6% | $3.33 +170.7% | $1.23 -75.2% | $4.96 |
| Shares (Diluted) | 99.8M +0.1% | 99.7M -0.1% | 99.8M +0.1% | 99.6M +0.1% | 99.5M |