| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.1B -0.6% | 4.2B +6.5% | 3.9B +0.7% | 3.9B +3.5% | 3.8B |
| Cost of Revenue | 1.2B -5.7% | 1.2B +5.6% | 1.2B +4.4% | 1.1B +0.2% | 1.1B |
| Gross Profit | 3.0B +1.5% | 2.9B +6.9% | 2.7B -0.8% | 2.8B +5.0% | 2.6B |
| Operating Expenses | 1.2B +6.4% | 1.1B -17.4% | 1.3B +22.1% | 1.1B +0.0% | 1.1B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 873.0M +8.9% | 802.0M -23.3% | 1.0B +29.8% | 805.0M +0.2% | 803.0M |
| Operating Income | 1.8B -1.4% | 1.8B +30.1% | 1.4B -15.8% | 1.7B +8.5% | 1.5B |
| EBITDA | 2.1B -1.2% | 2.1B +25.5% | 1.7B -13.3% | 2.0B +7.1% | 1.8B |
| Net Income | 1.3B -12.0% | 1.5B +22.9% | 1.2B -3.2% | 1.3B +9.1% | 1.2B |
| EPS (Basic) | $4.12 -12.2% | $4.69 +24.7% | $3.76 -2.6% | $3.86 +10.3% | $3.50 |
| EPS (Diluted) | $4.12 -12.2% | $4.69 +25.1% | $3.75 -2.8% | $3.86 +10.3% | $3.50 |
| Shares (Diluted) | 295.5M -0.7% | 297.6M -1.5% | 302.1M -0.8% | 304.5M -0.5% | 306.1M |