| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 3.7B -11.3% | 4.1B -0.6% | 4.2B +6.5% | 3.9B +13.7% | 3.4B |
| Cost of Revenue | 1.0B -11.2% | 1.2B -5.7% | 1.2B +5.6% | 1.2B +18.7% | 986.0M |
| Gross Profit | 2.6B -11.3% | 3.0B +1.5% | 2.9B +6.9% | 2.7B +11.8% | 2.5B |
| Operating Expenses | 888.0M -24.7% | 1.2B +6.4% | 1.1B -17.4% | 1.3B +47.8% | 908.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 660.0M -24.4% | 873.0M +8.9% | 802.0M -23.3% | 1.0B +50.8% | 693.0M |
| Operating Income | 1.8B -2.5% | 1.8B -1.4% | 1.8B +30.1% | 1.4B -9.4% | 1.5B |
| EBITDA | 1.8B -13.5% | 2.1B -1.2% | 2.1B +25.5% | 1.7B +6.0% | 1.6B |
| Net Income | 1.3B +1.9% | 1.3B -12.0% | 1.5B +22.9% | 1.2B -3.2% | 1.3B |
| EPS (Basic) | $4.25 +3.2% | $4.12 -12.2% | $4.69 +24.7% | $3.76 -2.6% | $3.86 |
| EPS (Diluted) | $4.25 +3.2% | $4.12 -12.2% | $4.69 +25.1% | $3.75 -2.8% | $3.86 |
| Shares (Diluted) | 291.6M -1.3% | 295.5M -0.7% | 297.6M -1.5% | 302.1M -0.8% | 304.5M |