| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 1.6B +6.2% | 1.5B +2.5% | 1.5B +5.0% | 1.4B -6.0% | 1.5B |
| Cost of Revenue | 891.2M +6.0% | 840.7M +3.2% | 814.4M +6.7% | 763.1M -9.1% | 839.3M |
| Gross Profit | 697.2M +6.4% | 655.5M +1.5% | 645.9M +2.9% | 628.0M -2.1% | 641.2M |
| Operating Expenses | 380.3M -0.5% | 382.2M +0.6% | 380.1M -0.5% | 382.0M -10.1% | 425.0M |
| R&D | 28.8M -2.4% | 29.5M +4.6% | 28.2M +6.8% | 26.4M -4.3% | 27.6M |
| SG&A | 351.8M -0.1% | 352.3M +0.7% | 349.7M -1.2% | 353.8M +6.0% | 333.9M |
| Operating Income | 316.9M +16.0% | 273.3M +2.8% | 265.8M +8.0% | 246.0M +13.8% | 216.2M |
| EBITDA | 440.0M +11.2% | 395.7M +1.5% | 389.7M +6.1% | 367.2M +3.8% | 353.8M |
| Net Income | 220.3M +13.3% | 194.5M +1.0% | 192.5M +8.1% | 178.0M +21.9% | 146.0M |
| EPS (Basic) | $2.26 +15.3% | $1.96 +0.5% | $1.95 +8.3% | $1.80 +20.8% | $1.49 |
| EPS (Diluted) | $2.23 +13.8% | $1.96 +1.0% | $1.94 +8.4% | $1.79 +21.8% | $1.47 |
| Shares (Diluted) | 98.6M +0.0% | 98.6M -0.2% | 98.8M +0.0% | 98.8M -0.1% | 98.9M |