| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 6.1B +17.0% | 5.2B +17.9% | 4.4B -8.6% | 4.8B +5.8% | 4.6B |
| Cost of Revenue | 5.1B +15.6% | 4.4B +14.3% | 3.9B -4.6% | 4.1B +3.1% | 3.9B |
| Gross Profit | 959.0M +25.6% | 763.2M +44.2% | 529.3M -30.2% | 757.9M +22.5% | 618.5M |
| Operating Expenses | 258.5M +14.8% | 225.2M +2.8% | 219.1M -12.4% | 250.1M +6.2% | 235.6M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 193.5M +10.4% | 175.2M -5.1% | 184.6M -8.1% | 200.8M +1.4% | 198.0M |
| Operating Income | 700.5M +30.2% | 538.0M +73.4% | 310.2M -38.9% | 507.8M +32.6% | 382.9M |
| EBITDA | 874.4M +25.4% | 697.3M +52.7% | 456.5M -29.4% | 646.2M +25.3% | 515.7M |
| Net Income | 530.8M +32.7% | 400.1M +51.3% | 264.5M -34.5% | 403.9M +34.1% | 301.2M |
| EPS (Basic) | $3.71 +33.0% | $2.79 +52.5% | $1.83 -33.5% | $2.75 +36.8% | $2.01 |
| EPS (Diluted) | $3.69 +32.7% | $2.78 +52.7% | $1.82 -33.6% | $2.74 +36.3% | $2.01 |
| Shares (Diluted) | 144.6M -0.5% | 145.3M -0.6% | 146.2M -0.9% | 147.6M -0.9% | 149.0M |