| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.5B +6.9% | 6.1B +17.0% | 5.2B +17.9% | 4.4B -8.6% | 4.8B |
| Cost of Revenue | 5.2B +1.8% | 5.1B +15.6% | 4.4B +14.3% | 3.9B -4.6% | 4.1B |
| Gross Profit | 1.3B +33.7% | 959.0M +25.6% | 763.2M +44.2% | 529.3M -30.2% | 757.9M |
| Operating Expenses | 275.9M +6.7% | 258.5M +14.8% | 225.2M +2.8% | 219.1M -12.4% | 250.1M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 187.0M -3.3% | 193.5M +10.4% | 175.2M -5.1% | 184.6M -8.1% | 200.8M |
| Operating Income | 1.0B +43.7% | 700.5M +30.2% | 538.0M +73.4% | 310.2M -38.9% | 507.8M |
| EBITDA | 1.2B +35.1% | 874.4M +25.4% | 697.3M +52.7% | 456.5M -29.4% | 646.2M |
| Net Income | 755.7M +42.4% | 530.8M +32.7% | 400.1M +51.3% | 264.5M -34.5% | 403.9M |
| EPS (Basic) | $5.29 +42.6% | $3.71 +33.0% | $2.79 +52.5% | $1.83 -33.5% | $2.75 |
| EPS (Diluted) | $5.26 +42.5% | $3.69 +32.7% | $2.78 +52.7% | $1.82 -33.6% | $2.74 |
| Shares (Diluted) | 143.6M -0.7% | 144.6M -0.5% | 145.3M -0.6% | 146.2M -0.9% | 147.6M |