| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 5.9B +3.0% | 5.7B -0.3% | 5.7B -2.1% | 5.9B +0.0% | 5.9B |
| Cost of Revenue | 979.0M +0.4% | 975.0M +0.7% | 968.0M -0.5% | 973.0M -3.8% | 1.0B |
| Gross Profit | 4.9B +3.6% | 4.7B -0.5% | 4.8B -2.4% | 4.9B +0.8% | 4.8B |
| Operating Expenses | 1.4B +3.0% | 1.3B +1.1% | 1.3B -5.9% | 1.4B +12.1% | 1.2B |
| R&D | — | — | — | — | — |
| SG&A | 631.0M +4.3% | 605.0M +3.4% | 585.0M -7.1% | 630.0M +7.5% | 586.0M |
| Operating Income | 1.2B -0.4% | 1.2B +13.3% | 1.0B +10.0% | 952.0M -33.4% | 1.4B |
| EBITDA | 1.2B -0.4% | 1.2B +13.3% | 1.0B +10.0% | 952.0M -33.4% | 1.4B |
| Net Income | 892.0M +0.8% | 885.0M +9.9% | 805.0M +7.2% | 751.0M -30.3% | 1.1B |
| EPS (Basic) | $2.71 +3.8% | $2.61 +14.0% | $2.29 +10.6% | $2.07 -28.4% | $2.89 |
| EPS (Diluted) | $2.68 +3.5% | $2.59 +14.1% | $2.27 +11.3% | $2.04 -28.7% | $2.86 |
| Shares (Diluted) | 322.4M -3.5% | 334.1M -3.4% | 346.0M -3.1% | 357.2M -3.4% | 369.9M |