| Metric | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|---|
| Revenue | 3.0B +9.0% | 2.7B +7.7% | 2.5B +11.3% | 2.3B -6.2% | 2.4B |
| Cost of Revenue | 1.2B +10.1% | 1.1B +7.7% | 1.0B +10.7% | 933.0M -3.5% | 967.0M |
| Gross Profit | 1.8B +8.3% | 1.6B +7.7% | 1.5B +11.8% | 1.4B -8.0% | 1.5B |
| Operating Expenses | 399.0M -0.5% | 401.0M +20.4% | 333.0M +7.4% | 310.0M +0.3% | 309.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 332.0M +0.0% | 332.0M +21.6% | 273.0M +7.5% | 254.0M -0.8% | 256.0M |
| Operating Income | 1.4B +11.2% | 1.2B +4.2% | 1.2B +13.1% | 1.0B -10.2% | 1.2B |
| EBITDA | 1.5B +10.3% | 1.3B +4.9% | 1.3B +12.3% | 1.1B -9.1% | 1.3B |
| Net Income | 587.0M +8.7% | 540.0M +0.7% | 536.0M +20.4% | 445.0M -26.9% | 609.0M |
| EPS (Basic) | $10.39 +10.6% | $9.39 +2.1% | $9.20 +39.0% | $6.62 -14.5% | $7.74 |
| EPS (Diluted) | $10.39 +10.6% | $9.39 +2.1% | $9.20 +39.0% | $6.62 -14.5% | $7.74 |
| Shares (Diluted) | 56.6M -1.4% | 57.4M -1.4% | 58.2M +0.0% | 58.2M -0.2% | 58.3M |