| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 7.6B +2.7% | 7.4B -3.3% | 7.7B -2.3% | 7.8B +3.8% | 7.6B |
| Cost of Revenue | 2.3B +4.0% | 2.3B -6.5% | 2.4B -9.1% | 2.7B +3.5% | 2.6B |
| Gross Profit | 5.3B +2.2% | 5.2B -1.8% | 5.2B +1.1% | 5.2B +4.0% | 5.0B |
| Operating Expenses | 3.1B +2.4% | 3.0B -5.9% | 3.2B +5.2% | 3.0B +0.9% | 3.0B |
| R&D | — | — | — | — | — |
| SG&A | 915.0M +3.3% | 886.0M -3.5% | 918.0M -1.3% | 930.0M -2.7% | 956.0M |
| Operating Income | 1.8B +7.4% | 1.7B +8.1% | 1.6B -10.0% | 1.7B +14.8% | 1.5B |
| EBITDA | 1.8B +7.4% | 1.7B +14.9% | 1.5B -16.6% | 1.8B +16.6% | 1.5B |
| Net Income | 1.6B +4.9% | 1.5B +9.4% | 1.4B -6.7% | 1.5B +17.1% | 1.2B |
| EPS (Basic) | $1.24 +12.7% | $1.10 +7.8% | $1.02 -2.9% | $1.05 +15.4% | $0.91 |
| EPS (Diluted) | $1.23 +12.8% | $1.09 +9.0% | $1.00 -3.8% | $1.04 +15.6% | $0.90 |
| Shares (Diluted) | 1.2B -2.2% | 1.3B -1.4% | 1.3B -0.9% | 1.3B -0.6% | 1.3B |