| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +1.5% | 1.7B +1.8% | 1.7B +0.4% | 1.7B +0.6% | 1.7B |
| Cost of Revenue | 1.3B +0.8% | 1.3B +6.1% | 1.2B -2.8% | 1.3B -1.9% | 1.3B |
| Gross Profit | 425.7M +3.7% | 410.6M -9.7% | 454.7M +10.1% | 413.0M +9.2% | 378.2M |
| Operating Expenses | 1.5B +1.2% | 1.5B +3.9% | 1.4B -1.9% | 1.4B -1.4% | 1.4B |
| R&D | — | — | — | — | — |
| SG&A | 0 | 0 | 0 | 0 | 0 |
| Operating Income | 254.7M +2.7% | 247.9M -9.0% | 272.3M +14.1% | 238.7M +15.1% | 207.4M |
| EBITDA | 253.7M +3.1% | 246.1M -9.2% | 271.0M +14.1% | 237.5M +15.1% | 206.4M |
| Net Income | 191.6M +2.6% | 186.8M -5.9% | 198.5M +11.1% | 178.7M +13.7% | 157.1M |
| EPS (Basic) | $5.48 +3.4% | $5.30 -5.2% | $5.59 +12.0% | $4.99 +14.2% | $4.37 |
| EPS (Diluted) | $5.38 +3.5% | $5.20 -4.4% | $5.44 +11.0% | $4.90 +14.0% | $4.30 |
| Shares (Diluted) | 35.6M -0.8% | 35.9M -1.6% | 36.5M +0.3% | 36.4M -0.3% | 36.5M |