| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.5B +18.0% | 2.1B -37.3% | 3.4B +16.2% | 2.9B +7.5% | 2.7B |
| Cost of Revenue | 1.9B +15.4% | 1.7B -35.2% | 2.6B +16.9% | 2.2B +8.4% | 2.0B |
| Gross Profit | 604.9M +26.8% | 477.0M -43.7% | 847.9M +14.4% | 741.4M +5.1% | 705.4M |
| Operating Expenses | 258.3M +0.1% | 257.9M -9.1% | 283.8M +11.9% | 253.7M -0.8% | 255.8M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 258.3M +0.1% | 257.9M -9.1% | 283.8M +11.9% | 253.7M -0.8% | 255.8M |
| Operating Income | 346.6M +58.2% | 219.1M -61.2% | 564.1M +15.7% | 487.7M +8.5% | 449.7M |
| EBITDA | 363.9M +54.7% | 235.3M -59.8% | 585.9M +14.9% | 510.1M +8.4% | 470.5M |
| Net Income | 260.6M +23.5% | 210.9M -52.8% | 446.7M +20.9% | 369.6M +4.9% | 352.4M |
| EPS (Basic) | $2.74 +24.5% | $2.20 -52.4% | $4.62 +22.9% | $3.76 +6.5% | $3.53 |
| EPS (Diluted) | $2.72 +24.2% | $2.19 -52.2% | $4.58 +22.8% | $3.73 +6.6% | $3.50 |
| Shares (Diluted) | 95.8M -0.8% | 96.5M -1.1% | 97.5M -1.7% | 99.2M -1.4% | 100.6M |