| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 5.6B +26.1% | 4.4B +8.4% | 4.1B +1.0% | 4.1B -2.3% | 4.2B |
| Cost of Revenue | 3.6B +55.5% | 2.3B -3.9% | 2.4B +3.8% | 2.3B -7.9% | 2.5B |
| Gross Profit | 2.0B -5.5% | 2.1B +25.8% | 1.7B -2.7% | 1.7B +6.3% | 1.6B |
| Operating Expenses | 924.0M +2.3% | 903.6M +5.9% | 853.3M -0.9% | 860.8M +6.5% | 807.9M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 112.9M +4.4% | 108.1M +0.3% | 107.8M -3.5% | 111.7M +6.6% | 104.8M |
| Operating Income | 1.1B -11.2% | 1.2B +45.8% | 846.9M -4.5% | 887.1M +6.0% | 836.9M |
| EBITDA | 1.6B -7.8% | 1.7B +32.6% | 1.3B -0.4% | 1.3B +4.7% | 1.2B |
| Net Income | 676.1M -13.1% | 777.7M +59.6% | 487.4M -11.9% | 553.1M +13.7% | 486.6M |
| EPS (Basic) | $3.05 -13.8% | $3.54 +59.5% | $2.22 -11.9% | $2.52 +14.0% | $2.21 |
| EPS (Diluted) | $3.04 -14.1% | $3.54 +60.2% | $2.21 -12.0% | $2.51 +14.1% | $2.20 |
| Shares (Diluted) | 215.2M +0.0% | 215.2M -0.1% | 215.5M -0.0% | 215.6M -0.2% | 216.0M |