| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 4.4B +8.4% | 4.1B +1.0% | 4.1B -2.3% | 4.2B -2.6% | 4.3B |
| Cost of Revenue | 2.3B -3.9% | 2.4B +3.8% | 2.3B -7.9% | 2.5B +2.9% | 2.4B |
| Gross Profit | 2.1B +25.8% | 1.7B -2.7% | 1.7B +6.3% | 1.6B -9.8% | 1.8B |
| Operating Expenses | 903.6M +5.9% | 853.3M -0.9% | 860.8M +6.5% | 807.9M +2.2% | 790.5M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 108.1M +0.3% | 107.8M -3.5% | 111.7M +6.6% | 104.8M +10.3% | 95.0M |
| Operating Income | 1.2B +45.8% | 846.9M -4.5% | 887.1M +6.0% | 836.9M -19.0% | 1.0B |
| EBITDA | 1.7B +32.6% | 1.3B -0.4% | 1.3B +4.7% | 1.2B -13.3% | 1.4B |
| Net Income | 777.7M +59.6% | 487.4M -11.9% | 553.1M +13.7% | 486.6M -23.6% | 637.2M |
| EPS (Basic) | $3.54 +59.5% | $2.22 -11.9% | $2.52 +14.0% | $2.21 -23.3% | $2.88 |
| EPS (Diluted) | $3.54 +60.2% | $2.21 -12.0% | $2.51 +14.1% | $2.20 -23.3% | $2.87 |
| Shares (Diluted) | 215.2M -0.1% | 215.5M -0.0% | 215.6M -0.2% | 216.0M -0.6% | 217.3M |