| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.8B +6.4% | 6.4B +27.9% | 5.0B -3.4% | 5.1B -10.4% | 5.7B |
| Cost of Revenue | 4.4B +6.9% | 4.1B +26.3% | 3.2B -4.4% | 3.4B -6.4% | 3.6B |
| Gross Profit | 2.4B +5.5% | 2.3B +30.8% | 1.7B -1.5% | 1.8B -17.2% | 2.1B |
| Operating Expenses | 1.0B +0.6% | 1.0B +8.8% | 952.0M +1.8% | 934.9M -1.9% | 952.9M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.0B +0.6% | 1.0B +8.8% | 952.0M +1.8% | 934.9M -1.9% | 952.9M |
| Operating Income | 1.3B +9.7% | 1.2B +57.8% | 776.1M -5.2% | 819.0M -29.7% | 1.2B |
| EBITDA | 1.4B +8.5% | 1.3B +52.1% | 877.2M -3.6% | 909.8M -27.4% | 1.3B |
| Net Income | 1.1B +12.7% | 935.3M +58.7% | 589.5M -1.2% | 596.9M -29.8% | 850.8M |
| EPS (Basic) | $4.77 +13.8% | $4.19 +58.7% | $2.64 -1.1% | $2.67 -29.9% | $3.81 |
| EPS (Diluted) | $4.74 +13.9% | $4.16 +58.8% | $2.62 -0.8% | $2.64 -30.2% | $3.78 |
| Shares (Diluted) | 221.4M -0.5% | 222.5M -0.3% | 223.1M -0.3% | 223.7M -0.3% | 224.4M |