| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B +2.9% | 1.6B +10.2% | 1.5B +3.2% | 1.4B -5.0% | 1.5B |
| Cost of Revenue | 616.8M +7.4% | 574.3M -8.6% | 628.2M +22.8% | 511.5M -4.3% | 534.4M |
| Gross Profit | 1.1B +0.4% | 1.1B +24.0% | 853.9M -7.7% | 924.8M -5.4% | 977.7M |
| Operating Expenses | 920.4M +0.9% | 912.5M +20.5% | 757.2M -8.5% | 827.9M -0.4% | 831.4M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 616.4M +3.5% | 595.7M +25.5% | 474.5M -14.9% | 557.8M -0.0% | 557.8M |
| Operating Income | 142.8M -2.4% | 146.3M +51.3% | 96.7M -0.2% | 96.9M -33.8% | 146.3M |
| EBITDA | 201.3M -0.9% | 203.2M +34.3% | 151.3M +1.0% | 149.7M -24.1% | 197.2M |
| Net Income | 124.5M -1.2% | 126.0M +45.4% | 86.7M +2.1% | 84.9M -33.0% | 126.7M |
| EPS (Basic) | $1.86 -0.5% | $1.87 +46.1% | $1.28 +2.4% | $1.25 -33.2% | $1.87 |
| EPS (Diluted) | $1.85 -1.1% | $1.87 +46.1% | $1.28 +2.4% | $1.25 -32.8% | $1.86 |
| Shares (Diluted) | 65.9M -0.3% | 66.1M -0.2% | 66.3M -0.3% | 66.5M -0.2% | 66.6M |