| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.7B +2.1% | 4.6B +3.2% | 4.5B +0.2% | 4.5B -0.2% | 4.5B |
| Cost of Revenue | 0 | 0 -100.0% | 1.3B | 0 | 0 |
| Gross Profit | 4.7B +2.1% | 4.6B +44.4% | 3.2B -28.4% | 4.5B -0.2% | 4.5B |
| Operating Expenses | 4.3B +3.8% | 4.1B +52.2% | 2.7B -31.8% | 4.0B -0.1% | 4.0B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 2.2B +3.3% | 2.1B +2.5% | 2.1B +2.0% | 2.0B -1.2% | 2.1B |
| Operating Income | 454.4M -12.0% | 516.7M +2.7% | 502.9M -2.8% | 517.2M -0.9% | 521.7M |
| EBITDA | 629.3M -8.0% | 684.0M +3.9% | 658.3M -3.3% | 680.6M +0.6% | 676.7M |
| Net Income | 313.3M -14.1% | 364.6M +1.6% | 358.7M -19.9% | 447.8M +18.1% | 379.1M |
| EPS (Basic) | $5.25 -12.6% | $6.01 +5.3% | $5.71 -20.6% | $7.19 +21.5% | $5.92 |
| EPS (Diluted) | $5.22 -12.7% | $5.98 +5.8% | $5.65 -20.0% | $7.06 +20.5% | $5.86 |
| Shares (Diluted) | 59.1M -1.3% | 59.9M -2.9% | 61.7M -2.4% | 63.2M -0.8% | 63.7M |