| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.1B +4.2% | 1.1B -1.2% | 1.1B +0.3% | 1.1B +0.9% | 1.1B |
| Cost of Revenue | 338.8M +1.8% | 332.7M -8.7% | 364.4M -9.8% | 403.9M +5.3% | 383.5M |
| Gross Profit | 778.0M +5.3% | 739.2M +2.5% | 720.9M +6.3% | 678.3M -1.6% | 689.2M |
| Operating Expenses | 399.6M +4.9% | 380.9M -10.5% | 425.6M +1.5% | 419.3M +6.6% | 393.2M |
| R&D | — | — | — | — | — |
| SG&A | 61.5M +11.4% | 55.3M -25.1% | 73.8M +7.8% | 68.4M +5.6% | 64.8M |
| Operating Income | 350.4M +5.8% | 331.3M +22.6% | 270.3M +14.3% | 236.6M -14.0% | 275.0M |
| EBITDA | 350.4M +5.8% | 331.3M +22.6% | 270.3M +14.3% | 236.6M -14.0% | 275.0M |
| Net Income | 277.6M +6.2% | 261.4M +21.4% | 215.4M +14.4% | 188.3M -13.4% | 217.4M |
| EPS (Basic) | $3.58 +6.5% | $3.36 +22.2% | $2.75 +15.5% | $2.38 -16.2% | $2.84 |
| EPS (Diluted) | $3.56 +6.3% | $3.35 +22.3% | $2.74 +16.1% | $2.36 -16.3% | $2.82 |
| Shares (Diluted) | 76.4M -0.0% | 76.4M -0.2% | 76.6M +0.3% | 76.4M +0.2% | 76.2M |