| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.4B +0.4% | 3.4B +3.4% | 3.2B -4.0% | 3.4B +0.5% | 3.4B |
| Cost of Revenue | 2.3B -5.9% | 2.5B -32.2% | 3.6B +100.6% | 1.8B -20.6% | 2.3B |
| Gross Profit | 1.1B +17.8% | 896.7M +334.1% | -383000000 -124.4% | 1.6B +44.8% | 1.1B |
| Operating Expenses | 3.0B +1.2% | 3.0B -13.0% | 3.4B +21.3% | 2.8B -3.3% | 2.9B |
| R&D | — | — | — | — | — |
| SG&A | 307.0M -5.7% | 325.5M +12.7% | 288.8M -1.2% | 292.4M +0.1% | 292.0M |
| Operating Income | 382.8M -5.2% | 404.0M +375.2% | -146800000 -125.2% | 582.6M +24.2% | 469.0M |
| EBITDA | 433.4M -0.6% | 435.8M +477.0% | -115600000 -118.8% | 614.2M +23.0% | 499.2M |
| Net Income | 256.9M +10.7% | 232.0M +33.3% | 174.1M +338.5% | 39.7M -88.2% | 335.6M |
| EPS (Basic) | $1.61 +14.2% | $1.41 +35.6% | $1.04 +352.2% | $0.23 -88.1% | $1.93 |
| EPS (Diluted) | $1.61 +14.2% | $1.41 +35.6% | $1.04 +352.2% | $0.23 -88.0% | $1.92 |
| Shares (Diluted) | 160.0M -2.7% | 164.4M -2.0% | 167.8M -1.6% | 170.6M -2.2% | 174.4M |