| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.9B +11.0% | 4.4B +10.7% | 4.0B -5.3% | 4.2B -0.5% | 4.2B |
| Cost of Revenue | 2.8B +6.3% | 2.7B +6.4% | 2.5B -3.9% | 2.6B +2.1% | 2.6B |
| Gross Profit | 2.0B +18.1% | 1.7B +17.9% | 1.5B -7.6% | 1.6B -4.5% | 1.7B |
| Operating Expenses | 637.0M +7.2% | 594.0M -1.0% | 600.0M +11.5% | 538.0M -2.4% | 551.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 511.0M +8.3% | 472.0M +7.0% | 441.0M +2.3% | 431.0M -2.5% | 442.0M |
| Operating Income | 1.4B +23.8% | 1.1B +31.0% | 869.0M -17.4% | 1.1B -5.6% | 1.1B |
| EBITDA | 2.3B +15.9% | 2.0B +14.9% | 1.7B -8.0% | 1.9B -2.6% | 1.9B |
| Net Income | 920.0M +22.2% | 753.0M +41.8% | 531.0M -18.7% | 653.0M -6.8% | 701.0M |
| EPS (Basic) | $14.79 +22.8% | $12.04 +42.7% | $8.44 -18.1% | $10.31 -5.7% | $10.93 |
| EPS (Diluted) | $14.77 +22.8% | $12.03 +42.7% | $8.43 -17.7% | $10.24 -6.1% | $10.91 |
| Shares (Diluted) | 62.3M -0.6% | 62.6M -0.6% | 63.0M -1.1% | 63.8M -0.8% | 64.3M |