| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +22.8% | 1.8B -8.2% | 1.9B -16.5% | 2.3B +9.0% | 2.1B |
| Cost of Revenue | 1.5B +14.8% | 1.3B -6.5% | 1.4B -10.6% | 1.6B +7.9% | 1.5B |
| Gross Profit | 625.5M +48.0% | 422.7M -13.2% | 486.9M -30.2% | 697.2M +11.5% | 625.2M |
| Operating Expenses | 158.7M +1.1% | 157.0M +15.4% | 136.1M -6.3% | 145.3M -6.5% | 155.4M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 141.3M +4.1% | 135.7M -0.3% | 136.1M -6.3% | 145.3M +0.6% | 144.5M |
| Operating Income | 466.8M +75.7% | 265.7M -24.3% | 350.8M -36.4% | 551.9M +17.5% | 469.8M |
| EBITDA | 644.3M +47.8% | 436.0M -18.7% | 536.1M -27.9% | 743.3M +13.4% | 655.2M |
| Net Income | 324.3M +95.4% | 166.0M -34.3% | 252.8M -32.6% | 375.0M +16.9% | 320.8M |
| EPS (Basic) | $2.49 +94.5% | $1.28 -33.3% | $1.92 -32.4% | $2.84 +16.9% | $2.43 |
| EPS (Diluted) | $2.48 +95.3% | $1.27 -33.5% | $1.91 -32.3% | $2.82 +16.5% | $2.42 |
| Shares (Diluted) | 130.3M -0.7% | 131.2M -0.6% | 132.0M -0.7% | 132.9M +0.0% | 132.9M |