| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +1.3% | 2.2B +22.8% | 1.8B -8.2% | 1.9B -16.5% | 2.3B |
| Cost of Revenue | 1.5B -0.7% | 1.5B +14.8% | 1.3B -6.5% | 1.4B -10.6% | 1.6B |
| Gross Profit | 665.6M +6.4% | 625.5M +48.0% | 422.7M -13.2% | 486.9M -30.2% | 697.2M |
| Operating Expenses | 141.2M -11.0% | 158.7M +1.1% | 157.0M +15.4% | 136.1M -12.0% | 154.6M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 137.0M -3.0% | 141.3M +4.1% | 135.7M -0.3% | 136.1M -6.3% | 145.3M |
| Operating Income | 524.4M +12.3% | 466.8M +75.7% | 265.7M -24.3% | 350.8M -35.3% | 542.6M |
| EBITDA | 705.6M +9.5% | 644.3M +47.8% | 436.0M -18.7% | 536.1M -27.0% | 734.0M |
| Net Income | 362.9M +11.9% | 324.3M +95.4% | 166.0M -34.3% | 252.8M -32.6% | 375.0M |
| EPS (Basic) | $2.81 +12.9% | $2.49 +94.5% | $1.28 -33.3% | $1.92 -32.4% | $2.84 |
| EPS (Diluted) | $2.80 +12.9% | $2.48 +95.3% | $1.27 -33.5% | $1.91 -32.3% | $2.82 |
| Shares (Diluted) | 129.5M -0.6% | 130.3M -0.7% | 131.2M -0.6% | 132.0M -0.7% | 132.9M |