| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 4.3B +31.7% | 3.3B +23.6% | 2.6B -8.0% | 2.9B +7.6% | 2.7B |
| Cost of Revenue | 2.7B +30.9% | 2.0B +23.6% | 1.6B -6.2% | 1.8B +5.6% | 1.7B |
| Gross Profit | 1.6B +33.1% | 1.2B +23.5% | 999.7M -10.9% | 1.1B +11.0% | 1.0B |
| Operating Expenses | 652.5M +10.0% | 593.1M +5.7% | 561.2M +3.6% | 541.7M +9.9% | 493.1M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 556.9M +12.6% | 494.4M +8.3% | 456.7M -1.1% | 461.6M +11.4% | 414.3M |
| Operating Income | 990.9M +54.4% | 641.8M +46.4% | 438.5M -24.4% | 579.7M +12.0% | 517.6M |
| EBITDA | 1.1B +45.8% | 753.7M +39.2% | 541.3M -21.4% | 688.8M +10.4% | 623.7M |
| Net Income | 764.5M +53.6% | 497.8M +27.6% | 390.1M -12.5% | 445.6M +11.8% | 398.5M |
| EPS (Basic) | $1.99 +54.3% | $1.29 +26.5% | $1.02 -12.1% | $1.16 +11.5% | $1.04 |
| EPS (Diluted) | $1.95 +53.5% | $1.27 +28.3% | $0.99 -13.2% | $1.14 +11.8% | $1.02 |
| Shares (Diluted) | 392.7M -0.0% | 392.7M +0.2% | 392.1M +0.1% | 391.7M +0.2% | 390.9M |