| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.2B +7.8% | 3.0B -0.5% | 3.0B +2.7% | 2.9B +6.7% | 2.7B |
| Cost of Revenue | 2.0B +6.8% | 1.9B -5.5% | 2.0B +6.1% | 1.9B +6.6% | 1.8B |
| Gross Profit | 1.2B +9.4% | 1.1B +9.8% | 966.0M -3.6% | 1.0B +6.8% | 938.0M |
| Operating Expenses | 561.0M +3.1% | 544.0M -10.8% | 610.0M +19.4% | 511.0M +9.7% | 466.0M |
| R&D | 70.0M +25.0% | 56.0M -17.6% | 68.0M +15.3% | 59.0M +18.0% | 50.0M |
| SG&A | 400.0M -0.2% | 401.0M -13.0% | 461.0M +22.9% | 375.0M +8.1% | 347.0M |
| Operating Income | 600.0M +16.1% | 517.0M +45.2% | 356.0M -27.5% | 491.0M +4.0% | 472.0M |
| EBITDA | 753.0M +16.6% | 646.0M +33.5% | 484.0M -20.0% | 605.0M +1.0% | 599.0M |
| Net Income | 396.0M +9.1% | 363.0M +77.9% | 204.0M -34.8% | 313.0M -7.7% | 339.0M |
| EPS (Basic) | $2.33 +9.9% | $2.12 +81.2% | $1.17 -35.4% | $1.81 -7.7% | $1.96 |
| EPS (Diluted) | $2.33 +9.9% | $2.12 +81.2% | $1.17 -35.4% | $1.81 -7.7% | $1.96 |
| Shares (Diluted) | 169.6M -0.6% | 170.7M -0.1% | 170.8M -0.2% | 171.1M -0.1% | 171.2M |