| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4B -0.7% | 1.4B +0.6% | 1.4B +1.3% | 1.4B +8.5% | 1.3B |
| Cost of Revenue | 435.0M +3.1% | 421.9M -6.5% | 451.2M -5.0% | 475.1M +4.0% | 456.8M |
| Gross Profit | 995.7M -2.3% | 1.0B +3.9% | 980.9M +4.6% | 938.2M +10.9% | 845.9M |
| Operating Expenses | 583.3M +1.5% | 574.4M +4.0% | 552.2M +1.4% | 544.4M +5.8% | 514.7M |
| R&D | — | — | — | — | — |
| SG&A | 114.3M +1.7% | 112.4M -0.8% | 113.3M +14.9% | 98.6M +5.7% | 93.3M |
| Operating Income | 332.0M +43.5% | 231.3M -35.0% | 355.7M +13.4% | 313.8M +7.7% | 291.3M |
| EBITDA | 332.0M +43.5% | 231.3M -35.0% | 355.7M +13.4% | 313.8M +7.7% | 291.3M |
| Net Income | 268.8M +42.1% | 189.2M -35.5% | 293.2M +12.6% | 260.5M +9.5% | 237.8M |
| EPS (Basic) | $2.37 +43.6% | $1.65 -36.8% | $2.61 +13.5% | $2.30 +10.6% | $2.08 |
| EPS (Diluted) | $2.36 +43.0% | $1.65 -36.5% | $2.60 +14.0% | $2.28 +10.1% | $2.07 |
| Shares (Diluted) | 108.0M -0.6% | 108.7M -0.3% | 109.0M -0.7% | 109.8M +0.2% | 109.6M |