| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 6.7B +9.6% | 6.1B +0.2% | 6.1B -2.1% | 6.2B +5.1% | 5.9B |
| Cost of Revenue | 5.2B +8.8% | 4.8B +0.1% | 4.8B -2.0% | 4.9B +4.8% | 4.7B |
| Gross Profit | 1.5B +12.7% | 1.3B +0.4% | 1.3B -2.4% | 1.3B +6.0% | 1.2B |
| Operating Expenses | 1.1B +7.6% | 998.3M +3.8% | 961.8M -1.0% | 972.0M +5.6% | 920.5M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 1.0B +7.9% | 947.6M +4.1% | 910.0M -1.4% | 922.9M +5.8% | 872.2M |
| Operating Income | 382.2M +30.2% | 293.5M -9.6% | 324.5M -6.1% | 345.4M +7.2% | 322.2M |
| EBITDA | 433.3M +25.9% | 344.2M -8.5% | 376.3M -4.6% | 394.5M +6.5% | 370.5M |
| Net Income | 209.6M +36.0% | 154.1M -4.2% | 160.9M -14.7% | 188.6M +7.9% | 174.8M |
| EPS (Basic) | $4.28 +35.4% | $3.16 -7.3% | $3.41 -11.4% | $3.85 -0.8% | $3.88 |
| EPS (Diluted) | $4.23 +36.0% | $3.11 -6.9% | $3.34 -11.9% | $3.79 -1.0% | $3.83 |
| Shares (Diluted) | 49.4M -0.2% | 49.5M +0.0% | 49.5M +0.0% | 49.5M +0.2% | 49.4M |