| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.6B +8.1% | 2.4B -0.1% | 2.4B -3.5% | 2.5B +2.1% | 2.4B |
| Cost of Revenue | 1.5B +8.7% | 1.4B -0.2% | 1.4B -3.0% | 1.4B +1.0% | 1.4B |
| Gross Profit | 1.1B +7.2% | 1.0B +0.0% | 1.0B -4.0% | 1.1B +3.7% | 1.0B |
| Operating Expenses | 644.8M -0.1% | 645.5M +9.7% | 588.2M -3.9% | 611.9M +10.3% | 554.7M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 260.5M +3.7% | 251.1M +9.2% | 230.0M -2.8% | 236.5M -2.7% | 243.0M |
| Operating Income | 437.6M +20.2% | 364.1M -13.5% | 420.8M -4.3% | 439.6M -4.3% | 459.5M |
| EBITDA | 821.9M +8.4% | 758.4M -2.7% | 779.1M -4.4% | 815.0M +5.7% | 771.2M |
| Net Income | 296.4M +35.1% | 219.3M -15.1% | 258.5M -9.7% | 286.3M -1.4% | 290.3M |
| EPS (Basic) | $1.17 +36.0% | $0.86 -14.9% | $1.01 -9.0% | $1.11 -0.9% | $1.12 |
| EPS (Diluted) | $1.17 +36.0% | $0.86 -14.9% | $1.01 -9.0% | $1.11 -0.9% | $1.12 |
| Shares (Diluted) | 253.9M -0.8% | 255.9M -0.2% | 256.4M -0.4% | 257.6M -0.5% | 259.0M |