| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.2B +9.0% | 1.1B +8.9% | 1.0B +8.3% | 952.5M +1.1% | 942.3M |
| Cost of Revenue | 117.4M +14.1% | 102.9M +43.7% | 71.6M +39.9% | 51.2M +19.9% | 42.7M |
| Gross Profit | 1.1B +8.5% | 1.0B +6.3% | 959.9M +6.5% | 901.3M +0.2% | 899.6M |
| Operating Expenses | 597.5M +6.7% | 559.9M -16.8% | 672.6M +41.9% | 474.1M -1.5% | 481.4M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 85.9M +14.3% | 75.2M -62.8% | 201.9M +214.8% | 64.1M -3.1% | 66.1M |
| Operating Income | 509.8M +10.6% | 460.8M +60.4% | 287.2M -32.8% | 427.2M +2.1% | 418.3M |
| EBITDA | 716.3M +8.2% | 661.8M +35.7% | 487.6M -19.9% | 609.1M +3.0% | 591.1M |
| Net Income | 415.3M +15.7% | 359.0M +82.9% | 196.3M -43.7% | 348.9M -0.5% | 350.8M |
| EPS (Basic) | $0.99 +15.1% | $0.86 +83.0% | $0.47 -46.0% | $0.87 -1.1% | $0.88 |
| EPS (Diluted) | $0.99 +16.5% | $0.85 +84.8% | $0.46 -47.1% | $0.87 +0.0% | $0.87 |
| Shares (Diluted) | 399.4M -0.3% | 400.6M -0.8% | 403.9M +5.5% | 382.8M +0.1% | 382.3M |