| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 6.7B +7.3% | 6.2B -1.4% | 6.3B -2.0% | 6.4B +0.2% | 6.4B |
| Cost of Revenue | 4.0B +7.1% | 3.7B +0.0% | 3.7B -3.7% | 3.8B +0.8% | 3.8B |
| Gross Profit | 2.7B +7.7% | 2.5B -3.3% | 2.6B +0.4% | 2.6B -0.6% | 2.6B |
| Operating Expenses | 1.5B +3.9% | 1.4B -3.1% | 1.5B -9.6% | 1.6B +9.8% | 1.5B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 683.0M -3.4% | 707.0M +4.9% | 674.0M +1.4% | 665.0M -4.5% | 696.0M |
| Operating Income | 1.3B +12.6% | 1.1B -3.6% | 1.2B +16.8% | 989.0M -14.1% | 1.2B |
| EBITDA | 2.0B +12.0% | 1.8B -6.2% | 1.9B -0.6% | 2.0B +1.3% | 1.9B |
| Net Income | 786.0M +8.7% | 723.0M -2.6% | 742.0M +23.1% | 603.0M -17.1% | 727.0M |
| EPS (Basic) | $1.96 +9.5% | $1.79 -2.7% | $1.84 +22.7% | $1.50 -16.7% | $1.80 |
| EPS (Diluted) | $1.95 +8.9% | $1.79 -2.7% | $1.84 +23.5% | $1.49 -17.2% | $1.80 |
| Shares (Diluted) | 402.4M -0.5% | 404.4M +0.0% | 404.3M +0.0% | 404.3M +0.0% | 404.3M |