| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 3.1B +0.8% | 3.0B -5.3% | 3.2B +9.4% | 2.9B +5.1% | 2.8B |
| Cost of Revenue | 515.0M -7.7% | 558.0M -5.9% | 593.0M +22.3% | 485.0M +1.5% | 478.0M |
| Gross Profit | 2.5B +2.7% | 2.5B -5.1% | 2.6B +6.8% | 2.4B +5.9% | 2.3B |
| Operating Expenses | 1.4B +2.6% | 1.3B -14.8% | 1.6B +17.7% | 1.3B -2.1% | 1.4B |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 180.0M -6.7% | 193.0M +1.0% | 191.0M +13.7% | 168.0M +0.0% | 168.0M |
| Operating Income | 1.2B +2.7% | 1.1B +9.4% | 1.0B -6.1% | 1.1B +17.4% | 945.0M |
| EBITDA | 1.8B +2.3% | 1.7B -6.7% | 1.8B +10.3% | 1.7B +7.9% | 1.6B |
| Net Income | 876.0M -3.9% | 912.0M +18.0% | 773.0M +13.2% | 683.0M +17.2% | 583.0M |
| EPS (Basic) | $0.68 -4.2% | $0.71 +18.3% | $0.60 +13.2% | $0.53 +17.8% | $0.45 |
| EPS (Diluted) | $0.68 -2.9% | $0.70 +16.7% | $0.60 +13.2% | $0.53 +17.8% | $0.45 |
| Shares (Diluted) | 1.2B -0.1% | 1.2B +0.0% | 1.2B +0.1% | 1.2B +0.1% | 1.2B |