| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 1.1B +3.9% | 1.1B -2.3% | 1.1B -0.7% | 1.1B +4.8% | 1.0B |
| Cost of Revenue | 364.0M +4.5% | 348.5M -6.4% | 372.5M -6.1% | 396.8M +6.0% | 374.2M |
| Gross Profit | 738.6M +3.6% | 713.2M -0.2% | 714.3M +2.4% | 697.8M +4.0% | 670.8M |
| Operating Expenses | 397.5M +3.9% | 382.6M -0.5% | 384.5M +1.2% | 380.0M -0.4% | 381.5M |
| R&D | — | — | — | — | — |
| SG&A | 112.1M +13.1% | 99.1M -2.0% | 101.1M -2.8% | 104.1M -3.3% | 107.6M |
| Operating Income | 318.0M +5.7% | 300.9M -0.4% | 302.2M +2.1% | 296.0M +10.8% | 267.1M |
| EBITDA | 318.0M +5.7% | 300.9M -0.4% | 302.2M +2.1% | 296.0M +10.8% | 267.1M |
| Net Income | 233.7M +2.8% | 227.4M +2.0% | 223.0M +3.1% | 216.3M +10.6% | 195.5M |
| EPS (Basic) | $3.34 +2.5% | $3.26 +1.6% | $3.21 +13.8% | $2.82 +0.0% | $2.82 |
| EPS (Diluted) | $3.30 +2.5% | $3.22 +2.2% | $3.15 +13.3% | $2.78 +0.0% | $2.78 |
| Shares (Diluted) | 68.3M +0.3% | 68.1M -0.0% | 68.1M +0.2% | 68.0M +0.2% | 67.8M |