| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 1.7B -9.0% | 1.9B +0.0% | 1.9B -0.5% | 1.9B +1.8% | 1.8B |
| Cost of Revenue | 1.0B -5.8% | 1.1B -1.2% | 1.1B +0.1% | 1.1B +3.0% | 1.1B |
| Gross Profit | 655.1M -13.7% | 758.9M +1.8% | 745.8M -1.3% | 755.9M -0.1% | 756.3M |
| Operating Expenses | 476.9M +3.4% | 461.4M -0.4% | 463.2M -3.7% | 481.2M +7.9% | 445.8M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 276.4M +2.3% | 270.1M -1.8% | 275.2M -3.6% | 285.4M +3.8% | 275.0M |
| Operating Income | 178.2M -40.1% | 297.6M +5.3% | 282.6M +2.9% | 274.7M -11.5% | 310.5M |
| EBITDA | 367.0M -22.3% | 472.7M +3.9% | 454.8M +0.6% | 452.3M -3.7% | 469.5M |
| Net Income | 36.8M -79.9% | 182.6M +21.3% | 150.5M +23.0% | 122.3M -4.7% | 128.4M |
| EPS (Basic) | $0.17 -87.6% | $1.37 +17.1% | $1.17 +20.6% | $0.97 +12.8% | $0.86 |
| EPS (Diluted) | $0.17 -87.1% | $1.32 +26.9% | $1.04 +8.3% | $0.96 +12.9% | $0.85 |
| Shares (Diluted) | 102.3M -0.7% | 103.0M -0.8% | 103.8M -0.0% | 103.8M +0.2% | 103.6M |