| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 6.1B +0.4% | 6.0B +7.5% | 5.6B -0.0% | 5.6B -2.3% | 5.7B |
| Cost of Revenue | 2.1B +3.5% | 2.0B +9.2% | 1.8B -6.7% | 1.9B -11.6% | 2.2B |
| Gross Profit | 4.0B -1.1% | 4.0B +6.6% | 3.8B +3.5% | 3.7B +3.4% | 3.5B |
| Operating Expenses | 2.6B -1.5% | 2.7B -5.4% | 2.8B +2.6% | 2.7B +12.6% | 2.4B |
| R&D | — | — | — | — | — |
| SG&A | 696.0M +1.6% | 685.0M -7.2% | 738.0M +1.1% | 730.0M +17.2% | 623.0M |
| Operating Income | 1.4B -0.1% | 1.4B +43.3% | 969.0M +5.6% | 918.0M -16.7% | 1.1B |
| EBITDA | 1.4B -0.1% | 1.4B +43.3% | 969.0M +5.6% | 918.0M -16.7% | 1.1B |
| Net Income | 1.1B +0.6% | 1.1B +41.9% | 764.0M +2.3% | 747.0M -13.2% | 861.0M |
| EPS (Basic) | $3.76 +1.3% | $3.71 +46.6% | $2.53 +2.8% | $2.46 -13.1% | $2.83 |
| EPS (Diluted) | $3.69 +1.1% | $3.65 +46.6% | $2.49 +2.9% | $2.42 -12.9% | $2.78 |
| Shares (Diluted) | 279.3M -0.6% | 281.1M -0.6% | 282.9M -0.6% | 284.7M -1.2% | 288.2M |