| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Revenue | 2.2B +5.4% | 2.1B -18.1% | 2.5B +27.0% | 2.0B +2.5% | 1.9B |
| Cost of Revenue | 700.0M +3.4% | 677.0M -16.9% | 815.0M +38.8% | 587.0M +4.8% | 560.0M |
| Gross Profit | 1.5B +6.4% | 1.4B -18.7% | 1.7B +22.0% | 1.4B +1.5% | 1.4B |
| Operating Expenses | 815.0M +10.3% | 739.0M -26.8% | 1.0B +38.8% | 727.0M -4.6% | 762.0M |
| R&D | 0 | 0 | 0 | 0 | 0 |
| SG&A | 809.0M +3.2% | 784.0M -18.2% | 958.0M +28.8% | 744.0M -3.3% | 769.0M |
| Operating Income | 655.0M +1.9% | 643.0M -6.9% | 691.0M +3.8% | 666.0M +9.2% | 610.0M |
| EBITDA | 714.0M +1.6% | 703.0M -7.3% | 758.0M +5.9% | 716.0M +9.5% | 654.0M |
| Net Income | 853.0M +97.5% | 432.0M -19.4% | 536.0M +35.0% | 397.0M +6.1% | 374.0M |
| EPS (Basic) | $3.10 +98.7% | $1.56 -18.7% | $1.92 +35.2% | $1.42 +6.0% | $1.34 |
| EPS (Diluted) | $3.08 +98.7% | $1.55 -18.8% | $1.91 +35.5% | $1.41 +6.0% | $1.33 |
| Shares (Diluted) | 277.0M -0.7% | 279.0M -0.4% | 280.0M -0.4% | 281.0M +0.0% | 281.0M |