Consolidated revenues were $1,043 million, an increase of 4.6% on a reported and constant currency basis.

full year earnings: “12 Free cash flow reconciliation: Three Months Ended September 30, Nine Months Ended September 30, 2026 2025 2026 2025 (in thousands) Cash provided by operating activities $ 290,421 $ 239,336 $ 561,189 $ 457,901 Purchases of property, equipment, and software (14,886) (13,174) (53,615) (45,120) Free cash flow $ 275,535 $ 226,162 $ 507,574 $ 412,781 13 RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL GUIDANCE Fourth Quarter 2026: Approximately: Non-GAAP operating margin reconciliation: GAAP operating margin 19.5% Non-GAAP adjustments (1) 1.0% Non-GAAP operating margin 20.5% Non-GAAP diluted earnings per share reconciliation: GAAP diluted earnings per share $3.04 to $3.24 Non-GAAP adjustments (1)(2) $0.21 Non-GAAP diluted earnings per share $3.25 to $3.45 Full Year 2026: Approximately: Non-GAAP operating margin reconciliation: GAAP operating margin >23.5% Non-GAAP adjustments (1) (1.0)% Non-GAAP operating margin >22.5% Non-GAAP effective tax rate reconciliation: GAAP effective tax rate 23% Non-GAAP adjustments (2) (5)% Non-GAAP effective tax rate 18% Non-GAAP diluted earnings per share reconciliation: GAAP diluted earnings per share $14.71 to $14.91 Non-GAAP adjustments (1)(2) $(0.26) Non-GAAP diluted earnings per share $14.45 to $14.65 (1) During 2026, we expect to incur a non-GAAP net benefit of $40 million, primarily associated with IEEPA tariff refunds and our cost reduction initiatives.”