Revenue
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $16.23B | $17.72B | $17.60B | $24.70B | $23.10B | $16.21B | $15.31B | $16.63B | $14.87B | $13.14B | $13.48B | $13.47B | $12.75B | $11.36B | $10.34B | $9.27B | $7.58B | $8.58B | $7.32B |
| Gross profit | $1.36B | $1.31B | $1.14B | $1.87B | — | — | — | — | $13.63B | $11.83B | $12.11B | $12.05B | $11.21B | $9.88B | $8.93B | $7.77B | $6.15B | $7.29B | $6.12B |
| Gross margin | 8.37% | 7.38% | 6.47% | 7.57% | — | — | — | — | 91.63% | 89.98% | 89.87% | 89.47% | 87.91% | 86.94% | 86.39% | 83.79% | 81.17% | 85.00% | 83.62% |
| Operating expenses | $15.44B | $17.06B | $17.08B | $23.43B | $22.02B | $15.53B | $14.52B | $15.72B | $14.09B | $12.31B | $12.62B | $12.72B | $12.07B | $10.68B | $9.64B | $8.65B | $6.99B | $8.01B | $6.81B |
| Operating income | $795.0M | $669.1M | $514.6M | $1.27B | $1.08B | $673.3M | $790.0M | $912.1M | $775.1M | $837.5M | $858.3M | $748.4M | $682.6M | $675.3M | $692.7M | $622.9M | $584.8M | $571.6M | $509.7M |
| Operating margin | 4.90% | 3.78% | 2.92% | 5.13% | 4.68% | 4.15% | 5.16% | 5.48% | 5.21% | 6.37% | 6.37% | 5.56% | 5.35% | 5.95% | 6.70% | 6.72% | 7.72% | 6.66% | 6.97% |
| EBITDA | $897.8M | $766.3M | $613.6M | $1.36B | $1.17B | $775.0M | $890.4M | $1.01B | $868.1M | $912.2M | $924.7M | $805.4M | $739.5M | $713.4M | $725.2M | $652.2M | $615.3M | $602.8M | $537.0M |
| EBITDA margin | 5.53% | 4.32% | 3.49% | 5.51% | 5.08% | 4.78% | 5.82% | 6.07% | 5.84% | 6.94% | 6.86% | 5.98% | 5.80% | 6.28% | 7.02% | 7.03% | 8.12% | 7.03% | 7.34% |
| Net income | $587.1M | $465.7M | $325.1M | $940.5M | $844.2M | $506.4M | $577.0M | $664.5M | $504.9M | $513.4M | $509.7M | $449.7M | $415.9M | $593.8M | $431.6M | $387.0M | $360.8M | $359.2M | $324.3M |
| Net profit margin | 3.62% | 2.63% | 1.85% | 3.81% | 3.65% | 3.12% | 3.77% | 4.00% | 3.40% | 3.91% | 3.78% | 3.34% | 3.26% | 5.23% | 4.18% | 4.17% | 4.76% | 4.19% | 4.43% |
| Basic EPSper basic share | $4.88 | $3.89 | $2.74 | $7.48 | $6.37 | $3.74 | $4.21 | $4.78 | $3.59 | $3.60 | $3.52 | $3.06 | $2.65 | $3.68 | $2.63 | $2.35 | $2.15 | $2.12 | $1.90 |
| Diluted EPSper diluted share | $4.83 | $3.86 | $2.72 | $7.40 | $6.31 | $3.72 | $4.19 | $4.73 | $3.57 | $3.59 | $3.51 | $3.05 | $2.65 | $3.67 | $2.62 | $2.33 | $2.13 | $2.08 | $1.86 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 9.71%11.37M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 6.41%7.5M shares |
First Eagle Investment Management, LLC | 6.22%7.28M shares |
STATE STREET CORP | 5.55%6.5M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.05%5.92M shares |
FMR LLC | 3.19%3.74M shares |
WCM INVESTMENT MANAGEMENT, LLC | 3.15%3.68M shares |
WELLINGTON MANAGEMENT GROUP LLP | 3.02%3.54M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.98%3.49M shares |
Boston Partners | 2.49%2.92M shares |
FIRST TRUST ADVISORS LP | 2.34%2.74M shares |
Invesco Ltd. | 1.73%2.02M shares |
MORGAN STANLEY | 1.58%1.85M shares |
NORTHERN TRUST CORP | 1.55%1.82M shares |
VICTORY CAPITAL MANAGEMENT INC | 1.48%1.74M shares |
Winslow Capital Management, LLC | 1.39%1.63M shares |
NORGES BANK | 1.34%1.57M shares |
UBS Group AG | 1.18%1.39M shares |
RAYMOND JAMES FINANCIAL INC | 1.11%1.3M shares |
GOLDMAN SACHS GROUP INC | 1.11%1.3M shares |
Percentages use 117.11M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Feb 12, 2026Form 4 | Castagnetto Michael D.Pres, NAST | BuyCommon Stock | 594.39 | $168.24 | $100.0K | 35.5K |
| Feb 12, 2026Form 4 | Bozeman David PPresident & CEO | BuyCommon Stock | 1.2K | $163.35 | $199.8K | 190.6K |
| Feb 12, 2026Form 4 | RAJAN ARUNChief Strat & Innov Officer | BuyCommon Stock | 605 | $167.11 | $101.1K | 133.7K |
| Feb 12, 2026Form 4 | Lee Damon J.Chief Financial Officer | BuyCommon Stock | 620 | $162.52 | $100.8K | 41.4K |
| Feb 9, 2026Form 4 | Freeman Angela K.CHRO and ESG Officer | SellCommon Stock | 8.6K | $200.52 | $1.72M | 55.6K |