Revenue
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.08B | $878.3M | $792.8M | $757.9M | $626.4M | $419.2M | $385.9M | $350.2M | $326.2M | $287.5M | $266.9M | $261.8M | $231.7M |
| Gross profit | $453.7M | $393.3M | $350.7M | $318.2M | $256.0M | $184.6M | $176.8M | $161.4M | $147.9M | $129.0M | $134.7M | $126.4M | $112.1M |
| Gross margin | 41.91% | 44.78% | 44.24% | 41.99% | 40.86% | 44.02% | 45.83% | 46.09% | 45.35% | 44.86% | 50.45% | 48.28% | 48.37% |
| Research & development | $5.8M | $5.3M | $5.9M | $4.8M | — | — | — | — | — | — | — | — | — |
| Operating expenses | $285.1M | $212.1M | $191.6M | $179.1M | $158.6M | $125.3M | $111.0M | $100.9M | $98.3M | $96.9M | $88.5M | $82.4M | $74.2M |
| Operating income | $168.5M | $181.2M | $159.1M | $139.1M | $97.4M | $59.2M | $65.9M | $60.4M | $49.7M | $32.0M | $46.2M | $44.0M | $37.9M |
| Operating margin | 15.57% | 20.64% | 20.07% | 18.35% | 15.55% | 14.13% | 17.07% | 17.26% | 15.22% | 11.15% | 17.31% | 16.82% | 16.36% |
| EBITDA | $231.7M | $223.5M | $197.4M | $174.0M | $133.8M | $81.9M | $80.5M | $74.3M | $64.6M | $45.8M | $57.9M | $54.5M | $47.0M |
| EBITDA margin | 21.41% | 25.44% | 24.90% | 22.96% | 21.36% | 19.55% | 20.86% | 21.21% | 19.80% | 15.93% | 21.70% | 20.83% | 20.29% |
| Net income | $112.0M | $136.7M | $101.6M | $96.4M | $66.4M | $40.1M | $45.7M | $45.6M | −$11.9M | $11.1M | $25.5M | $29.7M | $24.7M |
| Net profit margin | 10.35% | 15.56% | 12.82% | 12.72% | 10.60% | 9.57% | 11.85% | 13.02% | −3.64% | 3.85% | 9.54% | 11.34% | 10.67% |
| Basic EPSper basic share | $6.73 | $8.41 | $6.54 | $6.22 | $4.21 | $2.67 | $3.04 | $2.96 | -$0.76 | $0.70 | $1.63 | $1.91 | $1.59 |
| Diluted EPSper diluted share | $6.70 | $8.38 | $6.52 | $6.20 | $4.20 | $2.65 | $3.01 | $2.93 | -$0.76 | $0.70 | $1.62 | $1.90 | $1.58 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 13.74%2.47M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.95%888.6K shares |
Capital World Investors | 4.16%746.55K shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.10%736.3K shares |
WASATCH ADVISORS LP | 3.86%693.04K shares |
STATE STREET CORP | 3.76%674.78K shares |
MORGAN STANLEY | 3.20%573.68K shares |
Conestoga Capital Advisors, LLC | 2.63%471.73K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.29%411.57K shares |
NEUBERGER BERMAN GROUP LLC | 2.06%369.47K shares |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.94%348.3K shares |
DIMENSIONAL FUND ADVISORS LP | 1.77%317.17K shares |
CONGRESS ASSET MANAGEMENT CO | 1.67%300.51K shares |
Channing Capital Management, LLC | 1.67%299.37K shares |
FIRST MANHATTAN CO. LLC. | 1.51%270.17K shares |
FIRST TRUST ADVISORS LP | 1.48%266.24K shares |
T. Rowe Price Investment Management, Inc. | 1.30%233.96K shares |
NORTHERN TRUST CORP | 1.15%205.66K shares |
GOLDMAN SACHS GROUP INC | 1.13%201.91K shares |
CI INVESTMENTS INC. | 1.12%200.34K shares |
Percentages use 17.95M 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 |
|---|---|---|---|---|---|---|
| Jun 15, 2026Form 4 · 10b5-1 | Armes Joseph BChairman, President & CEO | SellCommon Stock | 1.5K | $279.52 | $419.3K | 69.1K |
| May 27, 2026Form 4 · 10b5-1 | Armes Joseph BChairman, President & CEO | SellCommon Stock | 1.5K | $283.94 | $425.9K | 70.6K |
| May 1, 2026Form 4 · 10b5-1 | Alverson LukeSVP, GC & Secretary | SellCommon Stock | 1.0K | $289.57 | $291.6K | 12.4K |
| Apr 15, 2026Form 4 · 10b5-1 | Sullivan DonEVP, Chief Strategy Officer | SellCommon Stock | 166 | $300.26 | $49.8K | 21.6K |
| Apr 15, 2026Form 4 · 10b5-1 | Armes Joseph BChairman, President & CEO | SellCommon Stock | 1.5K | $286.77 | $430.2K | 84.5K |