Revenue
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.37B | $6.10B | $6.23B | $6.97B | $6.91B | $5.45B | $4.89B | $4.79B | $4.28B | $3.52B | $3.28B | $2.63B |
| Gross profit | $1.88B | $1.83B | $1.88B | $2.26B | $2.46B | $1.70B | $1.29B | $1.36B | $1.24B | $993.7M | $899.0M | $746.2M |
| Gross margin | 29.47% | 29.93% | 30.17% | 32.47% | 35.53% | 31.26% | 26.32% | 28.44% | 28.99% | 28.26% | 27.42% | 28.32% |
| Operating expenses | $1.70B | $1.68B | $1.61B | $1.69B | $1.66B | $1.23B | $1.28B | $1.16B | $885.0M | $717.2M | $658.8M | $561.1M |
| Operating income | $180.2M | $148.6M | $267.1M | $568.5M | $799.5M | $476.2M | $8.7M | $201.0M | $356.0M | $276.5M | $240.3M | $185.1M |
| Operating margin | 2.83% | 2.44% | 4.29% | 8.16% | 11.56% | 8.74% | 0.18% | 4.19% | 8.32% | 7.86% | 7.33% | 7.02% |
| EBITDA | $275.5M | $229.8M | $335.7M | $648.8M | $866.0M | $528.2M | $68.7M | $250.3M | $387.5M | $301.2M | $264.4M | $209.7M |
| EBITDA margin | 4.33% | 3.77% | 5.39% | 9.31% | 12.53% | 9.70% | 1.40% | 5.22% | 9.05% | 8.57% | 8.06% | 7.96% |
| Net income | −$89.8M | −$38.6M | $33.4M | $123.7M | $278.5M | $122.3M | −$60.6M | $10.4M | $29.9M | $188.9M | $174.3M | $123.6M |
| Net profit margin | −1.41% | −0.63% | 0.54% | 1.78% | 4.03% | 2.25% | −1.24% | 0.22% | 0.70% | 5.37% | 5.32% | 4.69% |
| Basic EPSper basic share | -$1.43 | -$0.80 | $0.70 | $3.23 | — | $3.11 | -$1.62 | $0.28 | $1.12 | $0.08 | — | — |
| Diluted EPSper diluted share | -$1.43 | -$0.80 | $0.55 | $3.22 | — | $3.09 | -$1.62 | $0.28 | $1.12 | $0.07 | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 8.66%5.53M shares |
Nantahala Capital Management, LLC | 7.99%5.1M shares |
GOLDMAN SACHS GROUP INC | 5.97%3.81M shares |
BANK OF AMERICA CORP /DE/ | 5.92%3.78M shares |
Wolf Hill Capital Management, LP | 5.60%3.58M shares |
CITADEL ADVISORS LLC | 5.17%3.3M shares |
ABRAMS CAPITAL MANAGEMENT, L.P. / ABRAMS CAPITAL, LLC / ABRAMS CAPITAL MANAGEMENT, LLC / Abrams David C / Abrams Capital Partners II, L.P. | ≈4.87%3.11M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.29%2.74M shares |
D. E. Shaw & Co., Inc. | 3.78%2.41M shares |
T. Rowe Price Investment Management, Inc. | 3.77%2.41M shares |
Philosophy Capital Management LLC | 3.77%2.41M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.54%2.26M shares |
Crestview Partners II GP, L.P. | 3.03%1.93M shares |
STATE STREET CORP | 2.81%1.8M shares |
TWO SIGMA INVESTMENTS, LP | 2.76%1.76M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.46%1.57M shares |
CIBC WORLD MARKET INC. | 2.40%1.53M shares |
LEMONIS MARCUS | ≈2.19%1.4M shares |
AQR CAPITAL MANAGEMENT LLC | 2.13%1.36M shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.95%1.24M shares |
Percentages use 63.83M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Mar 4, 2025Form 4 | Wagner Matthew DPresident | BuyClass A Common Stock | 5.7K | $17.61 | $100.8K | 300.6K |
| Sep 27, 2024Form 4 | ABRAMS CAPITAL MANAGEMENT, L.P. +4Other | SellClass A Common Stock · indirect | 2.00M | $23.90 | $47.80M | 3.11M |
| Sep 13, 2024Form 4 | LEMONIS MARCUS +3CHIEF EXECUTIVE OFFICER | SellClass A Common Stock | 125.0K | $22.84 | $2.85M | 155.3K |
| Sep 12, 2024Form 4 | LEMONIS MARCUS +3CHIEF EXECUTIVE OFFICER | SellClass A Common Stock | 125.0K | $22.02 | $2.75M | 280.3K |
| Sep 11, 2024Form 4 | LEMONIS MARCUS +3CHIEF EXECUTIVE OFFICER | SellClass A Common Stock · indirect | 121.5K | $21.80 | $2.65M | 0 |