Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $17.22B | $13.44B | $12.98B | $12.37B | $12.29B | $9.58B | $8.75B | $8.44B | $8.59B | $7.92B | $7.27B | $6.81B | $6.21B | $5.84B | $5.21B | $4.87B | $4.41B | $4.13B |
| Gross profit | $5.67B | $4.83B | $4.53B | $4.28B | $4.71B | $3.05B | $2.55B | $2.44B | $2.49B | $2.37B | $2.18B | $2.09B | $1.94B | $1.84B | $1.59B | $1.45B | $1.22B | $1.18B |
| Gross margin | 32.92% | 35.90% | 34.92% | 34.64% | 38.33% | 31.83% | 29.19% | 28.90% | 28.97% | 29.86% | 30.02% | 30.62% | 31.29% | 31.48% | 30.60% | 29.75% | 27.58% | 28.67% |
| Operating expenses | $4.57B | $3.35B | $3.25B | $2.82B | $2.68B | $2.31B | $2.18B | $1.99B | $2.01B | $1.92B | $1.65B | $1.53B | $1.41B | $1.31B | $1.16B | $1.14B | $991.4M | $1.15B |
| Operating income | $1.10B | $1.47B | $1.28B | $1.46B | $2.03B | $741.5M | $375.6M | $444.7M | $477.6M | $449.9M | $535.2M | $554.1M | $536.8M | $523.7M | $432.0M | $309.2M | $225.6M | $30.4M |
| Operating margin | 6.37% | 10.96% | 9.88% | 11.83% | 16.55% | 7.74% | 4.29% | 5.27% | 5.56% | 5.68% | 7.36% | 8.13% | 8.64% | 8.97% | 8.29% | 6.35% | 5.11% | 0.74% |
| EBITDA | $1.58B | $1.87B | $1.68B | $1.83B | $2.36B | $1.07B | $688.1M | $688.6M | $715.2M | $683.7M | $728.8M | $733.5M | $691.7M | $648.8M | $548.6M | $419.6M | $326.5M | $121.1M |
| EBITDA margin | 9.20% | 13.94% | 12.91% | 14.78% | 19.17% | 11.14% | 7.86% | 8.16% | 8.33% | 8.63% | 10.02% | 10.76% | 11.13% | 11.12% | 10.53% | 8.61% | 7.40% | 2.93% |
| Net income | $849.2M | $1.17B | $1.05B | $1.04B | — | — | — | — | — | — | — | — | — | — | — | $182.1M | $135.4M | −$39.9M |
| Net profit margin | 4.93% | 8.67% | 8.06% | 8.43% | — | — | — | — | — | — | — | — | — | — | — | 3.74% | 3.07% | −0.97% |
| Basic EPSper basic share | $10.22 | $14.48 | $12.72 | $13.43 | $18.27 | $6.29 | $3.40 | $3.27 | $3.02 | $2.59 | $2.87 | $2.89 | $2.75 | $2.39 | $2.19 | $1.57 | $1.20 | -$0.36 |
| Diluted EPSper diluted share | $9.97 | $14.05 | $12.18 | $10.78 | $13.87 | $5.72 | $3.34 | $3.24 | $3.01 | $2.56 | $2.83 | $2.84 | $2.69 | $2.31 | $2.10 | $1.50 | $1.15 | -$0.36 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
Stack Michael E. | 12.09M |
Overbrook235 LLC | 12.06M |
WELLINGTON MANAGEMENT GROUP LLP | 7.67M |
BlackRock, Inc. | 6.62M |
FMR LLC | 4.68M |
BANK OF AMERICA CORP /DE/ | 4.51M |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M |
VANGUARD CAPITAL MANAGEMENT LLC | 2.86M |
STATE STREET CORP | 2.42M |
Darsana Capital Partners LP | 1.5M |
Sachem Head Capital Management LP | 1.49M |
MAVERICK CAPITAL LTD | 1.47M |
PRINCIPAL FINANCIAL GROUP INC | 1.36M |
Castle Hook Partners LP | 1.32M |
MORGAN STANLEY | 1.3M |
GEODE CAPITAL MANAGEMENT, LLC | 1.24M |
VIKING GLOBAL INVESTORS LP | 1.11M |
DIMENSIONAL FUND ADVISORS LP | 981.73K |
RAYMOND JAMES FINANCIAL INC | 737.45K |
FRANKLIN RESOURCES INC | 731.4K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| May 28, 2026Form 4 | Hobart Lauren RPresident & CEO | SellCommon Stock, par value $0.01 per share | 13.3K | $228.34 | $3.04M | 321.8K |
| May 28, 2026Form 4 | Hobart Lauren RPresident & CEO | SellCommon Stock, par value $0.01 per share | 6.8K | $227.69 | $1.55M | 335.1K |
| Apr 17, 2026Form 4 | Lodge-Jarrett JulieEVP, Chf People & Purpose Ofcr | SellCommon Stock, par value $0.01 per share | 1.6K | $227.26 | $372.7K | 24.8K |
| Apr 17, 2026Form 4 | Lodge-Jarrett JulieEVP, Chf People & Purpose Ofcr | SellCommon Stock, par value $0.01 per share | 2.5K | $221.13 | $552.8K | 26.4K |
| Mar 31, 2026Form 4 | STACK EDWARD WExecutive Chairman | SellCommon Stock, par value $0.01 per share | 15.9K | $200.02 | $3.19M | 6.55M |