Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.03B | $4.24B | $3.71B | $3.03B | $2.63B | $2.39B | $2.04B | $1.75B | $1.60B | $1.65B | $1.34B | $1.03B | $904.6M | $823.2M | $758.3M | $649.5M | $542.0M |
| Gross profit | $1.01B | $860.6M | $766.8M | $671.0M | $607.6M | $522.2M | $415.9M | $336.4M | $284.9M | $313.1M | $274.1M | $204.7M | — | — | — | — | — |
| Gross margin | 20.13% | 20.31% | 20.68% | 22.18% | 23.12% | 21.87% | 20.42% | 19.17% | 17.82% | 18.92% | 20.43% | 19.93% | — | — | — | — | — |
| Operating expenses | $587.7M | $502.3M | $511.5M | $2.73B | $2.37B | $299.1M | $1.91B | $1.67B | $1.56B | $1.56B | $181.1M | $131.8M | — | — | — | — | — |
| Operating income | $425.3M | $358.3M | $255.4M | $296.8M | $260.5M | $223.2M | $129.2M | $84.9M | $43.2M | $91.8M | $93.1M | $72.9M | $57.9M | $78.3M | $90.7M | $75.7M | $58.9M |
| Operating margin | 8.45% | 8.46% | 6.89% | 9.81% | 9.91% | 9.35% | 6.34% | 4.84% | 2.70% | 5.55% | 6.94% | 7.10% | 6.41% | 9.51% | 11.96% | 11.65% | 10.87% |
| EBITDA | $529.6M | $442.4M | $327.8M | $359.2M | $316.4M | $277.7M | $180.2M | $129.8M | $85.5M | $130.5M | $121.2M | $99.4M | $91.9M | $106.6M | $114.0M | $92.3M | $72.2M |
| EBITDA margin | 10.53% | 10.44% | 8.84% | 11.87% | 12.04% | 11.63% | 8.85% | 7.40% | 5.35% | 7.89% | 9.03% | 9.67% | 10.15% | 12.95% | 15.03% | 14.21% | 13.32% |
| Net income | $344.0M | $298.0M | $209.4M | $224.7M | $194.7M | $170.5M | $110.5M | $92.4M | $40.5M | $50.0M | $55.4M | $36.0M | $24.0M | $40.6M | $47.7M | $40.5M | $32.5M |
| Net profit margin | 6.84% | 7.03% | 5.65% | 7.43% | 7.41% | 7.14% | 5.43% | 5.26% | 2.53% | 3.02% | 4.13% | 3.50% | 2.66% | 4.93% | 6.29% | 6.24% | 5.99% |
| Basic EPSper basic share | $6.00 | $5.26 | $3.76 | $4.09 | $3.57 | $3.19 | $2.07 | $1.78 | $0.79 | $0.99 | $1.10 | $0.80 | $0.55 | $1.89 | $2.27 | $1.95 | $1.58 |
| Diluted EPSper diluted share | $5.84 | $5.12 | $3.65 | $3.95 | $3.42 | $3.06 | $1.97 | $1.70 | $0.77 | $0.96 | $1.06 | $0.78 | $0.54 | $1.85 | $2.21 | $1.92 | $1.55 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 10.03%5.85M shares |
BAILLIE GIFFORD & CO | 8.63%5.03M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.92%2.87M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.50%2.62M shares |
FMR LLC | 4.36%2.54M shares |
WASATCH ADVISORS LP | 3.91%2.28M shares |
Capital Research Global Investors | 3.47%2.02M shares |
STATE STREET CORP | 3.08%1.8M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.86%1.67M shares |
Christensen Christopher R. | ≈2.03%1.18M shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.84%1.08M shares |
DIMENSIONAL FUND ADVISORS LP | 1.65%963.83K shares |
NORGES BANK | 1.25%728.8K shares |
TURTLE CREEK ASSET MANAGEMENT INC. | 1.12%652.05K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11%649.4K shares |
Van Berkom & Associates Inc. | 1.07%623.5K shares |
Eversept Partners, LP | 1.03%602.08K shares |
FULLER & THALER ASSET MANAGEMENT, INC. | 1.02%593.07K shares |
MORGAN STANLEY | 1.01%588.65K shares |
Copeland Capital Management, LLC | 0.98%568.9K shares |
Percentages use 58.27M 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 |
|---|---|---|---|---|---|---|
| Jun 2, 2026Form 4 · 10b5-1 | SMITH BARRY MDirector | SellCommon Stock | 700 | $164.28 | $115.0K | 21.4K |
| May 4, 2026Form 4 · 10b5-1 | SMITH BARRY MDirector | SellCommon Stock | 700 | $182.21 | $127.5K | 22.1K |
| Apr 20, 2026Form 4 · 10b5-1 | Agwunobi John ODirector | SellCommon Stock | 392 | $199.97 | $78.4K | 9.3K |
| Apr 16, 2026Form 4 · 10b5-1 | Parkinson Mark VincentDirector | SellCommon Stock | 100 | $196.60 | $19.7K | 3.4K |
| Apr 2, 2026Form 4 · 10b5-1 | SMITH BARRY MDirector | SellCommon Stock | 700 | $196.65 | $137.7K | 22.2K |