Revenue
2009
2010
2011
2012
2013
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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.31B | $2.26B | $2.26B | $2.15B | $1.86B | $1.62B | $1.40B | $1.31B | $1.39B | $1.21B | $1.14B | $1.07B | $898.4M | $642.6M | $495.0M | $462.2M | $467.9M | $598.6M |
| Gross profit | $652.5M | $673.1M | $685.3M | $639.3M | $519.6M | $408.4M | $342.7M | $348.1M | $338.8M | $312.0M | $231.6M | $254.1M | $185.5M | $103.2M | $40.5M | $35.6M | $51.9M | $72.0M |
| Gross margin | 28.27% | 29.78% | 30.33% | 29.76% | 27.91% | 25.17% | 24.41% | 26.57% | 24.43% | 25.76% | 20.26% | 23.83% | 20.64% | 16.07% | 8.18% | 7.70% | 11.09% | 12.02% |
| Operating expenses | $89.2M | $73.9M | $59.8M | $53.6M | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating income | $563.4M | $599.2M | $716.9M | $674.7M | $552.1M | $445.8M | $385.3M | $386.7M | $382.2M | $354.4M | $270.7M | $302.3M | $224.6M | $134.5M | $69.4M | $60.6M | $79.2M | $108.0M |
| Operating margin | 24.40% | 26.51% | 31.73% | 31.41% | 29.66% | 27.47% | 27.44% | 29.51% | 27.56% | 29.26% | 23.67% | 28.35% | 25.00% | 20.93% | 14.01% | 13.12% | 16.92% | 18.04% |
| EBITDA | $759.4M | $792.6M | $866.7M | $813.3M | $680.9M | $574.9M | $498.8M | $509.2M | $496.2M | $446.2M | $367.8M | $378.6M | $294.7M | $191.4M | $119.5M | $109.9M | $130.0M | $159.2M |
| EBITDA margin | 32.89% | 35.06% | 38.36% | 37.86% | 36.58% | 35.43% | 35.52% | 38.86% | 35.79% | 36.84% | 32.17% | 35.50% | 32.80% | 29.78% | 24.14% | 23.77% | 27.78% | 26.60% |
| Net income | $423.8M | $463.4M | $477.6M | $461.5M | $374.2M | $339.4M | $70.9M | $68.9M | $256.6M | $198.2M | $152.6M | $186.9M | $124.2M | $57.7M | $18.7M | $14.8M | $28.9M | $41.8M |
| Net profit margin | 18.36% | 20.50% | 21.14% | 21.49% | 20.10% | 20.92% | 5.05% | 5.26% | 18.51% | 16.37% | 13.34% | 17.52% | 13.83% | 8.99% | 3.78% | 3.21% | 6.19% | 6.98% |
| Basic EPSper basic share | $13.24 | $13.88 | $13.72 | $12.54 | $9.23 | $8.17 | $1.69 | $1.48 | $5.33 | $4.14 | $3.08 | $3.77 | $2.53 | $1.24 | $0.42 | $0.34 | $0.66 | $0.96 |
| Diluted EPSper diluted share | $13.16 | $13.77 | $13.61 | $12.46 | $9.14 | $8.12 | $1.68 | $1.47 | $5.28 | $4.10 | $3.05 | $3.71 | $2.49 | $1.22 | $0.42 | $0.34 | $0.66 | $0.95 |
Reported shareholders
| Holder | % owned |
|---|---|
FMR LLC | 11.78%3.63M shares |
BlackRock, Inc. | 9.93%3.06M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.56%1.4M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.35%1.34M shares |
ALLIANCEBERNSTEIN L.P. | 4.00%1.23M shares |
STATE STREET CORP | 3.28%1.01M shares |
JPMORGAN CHASE & CO | 3.10%955.62K shares |
NEUBERGER BERMAN GROUP LLC | 2.89%889.26K shares |
Black Creek Investment Management Inc. | 2.68%825.83K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.59%798.62K shares |
AQR CAPITAL MANAGEMENT LLC | 2.59%797.96K shares |
W1M Asset Management Ltd | 2.24%689.42K shares |
DIMENSIONAL FUND ADVISORS LP | 2.12%653.79K shares |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.87%576.71K shares |
BAUPOST GROUP LLC/MA | 1.72%530.76K shares |
FRONTIER CAPITAL MANAGEMENT CO LLC | 1.49%458.62K shares |
PRINCIPAL FINANCIAL GROUP INC | 1.32%407.19K shares |
Invesco Ltd. | 1.23%379.35K shares |
Epoch Investment Partners, Inc. | 1.08%333.22K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.08%333.2K shares |
Percentages use 30.8M 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 |
|---|---|---|---|---|---|---|
| Nov 5, 2025Form 4 | Rush David EDirector | BuyCommon Stock | 1.0K | $208.08 | $208.1K | 4.2K |
| Aug 19, 2025Form 4 | Devlin William RSVP, Controller | SellCommon Stock | 2.0K | $232.76 | $465.5K | 17.2K |
| May 22, 2025Form 4 | Rush David EDirector | BuyCommon Stock | 1.0K | $213.66 | $213.7K | 2.0K |
| Feb 10, 2025Form 4 | NICOLAIS MICHAEL RDirector | BuyCommon Stock · indirect | 155 | $257.50 | $39.9K | 3.7K |
| Feb 10, 2025Form 4 | NICOLAIS MICHAEL RDirector | BuyCommon Stock · indirect | 155 | $257.22 | $39.9K | 1.7K |