Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.76B | $3.88B | $3.56B | $3.08B | $2.85B | $1.96B | $1.85B | $1.56B | $1.28B | $1.00B | $832.0M | $680.2M | $535.4M | $418.8M | $297.1M | $197.2M |
| Gross profit | $1.71B | $1.35B | $1.27B | $1.10B | $1.03B | $652.3M | $674.0M | $565.1M | $463.4M | $357.0M | $291.9M | $237.8M | $188.0M | $149.8M | $104.9M | $66.1M |
| Gross margin | 35.99% | 34.89% | 35.79% | 35.61% | 36.18% | 33.25% | 36.50% | 36.23% | 36.25% | 35.69% | 35.09% | 34.96% | 35.12% | 35.78% | 35.29% | 33.54% |
| Operating expenses | $1.26B | $1.03B | $888.3M | $750.4M | $650.6M | $497.5M | $456.7M | $377.9M | $306.0M | $243.1M | $199.0M | $160.8M | $134.3M | $112.2M | $78.6M | $54.3M |
| Operating income | $457.4M | $323.8M | $385.6M | $345.0M | $379.9M | $154.8M | $217.3M | $187.2M | $157.4M | $114.0M | $92.9M | $77.0M | $53.7M | $37.7M | $26.2M | $11.8M |
| Operating margin | 9.60% | 8.35% | 10.83% | 11.22% | 13.34% | 7.89% | 11.77% | 12.00% | 12.31% | 11.39% | 11.17% | 11.32% | 10.04% | 8.99% | 8.83% | 5.99% |
| EBITDA | $649.5M | $491.3M | $516.3M | $450.7M | $464.7M | $224.1M | $272.3M | $242.2M | $190.6M | $140.6M | $115.2M | $94.2M | $67.2M | $47.3M | $33.3M | $16.6M |
| EBITDA margin | 13.63% | 12.67% | 14.51% | 14.65% | 16.32% | 11.42% | 14.74% | 15.53% | 14.91% | 14.05% | 13.84% | 13.85% | 12.55% | 11.28% | 11.21% | 8.42% |
| Net income | $358.6M | $253.6M | $301.1M | $261.5M | $278.8M | $123.4M | $175.1M | $149.6M | $102.5M | $71.8M | $57.7M | $48.0M | $32.1M | $20.0M | $16.1M | $7.0M |
| Net profit margin | 7.53% | 6.54% | 8.46% | 8.50% | 9.79% | 6.29% | 9.48% | 9.60% | 8.02% | 7.18% | 6.93% | 7.06% | 6.00% | 4.78% | 5.41% | 3.56% |
| Basic EPSper basic share | $6.51 | $4.61 | $5.43 | $4.71 | $4.98 | $2.21 | $3.14 | $2.68 | $1.86 | $1.31 | $1.06 | $0.89 | $0.59 | -$1.28 | $0.00 | -$0.08 |
| Diluted EPSper diluted share | $6.47 | $4.60 | $5.41 | $4.69 | $4.95 | $2.20 | $3.12 | $2.66 | $1.84 | $1.30 | $1.05 | $0.88 | $0.59 | -$1.28 | $0.00 | -$0.08 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | ≈9.71%5.37M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.51%2.5M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈4.30%2.38M shares |
AQR CAPITAL MANAGEMENT LLC | ≈3.48%1.92M shares |
WELLINGTON MANAGEMENT GROUP LLP | ≈3.28%1.81M shares |
STATE STREET CORP | ≈3.12%1.72M shares |
TWO SIGMA INVESTMENTS, LP | ≈2.90%1.61M shares |
MARSHALL WACE, LLP | ≈2.78%1.54M shares |
FEDERATED HERMES, INC. | ≈2.40%1.33M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.39%1.32M shares |
Invesco Ltd. | ≈2.27%1.26M shares |
FMR LLC | ≈2.09%1.15M shares |
AMERICAN CENTURY COMPANIES INC | ≈2.06%1.14M shares |
SRS Investment Management, LLC | ≈2.00%1.11M shares |
Qube Research & Technologies Ltd | ≈1.90%1.05M shares |
DIMENSIONAL FUND ADVISORS LP | ≈1.65%913.89K shares |
Balyasny Asset Management L.P. | ≈1.36%753.26K shares |
NORGES BANK | ≈1.29%710.78K shares |
D. E. Shaw & Co., Inc. | ≈1.15%638.47K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ≈1.15%636.97K shares |
Percentages use 55.3M shares of this listed class outstanding on Jun 3, 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 26, 2026Form 4 | MARKEE RICHARD LDirector | SellCommon Stock | 3.0K | $232.04 | $696.1K | 13.2K |
| Mar 24, 2026Form 4 | SARGENT RONALDDirector | SellCommon Stock · indirect | 10.0K | $231.75 | $2.32M | 73.7K |
| Mar 23, 2026Form 4 | SARGENT RONALDDirector | SellCommon Stock · indirect | 10.0K | $231.28 | $2.31M | 83.7K |
| Mar 20, 2026Form 4 | BULL KENNETH RCOO | SellCommon Stock | 6.0K | $233.04 | $1.39M | 92.5K |
| Mar 20, 2026Form 4 | BULL KENNETH RCOO | SellCommon Stock | 2.0K | $235.46 | $478.0K | 98.5K |