Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.64B | $3.42B | $2.88B | $2.65B | $2.26B | $1.88B | $1.64B | $1.58B | $1.37B | $1.42B | $976.7M | $773.6M | $677.9M | $641.5M | $564.7M | $743.6M | $505.7M |
| Gross profit | $556.5M | $413.3M | $356.1M | $336.3M | $278.6M | $221.4M | $186.1M | $179.2M | $153.4M | $171.5M | $119.5M | $87.8M | $74.2M | $69.4M | $61.9M | $94.7M | $64.3M |
| Gross margin | 11.99% | 12.09% | 12.35% | 12.71% | 12.32% | 11.78% | 11.34% | 11.31% | 11.18% | 12.07% | 12.24% | 11.35% | 10.95% | 10.82% | 10.96% | 12.74% | 12.72% |
| Operating expenses | $93.6M | $88.9M | $78.5M | $84.6M | $74.1M | $70.6M | $68.7M | $56.6M | $59.6M | $65.6M | $49.7M | $40.6M | — | — | $122.7M | $24.8M | $16.2M |
| Operating income | $462.9M | $324.4M | $277.6M | $251.7M | $204.5M | $150.8M | $117.4M | $122.6M | $93.8M | $105.8M | $69.8M | $47.2M | $91.3M | $70.8M | −$60.8M | $69.9M | $48.1M |
| Operating margin | 9.97% | 9.49% | 9.63% | 9.52% | 9.04% | 8.02% | 7.15% | 7.74% | 6.84% | 7.45% | 7.15% | 6.10% | 13.47% | 11.03% | −10.77% | 9.41% | 9.52% |
| EBITDA | $531.3M | $377.9M | $326.6M | $295.5M | $243.3M | $187.0M | $148.3M | $152.6M | $122.9M | $129.6M | $87.2M | $60.1M | $102.0M | $81.0M | −$51.1M | $79.1M | $56.4M |
| EBITDA margin | 11.45% | 11.05% | 11.33% | 11.17% | 10.75% | 9.95% | 9.03% | 9.63% | 8.96% | 9.13% | 8.92% | 7.77% | 15.04% | 12.63% | −9.05% | 10.64% | 11.14% |
| Net income | $473.0M | $332.5M | $296.2M | $247.9M | $200.4M | $148.3M | $113.5M | $121.0M | $84.2M | $97.1M | $61.9M | $43.6M | $91.7M | $69.0M | −$56.5M | $64.3M | $44.3M |
| Net profit margin | 10.19% | 9.72% | 10.27% | 9.37% | 8.86% | 7.89% | 6.91% | 7.63% | 6.13% | 6.84% | 6.34% | 5.64% | 13.53% | 10.75% | −10.00% | 8.65% | 8.76% |
| Basic EPSper basic share | $13.21 | $9.23 | $8.17 | $6.79 | $5.43 | $4.02 | $3.07 | $3.29 | $2.26 | $2.63 | $1.73 | $1.23 | $2.63 | $2.00 | -$1.64 | $1.90 | $1.44 |
| Diluted EPSper diluted share | $13.05 | $9.17 | $8.10 | $6.73 | $5.36 | $3.95 | $3.01 | $3.23 | $2.21 | $2.57 | $1.68 | $1.21 | $2.58 | $1.98 | -$1.64 | $1.87 | $1.41 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | ≈13.46%4.82M shares |
PRICE T ROWE ASSOCIATES INC /MD/ | ≈5.42%1.94M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈5.30%1.9M shares |
FMR LLC | ≈5.14%1.84M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.51%1.62M shares |
JPMORGAN CHASE & CO | ≈4.40%1.58M shares |
STATE STREET CORP | ≈3.66%1.31M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.99%1.07M shares |
Invesco Ltd. | ≈2.50%897.22K shares |
T. Rowe Price Investment Management, Inc. | ≈2.37%849.07K shares |
Whale Rock Capital Management LLC | ≈2.08%744.77K shares |
Durable Capital Partners LP | ≈1.68%603.34K shares |
MORGAN STANLEY | ≈1.59%569.29K shares |
PARADIGM CAPITAL MANAGEMENT INC/NY | ≈1.48%530.5K shares |
JANE STREET GROUP, LLC | ≈1.31%470.97K shares |
Capital World Investors | ≈1.26%452.74K shares |
NORGES BANK | ≈1.21%431.95K shares |
FRANKLIN RESOURCES INC | ≈1.18%423.52K shares |
BAILLIE GIFFORD & CO | ≈1.16%415.08K shares |
Polar Capital Holdings Plc | ≈1.13%406.47K shares |
Percentages use 35.83M shares of this listed class outstanding on Jun 26, 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 |
|---|---|---|---|---|---|---|
| May 22, 2026Form 4 | Bahrami HomaDirector | SellOrdinary Shares | 2.5K | $711.91 | $1.78M | 16.2K |
| Feb 25, 2026Form 4 | KELLY THOMAS FDirector | SellOrdinary Shares | 350 | $625.52 | $218.9K | 17.3K |
| Feb 25, 2026Form 4 | KELLY THOMAS FDirector | SellOrdinary Shares | 610 | $624.76 | $381.1K | 17.7K |
| Feb 25, 2026Form 4 | KELLY THOMAS FDirector | SellOrdinary Shares | 120 | $623.30 | $74.8K | 18.3K |
| Feb 25, 2026Form 4 | KELLY THOMAS FDirector | SellOrdinary Shares | 770 | $622.47 | $479.3K | 18.4K |