Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Revenue | $13.18B | $11.71B | $9.78B | $8.99B | $7.94B | $6.20B | $6.09B |
| Operating expenses | $1.11B | $1.06B | $998.0M | $886.0M | — | — | — |
| Operating income | $245.0M | $218.0M | $318.0M | $242.0M | $151.0M | $16.0M | $150.0M |
| Operating margin | 1.86% | 1.86% | 3.25% | 2.69% | 1.90% | 0.26% | 2.46% |
| EBITDA | $702.0M | $633.0M | $679.0M | $571.0M | $486.0M | $339.0M | $452.0M |
| EBITDA margin | 5.33% | 5.41% | 6.94% | 6.35% | 6.12% | 5.47% | 7.42% |
| Net income | $32.0M | $134.0M | $229.0M | $197.0M | $153.0M | −$31.0M | $60.0M |
| Net profit margin | 0.24% | 1.14% | 2.34% | 2.19% | 1.93% | −0.50% | 0.98% |
| Basic EPSper basic share | $0.28 | $1.12 | $1.93 | $1.68 | $1.33 | -$0.27 | $0.52 |
| Diluted EPSper diluted share | $0.28 | $1.12 | $1.92 | $1.67 | $1.32 | -$0.27 | $0.52 |
Reported shareholders
| Holder | % owned |
|---|---|
Orbis Allan Gray Ltd | 11.70%13.42M shares |
BlackRock, Inc. | 9.83%11.28M shares |
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 4.57%5.25M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.53%5.2M shares |
DIMENSIONAL FUND ADVISORS LP | 4.50%5.16M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.28%4.92M shares |
Clearbridge Investments, LLC | 4.11%4.72M shares |
FMR LLC | 3.61%4.15M shares |
STATE STREET CORP | 3.34%3.84M shares |
River Road Asset Management, LLC | 2.84%3.26M shares |
Khrom Capital Management LLC | 2.49%2.85M shares |
NEUBERGER BERMAN GROUP LLC | 2.05%2.36M shares |
ALLIANCEBERNSTEIN L.P. | 1.99%2.29M shares |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1.89%2.16M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.86%2.13M shares |
Focus Partners Wealth | 1.80%2.07M shares |
MORGAN STANLEY | 1.56%1.79M shares |
BRADLEY S JACOBS | ≈1.48%1.7M shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.09%1.25M shares |
BROWN BROTHERS HARRIMAN & CO | 1.06%1.22M shares |
Percentages use 114.77M 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 |
|---|---|---|---|---|---|---|
| Nov 28, 2025Form 4 | Cooper Todd CDirector | BuyCommon Stock | 6.0K | $50.59 | $303.5K | 10.0K |