Revenue
2008
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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.04B | $4.99B | $5.06B | $5.20B | $5.80B | $5.54B | $4.88B | $4.89B | $4.43B | $4.49B | $4.47B | $4.96B | $4.83B | $4.07B | $3.45B | $2.73B | $2.32B | $2.36B |
| Gross profit | $3.92B | $3.89B | $3.87B | $4.03B | $4.56B | $4.39B | $3.92B | $3.97B | $3.58B | $3.63B | $3.61B | $3.98B | $3.86B | $3.26B | $2.77B | $2.18B | $1.83B | $1.90B |
| Gross margin | 77.87% | 77.88% | 76.47% | 77.45% | 78.64% | 79.24% | 80.36% | 81.21% | 80.83% | 80.96% | 80.85% | 80.18% | 80.03% | 80.05% | 80.31% | 79.56% | 78.79% | 80.57% |
| Operating expenses | $3.44B | $3.50B | $3.52B | $3.49B | $3.83B | $3.75B | $3.35B | $3.29B | $2.96B | $3.18B | $3.03B | $3.46B | $3.13B | $2.60B | $2.21B | $1.79B | $1.54B | $1.57B |
| Operating income | $481.0M | $385.9M | $356.4M | $545.2M | $734.1M | $640.6M | $568.1M | $683.1M | $617.1M | $458.1M | $583.6M | $513.5M | $735.3M | $661.4M | $562.3M | $387.5M | $296.0M | $332.3M |
| Operating margin | 9.55% | 7.73% | 7.04% | 10.48% | 12.65% | 11.56% | 11.65% | 13.96% | 13.94% | 10.21% | 13.06% | 10.36% | 15.24% | 16.24% | 16.28% | 14.17% | 12.73% | 14.08% |
| EBITDA | $602.2M | $507.3M | $469.7M | $660.6M | $841.7M | $740.9M | $665.8M | $783.5M | $716.9M | $556.4M | $681.6M | $606.7M | $820.0M | $735.8M | $634.1M | $456.1M | $358.5M | $381.0M |
| EBITDA margin | 11.95% | 10.16% | 9.28% | 12.69% | 14.51% | 13.37% | 13.65% | 16.02% | 16.19% | 12.40% | 15.25% | 12.24% | 16.99% | 18.07% | 18.36% | 16.68% | 15.42% | 16.15% |
| Net income | $228.3M | $254.3M | $142.2M | $321.3M | $447.2M | $372.6M | $311.0M | $296.6M | $213.9M | $260.0M | $339.1M | $308.7M | $527.5M | $464.0M | $415.0M | $292.9M | $203.3M | $221.2M |
| Net profit margin | 4.53% | 5.09% | 2.81% | 6.17% | 7.71% | 6.72% | 6.38% | 6.06% | 4.83% | 5.79% | 7.59% | 6.23% | 10.93% | 11.39% | 12.01% | 10.71% | 8.75% | 9.38% |
| Basic EPSper basic share | $2.22 | $2.53 | $1.44 | $3.26 | $4.22 | $2.83 | $2.26 | $2.12 | $1.35 | $1.57 | $2.06 | $1.79 | $2.57 | $2.07 | $0.88 | $0.62 | $0.42 | $0.22 |
| Diluted EPSper diluted share | $2.20 | $2.50 | $1.42 | $3.23 | $4.13 | $2.77 | $2.20 | $1.98 | $1.29 | $1.51 | $1.99 | $1.70 | $2.46 | $1.97 | $0.83 | $0.58 | $0.40 | $0.21 |
Reported shareholders
| Holder | % owned |
|---|---|
BAUPOST GROUP LLC/MA | 8.84%9.26M shares |
BlackRock, Inc. | 7.99%8.37M shares |
Route One Investment Company, L.P. | 7.97%8.35M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.91%6.19M shares |
RENAISSANCE TECHNOLOGIES LLC | 4.79%5.02M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.21%4.41M shares |
GEODE CAPITAL MANAGEMENT, LLC | 3.31%3.47M shares |
Solel Partners LP | 2.72%2.85M shares |
LSV ASSET MANAGEMENT | 2.50%2.62M shares |
STATE STREET CORP | 2.43%2.55M shares |
FMR LLC | 2.41%2.53M shares |
TWO SIGMA INVESTMENTS, LP | 2.23%2.34M shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.16%2.26M shares |
Nantahala Capital Management, LLC | 2.12%2.22M shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.02%2.12M shares |
IRIDIAN ASSET MANAGEMENT LLC/CT | 1.98%2.08M shares |
DIMENSIONAL FUND ADVISORS LP | 1.80%1.89M shares |
Quantedge Capital Pte Ltd | 1.76%1.85M shares |
GOLDMAN SACHS GROUP INC | 1.70%1.79M shares |
Long Focus Capital Management, LLC | 1.62%1.7M shares |
Percentages use 104.8M 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 |
|---|---|---|---|---|---|---|
| Jun 4, 2026Form 4 | L'Helias SophieDirector | BuyCommon Stock | 1.2K | $11.31 | $13.6K | 79.9K |
| May 19, 2026Form 4 | Hicks TroyChief Operating Officer | SellCommon Stock | 10.0K | $12.32 | $123.2K | 9.7K |
| May 18, 2026Form 4 | Hicks TroyChief Operating Officer | SellCommon Stock | 38.4K | $12.93 | $496.2K | 9.1K |
| May 12, 2026Form 4 | Lamberti FrankChief Commercial Officer | SellCommon Stock | 135.0K | $13.50 | $1.82M | 36.6K |
| May 11, 2026Form 4 | Lamberti FrankChief Commercial Officer | SellCommon Stock | 7.9K | $13.86 | $110.0K | 171.6K |