Revenue
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 · Dec 31 | 2013 · Nov 13 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.71B | $2.20B | $2.36B | $2.30B | $3.05B | $2.37B | $1.84B | $1.50B | $1.26B | $838.3M | $630.2M | $383.3M | $162.8M | — | $76.2M | $50.5M |
| Gross profit | $353.5M | $533.3M | $542.2M | $646.6M | $818.0M | $603.1M | $436.5M | $379.9M | $320.4M | $221.6M | $166.9M | $102.8M | $41.5M | — | $21.7M | $13.8M |
| Gross margin | 20.73% | 24.21% | 22.99% | 28.06% | 26.82% | 25.47% | 23.75% | 25.25% | 25.47% | 26.44% | 26.49% | 26.82% | 25.47% | — | 28.46% | 27.26% |
| Operating expenses | $273.8M | $321.1M | $308.9M | $256.5M | $270.3M | $238.4M | $208.9M | $179.8M | $150.6M | $110.1M | $87.3M | $60.4M | $25.1M | — | $11.8M | $9.3M |
| Operating income | $79.8M | $212.1M | $233.3M | $390.1M | $547.7M | $364.7M | $227.5M | $200.1M | $169.8M | $111.5M | $79.7M | $42.4M | $16.4M | — | $9.9M | $4.5M |
| Operating margin | 4.68% | 9.63% | 9.89% | 16.93% | 17.96% | 15.40% | 12.38% | 13.30% | 13.50% | 13.30% | 12.64% | 11.06% | 10.06% | — | 12.92% | 8.84% |
| EBITDA | $84.1M | $215.3M | $235.7M | $391.7M | $548.9M | $365.4M | $228.2M | $200.8M | $170.6M | $112.6M | $80.6M | $43.2M | $16.7M | — | $10.0M | $4.5M |
| EBITDA margin | 4.93% | 9.77% | 9.99% | 17.00% | 17.99% | 15.43% | 12.41% | 13.35% | 13.56% | 13.43% | 12.78% | 11.27% | 10.24% | — | 13.17% | 9.00% |
| Net income | $72.6M | $196.1M | $199.2M | $326.6M | $429.6M | $323.9M | $178.6M | $155.3M | $113.3M | $75.0M | $52.8M | $28.2M | $22.3M | $14.6M | $9.7M | $3.4M |
| Net profit margin | 4.25% | 8.90% | 8.45% | 14.17% | 14.09% | 13.68% | 9.72% | 10.32% | 9.01% | 8.95% | 8.38% | 7.36% | 13.71% | — | 12.73% | 6.64% |
| Basic EPSper basic share | $3.13 | $8.33 | $8.48 | $13.90 | $17.46 | $12.89 | $7.70 | $6.89 | $5.24 | $3.61 | $2.65 | $1.37 | — | — | — | — |
| Diluted EPSper diluted share | $3.12 | $8.30 | $8.42 | $13.76 | $17.25 | $12.76 | $7.02 | $6.24 | $4.73 | $3.41 | $2.44 | $1.33 | — | — | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 15.32%3.56M shares |
Lipar Eric Thomas | ≈10.04%2.33M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.56%1.29M shares |
STATE STREET CORP | 5.19%1.21M shares |
Atlas FRM LLC | 4.16%967K shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.80%883.34K shares |
DISCIPLINED GROWTH INVESTORS INC /MN | 3.51%815.07K shares |
River Road Asset Management, LLC | 3.43%798.54K shares |
CDAM (UK) Ltd | 3.12%725.47K shares |
DIMENSIONAL FUND ADVISORS LP | 3.11%723.49K shares |
Altshuler Shaham Ltd | 3.07%714.27K shares |
GOLDMAN SACHS GROUP INC | 2.87%666.49K shares |
CITADEL ADVISORS LLC | 2.50%580.63K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.39%555.72K shares |
FRONTIER CAPITAL MANAGEMENT CO LLC | 2.26%525.7K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.97%458.65K shares |
MORGAN STANLEY | 1.87%434.56K shares |
Invesco Ltd. | 1.59%370.57K shares |
MILLENNIUM MANAGEMENT LLC | 1.54%357.82K shares |
TWO SIGMA INVESTMENTS, LP | 1.31%304.22K shares |
Percentages use 23.25M 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 |
|---|---|---|---|---|---|---|
| Mar 9, 2026Form 4 | Garber Scott JamesGeneral Counsel and Secretary | SellCommon Stock | 323 | $43.41 | $14.0K | 21.7K |
| Mar 9, 2026Form 4 | Garber Scott JamesGeneral Counsel and Secretary | SellCommon Stock | 69 | $42.55 | $2.9K | 22.0K |
| Mar 9, 2026Form 4 | Garber Scott JamesGeneral Counsel and Secretary | SellCommon Stock | 961 | $41.54 | $39.9K | 22.1K |
| Mar 9, 2026Form 4 | Snider Michael LarryPresident and COO | SellCommon Stock · indirect | 1.4K | $43.41 | $62.1K | 175.6K |
| Mar 9, 2026Form 4 | Snider Michael LarryPresident and COO | SellCommon Stock · indirect | 307 | $42.55 | $13.1K | 177.0K |