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 | $2.52B | $2.41B | $2.04B | $1.84B | $1.69B | $1.54B | $1.04B | $1.02B | $917.7M | $888.5M | $872.7M | $948.3M | $919.6M | $848.2M | $708.4M | $522.4M | $384.5M |
| Gross profit | $950.6M | $943.9M | $763.6M | $647.1M | $596.5M | $534.9M | $347.5M | $352.3M | $325.2M | $331.2M | $326.2M | $340.5M | $350.3M | $349.8M | $299.8M | $215.3M | $162.4M |
| Gross margin | 37.75% | 39.24% | 37.43% | 35.22% | 35.36% | 34.81% | 33.39% | 34.69% | 35.44% | 37.28% | 37.38% | 35.91% | 38.10% | 41.24% | 42.33% | 41.22% | 42.25% |
| Research & development | $22.0M | $16.6M | $16.7M | $15.5M | $7.5M | $3.7M | $9.7M | $9.5M | $9.2M | $12.5M | $10.1M | $14.4M | $14.2M | $21.1M | $25.6M | $16.3M | $9.6M |
| Operating expenses | $499.8M | $583.8M | $514.0M | $481.6M | $439.8M | $424.4M | $315.1M | $970.3M | $892.2M | $875.4M | $858.8M | $929.9M | $896.7M | $802.5M | $679.4M | $498.2M | $349.0M |
| Operating income | $450.8M | $360.1M | $249.6M | $165.5M | $156.6M | $110.5M | $32.5M | $45.5M | $25.5M | $13.1M | $13.9M | $18.4M | $22.9M | $45.7M | $29.0M | $24.2M | $35.5M |
| Operating margin | 17.90% | 14.97% | 12.23% | 9.01% | 9.29% | 7.19% | 3.12% | 4.48% | 2.78% | 1.48% | 1.59% | 1.94% | 2.49% | 5.39% | 4.09% | 4.63% | 9.22% |
| EBITDA | $577.3M | $474.8M | $359.3M | $275.9M | $254.5M | $200.5M | $104.5M | $116.9M | $100.8M | $87.4M | $82.1M | $98.7M | $109.1M | $111.4M | $87.0M | $67.1M | $61.2M |
| EBITDA margin | 22.93% | 19.74% | 17.61% | 15.01% | 15.09% | 13.05% | 10.05% | 11.51% | 10.98% | 9.84% | 9.41% | 10.41% | 11.87% | 13.14% | 12.28% | 12.85% | 15.93% |
| Net income | $338.2M | $287.9M | $204.2M | $126.9M | $107.1M | $71.5M | $24.5M | $37.2M | $27.6M | $451,000 | $9.0M | $11.0M | $19.6M | $28.1M | $17.5M | $12.8M | $21.5M |
| Net profit margin | 13.43% | 11.97% | 10.01% | 6.90% | 6.35% | 4.65% | 2.35% | 3.66% | 3.01% | 0.05% | 1.04% | 1.16% | 2.13% | 3.31% | 2.48% | 2.45% | 5.60% |
| Basic EPSper basic share | $7.92 | $6.69 | $4.79 | $3.00 | $2.58 | $1.78 | $0.62 | $0.96 | $0.70 | $0.01 | $0.24 | $0.29 | $0.50 | $0.72 | $0.46 | $0.37 | $0.72 |
| Diluted EPSper diluted share | $7.14 | $5.95 | $4.69 | $2.97 | $2.52 | $1.71 | $0.60 | $0.91 | $0.68 | $0.01 | $0.23 | $0.29 | $0.50 | $0.72 | $0.45 | $0.37 | $0.71 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 15.53%6.44M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.72%2.37M shares |
Jupiter Topco LLC | 5.58%2.32M shares |
DIMENSIONAL FUND ADVISORS LP | 4.62%1.92M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.43%1.84M shares |
STATE STREET CORP | 4.01%1.66M shares |
Impactive Capital LP | 3.14%1.3M shares |
MORGAN STANLEY | 3.13%1.3M shares |
FRONTIER CAPITAL MANAGEMENT CO LLC | 2.87%1.19M shares |
PRINCIPAL FINANCIAL GROUP INC | 2.68%1.11M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.66%1.1M shares |
Swedbank AB | 2.35%972.87K shares |
Voss Capital, LP | 2.14%885.61K shares |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.99%823.7K shares |
Invesco Ltd. | 1.88%779.77K shares |
Khrom Capital Management LLC | 1.81%750.17K shares |
FULLER & THALER ASSET MANAGEMENT, INC. | 1.80%745.35K shares |
DEUTSCHE BANK AG\ | 1.78%737.76K shares |
Rhyu James Jeaho | ≈1.77%733.23K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.62%673.6K shares |
Percentages use 41.48M 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 |
|---|---|---|---|---|---|---|
| Aug 19, 2025Form 4 · 10b5-1 | Rhyu James JeahoCHIEF EXECUTIVE OFFICER | SellCommon Stock | 14.0K | $162.66 | $2.27M | 706.4K |
| Nov 7, 2024Form 4 · 10b5-1 | Rhyu James JeahoCHIEF EXECUTIVE OFFICER | SellCommon Stock | 5.7K | $98.72 | $561.0K | 657.4K |
| Nov 6, 2024Form 4 · 10b5-1 | Rhyu James JeahoCHIEF EXECUTIVE OFFICER | SellCommon Stock | 23.2K | $97.29 | $2.26M | 663.1K |
| Oct 25, 2024Form 4 | Goldthwaite ToddManaging Director | SellCommon Stock | 8.0K | $91.54 | $734.9K | 85.1K |