Revenue
2023
2024
2025
| 2025 · Dec 31 | 2025 · Dec 16 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| Revenue | $28.43B | — | $25.51B | $23.23B | — |
| Gross profit | $7.52B | — | $6.98B | $5.88B | — |
| Gross margin | 26.44% | — | 27.35% | 25.33% | — |
| Research & development | $80.0M | — | $67.0M | $60.0M | — |
| Operating expenses | $5.31B | — | $4.83B | $4.63B | — |
| Operating income | $2.21B | — | $2.15B | $1.25B | — |
| Operating margin | 7.78% | — | 8.41% | 5.38% | — |
| EBITDA | $3.22B | — | $3.12B | $2.20B | — |
| EBITDA margin | 11.34% | — | 12.24% | 9.47% | — |
| Net income | $1.16B | $1.15B | $1.16B | $234.0M | — |
| Net profit margin | 4.08% | — | 4.56% | 1.01% | — |
| Basic EPSper basic share | -$0.01 | — | $0.66 | $0.13 | -$0.01 |
| Diluted EPSper diluted share | -$0.01 | — | $0.66 | $0.13 | -$0.01 |
Reported shareholders
| Holder | % owned |
|---|---|
TC Group Cayman Investment Holdings Sub L.P. / TC Group VII, L.L.C. / Carlyle Holdings II GP L.L.C. / TC Group Cayman Investment Holdings, L.P. / TC Group VII, L.P. / Carlyle Holdings II L.L.C. | ≈28.85%253.02M shares |
CPEP Circle Holdings L.P. / CP Circle UNLV Holdco, L.P. / CPEP GP, LLC / Carlyle Mozart Coinvestment UNLV Holdco, L.P. / Carlyle Mozart Coinvestment Holdings, L.P. | ≈28.85%253.02M shares |
CP Circle ML-5 Holdco, L.P. / CP Circle ML-6 Holdco, L.P. / CP Circle ML-7 Holdco, L.P. / CP Circle ML Holdco GP, LLC / CP Circle ML-1 Holdco GP, LLC / CP Circle ML-4 Holdco, L.P. / CP Circle ML-3 Holdco, L.P. / CP Circle ML-1 Holdco, L.P. / CP Circle ML-2 Holdco, L.P. | ≈28.85%253.02M shares |
Carlyle Group Inc. | ≈21.33%187.08M shares |
GIC Special Investments Pte Ltd / Hux Investment Pte. Ltd. / GIC Private Ltd | ≈13.55%118.8M shares |
H&F Corporate Investors X, Ltd. | ≈8.08%70.87M shares |
FMR LLC | ≈5.35%46.96M shares |
Capital Research Global Investors | ≈4.56%39.96M shares |
Invesco Ltd. | ≈4.37%38.35M shares |
BlackRock, Inc. | ≈3.01%26.39M shares |
MORGAN STANLEY | ≈2.46%21.61M shares |
LONE PINE CAPITAL LLC | ≈2.39%20.97M shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ≈2.27%19.89M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈2.03%17.82M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈1.91%16.78M shares |
Egerton Capital (UK) LLP | ≈1.88%16.47M shares |
Jupiter Topco LLC | ≈1.81%15.86M shares |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ≈1.36%11.96M shares |
BAILLIE GIFFORD & CO | ≈1.29%11.34M shares |
NORGES BANK | ≈0.97%8.48M shares |
Percentages use 877M shares of this listed class outstanding on Jun 27, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Reported positions exceed 100% in total, so the circle shows the selected holder only.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 16, 2026Form 4 · 10b5-1 | Golwas Douglas PChief Commercial Officer | SellClass A Common Stock | 38.0K | $37.05 | $1.41M | 23.9K |
| Jun 16, 2026Form 4 · 10b5-1 | Golwas Douglas PChief Commercial Officer | SellClass A Common Stock | 62.0K | $36.60 | $2.27M | 61.9K |
| Jun 5, 2026Form 4 | CORCORAN JESSI LPrincipal Accounting Officer | BuyClass A Common Stock | 5.0K | $34.15 | $170.8K | 5.0K |
| May 28, 2026Form 4 | Mend Partners II, L.P. +8TenPercentOwner | SellClass A Common Stock · indirect | 1.26M | $36.54 | $46.14M | 6.52M |
| May 28, 2026Form 4 | Mend Partners II, L.P. +8TenPercentOwner | SellClass A Common Stock · indirect | 11.90M | $36.54 | $435.00M | 62.59M |