Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.25B | $8.70B | $9.18B | $10.43B | $9.44B | $8.34B | $7.73B | $7.08B | $6.70B | $5.49B | $5.37B | $5.32B | $5.14B | $5.30B | $5.29B | $4.81B | $4.14B |
| Gross profit | $1.76B | $1.77B | $1.67B | $1.64B | $1.45B | $1.30B | $1.14B | $993.7M | $918.6M | $743.1M | $716.3M | $712.4M | $698.9M | $719.7M | $709.2M | $646.1M | $568.6M |
| Gross margin | 21.36% | 20.30% | 18.19% | 15.69% | 15.34% | 15.59% | 14.72% | 14.04% | 13.70% | 13.55% | 13.33% | 13.40% | 13.59% | 13.58% | 13.41% | 13.43% | 13.74% |
| Operating expenses | $1.43B | $1.38B | $1.25B | $1.22B | $1.12B | $1.03B | $897.5M | $760.2M | $739.3M | $594.3M | $589.8M | $581.4M | $577.6M | $571.5M | $561.8M | $522.0M | $515.7M |
| Operating income | $334.9M | $388.6M | $419.8M | $413.7M | $332.1M | $271.6M | $240.6M | $233.5M | $179.3M | $148.8M | $126.5M | $131.0M | $121.2M | $148.2M | $147.4M | $124.1M | $52.9M |
| Operating margin | 4.06% | 4.47% | 4.58% | 3.97% | 3.52% | 3.26% | 3.11% | 3.30% | 2.67% | 2.71% | 2.35% | 2.46% | 2.36% | 2.79% | 2.79% | 2.58% | 1.28% |
| EBITDA | $441.2M | $486.7M | $482.3M | $470.3M | $387.5M | $337.1M | $286.8M | $270.9M | $221.9M | $187.0M | $164.5M | $171.6M | $162.8M | $189.3M | $186.5M | $162.1M | $94.1M |
| EBITDA margin | 5.35% | 5.59% | 5.26% | 4.51% | 4.11% | 4.04% | 3.71% | 3.83% | 3.31% | 3.41% | 3.06% | 3.23% | 3.16% | 3.57% | 3.53% | 3.37% | 2.27% |
| Net income | $157.3M | $249.7M | $281.3M | $280.6M | $219.3M | $172.6M | $159.4M | $163.7M | $90.7M | $84.7M | $75.9M | $75.7M | $71.0M | $92.8M | $100.2M | $75.5M | $33.6M |
| Net profit margin | 1.91% | 2.87% | 3.07% | 2.69% | 2.32% | 2.07% | 2.06% | 2.31% | 1.35% | 1.54% | 1.41% | 1.42% | 1.38% | 1.75% | 1.90% | 1.57% | 0.81% |
| Basic EPSper basic share | $5.00 | $7.73 | $8.53 | $8.04 | $6.27 | $4.92 | $4.49 | $4.60 | $2.54 | $2.35 | $2.00 | $1.84 | $1.65 | $2.09 | $2.20 | $1.63 | $0.73 |
| Diluted EPSper diluted share | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 | $1.64 | $2.07 | $2.18 | $1.61 | $0.73 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 16.33%4.82M shares |
ValueAct Holdings GP, LLC / ValueAct Holdings, L.P. / ValueAct Capital Management, L.P. / ValueAct Capital Management, LLC / ValueAct Capital Master Fund, L.P. / VA Partners I, LLC / ValueAct Holdings II, L.P. | ≈9.70%2.86M shares |
MORGAN STANLEY | 9.61%2.84M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 8.70%2.57M shares |
FIDUCIARY MANAGEMENT INC /WI/ | 7.45%2.2M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.60%1.36M shares |
STATE STREET CORP | 4.14%1.22M shares |
PARADIGM CAPITAL MANAGEMENT INC/NY | 3.24%957K shares |
FMR LLC | 3.18%939.3K shares |
DIMENSIONAL FUND ADVISORS LP | 2.87%848.41K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.76%814.64K shares |
Analog Century Management LP | 2.62%771.97K shares |
FIL Ltd | 1.83%538.89K shares |
D. E. Shaw & Co., Inc. | 1.60%472.42K shares |
NORTHERN TRUST CORP | 1.45%429.1K shares |
T. Rowe Price Investment Management, Inc. | 1.45%426.81K shares |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.32%388.8K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.29%381.78K shares |
JANE STREET GROUP, LLC | 1.29%379.8K shares |
Nuveen, LLC | 1.28%376.54K shares |
Percentages use 29.52M 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 |
|---|---|---|---|---|---|---|
| May 29, 2026Form 4 | Adatia KarimGeneral Counsel | SellCommon Stock | 559 | $107.40 | $60.0K | 248 |
| May 11, 2026Form 4 | Morgado James A.Chief Financial Officer | BuyCommon Stock | 2.3K | $87.26 | $199.8K | 17.2K |
| May 8, 2025Form 4 | ValueAct Capital Management, L.P. +6Director,TenPercentOwner,Other | SellCommon Stock · indirect | 600.0K | $130.94 | $78.56M | 3.46M |
| Feb 28, 2025Form 4 | Crump Rachael Ann BertrandtChief Accounting Officer | SellCommon Stock | 1.3K | $154.38 | $193.0K | 5.0K |
| Feb 26, 2025Form 4 | ALLEN RICHARD EDirector | SellCommon Stock · indirect | 6.8K | $156.51 | $1.06M | 25.2K |