Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $67.84B | $63.30B | $58.28B | $57.25B | $50.89B | $30.40B | $25.09B | $19.74B | $17.62B | $16.76B | $16.10B | $15.27B | $13.69B |
| Gross profit | $8.09B | $7.42B | $6.58B | $6.25B | $5.26B | $3.53B | $2.87B | $2.51B | $2.29B | $2.12B | $2.01B | $1.85B | $1.70B |
| Gross margin | 11.93% | 11.72% | 11.29% | 10.92% | 10.33% | 11.60% | 11.44% | 12.73% | 13.01% | 12.68% | 12.48% | 12.10% | 12.40% |
| Operating expenses | $7.20B | $6.60B | $5.75B | $5.49B | $4.93B | $3.32B | $2.97B | $2.23B | $2.04B | $1.91B | $1.81B | $1.69B | $1.58B |
| Operating income | $887.5M | $816.3M | $826.4M | $765.8M | $327.4M | $200.7M | −$99.0M | $283.3M | $253.5M | $211.0M | $202.2M | $160.1M | $115.6M |
| Operating margin | 1.31% | 1.29% | 1.42% | 1.34% | 0.64% | 0.66% | −0.39% | 1.43% | 1.44% | 1.26% | 1.26% | 1.05% | 0.84% |
| EBITDA | $1.70B | $1.53B | $1.38B | $1.26B | $790.2M | $539.6M | $177.3M | $438.3M | $383.6M | $337.1M | $320.8M | $281.4M | $248.3M |
| EBITDA margin | 2.51% | 2.42% | 2.37% | 2.21% | 1.55% | 1.78% | 0.71% | 2.22% | 2.18% | 2.01% | 1.99% | 1.84% | 1.81% |
| Net income | $359.3M | $340.2M | $435.9M | $397.2M | $112.5M | $40.7M | −$114.1M | $166.8M | $198.7M | $96.3M | $68.3M | $56.5M | $15.5M |
| Net profit margin | 0.53% | 0.54% | 0.75% | 0.69% | 0.22% | 0.13% | −0.45% | 0.84% | 1.13% | 0.57% | 0.42% | 0.37% | 0.11% |
| Basic EPSper basic share | $2.30 | $2.20 | $2.82 | $2.58 | $0.75 | $0.31 | -$1.01 | $1.61 | $1.95 | $0.96 | $0.71 | $0.65 | $0.18 |
| Diluted EPSper diluted share | $2.29 | $2.18 | $2.79 | $2.54 | $0.74 | $0.30 | -$1.01 | $1.59 | $1.90 | $0.93 | $0.70 | $0.64 | $0.18 |
Reported shareholders
| Holder | % owned |
|---|---|
Capital World Investors | ≈14.96%23.35M shares |
BlackRock, Inc. | ≈9.04%14.11M shares |
FMR LLC | ≈7.69%12M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈4.40%6.87M shares |
JPMORGAN CHASE & CO | ≈4.39%6.85M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.38%6.84M shares |
Invesco Ltd. | ≈4.37%6.82M shares |
LONE PINE CAPITAL LLC | ≈3.75%5.85M shares |
STATE STREET CORP | ≈3.12%4.87M shares |
DIMENSIONAL FUND ADVISORS LP | ≈2.19%3.42M shares |
Sachem Head Capital Management LP | ≈2.15%3.35M shares |
Clearbridge Investments, LLC | ≈2.12%3.32M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈1.85%2.88M shares |
PRIMECAP MANAGEMENT CO/CA/ | ≈1.75%2.73M shares |
Nuveen, LLC | ≈1.37%2.15M shares |
MORGAN STANLEY | ≈1.35%2.1M shares |
Holocene Advisors, LP | ≈1.25%1.96M shares |
NORGES BANK | ≈1.22%1.91M shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ≈1.11%1.73M shares |
D. E. Shaw & Co., Inc. | ≈1.03%1.61M shares |
Percentages use 156.1M 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.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 26, 2026Form 4 · 10b5-1 | DAVIS ERIKA TSee Remarks | SellCommon Stock | 2.6K | $110.00 | $285.4K | 40.4K |
| Jun 18, 2026Form 4 · 10b5-1 | HOLM GEORGE LSee Remarks | SellCommon Stock | 2.4K | $105.13 | $256.2K | 1.62M |
| Jun 18, 2026Form 4 · 10b5-1 | HOLM GEORGE LSee Remarks | SellCommon Stock | 17.5K | $104.59 | $1.83M | 1.62M |
| Jun 18, 2026Form 4 · 10b5-1 | HOLM GEORGE LSee Remarks | SellCommon Stock | 13.1K | $103.46 | $1.35M | 1.64M |
| Jun 12, 2026Form 4 · 10b5-1 | DAVIS ERIKA TSee Remarks | SellCommon Stock | 1.8K | $105.00 | $183.8K | 43.0K |