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 | $2.71B | $2.07B | $1.70B | $1.06B | $1.04B | $904.4M | $738.2M | $563.8M | $463.8M | $367.0M | $263.9M | $231.3M | $247.1M | $211.4M | $152.3M | $97.0M | $66.0M |
| Gross profit | $1.94B | $1.45B | $1.16B | $805.6M | $752.1M | $582.3M | $480.3M | $370.2M | $277.2M | $211.1M | $133.3M | $127.1M | $112.4M | $92.3M | $66.7M | $43.7M | $18.3M |
| Gross margin | 71.63% | 69.79% | 68.35% | 76.33% | 72.28% | 64.39% | 65.06% | 65.66% | 59.77% | 57.52% | 50.50% | 54.96% | 45.49% | 43.68% | 43.82% | 45.09% | 27.71% |
| Research & development | $301.1M | $219.6M | $205.0M | $180.2M | $160.1M | $146.8M | $132.3M | $94.8M | $75.7M | $55.7M | $43.2M | $27.9M | $21.8M | $24.4M | $21.9M | $16.6M | $13.2M |
| Operating expenses | $1.47B | $1.14B | $939.8M | $768.0M | $626.1M | $530.8M | $430.3M | $342.8M | $284.6M | $221.8M | $182.0M | $136.0M | $141.5M | $128.3M | $109.2M | $82.4M | $77.7M |
| Operating income | $473.8M | $308.9M | $220.1M | $37.6M | $126.0M | $51.5M | $50.0M | $27.4M | −$7.4M | −$10.7M | −$48.7M | −$8.9M | −$29.1M | −$36.0M | −$42.5M | −$38.6M | −$59.4M |
| Operating margin | 17.50% | 14.91% | 12.97% | 3.56% | 12.11% | 5.69% | 6.77% | 4.86% | −1.60% | −2.92% | −18.47% | −3.84% | −11.79% | −17.02% | −27.89% | −39.84% | −89.89% |
| EBITDA | $564.2M | $389.7M | $292.9M | $100.8M | $183.4M | $106.9M | $77.9M | $43.0M | $6.5M | $3.1M | −$32.9M | $3.3M | −$17.3M | −$24.9M | −$34.0M | −$33.6M | −$54.1M |
| EBITDA margin | 20.83% | 18.81% | 17.26% | 9.55% | 17.62% | 11.82% | 10.55% | 7.63% | 1.40% | 0.85% | −12.47% | 1.45% | −7.01% | −11.80% | −22.31% | −34.61% | −81.99% |
| Net income | $247.1M | $418.3M | $206.3M | $4.6M | $16.8M | $6.8M | $11.6M | $3.3M | −$26.8M | −$28.9M | −$73.5M | −$51.5M | −$45.0M | −$51.9M | −$45.8M | −$61.2M | −$72.3M |
| Net profit margin | 9.12% | 20.19% | 12.16% | 0.44% | 1.61% | 0.75% | 1.57% | 0.59% | −5.78% | −7.87% | −27.86% | −22.26% | −18.20% | −24.54% | −30.10% | −63.07% | −109.56% |
| Basic EPSper basic share | $3.51 | $5.97 | $2.96 | $0.07 | $0.25 | $0.11 | $0.19 | $0.06 | -$0.46 | -$0.48 | -$1.29 | -$0.93 | -$0.83 | -$1.08 | -$0.98 | -$1.54 | -$2.43 |
| Diluted EPSper diluted share | $3.48 | $5.78 | $2.94 | $0.07 | $0.24 | $0.10 | $0.19 | $0.05 | -$0.46 | -$0.48 | -$1.29 | -$0.93 | -$0.83 | -$1.08 | -$0.98 | -$1.54 | -$2.43 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 9.65%6.69M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 6.53%4.53M shares |
STATE STREET CORP | 4.61%3.2M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.44%3.08M shares |
AQR CAPITAL MANAGEMENT LLC | 3.54%2.46M shares |
BAILLIE GIFFORD & CO | 2.94%2.04M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.89%2M shares |
TWO SIGMA INVESTMENTS, LP | 2.75%1.9M shares |
Invesco Ltd. | 2.44%1.69M shares |
T. Rowe Price Investment Management, Inc. | 2.18%1.51M shares |
MORGAN STANLEY | 2.13%1.48M shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.12%1.47M shares |
Clearbridge Investments, LLC | 1.90%1.32M shares |
Soleus Capital Management, L.P. | 1.51%1.05M shares |
NORGES BANK | 1.51%1.05M shares |
JUPITER ASSET MANAGEMENT LTD | 1.48%1.03M shares |
FMR LLC | 1.39%964.3K shares |
MILLENNIUM MANAGEMENT LLC | 1.25%865.39K shares |
FIL Ltd | 1.21%840.03K shares |
GOLDMAN SACHS GROUP INC | 1.18%818.27K shares |
Percentages use 69.35M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 3, 2026Form 4 | STONESIFER TIMOTHY C.Director | BuyCommon Stock | 2.8K | $143.51 | $400.4K | 9.0K |
| Jun 3, 2026Form 4 | BORIO LUCIANADirector | SellCommon Stock | 418 | $143.27 | $59.9K | 4.3K |
| Jun 3, 2026Form 4 | WEATHERMAN ELIZABETH HDirector | BuyCommon Stock | 3.5K | $144.20 | $497.5K | 10.4K |
| Feb 25, 2026Form 4 | MINOGUE MICHAEL RDirector | BuyCommon Stock · indirect | 2.0K | $246.23 | $499.8K | 17.5K |
| Feb 20, 2026Form 4 | McEvoy AshleyPresident and CEO | BuyCommon Stock | 4.3K | $239.35 | $1.03M | 13.9K |