Revenue
2014
2015
2016
2017
2018
2019
2020
2021
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 · Dec 31 | 2021 · Jun 30 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.03B | $719.4M | $605.7M | $603.2M | $653.6M | $615.9M | $498.8M | $423.1M | $459.0M | $440.8M | $288.8M | $244.6M | $228.0M | — | — | — | — | — |
| Gross profit | $714.3M | $471.2M | $343.4M | $323.1M | $186.7M | $333.0M | $236.1M | $178.6M | $209.3M | $192.2M | $288.8M | $244.6M | — | — | — | — | — | — |
| Gross margin | 69.32% | 65.50% | 56.69% | 53.56% | 28.57% | 54.07% | 47.32% | 42.21% | 45.61% | 43.61% | 100.00% | 100.00% | — | — | — | — | — | — |
| Operating expenses | $392.3M | $289.5M | $302.5M | $319.5M | $325.2M | $29.3M | $299.9M | $282.3M | $533.6M | $294.9M | $284.0M | $190.8M | $128.4M | $118.1M | $106.4M | $97.5M | $95.5M | $46.5M |
| Operating income | $638.2M | $429.9M | $303.2M | $283.7M | $328.4M | $337.6M | $198.9M | $140.7M | −$74.5M | $145.9M | $4.8M | $87.2M | $108.7M | $171.2M | $156.6M | $118.9M | $41.0M | $27.3M |
| Operating margin | 61.93% | 59.76% | 50.06% | 47.03% | 50.25% | 54.82% | 39.88% | 33.26% | −16.24% | 33.11% | 1.67% | 35.67% | 47.68% | — | — | — | — | — |
| EBITDA | $815.2M | $574.3M | $468.1M | $462.6M | $517.4M | $521.2M | $374.4M | $303.8M | $89.2M | $305.6M | $145.9M | $180.7M | $200.1M | $256.2M | $231.6M | $186.3M | $94.8M | $59.9M |
| EBITDA margin | 79.11% | 79.83% | 77.29% | 76.70% | 79.16% | 84.63% | 75.05% | 71.80% | 19.42% | 69.32% | 50.53% | 73.89% | 87.74% | — | — | — | — | — |
| Net income | $466.3M | $332.0M | $239.4M | $239.0M | $274.0M | $302.5M | $199.3M | $93.8M | −$113.1M | $101.5M | −$77.1M | $52.0M | $63.5M | $73.4M | $98.3M | $77.3M | $29.4M | $41.4M |
| Net profit margin | 45.25% | 46.15% | 39.53% | 39.62% | 41.93% | 49.12% | 39.96% | 22.18% | −24.65% | 23.03% | −26.71% | 21.25% | 27.84% | — | — | — | — | — |
| Basic EPSper basic share | $6.70 | $5.04 | $3.64 | $3.64 | $4.17 | $4.61 | $3.04 | $1.43 | -$1.73 | $1.55 | -$1.18 | $0.80 | $0.96 | $1.09 | $1.61 | $1.29 | $0.49 | $1.09 |
| Diluted EPSper diluted share | $6.69 | $5.04 | $3.63 | $3.63 | $4.17 | $4.60 | $3.03 | $1.43 | -$1.73 | $1.55 | -$1.18 | $0.80 | $0.96 | $1.09 | $1.61 | $1.29 | $0.49 | $1.07 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 12.89%10.91M shares |
Capital World Investors | 11.01%9.32M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.87%4.13M shares |
STATE STREET CORP | 4.61%3.9M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.48%3.8M shares |
VAN ECK ASSOCIATES CORP | 3.46%2.93M shares |
Invesco Ltd. | 2.44%2.07M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.06%1.74M shares |
First Eagle Investment Management, LLC | 2.04%1.72M shares |
Capital Research Global Investors | 1.72%1.45M shares |
NORGES BANK | 1.66%1.41M shares |
UBS Group AG | 1.44%1.22M shares |
AQR CAPITAL MANAGEMENT LLC | 1.23%1.04M shares |
NORTHERN TRUST CORP | 1.06%893.44K shares |
DIMENSIONAL FUND ADVISORS LP | 0.99%836.65K shares |
MORGAN STANLEY | 0.98%827.94K shares |
FMR LLC | 0.94%794.73K shares |
Bank of New York Mellon Corp | 0.89%755.28K shares |
Nuveen, LLC | 0.87%736.79K shares |
Qube Research & Technologies Ltd | 0.83%705.27K shares |
Percentages use 84.67M 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 16, 2026Form 4 | Shefman RandySVP & General Counsel | SellCommon Stock | 500 | $215.85 | $107.9K | 8.6K |
| May 11, 2026Form 4 | Shefman RandySVP & General Counsel | SellCommon Stock | 1.0K | $243.74 | $243.7K | 9.1K |
| Mar 12, 2026Form 4 | Isto MarkDirector | SellCommon Stock | 2.0K | $274.83 | $549.7K | 20.0K |
| Mar 4, 2026Form 4 · 10b5-1 | Libner PaulSVP & CFO | SellCommon Stock | 1.0K | $285.84 | $285.8K | 16.0K |
| Mar 4, 2026Form 4 · 10b5-1 | Libner PaulSVP & CFO | SellCommon Stock | 100 | $284.41 | $28.4K | 17.0K |