Revenue
2008
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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.48B | $4.93B | $4.93B | $4.92B | $4.93B | $3.68B | $3.11B | $2.70B | $2.70B | $3.08B | $3.15B | $2.99B | $2.46B | $1.40B | $1.42B | $1.11B | $831.2M | $927.8M |
| Gross profit | $3.18B | $2.03B | $1.99B | $2.05B | $2.16B | $1.64B | $1.34B | $1.12B | $1.12B | $1.29B | $1.25B | $1.15B | $1.01B | $714.6M | $743.1M | $555.4M | $393.7M | $401.0M |
| Gross margin | 42.58% | 41.13% | 40.33% | 41.65% | 43.78% | 44.56% | 43.21% | 41.46% | 41.51% | 41.87% | 39.60% | 38.48% | 41.18% | 50.94% | 52.41% | 50.24% | 47.37% | 43.22% |
| Research & development | $32.9M | $30.8M | $30.6M | $29.2M | $27.3M | $23.1M | $23.0M | $21.9M | $21.7M | $26.7M | $28.7M | $21.6M | $21.0M | $15.6M | $9.9M | $7.4M | $6.5M | — |
| Operating expenses | $2.43B | $1.39B | $1.38B | $1.37B | $1.25B | $1.11B | $995.5M | $864.4M | $825.5M | $876.1M | $942.7M | $874.1M | $771.1M | $466.3M | $402.6M | $309.5M | $248.8M | $267.1M |
| Operating income | $754.9M | $634.2M | $607.2M | $680.6M | $912.3M | $532.1M | $346.7M | $256.3M | $295.5M | $413.4M | $306.5M | $276.3M | $243.8M | $248.3M | $340.5M | $245.9M | $144.9M | $133.9M |
| Operating margin | 10.10% | 12.86% | 12.33% | 13.83% | 18.50% | 14.47% | 11.16% | 9.48% | 10.94% | 13.42% | 9.72% | 9.24% | 9.89% | 17.70% | 24.01% | 22.25% | 17.44% | 14.43% |
| EBITDA | $1.05B | $835.7M | $790.2M | $860.8M | $1.09B | $734.6M | $463.2M | $368.2M | $389.5M | $502.0M | $400.4M | $366.0M | $335.3M | $290.3M | $391.5M | $289.9M | $185.2M | $166.6M |
| EBITDA margin | 13.98% | 16.95% | 16.04% | 17.49% | 22.04% | 19.98% | 14.91% | 13.62% | 14.42% | 16.30% | 12.69% | 12.24% | 13.61% | 20.69% | 27.61% | 26.23% | 22.28% | 17.96% |
| Net income | $384.1M | $384.3M | $368.1M | $455.7M | $624.5M | $348.8M | $189.5M | $100.5M | $151.4M | $190.6M | $64.5M | $108.9M | $78.6M | $106.8M | $219.6M | $157.2M | $85.0M | $58.9M |
| Net profit margin | 5.14% | 7.79% | 7.47% | 9.26% | 12.67% | 9.49% | 6.10% | 3.72% | 5.61% | 6.19% | 2.04% | 3.64% | 3.19% | 7.61% | 15.49% | 14.22% | 10.23% | 6.34% |
| Basic EPSper basic share | $1.86 | $2.21 | $2.14 | $2.61 | $3.17 | $1.68 | $0.87 | $0.46 | $0.70 | $0.81 | $0.26 | $0.45 | $0.33 | $0.44 | $0.82 | $0.56 | $0.28 | $0.20 |
| Diluted EPSper diluted share | $1.84 | $2.16 | $2.08 | $2.53 | $3.06 | $1.64 | $0.86 | $0.46 | $0.69 | $0.80 | $0.26 | $0.44 | $0.32 | $0.43 | $0.80 | $0.54 | $0.28 | $0.20 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
FMR LLC | 26.33M |
BlackRock, Inc. | 19.23M |
VANGUARD CAPITAL MANAGEMENT LLC | 9.16M |
Select Equity Group, L.P. | 8.89M |
WINDACRE PARTNERSHIP LLC | 8.42M |
VANGUARD PORTFOLIO MANAGEMENT LLC | 8.22M |
STATE STREET CORP | 7.28M |
Linonia Partnership LP | 6.62M |
BROWNING WEST LP | 6.37M |
ABRAMS CAPITAL MANAGEMENT, L.P. | 5.8M |
D1 Capital Partners L.P. | 4.98M |
Artisan Partners Limited Partnership | 4.66M |
Boston Partners | 4.45M |
THOMPSON SCOTT L | 4.09M |
GEODE CAPITAL MANAGEMENT, LLC | 4.01M |
LONDON CO OF VIRGINIA | 3.76M |
JPMORGAN CHASE & CO | 3.74M |
Allspring Global Investments Holdings, LLC | 3.33M |
MORGAN STANLEY | 3.2M |
TIMUCUAN ASSET MANAGEMENT INC/FL | 2.98M |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| May 22, 2026Form 4 | Rusing Steven HPresident & CEO Mattress Firm | SellCommon Stock | 1.3K | $67.49 | $87.7K | 299.7K |
| May 22, 2026Form 4 | Rusing Steven HPresident & CEO Mattress Firm | SellCommon Stock | 5.4K | $66.79 | $357.8K | 301.0K |
| Dec 2, 2025Form 4 | Dyer SimonDirector | BuyCommon Stock · indirect | 2.3K | $94.17 | $221.1K | 36.8K |
| Dec 2, 2025Form 4 | Dyer SimonDirector | BuyCommon Stock · indirect | 29.7K | $93.34 | $2.77M | 34.5K |
| Sep 5, 2025Form 4 | Gates Cathy R.Director | SellCommon Stock | 6.0K | $86.85 | $522.5K | 38.6K |