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 | $751.5M | $637.8M | $536.9M | $450.9M | $385.3M | $312.6M | $279.1M | $248.2M | $220.1M | $193.2M | $158.5M | $127.9M | $104.4M | $77.1M | $58.0M | $44.6M | $37.7M |
| Gross profit | $519.9M | $427.1M | $354.8M | $297.8M | $253.6M | $212.8M | $186.9M | $166.5M | $146.5M | $128.8M | $108.5M | $88.0M | $72.6M | $55.1M | $42.6M | $32.0M | $26.0M |
| Gross margin | 69.18% | 66.96% | 66.09% | 66.05% | 65.82% | 68.07% | 66.95% | 67.07% | 66.55% | 66.69% | 68.43% | 68.74% | 69.56% | 71.42% | 73.49% | 71.69% | 68.96% |
| Research & development | $68.7M | $62.8M | $53.7M | $45.7M | $39.0M | $31.0M | $28.3M | $22.1M | $23.2M | $22.0M | $18.0M | $13.5M | $10.9M | $8.2M | $5.8M | $4.3M | $4.3M |
| Operating expenses | $401.6M | $338.2M | $277.6M | $226.6M | $198.5M | $162.6M | $148.5M | $139.8M | $136.5M | $122.4M | $101.5M | $83.6M | $70.8M | $53.5M | $41.5M | $28.9M | $24.1M |
| Operating income | $118.3M | $88.9M | $77.2M | $71.2M | $55.1M | $50.2M | $38.4M | $26.7M | $10.0M | $6.4M | $7.0M | $4.4M | $1.8M | $1.6M | $1.1M | $3.0M | $1.9M |
| Operating margin | 15.74% | 13.94% | 14.39% | 15.79% | 14.30% | 16.04% | 13.76% | 10.77% | 4.54% | 3.31% | 4.43% | 3.43% | 1.70% | 2.04% | 1.96% | 6.81% | 4.98% |
| EBITDA | $139.4M | $107.6M | $95.9M | $87.6M | $69.9M | $63.3M | $49.5M | $35.3M | $17.2M | $13.0M | $13.3M | $10.1M | $6.7M | $4.7M | $3.1M | $4.6M | $3.3M |
| EBITDA margin | 18.55% | 16.87% | 17.86% | 19.43% | 18.14% | 20.24% | 17.74% | 14.23% | 7.81% | 6.72% | 8.38% | 7.89% | 6.38% | 6.13% | 5.41% | 10.25% | 8.81% |
| Net income | $93.3M | $77.1M | $65.8M | $55.1M | $44.6M | $45.6M | $33.7M | $23.9M | $351,000 | $5.0M | $4.6M | $2.7M | $1.1M | $1.2M | $13.7M | $2.9M | $1.2M |
| Net profit margin | 12.42% | 12.08% | 12.26% | 12.23% | 11.58% | 14.58% | 12.08% | 9.62% | 0.16% | 2.57% | 2.93% | 2.11% | 1.01% | 1.58% | 23.64% | 6.47% | 3.08% |
| Basic EPSper basic share | $2.46 | $2.07 | $1.80 | $1.53 | $1.24 | $1.29 | $0.96 | $0.69 | $0.01 | $0.07 | $0.07 | $0.04 | $0.02 | $0.02 | $0.29 | $0.09 | $0.88 |
| Diluted EPSper diluted share | $2.46 | $2.04 | $1.76 | $1.49 | $1.21 | $1.26 | $0.94 | $0.68 | $0.01 | $0.07 | $0.07 | $0.04 | $0.02 | $0.02 | $0.27 | $0.06 | $0.03 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 16.40%5.93M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 8.05%2.91M shares |
DISCIPLINED GROWTH INVESTORS INC /MN | 5.87%2.12M shares |
NEUBERGER BERMAN GROUP LLC | 4.92%1.78M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.42%1.6M shares |
STATE STREET CORP | 4.27%1.55M shares |
Juckniess Dan | ≈3.78%1.37M shares |
GEODE CAPITAL MANAGEMENT, LLC | 3.50%1.27M shares |
GOLDMAN SACHS GROUP INC | 3.06%1.11M shares |
MORGAN STANLEY | 2.76%997.97K shares |
Jupiter Topco LLC | 2.72%984.43K shares |
Engine Capital Management, LP | 2.53%916.38K shares |
CITADEL ADVISORS LLC | 2.52%913.87K shares |
FEDERATED HERMES, INC. | 2.49%901.63K shares |
Invenomic Capital Management LP | 2.40%869.41K shares |
BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2.10%760.7K shares |
Anson Funds Management LP | 2.06%745K shares |
Van Berkom & Associates Inc. | 1.74%630.33K shares |
Lightrock Netherlands B.V. | 1.69%613.17K shares |
Irenic Capital Management LP | 1.65%597.7K shares |
Percentages use 36.19M 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 7, 2026Form 4 · 10b5-1 | Reaume Marty MDirector | SellCommon Stock | 1.0K | $57.03 | $57.0K | 9.2K |
| Apr 7, 2026Form 4 · 10b5-1 | Reaume Marty MDirector | SellCommon Stock | 1.0K | $57.90 | $57.9K | 9.2K |
| Mar 9, 2026Form 4 · 10b5-1 | Reaume Marty MDirector | SellCommon Stock | 1.0K | $62.73 | $62.7K | 9.2K |
| Feb 24, 2026Form 4 · 10b5-1 | THINGELSTAD JAMIEEVP, Chief Technology Officer | SellCommon Stock | 518 | $55.47 | $28.7K | 56.3K |
| Feb 24, 2026Form 4 · 10b5-1 | THINGELSTAD JAMIEEVP, Chief Technology Officer | SellCommon Stock | 1.9K | $54.80 | $104.1K | 56.9K |