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 | $2.49B | $2.12B | $1.97B | $1.77B | $1.41B | $1.23B | $1.13B | $1.04B | $958.0M | $690.1M | $623.6M | $672.2M | $556.2M | $630.5M | $501.2M | $459.9M | $390.8M |
| Gross profit | $572.3M | $426.1M | $337.6M | $274.6M | $203.5M | $179.6M | $107.8M | $110.3M | $89.1M | $42.1M | $27.7M | $32.4M | −$29.9M | $47.5M | $39.8M | $62.7M | $54.4M |
| Gross margin | 22.98% | 20.14% | 17.12% | 15.52% | 14.39% | 14.64% | 9.57% | 10.63% | 9.30% | 6.09% | 4.43% | 4.82% | −5.38% | 7.53% | 7.95% | 13.63% | 13.91% |
| Operating expenses | $166.4M | $161.5M | $131.8M | $114.7M | $96.5M | $87.0M | $70.0M | $67.7M | $62.9M | $46.8M | $42.0M | $36.6M | $39.2M | $31.5M | $92.1M | $26.8M | $17.4M |
| Operating income | $405.9M | $264.6M | $205.8M | $159.9M | $107.0M | $92.6M | $37.8M | $42.6M | $26.2M | −$4.7M | −$14.4M | −$4.2M | −$69.2M | $16.0M | −$52.2M | $35.9M | $36.9M |
| Operating margin | 16.30% | 12.51% | 10.43% | 9.04% | 7.57% | 7.55% | 3.35% | 4.11% | 2.73% | −0.69% | −2.31% | −0.63% | −12.43% | 2.54% | −10.42% | 7.81% | 9.45% |
| EBITDA | $483.0M | $333.0M | $263.2M | $211.9M | $141.2M | $125.4M | $58.5M | $59.4M | $43.2M | $11.0M | $1.8M | $14.1M | −$50.5M | $35.0M | −$34.9M | $51.7M | $50.7M |
| EBITDA margin | 19.40% | 15.74% | 13.35% | 11.98% | 9.98% | 10.22% | 5.19% | 5.72% | 4.51% | 1.59% | 0.30% | 2.10% | −9.08% | 5.55% | −6.97% | 11.24% | 12.96% |
| Net income | $290.2M | $257.5M | $138.7M | $106.5M | $62.6M | $42.3M | $40.7M | $29.5M | $11.6M | −$9.2M | −$20.4M | −$9.8M | −$73.9M | −$297,000 | −$35.9M | $19.1M | $23.7M |
| Net profit margin | 11.65% | 12.17% | 7.03% | 6.02% | 4.43% | 3.45% | 3.61% | 2.85% | 1.21% | −1.34% | −3.27% | −1.46% | −13.29% | −0.05% | −7.16% | 4.15% | 6.06% |
| Basic EPSper basic share | $9.50 | $8.35 | $4.51 | $3.53 | $2.19 | $1.52 | $1.50 | $0.94 | $0.44 | -$0.40 | -$2.02 | -$0.54 | -$4.91 | -$0.26 | -$2.24 | $1.15 | $0.00 |
| Diluted EPSper diluted share | $9.38 | $8.27 | $4.44 | $3.48 | $2.15 | $1.50 | $1.47 | $0.93 | $0.43 | -$0.40 | -$2.02 | -$0.54 | -$4.91 | -$0.26 | -$2.24 | $1.13 | $0.00 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 10.53%3.23M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.34%1.33M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.26%1.31M shares |
FMR LLC | 3.83%1.18M shares |
STATE STREET CORP | 3.12%956.49K shares |
FIRST TRUST ADVISORS LP | 2.92%895.94K shares |
Invesco Ltd. | 2.54%779.68K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.50%766.96K shares |
JANE STREET GROUP, LLC | 2.48%761.59K shares |
RENAISSANCE TECHNOLOGIES LLC | 2.19%672.19K shares |
LONE PINE CAPITAL LLC | 1.99%609.64K shares |
MORGAN STANLEY | 1.67%514K shares |
Jupiter Topco LLC | 1.53%470.64K shares |
JPMORGAN CHASE & CO | 1.27%389.58K shares |
JENNISON ASSOCIATES LLC | 1.20%369.58K shares |
CUTILLO JOSEPH A | ≈1.08%330.59K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.04%318.22K shares |
MILLENNIUM MANAGEMENT LLC | 0.96%294.82K shares |
BALLSCHMIEDE RONALD A | ≈0.84%258.33K shares |
DIMENSIONAL FUND ADVISORS LP | 0.84%257.33K shares |
Percentages use 30.69M 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 |
|---|---|---|---|---|---|---|
| Jun 25, 2026Form 4 | Wolf Mark D.General Counsel, Corporate Sec | SellCommon Stock | 2.5K | $888.00 | $2.22M | 28.1K |
| Apr 23, 2026Form 4 · 10b5-1 | CUTILLO JOSEPH AChief Executive Officer | SellCommon Stock | 50.0K | $497.57 | $24.88M | 290.6K |
| Mar 25, 2026Form 4 · 10b5-1 | CUTILLO JOSEPH AChief Executive Officer | SellCommon Stock | 50.0K | $453.48 | $22.67M | 340.6K |
| Mar 12, 2026Form 4 · 10b5-1 | Wilson Dwayne AndreeDirector | SellCommon Stock | 1.3K | $405.95 | $511.5K | 12.3K |
| Mar 10, 2026Form 4 · 10b5-1 | CUTILLO JOSEPH AChief Executive Officer | SellCommon Stock | 47.6K | $416.21 | $19.81M | 390.6K |