Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.01B | $5.05B | $4.92B | $4.88B | $4.54B | $4.03B | $3.86B | $3.50B | $3.27B | $3.06B | $2.66B | $2.19B | $1.64B | $1.02B |
| Gross profit | $886.0M | $952.0M | $1.17B | $1.14B | — | — | $3.61B | $3.27B | $3.06B | $2.87B | $2.51B | $2.06B | $1.54B | $955.5M |
| Gross margin | 17.68% | 18.84% | 23.85% | 23.36% | — | — | 93.65% | 93.46% | 93.50% | 93.79% | 94.32% | 93.88% | 93.51% | 93.76% |
| Research & development | $71.0M | $68.0M | $65.0M | $73.0M | $50.0M | $40.0M | $43.0M | $49.0M | $45.0M | $31.0M | — | — | — | — |
| Operating expenses | $613.0M | $664.0M | $4.45B | $4.39B | $4.08B | $3.67B | $3.59B | $3.25B | $3.06B | $2.94B | $2.58B | $2.11B | $1.58B | $957.2M |
| Operating income | $273.0M | $288.0M | $469.0M | $499.0M | $455.0M | $368.0M | $268.0M | $251.0M | $217.0M | $124.0M | $78.0M | $86.8M | $66.3M | $61.8M |
| Operating margin | 5.45% | 5.70% | 9.53% | 10.21% | 10.02% | 9.12% | 6.95% | 7.17% | 6.63% | 4.05% | 2.93% | 3.96% | 4.03% | 6.07% |
| EBITDA | $346.0M | $374.0M | $541.0M | $563.0M | $514.0M | $415.0M | $314.0M | $297.0M | $252.0M | $163.0M | $131.0M | $171.2M | $140.2M | $93.0M |
| EBITDA margin | 6.91% | 7.40% | 10.99% | 11.53% | 11.32% | 10.29% | 8.14% | 8.48% | 7.69% | 5.33% | 4.93% | 7.80% | 8.53% | 9.13% |
| Net income | $155.0M | $173.0M | $375.0M | $355.0M | $338.0M | $272.0M | $212.0M | $192.0M | $178.0M | $61.0M | $32.0M | $15.5M | $13.1M | $31.8M |
| Net profit margin | 3.09% | 3.42% | 7.62% | 7.27% | 7.44% | 6.74% | 5.50% | 5.48% | 5.44% | 1.99% | 1.20% | 0.71% | 0.80% | 3.12% |
| Basic EPSper basic share | $3.20 | $3.47 | $6.61 | $5.66 | $5.13 | $4.03 | $3.04 | $2.72 | $2.57 | $0.88 | $0.45 | $0.24 | $0.26 | $0.66 |
| Diluted EPSper diluted share | $3.20 | $3.43 | $6.56 | $5.61 | $5.07 | $3.99 | $2.99 | $2.65 | $2.49 | $0.85 | $0.44 | $0.22 | $0.24 | $0.63 |
Reported shareholders
| Holder | % owned |
|---|---|
Atairos Group, Inc. | 39.34%18.09M shares |
BlackRock, Inc. | 5.63%2.59M shares |
EARNEST PARTNERS LLC | 3.34%1.54M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 2.85%1.31M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 2.56%1.18M shares |
WELLINGTON MANAGEMENT GROUP LLP | 2.32%1.07M shares |
AMERICAN CENTURY COMPANIES INC | 2.01%922.3K shares |
Point72 Asset Management, L.P. | 1.80%826.53K shares |
STATE STREET CORP | 1.60%737.66K shares |
DIMENSIONAL FUND ADVISORS LP | 1.58%724.81K shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.56%718.69K shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.43%657.21K shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1.34%615.75K shares |
AQR CAPITAL MANAGEMENT LLC | 1.32%605.81K shares |
FRONTIER CAPITAL MANAGEMENT CO LLC | 1.24%569.01K shares |
GOLDMAN SACHS GROUP INC | 1.19%544.81K shares |
MORGAN STANLEY | 1.17%539.84K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.09%503.38K shares |
D. E. Shaw & Co., Inc. | 1.04%477.06K shares |
Nuveen, LLC | 0.83%381.86K shares |
Percentages use 45.97M 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 |
|---|---|---|---|---|---|---|
| May 19, 2026Form 4 · 10b5-1 | Treadway Anthony SheaSVP, Chief Revenue Officer | SellCommon Stock | 933 | $43.46 | $40.5K | 67.7K |
| Apr 1, 2026Form 4 · 10b5-1 | Majalya Sidney A.SVP, CLO and Secretary | SellCommon Stock | 775 | $37.02 | $28.7K | 55.8K |
| Mar 4, 2026Form 4 | Evanko Brian CDirector | BuyCommon Stock | 5.0K | $37.70 | $188.5K | 9.6K |
| Feb 18, 2026Form 4 · 10b5-1 | Treadway Anthony SheaSVP, Chief Revenue Officer | SellCommon Stock | 487 | $41.81 | $20.4K | 27.0K |
| Jan 9, 2026Form 4 · 10b5-1 | Majalya Sidney A.SVP, CLO and Secretary | SellCommon Stock | 775 | $61.86 | $47.9K | 19.9K |