Revenue
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.20B | $2.75B | $2.36B | $2.16B | $1.85B | $1.47B | $1.10B | $862.2M | $690.6M | $550.5M | $409.2M | $313.2M | $210.2M | $129.5M | $61.3M |
| Gross profit | $2.41B | $2.05B | $1.69B | $1.55B | $1.35B | $1.06B | $800.7M | $616.9M | $479.1M | $376.9M | $267.0M | $197.6M | $127.5M | $72.5M | $32.2M |
| Gross margin | 75.53% | 74.53% | 71.35% | 71.72% | 72.79% | 72.09% | 72.52% | 71.55% | 69.38% | 68.45% | 65.25% | 63.07% | 60.69% | 55.99% | 52.57% |
| Research & development | $767.4M | $693.1M | $629.0M | $520.3M | $382.0M | $294.2M | $209.9M | $158.8M | $132.0M | $96.7M | $66.0M | $41.2M | $26.3M | $14.6M | $7.8M |
| Operating expenses | $1.50B | $1.36B | $1.26B | $1.09B | $841.6M | $678.3M | $514.5M | $394.1M | $321.2M | $256.2M | $188.4M | $127.6M | $88.2M | $42.5M | $25.6M |
| Operating income | $916.4M | $691.4M | $429.3M | $459.1M | $505.5M | $377.8M | $286.2M | $222.9M | $157.9M | $120.7M | $78.6M | $70.0M | $39.3M | $30.0M | $6.6M |
| Operating margin | 28.68% | 25.17% | 18.16% | 21.30% | 27.31% | 25.79% | 25.92% | 25.85% | 22.87% | 21.92% | 19.20% | 22.34% | 18.70% | 23.18% | 10.84% |
| EBITDA | $954.3M | $730.8M | $454.3M | $484.1M | $531.5M | $406.8M | $306.1M | $236.9M | $172.2M | $134.5M | $87.1M | $73.9M | $41.7M | $30.8M | $7.0M |
| EBITDA margin | 29.87% | 26.61% | 19.22% | 22.46% | 28.72% | 27.77% | 27.72% | 27.48% | 24.94% | 24.43% | 21.27% | 23.59% | 19.85% | 23.79% | 11.50% |
| Net income | $908.9M | $714.1M | $525.7M | $487.7M | $427.4M | $380.0M | $301.1M | $229.8M | $151.2M | $77.6M | $54.5M | $40.4M | $23.6M | $18.8M | $4.2M |
| Net profit margin | 28.44% | 26.00% | 22.24% | 22.63% | 23.09% | 25.94% | 27.27% | 26.66% | 21.89% | 14.09% | 13.31% | 12.89% | 11.24% | 14.50% | 6.90% |
| Basic EPSper basic share | $5.55 | $4.41 | $3.27 | $3.14 | $2.79 | $2.52 | $2.04 | $1.59 | $1.08 | $0.57 | $0.41 | $0.31 | $0.20 | $0.17 | $0.03 |
| Diluted EPSper diluted share | $5.44 | $4.32 | $3.22 | $3.00 | $2.63 | $2.36 | $1.90 | $1.47 | $0.98 | $0.53 | $0.38 | $0.28 | $0.15 | $0.11 | $0.02 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | ≈7.92%12.86M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈5.97%9.69M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈4.56%7.41M shares |
STATE STREET CORP | ≈4.13%6.71M shares |
PRINCIPAL FINANCIAL GROUP INC | ≈3.07%4.98M shares |
ALLIANCEBERNSTEIN L.P. | ≈3.02%4.91M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.78%4.51M shares |
Linonia Partnership LP | ≈2.71%4.41M shares |
AQR CAPITAL MANAGEMENT LLC | ≈2.15%3.5M shares |
PRICE T ROWE ASSOCIATES INC /MD/ | ≈1.95%3.16M shares |
T. Rowe Price Investment Management, Inc. | ≈1.87%3.04M shares |
SCHRODER INVESTMENT MANAGEMENT GROUP | ≈1.33%2.17M shares |
FEDERATED HERMES, INC. | ≈1.21%1.97M shares |
Pictet Asset Management Holding SA | ≈1.20%1.95M shares |
ACADIAN ASSET MANAGEMENT LLC | ≈1.10%1.78M shares |
VAN ECK ASSOCIATES CORP | ≈1.08%1.75M shares |
JPMORGAN CHASE & CO | ≈0.99%1.6M shares |
Invesco Ltd. | ≈0.96%1.57M shares |
MORGAN STANLEY | ≈0.94%1.52M shares |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ≈0.89%1.45M shares |
Percentages use 162.44M shares of this listed class outstanding on Jun 1, 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 |
|---|---|---|---|---|---|---|
| Apr 30, 2026Form 4 · 10b5-1 | Hung PriscillaDirector | SellClass A Common Stock | 750 | $155.64 | $116.7K | 3.3K |
| Apr 10, 2026Form 4 · 10b5-1 | Hung PriscillaDirector | SellClass A Common Stock | 750 | $153.50 | $115.1K | 4.0K |
| Mar 5, 2026Form 4 · 10b5-1 | Schwenger Thomas D.Pres. & Chief Customer Officer | SellClass A Common Stock | 1.0K | $200.00 | $200.0K | 22.2K |
| Jan 13, 2026Form 4 · 10b5-1 | Schwenger Thomas D.Pres. & Chief Customer Officer | SellClass A Common Stock | 1.0K | $231.43 | $231.4K | 23.2K |
| Oct 7, 2025Form 4 | Zuppas Eleni NitsaPresident & Chief of Staff | SellClass A Common Stock | 6.0K | $306.62 | $1.84M | 25.3K |