Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $696.9M | $625.8M | $460.1M | $357.5M | $282.5M | $248.8M | $199.7M | $153.2M | $133.3M | $103.3M | $78.0M | $67.4M | $59.0M |
| Gross profit | $600.8M | $534.2M | $389.4M | $294.1M | $225.1M | $200.2M | $158.6M | $121.1M | $104.6M | $78.0M | $55.8M | $47.0M | $36.8M |
| Gross margin | 86.22% | 85.36% | 84.64% | 82.27% | 79.68% | 80.47% | 79.41% | 79.07% | 78.44% | 75.51% | 71.50% | 69.65% | 62.41% |
| Operating expenses | $517.6M | $460.2M | $347.5M | $265.6M | $208.7M | $191.4M | $156.8M | $114.7M | $99.4M | $76.7M | $58.3M | $49.4M | $44.1M |
| Operating income | $179.3M | $165.6M | $112.6M | $91.9M | $73.8M | $57.4M | $42.9M | $38.5M | $33.9M | $26.6M | $19.7M | $18.1M | $14.9M |
| Operating margin | 25.73% | 26.46% | 24.47% | 25.71% | 26.11% | 23.07% | 21.49% | 25.15% | 25.41% | 25.75% | 25.29% | 26.78% | 25.22% |
| EBITDA | $204.4M | $185.1M | $125.8M | $102.8M | $81.7M | $64.9M | $48.4M | $42.8M | $37.2M | $29.6M | $22.4M | $21.0M | $17.9M |
| EBITDA margin | 29.33% | 29.58% | 27.35% | 28.76% | 28.92% | 26.09% | 24.23% | 27.97% | 27.94% | 28.66% | 28.73% | 31.09% | 30.36% |
| Net income | $174.3M | $108.7M | $70.2M | $52.9M | $42.7M | $23.3M | $20.5M | $21.7M | $23.9M | $13.8M | $10.1M | $9.0M | $7.5M |
| Net profit margin | 25.01% | 17.37% | 15.25% | 14.81% | 15.10% | 9.37% | 10.25% | 14.18% | 17.96% | 13.33% | 12.96% | 13.32% | 12.76% |
| Basic EPSper basic share | $6.23 | $3.72 | $2.36 | $1.77 | $1.43 | $0.79 | $0.70 | $0.74 | $0.82 | $0.48 | $0.37 | $0.35 | $0.30 |
| Diluted EPSper diluted share | $6.21 | $3.70 | $2.35 | $1.77 | $1.42 | $0.78 | $0.69 | $0.73 | $0.82 | $0.47 | $0.36 | $0.34 | $0.29 |
Reported shareholders
| Holder | % owned |
|---|---|
FMR LLC | ≈15.02%4.09M shares |
BlackRock, Inc. | ≈10.19%2.78M shares |
Darsana Capital Partners LP | ≈5.51%1.5M shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ≈4.80%1.31M shares |
T. Rowe Price Investment Management, Inc. | ≈4.55%1.24M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.52%1.23M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈4.35%1.18M shares |
AMERICAN CENTURY COMPANIES INC | ≈3.53%961.67K shares |
MARSHALL WACE, LLP | ≈3.53%961.33K shares |
Alyeska Investment Group, L.P. | ≈3.46%942.94K shares |
STATE STREET CORP | ≈3.17%863.95K shares |
Jupiter Topco LLC | ≈3.12%850.24K shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.09%568.1K shares |
TREMBLANT CAPITAL GROUP | ≈2.01%546.55K shares |
Capital International Investors | ≈1.97%536.79K shares |
RAYMOND JAMES FINANCIAL INC | ≈1.71%465.01K shares |
Bank of New York Mellon Corp | ≈1.70%463.97K shares |
Stephens Investment Management Group LLC | ≈1.70%462.64K shares |
Clearbridge Investments, LLC | ≈1.65%448.96K shares |
CITIGROUP INC | ≈1.59%433.37K shares |
Percentages use 27.24M shares of this listed class outstanding on Jun 27, 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 12, 2026Form 4 | Fallon ChristopherFormer SVP & CIO | SellCommon Stock, par value $0.01 per share | 250 | $125.93 | $31.5K | 267 |
| Mar 10, 2026Form 4 | Fallon ChristopherSVP, Chief Information Officer | SellCommon Stock, par value $0.01 per share | 177 | $220.78 | $39.1K | 517 |
| Feb 25, 2026Form 4 | Madati KilandigaluDirector | SellCommon Stock, par value $0.01 per share | 2.7K | $260.73 | $704.0K | 2.6K |
| Feb 23, 2026Form 4 | MCDONALD WESLEY SDirector | SellCommon Stock, par value $0.01 per share | 566 | $250.00 | $141.5K | 4.4K |
| Nov 25, 2025Form 4 | Madati KilandigaluDirector | SellCommon Stock, par value $0.01 per share | 269 | $259.97 | $69.9K | 5.3K |