Revenue
2010
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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.71B | $6.43B | $6.04B | $5.92B | $5.30B | $4.46B | $4.47B | $4.00B | $3.58B | $3.25B | $2.97B | $3.03B | $2.87B | $2.78B | $2.99B |
| Gross profit | $3.08B | $3.07B | $2.86B | $2.84B | $2.56B | $2.13B | $2.07B | $1.83B | $1.65B | $1.54B | $1.46B | $1.46B | $1.38B | $1.32B | $1.40B |
| Gross margin | 45.85% | 47.79% | 47.37% | 47.96% | 48.27% | 47.73% | 46.35% | 45.79% | 46.00% | 47.41% | 49.06% | 48.13% | 48.03% | 47.66% | 46.99% |
| Operating expenses | $6.01B | $2.25B | $2.07B | $5.21B | $4.69B | $4.69B | $4.12B | $3.79B | $3.35B | $3.03B | $2.84B | $3.01B | $2.80B | $2.67B | $2.90B |
| Operating income | $694.0M | $823.0M | $790.0M | $714.0M | $609.0M | −$229.0M | $356.0M | $217.0M | $222.0M | $214.0M | $127.0M | $19.0M | $75.0M | $109.0M | $90.0M |
| Operating margin | 10.35% | 12.81% | 13.09% | 12.06% | 11.49% | −5.13% | 7.96% | 5.42% | 6.21% | 6.59% | 4.28% | 0.63% | 2.61% | 3.92% | 3.01% |
| EBITDA | $1.07B | $1.15B | $1.12B | $1.05B | $915.0M | $32.0M | $625.0M | $478.0M | $473.0M | $507.0M | $436.0M | $340.0M | $333.0M | $353.0M | $348.0M |
| EBITDA margin | 15.95% | 17.90% | 18.59% | 17.79% | 17.26% | 0.72% | 13.97% | 11.94% | 13.23% | 15.62% | 14.70% | 11.23% | 11.60% | 12.70% | 11.65% |
| Net income | $365.0M | $435.0M | $430.0M | $551.0M | $304.0M | −$475.0M | $256.0M | $307.0M | $143.0M | $25.0M | −$91.0M | −$308.0M | −$198.0M | −$112.0M | −$143.0M |
| Net profit margin | 5.44% | 6.77% | 7.12% | 9.31% | 5.73% | −10.64% | 5.72% | 7.67% | 4.00% | 0.77% | −3.07% | −10.18% | −6.90% | −4.03% | −4.79% |
| Basic EPSper basic share | $0.69 | $0.83 | $0.82 | $1.06 | — | — | — | — | — | — | — | — | — | — | — |
| Diluted EPSper diluted share | $0.69 | $0.83 | $0.82 | $1.06 | — | — | — | — | — | — | — | — | — | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
Independent Franchise Partners LLP | 8.80%13M shares |
Darsana Capital Partners LP | 8.08%11.94M shares |
JPMORGAN CHASE & CO | 7.57%11.19M shares |
BlackRock, Inc. | 6.91%10.21M shares |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 6.03%8.91M shares |
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 4.54%6.71M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.21%6.22M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.98%5.89M shares |
FIL Ltd | 3.94%5.83M shares |
GOLDMAN SACHS GROUP INC | 3.37%4.98M shares |
COOKE & BIELER LP | 3.13%4.62M shares |
Thrivent Financial for Lutherans | 2.60%3.84M shares |
STATE STREET CORP | 1.83%2.7M shares |
Qube Research & Technologies Ltd | 1.72%2.54M shares |
FMR LLC | 1.70%2.52M shares |
AQR CAPITAL MANAGEMENT LLC | 1.65%2.44M shares |
MORGAN STANLEY | 1.63%2.41M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.50%2.21M shares |
Lousada Max | ≈1.38%2.04M shares |
Point72 Asset Management, L.P. | 1.29%1.91M shares |
Percentages use 147.73M 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 |
|---|---|---|---|---|---|---|
| Dec 11, 2025Form 4 | ZERZA ARMINChief Financial Officer | BuyClass A Common Stock | 35.8K | $28.12 | $1.01M | 254.1K |
| Dec 2, 2025Form 4/A | Blavatnik ValentinDirector | BuyClass A Common Stock | 35.8K | $27.88 | $998.4K | 104.1K |
| Dec 2, 2025Form 4 | Blavatnik ValentinDirector | BuyClass A Common Stock | 35.8K | $27.88 | $998.4K | 104.1K |
| Apr 2, 2025Form 4 | Matusch TimothyEVP Strategy & Operations | SellClass A Common Stock | 1.0K | $31.43 | $31.4K | 87.6K |
| Feb 20, 2025Form 4 | Blavatnik ValentinDirector | SellClass A Common Stock | 28.2K | $35.45 | $1.00M | 68.3K |