$88.93

+1.32 (+1.51%)

Weekly Expected Move ±2.7%

$84 $86 $89 $91 $94

NYSE · Financial Services · Banks - Regional · Tech Score Strong Sell · Power 36 · $5.1B mcap · 54M float · 0.687% daily turnover · Short 62% of daily vol

Revenue Segmentation

By Product / Service

Revenue by Segment (5-Year Trend)

Income Trends

Revenue

$2.2B +13.5% ▲

5Y CAGR: +25.2%

Gross Profit

$1.4B +16.3% ▲

5Y CAGR: +17.8%

Operating Income

$647M +5.4% ▲

5Y CAGR: +16.2%

Net Income

$490M +13.3% ▲

5Y CAGR: +17.9%

EPS (Diluted)

$8.48 +14.1% ▲

5Y CAGR: +19.0%

EBITDA

$727M +13.2% ▲

5Y CAGR: +16.7%

Profit Margins

Year-over-Year Growth

View Full Income Statement

Line Item	FY2022	FY2023	FY2024	FY2025	FY2026
Revenue	$758M	$1.3B	$1.8B	$1.9B	$2.2B
YoY Growth	+6.5%	+66.8%	+39.8%	+9.2%	+13.5%
Cost of Revenue	$76M	$398M	$727M	$743M	$811M
Gross Profit	$682M	$866M	$1.0B	$1.2B	$1.4B
Gross Margin	89.9%	68.5%	58.9%	61.5%	63.0%
R&D Expenses	$0	$0	$0	$0	$0
SG&A Expenses	$231M	$305M	$348M	$408M	$127M
Operating Expenses	$342M	$434M	$405M	$573M	$733M
Operating Income	$340M	$432M	$635M	$613M	$647M
Operating Margin	44.9%	34.2%	36.0%	31.8%	29.5%
Interest Expense	$53M	$374M	$694M	$688M	$710M
Income Before Tax	$340M	$432M	$635M	$613M	$647M
Tax Expense	$99M	$125M	$185M	$180M	$156M
Net Income	$241M	$307M	$450M	$433M	$490M
Net Margin	31.8%	24.3%	25.5%	22.4%	22.4%
EPS (Diluted)	$3.97	$5.07	$7.66	$7.43	$8.48
EBITDA	$365M	$455M	$663M	$642M	$727M
Shares Outstanding	61M	61M	59M	58M	58M

Line Item	FY2025 Q1	FY2025 Q2	FY2025 Q3	FY2025 Q4	FY2026 Q1	FY2026 Q2	FY2026 Q3	FY2026 Q4
Revenue	$509M	$480M	$462M	$479M	$494M	$563M	$564M	$569M
Cost of Revenue	$206M	$188M	$172M	$177M	$192M	$207M	$213M	$199M
Gross Profit	$302M	$291M	$290M	$302M	$302M	$356M	$351M	$370M
Gross Margin	59.5%	60.8%	62.8%	63.0%	61.1%	63.2%	62.3%	65.0%
R&D Expenses	$0	$0	$0	$0	$0	$0	$0	$0
SG&A Expenses	$103M	$101M	$101M	$103M	$104M	$121M	$30M	-$127M
Operating Expenses	$143M	$141M	$142M	$146M	$152M	$180M	$186M	$214M
Operating Income	$159M	$150M	$148M	$156M	$150M	$176M	$165M	$156M
Operating Margin	31.3%	31.3%	32.1%	32.5%	30.3%	31.2%	29.3%	27.4%
Interest Expense	$192M	$176M	$157M	$162M	$175M	$182M	$172M	$181M
Income Before Tax	$159M	$150M	$148M	$156M	$150M	$176M	$165M	$156M
Tax Expense	$47M	$46M	$43M	$45M	$38M	$47M	$41M	$31M
Net Income	$112M	$105M	$105M	$111M	$112M	$128M	$125M	$125M
Net Margin	22.1%	21.8%	22.8%	23.1%	22.7%	22.8%	22.1%	21.9%
EPS (Diluted)	$1.93	$1.80	$1.81	$1.92	$1.94	$2.22	$2.15	$2.16
EBITDA	$167M	$157M	$155M	$163M	$158M	$199M	$188M	$183M
Shares Outstanding	58M	58M	58M	58M	58M	58M	58M	58M

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