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Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $330.1M | $452.2M | $631.2M | $797.8M | $936.4M | $1.0B |
| Gross profit | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — |
| Net income | $76.4M | $128.2M | $167.6M | $238.0M | $273.8M | $212.0M |
| Diluted EPS | $0.51 | $0.80 | $0.92 | $1.12 | $1.20 | $0.86 |
| Operating cash flow | $183.0M | $231.5M | $327.7M | $427.5M | $478.9M | $542.1M |
| Free cash flow | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — |
| Net margin | 23.1% | 28.4% | 26.5% | 29.8% | 29.2% | 21.1% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $237.6M | $241.8M | $242.9M | $252.3M | $249.5M | $253.2M | $248.1M | $245.1M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $82.5M | $67.8M | $62.2M | $71.2M | $116.3M | $89.9M | -$65.4M | $91.2M |
| Diluted EPS | $0.37 | $0.30 | $0.26 | $0.30 | $0.48 | $0.37 | -$0.29 | $0.38 |
| Operating cash flow | $101.7M | $127.2M | $116.3M | $152.6M | $128.2M | $149.6M | $111.7M | $141.2M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — |
| Net margin | 34.7% | 28.0% | 25.6% | 28.2% | 46.6% | 35.5% | -26.4% | 37.2% |
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Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-13 | Nahas John· Chief Operating Officer | Tax withholding | 127 | $35.09 | $4,456.43 | filing |
| 2026-05-19 | Kleiman Angela L. | Award | 4,855 | $0.00 | $0.00 | filing |
| 2026-05-19 | Ingram Diana J | Award | 4,855 | $0.00 | $0.00 | filing |
| 2026-05-19 | ROSE TYLER H | Award | 4,855 | $0.00 | $0.00 | filing |
| 2026-05-19 | MORRIS DEBRA L | Award | 4,855 | $0.00 | $0.00 | filing |
| 2026-05-19 | STOCKERT DAVID P | Award | 4,855 | $0.00 | $0.00 | filing |
| 2026-05-19 | ANTIN ROBERT L | Award | 4,855 | $0.00 | $0.00 | filing |
| 2026-04-28 | Lanzer David E.· General Counsel & Secretary | Sale | 33,299 | $35.47 | $1.2M | filing |
| 2026-04-24 | Lanzer David E.· General Counsel & Secretary | C | 33,299 | $0.00 | $0.00 | filing |
| 2026-04-09 | Frankel Michael S. | Tax withholding | 281,813 | $34.28 | $9.7M | filing |
| 2026-04-09 | Schwimmer Howard | Tax withholding | 281,813 | $34.28 | $9.7M | filing |
| 2026-03-17 | Frankel Michael S.· Co-CEO, Co-President | Sale | 23,132 | $35.29 | $816,358.35 | filing |
| 2026-02-27 | CLARK LAURA E· Chief Operating Officer | Buy | 5,310 | $37.73 | $200,338.34 | filing |
| 2026-02-27 | STOCKERT DAVID P | Buy | 5,000 | $37.39 | $186,957.50 | filing |
| 2026-02-27 | Fitzmaurice Michael· Chief Financial Officer | Buy | 2,650 | $37.55 | $99,507.50 | filing |
| 2026-01-01 | STOCKERT DAVID P | Award | 1,829 | $0.00 | $0.00 | filing |
| 2025-12-08 | Frankel Michael S.· Co-CEO, Co-President | Sale | 18,750 | $40.06 | $751,085.63 | filing |
| 2025-12-04 | Frankel Michael S.· Co-CEO, Co-President | Sale | 20,318 | $41.61 | $845,383.22 | filing |
| 2025-12-03 | Frankel Michael S.· Co-CEO, Co-President | Sale | 7,400 | $41.51 | $307,165.12 | filing |
| 2025-12-02 | Frankel Michael S.· Co-CEO, Co-President | Sale | 10,650 | $41.50 | $442,008.02 | filing |
| 2025-11-21 | Frankel Michael S.· Co-CEO, Co-President | C | 80,250 | $0.00 | $0.00 | filing |
| 2025-11-18 | Fitzmaurice Michael· Chief Financial Officer | Tax withholding | 1,397 | $40.81 | $57,011.57 | filing |
| 2025-11-17 | Frankel Michael S.· Co-CEO, Co-President | Award | 560,406 | $0.00 | $0.00 | filing |
| 2025-11-17 | Schwimmer Howard· Co-CEO, Co-President | Award | 560,406 | $0.00 | $0.00 | filing |
| 2025-07-21 | Lanzer David E.· General Counsel & Secretary | Sale | 26,449 | $36.87 | $975,108.51 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.