Revenue
2010
2011
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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $319.3M | $275.6M | $237.5M | $198.1M | $162.6M | $137.2M | $160.8M | $140.8M | $127.4M | $127.7M | $120.4M | $103.5M | $101.3M | $94.0M | $82.1M | $202.7M | $193.5M |
| Gross profit | $199.9M | $172.0M | $144.3M | $120.8M | $101.5M | $89.4M | $81.0M | $73.9M | $64.4M | $63.8M | $68.1M | $60.1M | $64.0M | $57.6M | $49.6M | $75.6M | $74.0M |
| Gross margin | 62.61% | 62.40% | 60.75% | 61.00% | 62.43% | 65.15% | 50.36% | 52.46% | 50.58% | 49.96% | 56.58% | 58.04% | 63.24% | 61.29% | 60.48% | 37.32% | 38.25% |
| Research & development | $72.7M | $62.4M | $56.7M | $50.3M | $46.3M | $55.3M | $41.5M | $37.8M | $27.9M | $29.0M | $26.7M | $25.3M | $25.2M | $23.9M | $21.8M | $27.5M | $28.2M |
| Operating expenses | $156.9M | $149.4M | $128.5M | $107.9M | $95.2M | $110.3M | $115.0M | $87.0M | $76.5M | $75.2M | $72.4M | $72.5M | $70.2M | $66.9M | $95.5M | $97.3M | $88.9M |
| Operating income | $43.0M | $22.6M | $15.8M | $12.9M | $6.3M | −$21.0M | −$34.1M | −$13.1M | −$12.1M | −$11.4M | −$4.3M | −$12.5M | −$6.2M | −$9.3M | −$45.8M | −$21.6M | −$14.9M |
| Operating margin | 13.47% | 8.20% | 6.63% | 6.50% | 3.89% | −15.28% | −21.19% | −9.29% | −9.48% | −8.93% | −3.58% | −12.04% | −6.11% | −9.90% | −55.87% | −10.67% | −7.69% |
| EBITDA | $52.6M | $30.1M | $21.0M | $16.4M | $10.2M | −$16.2M | −$28.9M | −$8.0M | −$7.6M | −$7.6M | −$871,000 | −$6.8M | $2.3M | −$3.9M | −$38.3M | −$12.6M | −$6.7M |
| EBITDA margin | 16.47% | 10.93% | 8.85% | 8.27% | 6.26% | −11.79% | −18.01% | −5.69% | −5.94% | −5.96% | −0.72% | −6.55% | 2.27% | −4.13% | −46.67% | −6.21% | −3.48% |
| Net income | $38.8M | $23.2M | $86.2M | $14.6M | $6.5M | −$21.0M | −$34.1M | −$13.2M | −$8.3M | −$11.7M | −$3.8M | −$11.5M | $17.1M | −$1.3M | −$22.8M | −$55.5M | $3.5M |
| Net profit margin | 12.15% | 8.43% | 36.30% | 7.36% | 3.98% | −15.31% | −21.19% | −9.35% | −6.56% | −9.18% | −3.13% | −11.11% | 16.88% | −1.38% | −27.77% | −27.37% | 1.83% |
| Basic EPSper basic share | $1.39 | $0.84 | $3.31 | $0.52 | $0.19 | -$1.01 | -$1.47 | -$0.57 | -$0.37 | -$0.52 | -$0.17 | -$0.51 | $0.77 | -$0.06 | -$1.02 | -$2.44 | $0.15 |
| Diluted EPSper diluted share | $1.37 | $0.82 | $3.17 | $0.49 | $0.18 | -$1.01 | -$1.47 | -$0.57 | -$0.37 | -$0.52 | -$0.17 | -$0.51 | $0.77 | -$0.06 | -$1.02 | -$2.44 | $0.15 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 14.65%4.13M shares |
MAK CAPITAL ONE LLC | 4.23%1.19M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.05%1.14M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.96%1.12M shares |
STATE STREET CORP | 3.88%1.09M shares |
WASATCH ADVISORS LP | 3.32%937.42K shares |
AMERICAN CENTURY COMPANIES INC | 3.11%877.93K shares |
SRINIVASAN RAMESH | ≈3.08%867.45K shares |
FMR LLC | 2.64%744.8K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.50%705.11K shares |
Artisan Partners Limited Partnership | 2.46%692.74K shares |
FRANKLIN RESOURCES INC | 2.44%687.96K shares |
Nine Ten Capital Management LLC | 2.32%655.51K shares |
WELLINGTON MANAGEMENT GROUP LLP | 2.16%608.05K shares |
AltraVue Capital, LLC | 1.96%552.56K shares |
GENEVA CAPITAL MANAGEMENT LLC | 1.89%533K shares |
JPMORGAN CHASE & CO | 1.75%494.13K shares |
Conestoga Capital Advisors, LLC | 1.69%476.55K shares |
PRINCIPAL FINANCIAL GROUP INC | 1.55%436.77K shares |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.54%433.6K shares |
Percentages use 28.2M 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 |
|---|---|---|---|---|---|---|
| Jun 10, 2026Form 4 | Badger Kyle CSVP, GC and Secretary | SellCommon Stock | 1.0K | $92.51 | $92.5K | 83.4K |
| Jun 10, 2026Form 4 | Badger Kyle CSVP, GC and Secretary | SellCommon Stock | 2.0K | $92.17 | $184.3K | 84.4K |
| Mar 17, 2026Form 4 | KEATING MELVIN LDirector | BuyCommon Stock | 70 | $68.32 | $4.8K | 35.4K |
| Mar 17, 2026Form 4 | KEATING MELVIN LDirector | BuyCommon Stock | 55 | $67.98 | $3.7K | 35.3K |
| Mar 17, 2026Form 4 | KEATING MELVIN LDirector | BuyCommon Stock | 50 | $68.01 | $3.4K | 35.3K |