Revenue
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $443.8M | $362.5M | $33.7M | $133.7M | $135.9M | $126.0M | $113.6M | $81.9M | $53.1M | $41.0M |
| Gross profit | $246.4M | $194.5M | $16.2M | $67.1M | $65.0M | $59.8M | $59.0M | $38.4M | $25.8M | $20.9M |
| Gross margin | 55.53% | 53.66% | 48.02% | 50.16% | 47.82% | 47.44% | 51.95% | 46.83% | 48.62% | 51.09% |
| Research & development | $18.4M | $16.1M | $2.0M | $8.4M | $8.5M | $11.4M | $10.6M | $8.5M | $6.9M | $4.5M |
| Operating expenses | $226.8M | $220.4M | $23.9M | $79.6M | $72.0M | $67.9M | $62.5M | $48.1M | $31.5M | $25.0M |
| Operating income | $19.6M | −$25.9M | −$7.6M | −$12.6M | −$7.0M | −$8.2M | −$3.5M | −$9.8M | −$5.7M | −$4.1M |
| Operating margin | 4.41% | −7.14% | −22.66% | −9.39% | −5.13% | −6.49% | −3.04% | −11.91% | −10.81% | −9.99% |
| EBITDA | $79.9M | $21.6M | −$5.7M | −$3.1M | $1.3M | $381,000 | $5.0M | −$6.4M | −$4.2M | −$3.0M |
| EBITDA margin | 17.99% | 5.96% | −16.91% | −2.33% | 0.95% | 0.30% | 4.37% | −7.83% | −7.87% | −7.22% |
| Net income | −$20.6M | −$51.0M | −$8.5M | −$5.7M | −$6.8M | −$12.8M | −$9.0M | −$11.0M | −$5.8M | — |
| Net profit margin | −4.63% | −14.06% | −25.24% | −4.24% | −4.97% | −10.13% | −7.93% | −13.38% | −10.95% | — |
| Basic EPSper basic share | -$0.15 | -$0.43 | -$0.55 | -$0.49 | -$0.49 | -$0.64 | -$0.46 | -$0.59 | -$0.34 | -$0.26 |
| Diluted EPSper diluted share | -$0.15 | -$0.43 | -$0.55 | -$0.49 | -$0.49 | -$0.64 | -$0.46 | -$0.59 | -$0.34 | -$0.26 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 7.68%10.31M shares |
Private Capital Management, LLC | 5.56%7.46M shares |
DISCIPLINED GROWTH INVESTORS INC /MN | 4.66%6.26M shares |
PRIVATE MANAGEMENT GROUP INC | 4.27%5.73M shares |
ROYCE & ASSOCIATES LP | 4.13%5.54M shares |
325 CAPITAL LLC | 3.94%5.28M shares |
Samjo Management, LLC | 3.91%5.25M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.82%5.12M shares |
DIMENSIONAL FUND ADVISORS LP | 3.12%4.19M shares |
CenterBook Partners LP | 3.06%4.11M shares |
JACOBS IAN | ≈3.02%4.06M shares |
PINNACLE ASSOCIATES LTD | 2.97%3.98M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 2.91%3.91M shares |
AWM Investment Company, Inc. | 2.86%3.84M shares |
STATE STREET CORP | 2.43%3.27M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.43%3.26M shares |
Towe Steven Mark | ≈2.17%2.91M shares |
WASATCH ADVISORS LP | 1.94%2.61M shares |
Kopion Asset Management, LLC | 1.81%2.42M shares |
Bandera Partners LLC | 1.77%2.38M shares |
Percentages use 134.23M 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 |
|---|---|---|---|---|---|---|
| Aug 18, 2025Form 4 | McConnell Michael JDirector | BuyCommon Stock, par value $0.01 per share | 10.0K | $4.64 | $46.4K | 28.0K |
| Aug 14, 2025Form 4 | Towe Steven MarkChief Executive Officer | BuyCommon Stock, par value $0.01 per share | 23.2K | $4.42 | $102.4K | 2.46M |
| Dec 6, 2024Form 4 | Lewis Catherine JChief Customer Officer | SellCommon Stock, par value $0.01 per share | 188.0K | $6.73 | $1.27M | 53.0K |
| Dec 5, 2024Form 4 | Lewis Catherine JChief Customer Officer | SellCommon Stock, par value $0.01 per share | 82.0K | $7.05 | $578.2K | 241.0K |