Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.84B | $1.88B | $1.88B | $1.57B | $1.21B | $873.6M | $557.4M | — |
| Gross profit | $474.6M | $493.7M | $507.2M | $419.6M | $314.4M | $214.5M | $152.1M | — |
| Gross margin | 25.85% | 26.31% | 27.02% | 26.70% | 25.92% | 24.55% | 27.29% | — |
| Operating expenses | $451.4M | $475.1M | $452.8M | $378.8M | $296.4M | $222.6M | $140.4M | — |
| Operating income | $23.2M | $18.6M | $54.4M | $40.8M | $18.0M | −$8.1M | $11.7M | −$342 |
| Operating margin | 1.26% | 0.99% | 2.90% | 2.60% | 1.48% | −0.93% | 2.10% | — |
| EBITDA | $156.8M | $163.1M | $187.0M | $152.8M | $113.8M | $66.9M | $61.8M | — |
| EBITDA margin | 8.54% | 8.69% | 9.96% | 9.72% | 9.38% | 7.66% | 11.09% | — |
| Net income | −$80.3M | −$62.1M | $8.9M | $9.3M | −$20.8M | −$24.0M | −$35.4M | −$1,142 |
| Net profit margin | −4.37% | −3.31% | 0.47% | 0.59% | −1.72% | −2.75% | −6.35% | — |
| Basic EPSper basic share | -$2.55 | -$1.96 | $0.18 | $0.20 | -$0.74 | -$0.90 | -$4.84 | $0.00 |
| Diluted EPSper diluted share | -$2.55 | -$1.96 | $0.18 | $0.20 | -$0.74 | -$0.90 | -$4.84 | $0.00 |
Reported shareholders
| Holder | % owned |
|---|---|
Greenawalt Ryan | ≈17.58%5.72M shares |
Mill Road Capital III, L.P. / LYNCH THOMAS E / Mill Road Capital III GP LLC | ≈13.43%4.37M shares |
Mill Road Capital Management LLC | 13.43%4.37M shares |
BlackRock, Inc. | 5.11%1.66M shares |
CastleKnight Management LP | 4.97%1.62M shares |
Nantahala Capital Management, LLC | 4.45%1.45M shares |
Voss Capital, LP | 3.61%1.18M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.24%1.05M shares |
First Eagle Investment Management, LLC | 3.19%1.04M shares |
ROYCE & ASSOCIATES LP | 3.10%1.01M shares |
STATE STREET CORP | 1.59%516.61K shares |
AQR CAPITAL MANAGEMENT LLC | 1.58%513.88K shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.57%510.57K shares |
DIMENSIONAL FUND ADVISORS LP | 1.42%462.64K shares |
Shribman Daniel | ≈1.11%361.8K shares |
CITADEL ADVISORS LLC | 0.95%307.72K shares |
ACADIAN ASSET MANAGEMENT LLC | 0.92%300.26K shares |
TUDOR INVESTMENT CORP ET AL | 0.85%275.39K shares |
CIBC Bancorp USA Inc. | 0.79%256.46K shares |
Point72 Asset Management, L.P. | 0.75%243.69K shares |
Percentages use 32.55M 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 |
|---|---|---|---|---|---|---|
| Mar 13, 2026Form 4 | Mill Road Capital III, L.P. +2TenPercentOwner | BuyCommon Stock, $0.0001 par value | 3.8K | $5.95 | $22.6K | 4.37M |
| Mar 12, 2026Form 4 | Mill Road Capital III, L.P. +2TenPercentOwner | BuyCommon Stock, $0.0001 par value | 58.2K | $6.10 | $354.8K | 4.37M |
| Mar 11, 2026Form 4 | Nair SidharthaDirector | BuyCommon Stock | 1.0K | $6.37 | $6.4K | 37.8K |
| Mar 11, 2026Form 4 | Mill Road Capital III, L.P. +2TenPercentOwner | BuyCommon Stock, $0.0001 par value | 18.0K | $6.36 | $114.7K | 4.31M |
| Mar 9, 2026Form 4 | Nair SidharthaDirector | BuyCommon Stock | 1.0K | $6.75 | $6.8K | 36.8K |