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 | $1.98B | $820.6M | $716.7M | $540.5M | $445.7M | $394.9M | $367.3M | $314.3M | $268.4M | $233.1M | $233.7M | $259.4M | $251.7M | $240.2M | $325.0M | $292.5M | $249.5M |
| Gross profit | $500.6M | $318.6M | $283.9M | $173.5M | $141.2M | $164.6M | $153.1M | $128.4M | $107.7M | $96.9M | $105.6M | $104.3M | $93.6M | $92.5M | $129.3M | $117.2M | $96.8M |
| Gross margin | 25.33% | 38.83% | 39.62% | 32.10% | 31.69% | 41.67% | 41.68% | 40.86% | 40.12% | 41.56% | 45.17% | 40.20% | 37.19% | 38.53% | 39.79% | 40.05% | 38.81% |
| Research & development | $127.7M | $100.7M | $97.7M | $64.3M | $54.7M | $53.8M | $46.5M | $34.2M | $26.4M | $28.5M | $35.0M | $46.5M | $25.5M | $37.2M | $31.0M | $35.8M | $24.5M |
| Operating expenses | $811.6M | $277.8M | $212.1M | $352.2M | $151.1M | $121.2M | $106.0M | $94.6M | $77.3M | $76.1M | $85.5M | $102.3M | $81.2M | $88.7M | $86.3M | $83.2M | $66.9M |
| Operating income | −$311.0M | $40.8M | $71.8M | −$178.7M | −$9.9M | $43.3M | $47.1M | $33.8M | $30.4M | $20.8M | $20.1M | $2.0M | $12.4M | $3.8M | $43.1M | $34.0M | $29.9M |
| Operating margin | −15.73% | 4.97% | 10.02% | −33.05% | −2.22% | 10.97% | 12.83% | 10.76% | 11.34% | 8.91% | 8.59% | 0.78% | 4.93% | 1.58% | 13.25% | 11.61% | 11.98% |
| EBITDA | −$46.0M | $81.8M | $107.6M | −$78.7M | $50.9M | $62.6M | $57.0M | $41.5M | $36.4M | $25.8M | $23.9M | $10.4M | $21.6M | $14.7M | $52.0M | $44.5M | $38.9M |
| EBITDA margin | −2.32% | 9.97% | 15.01% | −14.55% | 11.43% | 15.85% | 15.53% | 13.20% | 13.56% | 11.08% | 10.24% | 4.00% | 8.57% | 6.14% | 16.01% | 15.23% | 15.58% |
| Net income | −$265.1M | $43.6M | $59.7M | −$176.2M | −$4.2M | $23.3M | $41.1M | $47.4M | $17.6M | $13.1M | $9.0M | $13.1M | — | — | — | — | — |
| Net profit margin | −13.41% | 5.32% | 8.32% | −32.59% | −0.94% | 5.91% | 11.18% | 15.09% | 6.57% | 5.61% | 3.84% | 5.04% | — | — | — | — | — |
| Basic EPSper basic share | -$5.40 | $1.56 | $2.19 | -$7.04 | -$0.17 | $0.97 | $1.73 | $2.00 | $0.76 | $0.57 | $0.39 | $0.13 | $0.61 | $0.47 | $1.40 | $1.20 | $0.97 |
| Diluted EPSper diluted share | -$5.40 | $1.55 | $2.18 | -$7.04 | -$0.17 | $0.96 | $1.71 | $1.97 | $0.75 | $0.56 | $0.39 | $0.13 | $0.60 | $0.47 | $1.36 | $1.17 | $0.94 |
Reported shareholders
| Holder | % owned |
|---|---|
Altitude V Holdings, LLC / Arlington Management VI, L.L.C. / Arlington Capital Partners V, L.P. / Altitude VI Holdings, LLC / Arlington Management V, L.L.C. / Arlington Capital Partners VI, L.P. / BLUEHALO HOLDINGS PARENT, LLC | ≈34.43%17.43M shares |
Wodlinger David | ≈34.43%17.43M shares |
BlackRock, Inc. | ≈6.88%3.48M shares |
STATE STREET CORP | ≈4.33%2.19M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈3.25%1.65M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈3.06%1.55M shares |
BAILLIE GIFFORD & CO | ≈1.91%967.45K shares |
Heard Capital LLC | ≈1.79%903.98K shares |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ≈1.69%854.02K shares |
Invesco Ltd. | ≈1.38%698.47K shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈1.33%671.97K shares |
VAN ECK ASSOCIATES CORP | ≈1.21%612.92K shares |
ARK Investment Management LLC | ≈1.20%607.5K shares |
Stephens Investment Management Group LLC | ≈1.12%567.42K shares |
Hood River Capital Management LLC | ≈1.11%564.25K shares |
Alyeska Investment Group, L.P. | ≈1.04%525.2K shares |
CONGRESS ASSET MANAGEMENT CO | ≈0.98%495.64K shares |
NORGES BANK | ≈0.93%473.14K shares |
MORGAN STANLEY | ≈0.91%458.96K shares |
AMERICAN CAPITAL MANAGEMENT INC | ≈0.83%422.52K shares |
Percentages use 50.61M shares of this listed class outstanding on Jun 24, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Reported positions exceed 100% in total, so the circle shows the selected holder only.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 15, 2026Form 4 · 10b5-1 | PAGE STEPHEN FDirector | SellCommon Stock · indirect | 250 | $174.41 | $43.6K | 49.0K |
| May 15, 2026Form 4 · 10b5-1 | PAGE STEPHEN FDirector | SellCommon Stock · indirect | 250 | $162.31 | $40.6K | 49.3K |
| Apr 15, 2026Form 4 · 10b5-1 | PAGE STEPHEN FDirector | SellCommon Stock · indirect | 250 | $197.29 | $49.3K | 49.5K |
| Mar 16, 2026Form 4 · 10b5-1 | Shackley Brian CharlesChief Accounting Officer | SellCommon Stock | 200 | $212.52 | $42.5K | 5.8K |
| Mar 16, 2026Form 4 · 10b5-1 | PAGE STEPHEN FDirector | SellCommon Stock · indirect | 250 | $212.52 | $53.1K | 49.8K |