Revenue
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $1.14B | $805.7M | $1.01B | $1.66B |
| Operating expenses | $1.23B | $1.10B | $1.06B | $726.0M |
| Operating income | $303.7M | −$64.2M | $241.1M | $304.6M |
| Operating margin | 26.62% | −7.97% | 23.89% | 18.34% |
| EBITDA | $500.9M | $191.6M | $497.3M | $434.6M |
| EBITDA margin | 43.91% | 23.78% | 49.26% | 26.18% |
| Net income | $179.2M | −$138.7M | $123.6M | $410.1M |
| Net profit margin | 15.70% | −17.21% | 12.24% | 24.70% |
| Basic EPSper basic share | $2.05 | -$1.94 | $2.03 | $6.99 |
| Diluted EPSper diluted share | $2.05 | -$1.94 | $1.92 | $6.62 |
Reported shareholders
| Holder | % owned |
|---|---|
Banpu Public Co Ltd / Banpu Power Public Co Ltd / BOG CO., LTD. / Banpu Power US Corp / Banpu North America Corp. | —133.07M shares |
DME Capital Management, LP | 2.83%3.1M shares |
Yaupon Capital Management LP | 2.53%2.77M shares |
BlackRock, Inc. | 2.48%2.71M shares |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2.44%2.67M shares |
Boston Partners | 2.33%2.55M shares |
Kalnin Christopher P | ≈1.89%2.07M shares |
GOLDMAN SACHS GROUP INC | 1.79%1.96M shares |
FMR LLC | 1.69%1.84M shares |
CITADEL ADVISORS LLC | 1.65%1.8M shares |
STATE STREET CORP | 1.61%1.76M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 1.54%1.68M shares |
Merewether Investment Management, LP | 1.53%1.67M shares |
Zimmer Partners, LP | 1.53%1.67M shares |
Covalis Capital LLP | 1.29%1.41M shares |
Aventail Capital Group, LP | 1.23%1.34M shares |
DIMENSIONAL FUND ADVISORS LP | 1.19%1.31M shares |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.09%1.19M shares |
HITE Hedge Asset Management LLC | 0.83%905.54K shares |
GEODE CAPITAL MANAGEMENT, LLC | 0.80%873.3K shares |
Percentages use 109.42M 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 1, 2026Form 4 · 10b5-1 | Jacobsen Eric SPresident, Upstream | SellCommon Stock | 25.0K | $26.89 | $672.3K | 227.8K |
| May 1, 2026Form 4 · 10b5-1 | Jacobsen Eric SPresident, Upstream | SellCommon Stock | 25.0K | $30.96 | $774.0K | 252.8K |
| Mar 27, 2026Form 4 · 10b5-1 | Tameron DavidChief Financial Officer | SellCommon Stock | 7.3K | $29.71 | $216.9K | 61.9K |
| Mar 25, 2026Form 4 · 10b5-1 | Kalnin Christopher PChief Executive Officer | SellCommon Stock | 100.0K | $30.06 | $3.01M | 1.20M |
| Nov 17, 2025Form 4 · 10b5-1 | Kalnin Christopher PChief Executive Officer | SellCommon Stock | 78.3K | $28.04 | $2.19M | 1.25M |