Revenue
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $192.2M | $197.2M | $185.4M | $165.0M | $139.4M |
| Gross profit | $137.4M | $139.1M | $127.5M | $110.4M | $90.6M |
| Gross margin | 71.46% | 70.52% | 68.78% | 66.92% | 64.98% |
| Operating expenses | $101.8M | $107.5M | $98.8M | $171.1M | $56.0M |
| Operating income | $35.6M | $31.6M | $28.7M | −$60.7M | $34.6M |
| Operating margin | 18.50% | 16.03% | 15.46% | −36.81% | 24.79% |
| EBITDA | $39.2M | $35.2M | $31.7M | −$58.5M | $36.0M |
| EBITDA margin | 20.40% | 17.84% | 17.08% | −35.48% | 25.80% |
| Net income | $27.0M | $3.2M | $3.3M | −$969,000 | $11.1M |
| Net profit margin | 14.07% | 1.60% | 1.79% | −0.59% | 7.97% |
| Basic EPSper basic share | $0.86 | $0.09 | $0.13 | -$0.12 | — |
| Diluted EPSper diluted share | $0.74 | $0.09 | $0.13 | -$0.12 | — |
Reported shareholders
| Holder | % owned |
|---|---|
Barrera Richard R / RB Management GP LLC / Roystone Management Holdings LLC / Guines LLC | ≈16.71%4.62M shares |
325 CAPITAL LLC | 16.44%4.55M shares |
HEYER ANDREW R | ≈8.29%2.29M shares |
Bandera Partners LLC | 7.47%2.07M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.99%1.1M shares |
ACADIAN ASSET MANAGEMENT LLC | 2.26%625.39K shares |
MILLENNIUM MANAGEMENT LLC | 1.58%436.09K shares |
DIMENSIONAL FUND ADVISORS LP | 1.56%431.96K shares |
BlackRock, Inc. | 1.32%365.95K shares |
CITADEL ADVISORS LLC | 1.09%301.31K shares |
RICE HALL JAMES & ASSOCIATES, LLC | 0.95%262.84K shares |
GEODE CAPITAL MANAGEMENT, LLC | 0.94%260.49K shares |
JANE STREET GROUP, LLC | 0.92%253.31K shares |
AQR CAPITAL MANAGEMENT LLC | 0.91%251.62K shares |
UBS Group AG | 0.88%244.22K shares |
RENAISSANCE TECHNOLOGIES LLC | 0.83%229.99K shares |
GOLDMAN SACHS GROUP INC | 0.78%215.38K shares |
MARSHALL WACE, LLP | 0.61%168.61K shares |
Cone Stephen Mark | ≈0.58%160.83K shares |
MORGAN STANLEY | 0.56%153.91K shares |
Percentages use 27.66M 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 |
|---|---|---|---|---|---|---|
| May 7, 2025Form 4 | Barrera Richard R +3TenPercentOwner | BuyClass A common stock, par value $0.0001 per share · indirect | 11.7K | $3.35 | $39.1K | 4.62M |
| May 6, 2025Form 4 | Barrera Richard R +3TenPercentOwner | BuyClass A common stock, par value $0.0001 per share · indirect | 436.0K | $3.26 | $1.42M | 4.61M |
| Apr 30, 2025Form 4 | RB Management GP LLC +3TenPercentOwner | BuyClass A common stock, par value $0.0001 per share · indirect | 1.9K | $3.30 | $6.4K | 4.18M |
| Apr 21, 2025Form 4 | Barrera Richard R +3TenPercentOwner | BuyClass A common stock, par value $0.0001 per share · indirect | 8.8K | $3.27 | $28.8K | 4.17M |
| Apr 17, 2025Form 4 | Guines LLC +3TenPercentOwner | BuyClass A common stock, par value $0.0001 per share · indirect | 6.9K | $3.29 | $22.6K | 4.16M |