Revenue
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Revenue | $490.0M | $426.6M | $346.3M | $261.7M | $150.0M | $122.0M |
| Gross profit | $261.5M | $222.8M | $176.0M | $135.1M | $75.4M | $55.5M |
| Gross margin | 53.37% | 52.23% | 50.84% | 51.63% | 50.30% | 45.49% |
| Operating expenses | $241.9M | $224.8M | $176.7M | $130.0M | $75.3M | $53.6M |
| Operating income | $19.7M | −$2.0M | −$656,000 | $5.1M | $160,000 | $1.9M |
| Operating margin | 4.01% | −0.47% | −0.19% | 1.96% | 0.11% | 1.53% |
| EBITDA | $36.9M | $12.5M | $9.1M | $13.5M | $6.1M | $3.9M |
| EBITDA margin | 7.52% | 2.92% | 2.62% | 5.15% | 4.09% | 3.20% |
| Net income | $12.8M | $3.0M | −$6.6M | $5.0M | $299,000 | $990,000 |
| Net profit margin | 2.62% | 0.71% | −1.91% | 1.91% | 0.20% | 0.81% |
| Basic EPSper basic share | $0.74 | $0.18 | -$0.53 | $0.39 | $0.03 | $0.17 |
| Diluted EPSper diluted share | $0.73 | $0.17 | -$0.53 | $0.37 | $0.03 | $0.17 |
Reported shareholders
| Holder | % owned |
|---|---|
FMR LLC | 13.92%2.4M shares |
BlackRock, Inc. | 6.18%1.07M shares |
Bowman Gary | ≈5.25%905.45K shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.68%634.84K shares |
Swedbank AB | 2.50%430K shares |
DIMENSIONAL FUND ADVISORS LP | 2.37%409.02K shares |
Labovitz Bruce J | ≈2.27%391.49K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.17%373.97K shares |
Bruen Michael | ≈2.15%370.57K shares |
Mill Road Capital Management LLC | 1.94%333.87K shares |
STATE STREET CORP | 1.69%290.55K shares |
Pacific Ridge Capital Partners, LLC | 1.61%276.96K shares |
ROYCE & ASSOCIATES LP | 1.54%264.79K shares |
Polar Asset Management Partners Inc. | 1.43%246.92K shares |
Summit Creek Advisors LLC | 1.28%220.25K shares |
CITADEL ADVISORS LLC | 1.26%217.86K shares |
Russell Investments Group, Ltd. | 1.15%197.45K shares |
NORTHERN TRUST CORP | 1.11%191.01K shares |
Hickey Robert Alan | ≈1.08%185.84K shares |
WELLINGTON MANAGEMENT GROUP LLP | 1.07%184.74K shares |
Percentages use 17.23M 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 |
|---|---|---|---|---|---|---|
| Jun 2, 2026Form 4 · 10b5-1 | Grebbien Virginia LeeDirector | SellCommon Stock | 7.5K | $31.65 | $237.4K | 7.4K |
| May 12, 2026Form 4 · 10b5-1 | Vicks Raymond Jr.Director | SellCommon Stock | 1.2K | $33.34 | $41.0K | 18.1K |
| Apr 22, 2026Form 4 · 10b5-1 | Bowman GaryChief Executive Officer | SellCommon Stock · indirect | 7.5K | $30.71 | $230.3K | 1.35M |
| Apr 22, 2026Form 4 · 10b5-1 | Bowman GaryChief Executive Officer | SellCommon Stock | 12.5K | $30.71 | $383.9K | 906.6K |
| Feb 18, 2026Form 4 · 10b5-1 | Bowman GaryChief Executive Officer | SellCommon Stock · indirect | 7.5K | $32.62 | $244.6K | 1.36M |