Revenue
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $780.6M | $631.4M | $566.8M | $463.9M | $276.9M | $310.0M | $296.7M | $280.4M | $28.5M | $1.7M | — | — | — |
| Gross profit | $463.3M | $377.3M | $326.2M | $209.5M | $150.6M | $179.8M | $103.0M | $114.7M | $25.9M | $1.5M | — | — | — |
| Gross margin | 59.35% | 59.76% | 57.55% | 45.15% | 54.40% | 58.01% | 34.73% | 40.92% | 90.89% | 87.55% | — | — | — |
| Research & development | — | $0 | $0 | $4.0M | $9.5M | $9.8M | $10.3M | $8.7M | $8.6M | $14.9M | $8.0M | $15.0M | $14.2M |
| Operating expenses | $283.6M | $207.4M | $159.2M | $176.2M | $133.0M | $123.6M | $320.4M | $301.1M | $103.9M | $95.8M | $26.9M | $17.7M | $16.0M |
| Operating income | $179.6M | $169.9M | $167.0M | $33.3M | $17.6M | $56.2M | −$23.7M | −$20.7M | −$75.4M | −$94.1M | −$26.9M | −$17.7M | −$16.0M |
| Operating margin | 23.01% | 26.91% | 29.46% | 7.18% | 6.37% | 18.14% | −8.00% | −7.38% | −264.95% | −5,498.66% | — | — | — |
| EBITDA | $405.7M | $339.1M | $316.2M | $36.0M | $86.5M | $117.8M | −$23.0M | −$19.6M | −$74.9M | −$93.4M | −$26.7M | −$17.5M | −$15.9M |
| EBITDA margin | 51.98% | 53.69% | 55.79% | 7.76% | 31.26% | 37.99% | −7.76% | −6.99% | −262.86% | −5,460.37% | — | — | — |
| Net income | $62.9M | $69.2M | $48.2M | −$25.0M | $71.5M | $26.8M | −$22.7M | −$39.1M | −$74.9M | −$94.2M | −$27.3M | −$17.9M | −$16.2M |
| Net profit margin | 8.05% | 10.96% | 8.50% | −5.39% | 25.83% | 8.63% | −7.66% | −13.95% | −262.91% | −5,504.15% | — | — | — |
| Basic EPSper basic share | $1.98 | $2.14 | $1.43 | -$0.74 | $2.05 | $0.78 | -$0.68 | -$1.19 | -$2.47 | -$3.88 | -$1.48 | -$22.72 | -$4.06 |
| Diluted EPSper diluted share | $1.73 | $1.86 | $1.29 | -$0.74 | $1.86 | $0.76 | -$0.68 | -$1.19 | -$2.47 | -$3.88 | -$1.48 | -$22.72 | -$4.06 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 16.74%5.44M shares |
Jupiter Topco LLC | 6.61%2.15M shares |
Invesco Ltd. | 5.79%1.88M shares |
FULLER & THALER ASSET MANAGEMENT, INC. | 5.02%1.63M shares |
PRINCIPAL FINANCIAL GROUP INC | 5.02%1.63M shares |
STATE STREET CORP | 4.70%1.53M shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.33%1.41M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.25%1.38M shares |
RENAISSANCE TECHNOLOGIES LLC | 4.20%1.37M shares |
EVENTIDE ASSET MANAGEMENT, LLC | 4.19%1.36M shares |
Rubric Capital Management LP | 3.94%1.28M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.74%890.89K shares |
DIMENSIONAL FUND ADVISORS LP | 2.58%837.88K shares |
VICTORY CAPITAL MANAGEMENT INC | 2.34%760.25K shares |
GOLDENTREE ASSET MANAGEMENT LP | 2.29%744.89K shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 2.28%740.08K shares |
MILLENNIUM MANAGEMENT LLC | 2.27%736.93K shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.91%621.92K shares |
Assenagon Asset Management S.A. | 1.90%617.83K shares |
GOLDMAN SACHS GROUP INC | 1.71%556.93K shares |
Percentages use 32.5M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| May 18, 2026Form 4 | Freund John GordonDirector | SellCommon Stock | 20 | $34.05 | $681.00 | 84.0K |
| May 15, 2026Form 4 | Freund John GordonDirector | SellCommon Stock | 4.1K | $34.54 | $142.5K | 84.0K |
| May 13, 2026Form 4 | Lurker NancyDirector | SellCommon Stock | 4.5K | $35.97 | $161.9K | 18.0K |
| May 11, 2026Form 4 | BOHLIN GAREN GDirector | SellCommon Stock | 8.7K | $37.18 | $323.5K | 62.3K |
| Mar 18, 2026Form 4 · 10b5-1 | Dieter DavidEVP & General Counsel | SellCommon Stock | 14.0K | $34.92 | $488.0K | 77.1K |