Revenue
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $565.2M | $626.6M | $646.7M | $653.3M | $698.6M | $638.8M | $615.6M | $568.1M | $471.4M | $376.1M | $304.2M | $231.9M | $163.1M |
| Gross profit | $301.6M | $308.5M | $325.0M | $343.4M | $377.3M | $331.5M | $328.1M | $310.4M | $261.0M | $214.1M | $173.5M | $131.0M | $92.0M |
| Gross margin | 53.37% | 49.23% | 50.25% | 52.57% | 54.01% | 51.90% | 53.30% | 54.64% | 55.37% | 56.94% | 57.05% | 56.49% | 56.41% |
| Operating expenses | $311.8M | $345.4M | $334.5M | $337.2M | $333.2M | $307.3M | $300.0M | $273.2M | $223.9M | $179.1M | $144.4M | $107.0M | $75.8M |
| Operating income | −$10.2M | −$36.9M | −$9.6M | $6.2M | $44.1M | $24.2M | $28.1M | $37.2M | $37.1M | $35.0M | $29.1M | $24.0M | $16.2M |
| Operating margin | −1.80% | −5.88% | −1.48% | 0.95% | 6.31% | 3.79% | 4.57% | 6.54% | 7.86% | 9.31% | 9.58% | 10.36% | 9.94% |
| EBITDA | $15.3M | −$4.6M | $22.6M | $37.0M | $73.3M | $52.7M | $50.2M | $49.8M | $44.4M | $39.7M | $32.0M | $25.8M | $17.5M |
| EBITDA margin | 2.71% | −0.73% | 3.49% | 5.67% | 10.50% | 8.26% | 8.15% | 8.76% | 9.42% | 10.55% | 10.52% | 11.15% | 10.71% |
| Net income | −$16.4M | −$43.7M | −$9.9M | $2.3M | $29.7M | $13.6M | $18.9M | $23.2M | $23.4M | $21.3M | $27.4M | $23.6M | $15.5M |
| Net profit margin | −2.90% | −6.97% | −1.53% | 0.35% | 4.25% | 2.13% | 3.07% | 4.08% | 4.95% | 5.67% | 9.02% | 10.20% | 9.51% |
| Basic EPSper basic share | -$0.47 | -$1.31 | -$0.30 | $0.07 | $0.91 | $0.42 | $0.59 | — | — | — | $1.09 | $0.99 | $0.66 |
| Diluted EPSper diluted share | -$0.47 | -$1.31 | -$0.30 | $0.07 | $0.90 | $0.42 | $0.58 | — | — | — | $1.06 | $0.99 | $0.65 |
Reported shareholders
| Holder | % owned |
|---|---|
SCHLECHT STEPHEN L. | ≈20.55%7.12M shares |
PUGLIESE STEPHANIE L. | ≈6.58%2.28M shares |
Sato Samuel M | ≈2.48%857.97K shares |
Madison Asset Management, LLC | ≈2.20%762.78K shares |
Tieton Capital Management, LLC | ≈2.10%726.51K shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈1.89%655K shares |
DIMENSIONAL FUND ADVISORS LP | ≈1.62%562.75K shares |
Schlecht Richard W | ≈1.41%488.72K shares |
AGRAWAL HEENA | ≈1.14%396.15K shares |
Homolka David | ≈1.09%376.17K shares |
BlackRock, Inc. | ≈1.08%375.28K shares |
SEI INVESTMENTS CO | ≈0.92%318.34K shares |
Connor, Clark & Lunn Investment Management Ltd. | ≈0.83%287.63K shares |
Getson Eli M. | ≈0.78%270.57K shares |
Sutera Albert J. | ≈0.75%259.77K shares |
FINCH DAVID COLE | ≈0.66%230.34K shares |
Informed Momentum Co LLC | ≈0.66%229.85K shares |
ACADIAN ASSET MANAGEMENT LLC | ≈0.61%212.22K shares |
Paschke Brett Lee | ≈0.51%178.17K shares |
Weber Garth N. | ≈0.49%170.38K shares |
Percentages use 34.64M shares of this listed class outstanding on Jun 8, 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 |
|---|---|---|---|---|---|---|
| Dec 24, 2025Form 4 | Schlecht Richard WSVP, Product Dev. & Sourcing | BuyClass B Common Stock | 10.5K | $2.22 | $23.3K | 352.2K |
| Dec 23, 2025Form 4 | Schlecht Richard WSVP, Product Dev. & Sourcing | BuyClass B Common Stock | 18.1K | $2.17 | $39.2K | 341.7K |
| Sep 26, 2025Form 4 | AGRAWAL HEENASenior Vice President and CFO | BuyClass B Common Stock | 10.0K | $3.50 | $35.0K | 248.1K |
| Jun 16, 2025Form 4 | AGRAWAL HEENASenior Vice President and CFO | BuyClass B Common Stock | 13.0K | $1.90 | $24.7K | 238.1K |
| Apr 11, 2025Form 4 | AGRAWAL HEENASenior Vice President and CFO | BuyClass B Common Stock | 9.0K | $1.84 | $16.6K | 225.1K |