Revenue
2024
2025
| 2025 | 2024 | |
|---|---|---|
| Revenue | $183.1M | $128.5M |
| Operating expenses | $72.7M | $59.7M |
| Operating income | −$34.7M | −$42.5M |
| Operating margin | −18.97% | −33.10% |
| EBITDA | −$30.7M | −$40.7M |
| EBITDA margin | −16.79% | −31.66% |
| Net income | −$59.0M | −$56.9M |
| Net profit margin | −32.23% | −44.30% |
| Basic EPSper basic share | -$0.19 | -$1.24 |
| Diluted EPSper diluted share | -$0.19 | -$1.24 |
Reported shareholders
| Holder | % owned |
|---|---|
Kobler Hans | ≈40.17%19.35M shares |
Energy Impact Fund (FT-D) LP / EIF ER Holdings LLC / Energy Impact Fund (FT-B) LP / EIP Flagship Fund I ER Holdings LLC / Energy Impact Partners LLC | ≈40.17%19.35M shares |
PRICE T ROWE ASSOCIATES INC /MD/ | 4.72%2.28M shares |
Balyasny Asset Management L.P. | 4.36%2.1M shares |
Cinctive Capital Management LP | 4.04%1.95M shares |
Encompass Capital Advisors LLC | 3.94%1.9M shares |
Zimmer Partners, LP | 3.93%1.89M shares |
AMERIPRISE FINANCIAL INC | 3.79%1.83M shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.69%1.78M shares |
ALLIANCEBERNSTEIN L.P. | 3.53%1.7M shares |
CITADEL ADVISORS LLC | 3.13%1.51M shares |
Value Aligned Research Advisors, LLC | 2.79%1.35M shares |
Alyeska Investment Group, L.P. | 2.65%1.28M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 2.32%1.12M shares |
Pictet Asset Management Holding SA | 2.19%1.06M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 2.14%1.03M shares |
CIBC Bancorp USA Inc. | 2.08%1M shares |
SEVEN GRAND MANAGERS, LLC | 1.04%500K shares |
WELLINGTON MANAGEMENT GROUP LLP | 1.03%498.51K shares |
REAVES W H & CO INC | 0.90%435K shares |
Percentages use 48.17M 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.
Reported positions exceed 100% in total, so the circle shows the selected holder only.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 11, 2026Form 4 | Kobler HansDirector,TenPercentOwner | SellClass B Units · derivative · indirect | 6.04M | — | — | 83.36M |
| Jun 11, 2026Form 4 | Energy Impact Fund (FT-D) LP +4TenPercentOwner | SellClass B Units · derivative · indirect | 6.04M | — | — | 83.36M |