Revenue
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.10B | $975.2M | $766.9M | $595.3M | $425.5M | $318.8M | $245.9M | $193.2M | $152.4M | $129.7M | $116.2M | $86.8M | $63.2M | $43.5M |
| Gross profit | $449.6M | $396.0M | $250.9M | $186.0M | $162.1M | $132.9M | $114.2M | $90.0M | $72.4M | $60.4M | $54.6M | $42.2M | $27.2M | $20.6M |
| Gross margin | 40.80% | 40.60% | 32.71% | 31.25% | 38.11% | 41.69% | 46.45% | 46.57% | 47.53% | 46.54% | 47.04% | 48.66% | 43.06% | 47.42% |
| Research & development | — | — | — | — | — | $800,000 | $1.2M | $500,000 | $284,574 | $470,150 | — | — | — | — |
| Operating expenses | $374.0M | $358.0M | $281.3M | $238.0M | $186.8M | $134.9M | $114.5M | $94.9M | $75.2M | $62.6M | $58.3M | $48.3M | $39.6M | $35.4M |
| Operating income | $75.7M | $38.0M | −$30.4M | −$52.0M | −$24.7M | −$2.0M | −$253,000 | −$4.9M | −$2.8M | −$2.2M | −$3.6M | −$6.1M | −$12.4M | −$14.7M |
| Operating margin | 6.87% | 3.90% | −3.97% | −8.73% | −5.80% | −0.63% | −0.10% | −2.53% | −1.81% | −1.71% | −3.14% | −7.01% | −19.60% | −33.89% |
| EBITDA | $162.1M | $107.5M | $27.7M | −$17.7M | $4.8M | $18.8M | $15.3M | $8.9M | $9.9M | $7.7M | $3.9M | $344,497 | −$6.4M | −$10.0M |
| EBITDA margin | 14.71% | 11.02% | 3.61% | −2.96% | 1.13% | 5.90% | 6.24% | 4.61% | 6.52% | 5.92% | 3.38% | 0.40% | −10.19% | −23.02% |
| Net income | $139.1M | $46.9M | −$33.6M | −$59.5M | −$29.7M | −$3.2M | −$1.4M | −$5.4M | −$4.3M | −$3.2M | −$3.7M | −$37.3M | −$21.7M | −$18.7M |
| Net profit margin | 12.63% | 4.81% | −4.38% | −9.99% | −6.98% | −1.00% | −0.56% | −2.77% | −2.80% | −2.44% | −3.19% | −43.04% | −34.34% | −42.87% |
| Basic EPSper basic share | $2.85 | $0.97 | -$0.70 | -$1.29 | -$0.69 | -$0.08 | -$0.04 | -$0.15 | -$0.12 | -$0.09 | -$0.11 | -$9.63 | -$2.91 | -$2.56 |
| Diluted EPSper diluted share | $2.64 | $0.93 | -$0.70 | -$1.29 | -$0.69 | -$0.08 | -$0.04 | -$0.15 | -$0.12 | -$0.09 | -$0.11 | -$9.63 | -$2.91 | -$2.56 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 12.11%5.89M shares |
Capital World Investors | 6.26%3.04M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 6.04%2.94M shares |
WELLINGTON MANAGEMENT GROUP LLP | 5.82%2.83M shares |
WASATCH ADVISORS LP | 5.80%2.82M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.58%2.23M shares |
BANK OF MONTREAL /CAN/ | 4.08%1.98M shares |
ALLIANCEBERNSTEIN L.P. | 3.86%1.88M shares |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.72%1.81M shares |
STATE STREET CORP | 3.30%1.6M shares |
Ilex Capital Partners (UK) LLP | 3.17%1.54M shares |
Alberta Investment Management Corp | 2.97%1.44M shares |
DIMENSIONAL FUND ADVISORS LP | 2.94%1.43M shares |
Balyasny Asset Management L.P. | 2.93%1.42M shares |
MARSHALL WACE, LLP | 2.80%1.36M shares |
ARMISTICE CAPITAL, LLC | 2.59%1.26M shares |
BANK OF AMERICA CORP /DE/ | 2.43%1.18M shares |
AMERIPRISE FINANCIAL INC | 2.24%1.09M shares |
MORGAN STANLEY | 2.16%1.05M shares |
JENNISON ASSOCIATES LLC | 1.93%939.46K shares |
Percentages use 48.63M 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 22, 2026Form 4 · 10b5-1 | Cyr William B.Chief Executive Officer | SellCommon Stock · indirect | 1.6K | $51.18 | $81.5K | 56.1K |
| May 22, 2026Form 4 · 10b5-1 | Cyr William B.Chief Executive Officer | SellCommon Stock · indirect | 1.8K | $51.18 | $92.3K | 60.6K |
| May 22, 2026Form 4 · 10b5-1 | Cyr William B.Chief Executive Officer | SellCommon Stock · indirect | 923 | $51.18 | $47.2K | 25.6K |
| May 22, 2026Form 4 · 10b5-1 | Cyr William B.Chief Executive Officer | SellCommon Stock | 29.3K | $51.26 | $1.50M | 224.5K |
| May 22, 2026Form 4 · 10b5-1 | Cyr William B.Chief Executive Officer | SellCommon Stock | 13.2K | $50.51 | $667.5K | 253.7K |