Revenue
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Revenue | $981.3M | $939.3M | $916.6M | $926.2M | $918.7M | $815.4M |
| Gross profit | $720.0M | $686.2M | $666.3M | $671.3M | $670.5M | $589.3M |
| Gross margin | 73.37% | 73.06% | 72.70% | 72.47% | 72.99% | 72.28% |
| Operating expenses | $897.4M | $758.5M | $788.9M | $724.2M | $716.7M | $659.1M |
| Operating income | $83.9M | $180.8M | $127.7M | $202.0M | $202.0M | $156.3M |
| Operating margin | 8.55% | 19.25% | 13.93% | 21.81% | 21.99% | 19.16% |
| EBITDA | $146.4M | $239.8M | $182.0M | $251.6M | $253.1M | $208.6M |
| EBITDA margin | 14.92% | 25.53% | 19.86% | 27.16% | 27.55% | 25.58% |
| Net income | −$206.2M | $39.5M | $19.6M | −$77.6M | $117.4M | −$37.4M |
| Net profit margin | −21.01% | 4.20% | 2.14% | −8.38% | 12.78% | −4.58% |
| Basic EPSper basic share | -$0.50 | $0.10 | $0.05 | -$0.53 | $0.23 | -$0.52 |
| Diluted EPSper diluted share | -$0.50 | $0.10 | $0.05 | -$0.53 | $0.23 | -$0.52 |
Reported shareholders
| Holder | % owned |
|---|---|
Koch, Inc. | 27.38%115.26M shares |
KED Icon Holdings, LLC | ≈27.38%115.26M shares |
Chu Chinh | ≈3.67%15.47M shares |
NEUBERGER BERMAN GROUP LLC | 3.28%13.8M shares |
Carlyle Group Inc. | 1.48%6.23M shares |
Laird Norton Wetherby Trust Company, LLC | 1.13%4.77M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 0.91%3.85M shares |
MILLENNIUM MANAGEMENT LLC | 0.59%2.49M shares |
Invenomic Capital Management LP | 0.55%2.32M shares |
AQR CAPITAL MANAGEMENT LLC | 0.49%2.07M shares |
Peters Craig Warren | ≈0.40%1.68M shares |
Truffle Hound Capital, LLC | 0.36%1.5M shares |
Gandert Nathaniel | ≈0.20%838.22K shares |
BlackRock, Inc. | 0.18%770K shares |
Foca Gene | ≈0.18%754.66K shares |
Round Rock Advisors LLC | 0.16%691.77K shares |
Leyden Jennifer | ≈0.13%563.78K shares |
Weiss Asset Management LP | 0.13%541.92K shares |
Kellough Kjelti Wilkes | ≈0.13%536.19K shares |
Farhall Grant | ≈0.13%534.2K shares |
Percentages use 421M 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 22, 2026Form 4 | Weston Daine MarcSenior VP, Ecommerce | SellClass A Common Stock | 2.5K | $1.30 | $3.3K | 251.0K |
| Jun 10, 2026Form 4 | Jenkins JerryChief Human Resources Officer | SellClass A Common Stock | 10.0K | $0.74 | $7.4K | 114.9K |
| Jun 5, 2026Form 4 | Teaster MichaelChief of Staff | SellClass A Common Stock | 38.1K | $0.79 | $30.1K | 488.9K |
| Mar 25, 2026Form 4 · 10b5-1 | Weston Daine MarcSenior VP, Ecommerce | SellClass A Common Stock | 12.9K | $0.78 | $10.1K | 142.2K |
| Mar 25, 2026Form 4 · 10b5-1 | Jenkins JerryChief Human Resources Officer | SellClass A Common Stock | 10.3K | $0.78 | $8.0K | 124.9K |