Revenue
2012
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 · Dec 31 | 2012 · Sep 30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $495.3M | $569.8M | $445.8M | $378.9M | $391.2M | $330.1M | $306.2M | $282.2M | $259.3M | $214.2M | $205.3M | $93.4M | $4.0M | $30,000 | $0 |
| Gross profit | $444.1M | $505.5M | $401.3M | $346.0M | — | — | — | $254.0M | $234.8M | $194.4M | — | — | — | — | — |
| Gross margin | 89.66% | 88.71% | 90.03% | 91.32% | — | — | — | 90.00% | 90.57% | 90.78% | — | — | — | — | — |
| Operating expenses | $256.5M | $278.1M | $459.4M | $278.6M | — | $230.7M | — | $208.4M | $173.2M | $153.9M | $172.1M | $136.9M | $10.0M | $433,000 | — |
| Operating income | $111.0M | $188.1M | −$15.3M | $100.5M | $111.9M | $99.2M | $114.9M | $68.0M | $87.1M | $73.6M | $33.2M | −$43.6M | −$6.1M | −$403,000 | — |
| Operating margin | 22.41% | 33.02% | −3.43% | 26.54% | 28.61% | 30.06% | 37.52% | 24.10% | 33.61% | 34.38% | 16.17% | −46.65% | −153.28% | −1,343.33% | — |
| EBITDA | $302.2M | $404.9M | $164.1M | $254.6M | $275.0M | $237.8M | $240.9M | $187.6M | $200.2M | $168.1M | $123.3M | −$3.2M | −$3.9M | −$382,000 | — |
| EBITDA margin | 61.01% | 71.07% | 36.80% | 67.19% | 70.29% | 72.03% | 78.67% | 66.48% | 77.20% | 78.48% | 60.04% | −3.40% | −99.82% | −1,273.33% | — |
| Net income | −$225.5M | −$131.6M | −$211.9M | $12.0M | $11.4M | $10.8M | $46.5M | $10.9M | $23.6M | $47.1M | −$2.1M | −$53.6M | −$7.0M | −$413,000 | — |
| Net profit margin | −45.52% | −23.09% | −47.54% | 3.17% | 2.91% | 3.27% | 15.18% | 3.86% | 9.10% | 22.01% | −1.01% | −57.39% | −176.89% | −1,376.67% | — |
| Basic EPSper basic share | -$1.21 | -$0.76 | -$1.71 | -$0.09 | -$0.20 | -$0.09 | $0.40 | $0.01 | $0.30 | $0.82 | -$0.04 | -$1.29 | -$3.84 | -$19.29 | — |
| Diluted EPSper diluted share | -$1.21 | -$0.76 | -$1.71 | -$0.09 | -$0.20 | -$0.09 | $0.39 | $0.01 | $0.30 | $0.82 | -$0.04 | -$1.29 | -$3.84 | -$19.29 | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 15.20%32.07M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 9.74%20.54M shares |
STATE STREET CORP | 5.21%10.98M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.40%9.27M shares |
BROWN ADVISORY INC | 3.02%6.36M shares |
TWO SIGMA INVESTMENTS, LP | 2.74%5.78M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.62%5.52M shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.05%4.31M shares |
Invesco Ltd. | 2.00%4.22M shares |
Balyasny Asset Management L.P. | 1.83%3.86M shares |
PRIVATE MANAGEMENT GROUP INC | 1.55%3.27M shares |
MORGAN STANLEY | 1.47%3.1M shares |
Helix Partners Management LP | 1.43%3.02M shares |
DIMENSIONAL FUND ADVISORS LP | 1.24%2.62M shares |
NORTHERN TRUST CORP | 1.18%2.49M shares |
HSBC HOLDINGS PLC | 1.09%2.3M shares |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.06%2.23M shares |
AMERIPRISE FINANCIAL INC | 0.74%1.56M shares |
GOLDMAN SACHS GROUP INC | 0.72%1.52M shares |
Taconic Capital Advisors LP | 0.63%1.33M shares |
Percentages use 210.95M 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 |
|---|---|---|---|---|---|---|
| Jul 10, 2025Form 4 | Weil Edward M Jr.CEO, President | SellCommon Stock | 150.0K | $7.61 | $1.14M | 584.1K |
| Jun 13, 2025Form 4 | Bellevue Capital Partners, LLC +1Other | SellCommon Stock · indirect | 300.0K | $7.33 | $2.20M | 19.61M |
| Jun 12, 2025Form 4 | Bellevue Capital Partners, LLC +1Other | SellCommon Stock · indirect | 7.10M | $7.43 | $52.78M | 19.91M |
| May 19, 2025Form 4/A | SCHORSCH NICHOLAS S +1TenPercentOwner | SellCall option · derivative · indirect | 4.0K | $262.6K | $1.06B | 4.0K |
| May 19, 2025Form 4 | Bellevue Capital Partners, LLC +1TenPercentOwner | SellCall option · derivative | 4.0K | $262.6K | $1.06B | 4.0K |