Revenue
2011
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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $910.5M | $444.7M | $397.6M | $404.1M | $335.7M | $269.7M | $309.0M | $290.2M | $699.1M | $596.5M | $500.9M | $408.5M | $328.1M | $233.5M | $160.2M |
| Gross profit | $403.1M | $377.1M | $264.6M | $268.2M | — | — | — | — | — | — | — | — | — | — | — |
| Gross margin | 44.27% | 84.81% | 66.56% | 66.37% | — | — | — | — | — | — | — | — | — | — | — |
| Research & development | $56.1M | $44.8M | $36.7M | $29.6M | $24.9M | $25.2M | $26.0M | $18.5M | $78.1M | $45.9M | $50.1M | $40.1M | $32.7M | $23.6M | $16.9M |
| Operating expenses | $796.4M | $393.4M | $273.4M | $261.7M | $215.1M | $193.4M | $212.5M | $207.7M | $763.4M | $623.2M | $545.7M | $459.2M | $372.8M | $261.0M | $194.0M |
| Operating income | $114.1M | $51.3M | $124.2M | $142.3M | $120.6M | $76.4M | $96.5M | $82.4M | −$64.3M | −$26.6M | −$44.8M | −$50.7M | −$44.7M | −$27.4M | −$33.8M |
| Operating margin | 12.53% | 11.53% | 31.23% | 35.22% | 35.93% | 28.31% | 31.24% | 28.40% | −9.19% | −4.47% | −8.95% | −12.40% | −13.61% | −11.75% | −21.12% |
| EBITDA | $174.4M | $70.2M | $140.9M | $154.9M | $136.1M | $90.5M | $113.2M | $96.8M | $81.2M | $79.0M | $42.2M | $13.8M | $10.8M | $9.5M | −$1.2M |
| EBITDA margin | 19.15% | 15.80% | 35.43% | 38.34% | 40.54% | 33.56% | 36.64% | 33.35% | 11.62% | 13.24% | 8.42% | 3.37% | 3.30% | 4.06% | −0.72% |
| Net income | $12.9M | $13.7M | $145.7M | $92.1M | $152.7M | −$250.0M | −$146.0M | −$162.0M | −$172.0M | −$124.5M | −$107.6M | −$84.5M | −$111.3M | −$32.7M | $23.6M |
| Net profit margin | 1.42% | 3.09% | 36.64% | 22.78% | 45.50% | −92.70% | −47.25% | −55.84% | −24.60% | −20.87% | −21.48% | −20.70% | −33.92% | −14.01% | 14.74% |
| Basic EPSper basic share | $0.10 | $0.11 | $1.12 | $0.75 | $1.46 | -$3.04 | -$1.81 | -$2.02 | -$2.17 | -$1.58 | -$1.35 | -$0.99 | -$3.05 | -$14.07 | -$2.63 |
| Diluted EPSper diluted share | $0.09 | $0.10 | $1.09 | $0.71 | $1.28 | -$3.04 | -$1.81 | -$2.02 | -$2.17 | -$1.58 | -$1.35 | -$0.99 | -$3.05 | -$14.07 | -$2.63 |
Reported shareholders
| Holder | % owned |
|---|---|
THORNE OAKLEIGH | ≈21.20%28.73M shares |
GTCR LLC | 17.15%23.24M shares |
Nantahala Capital Management, LLC | 12.84%17.4M shares |
BlackRock, Inc. | 4.52%6.12M shares |
BANK OF AMERICA CORP /DE/ | 3.82%5.17M shares |
TOWNSEND CHARLES C | ≈3.33%4.51M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 2.61%3.54M shares |
STATE STREET CORP | 2.45%3.32M shares |
Qube Research & Technologies Ltd | 2.31%3.13M shares |
Capco Asset Management, LLC | 2.08%2.82M shares |
CITADEL ADVISORS LLC | 1.91%2.59M shares |
GOLDMAN SACHS GROUP INC | 1.71%2.31M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.45%1.97M shares |
MILLENNIUM MANAGEMENT LLC | 1.42%1.93M shares |
JPMORGAN CHASE & CO | 1.34%1.81M shares |
D. E. Shaw & Co., Inc. | 1.25%1.69M shares |
HRT FINANCIAL LP | 0.98%1.33M shares |
ALGERT GLOBAL LLC | 0.89%1.21M shares |
TUDOR INVESTMENT CORP ET AL | 0.82%1.12M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 0.73%984.78K shares |
Percentages use 135.5M 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 |
|---|---|---|---|---|---|---|
| Mar 12, 2026Form 4 | TOWNSEND CHARLES CDirector | BuyCommon Stock | 158.6K | $4.57 | $724.8K | 418.7K |
| Mar 11, 2026Form 4 | TOWNSEND CHARLES CDirector | BuyCommon Stock | 91.4K | $4.54 | $415.0K | 260.1K |
| Dec 12, 2025Form 4 | THORNE OAKLEIGHExecutive Chair | BuyCommon Stock | 150.0K | $5.35 | $802.5K | 954.1K |
| Dec 12, 2025Form 4 | THORNE OAKLEIGHExecutive Chair | BuyCommon Stock | 20.0K | $5.24 | $104.8K | 804.1K |
| Nov 19, 2025Form 4 | TOWNSEND CHARLES CDirector | BuyCommon Stock | 31.2K | $7.17 | $223.9K | 168.7K |