Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.25B | $1.21B | $1.24B | $1.10B | $747.2M | $476.2M | $293.3M | $144.3M |
| Gross profit | $1.05B | $1.02B | $1.06B | $909.3M | $610.5M | $368.7M | $224.7M | $106.5M |
| Gross margin | 84.03% | 84.37% | 85.60% | 82.81% | 81.71% | 77.43% | 76.61% | 73.80% |
| Research & development | $182.0M | $196.1M | $191.5M | $207.1M | $119.7M | $51.4M | $30.1M | $6.1M |
| Operating expenses | $824.2M | $927.1M | $801.5M | $733.5M | $497.2M | $331.6M | $188.6M | $79.9M |
| Operating income | $225.7M | $97.4M | $259.5M | $175.8M | $113.3M | $37.1M | $36.1M | $26.6M |
| Operating margin | 18.06% | 8.02% | 20.94% | 16.01% | 15.16% | 7.79% | 12.31% | 18.43% |
| EBITDA | $314.5M | $183.1M | $340.1M | $263.6M | $182.6M | $87.9M | $84.8M | $43.9M |
| EBITDA margin | 25.17% | 15.08% | 27.44% | 24.01% | 24.44% | 18.46% | 28.91% | 30.42% |
| Net income | $124.2M | $29.1M | $107.3M | $63.2M | $116.8M | −$4.0M | $0 | $0 |
| Net profit margin | 9.94% | 2.40% | 8.66% | 5.76% | 15.63% | −0.84% | 0.00% | 0.00% |
| Basic EPSper basic share | $0.38 | $0.08 | $0.27 | $0.16 | $0.46 | -$0.10 | — | — |
| Diluted EPSper diluted share | $0.38 | $0.08 | $0.27 | $0.16 | $0.43 | -$0.11 | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 14.34%41.92M shares |
Schuck Henry | ≈5.96%17.42M shares |
AQR CAPITAL MANAGEMENT LLC | 5.59%16.34M shares |
Brown Kirk Norman | ≈5.15%15.05M shares |
DIMENSIONAL FUND ADVISORS LP | 4.63%13.54M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 4.41%12.89M shares |
LSV ASSET MANAGEMENT | 4.39%12.83M shares |
STATE STREET CORP | 3.85%11.25M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.56%10.42M shares |
JUPITER ASSET MANAGEMENT LTD | 2.77%8.11M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.54%7.44M shares |
FMR LLC | 2.35%6.88M shares |
RPD Fund Management LLC | 2.10%6.13M shares |
TWO SIGMA INVESTMENTS, LP | 2.01%5.88M shares |
MORGAN STANLEY | 1.91%5.57M shares |
GOLDMAN SACHS GROUP INC | 1.84%5.38M shares |
FIRST TRUST ADVISORS LP | 1.71%5M shares |
Gotham Asset Management, LLC | 1.66%4.84M shares |
MILLENNIUM MANAGEMENT LLC | 1.48%4.32M shares |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.37%4M shares |
Percentages use 292.31M 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 2, 2026Form 4 · 10b5-1 | Roth James MChief Revenue Officer | SellCommon Stock | 200 | $3.55 | $710.00 | 140.0K |
| Jun 2, 2026Form 4 · 10b5-1 | McGrane AshleyGeneral Counsel and Corp Sec | SellCommon Stock | 34 | $3.55 | $120.70 | 80.1K |
| May 26, 2026Form 4 | Maida DomenicDirector | BuyCommon Stock | 27.5K | $3.60 | $99.0K | 66.3K |
| May 4, 2026Form 4 · 10b5-1 | McGrane AshleyGeneral Counsel and Corp Sec | SellCommon Stock | 1.1K | $6.59 | $7.0K | 80.0K |
| Apr 2, 2026Form 4 · 10b5-1 | Roth James MChief Revenue Officer | SellCommon Stock | 35.7K | $5.87 | $209.7K | 139.8K |