Revenue
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $213.2M | $191.2M | $189.7M | $187.8M | $224.1M | $150.1M | $376.3M | $323.5M | $262.6M | $199.6M |
| Gross profit | $146.6M | $130.7M | $333.3M | $282.7M | $195.3M | $123.4M | $106.9M | $83.2M | $56.8M | $45.6M |
| Gross margin | 68.76% | 68.35% | 175.73% | 150.59% | 87.16% | 82.16% | 28.40% | 25.71% | 21.62% | 22.83% |
| Operating expenses | $209.4M | $186.9M | $194.1M | $210.9M | $224.1M | $142.4M | $369.9M | $311.1M | $255.0M | $195.7M |
| Operating income | $3.8M | $4.4M | −$4.4M | −$23.1M | −$12,000 | $7.8M | $6.4M | $12.4M | $7.6M | $4.0M |
| Operating margin | 1.77% | 2.28% | −2.33% | −12.33% | −0.01% | 5.18% | 1.70% | 3.82% | 2.89% | 1.99% |
| EBITDA | $31.7M | $29.9M | $18.9M | −$3.8M | $24.4M | $26.0M | $23.0M | $24.2M | $17.7M | $13.9M |
| EBITDA margin | 14.86% | 15.64% | 9.97% | −2.03% | 10.89% | 17.31% | 6.10% | 7.48% | 6.74% | 6.94% |
| Net income | $17.9M | $113.3M | −$811,000 | −$17.1M | −$4.5M | −$419,000 | −$3.0M | −$6.9M | $902,000 | −$2.1M |
| Net profit margin | 8.38% | 59.27% | −0.43% | −9.11% | −1.99% | −0.28% | −0.81% | −2.13% | 0.34% | −1.05% |
| Basic EPSper basic share | $0.75 | $4.84 | -$0.04 | -$0.77 | -$0.21 | -$0.03 | -$0.29 | $0.08 | — | — |
| Diluted EPSper diluted share | $0.72 | $4.73 | -$0.07 | -$0.77 | -$0.22 | -$0.03 | -$0.29 | $0.08 | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 9.88%1.8M shares |
First Eagle Investment Management, LLC | 7.93%1.45M shares |
GENEVA CAPITAL MANAGEMENT LLC | 6.52%1.19M shares |
AltraVue Capital, LLC | 6.14%1.12M shares |
CROSSLINK CAPITAL INC | 6.13%1.12M shares |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6.03%1.1M shares |
North Reef Capital Management LP | 5.89%1.08M shares |
HEARTLAND ADVISORS INC | 5.29%965.25K shares |
Forager Capital Management, LLC | 4.74%864.57K shares |
JENNISON ASSOCIATES LLC | 4.70%856.63K shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.47%814.52K shares |
STATE STREET CORP | 3.94%719.06K shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.80%693.37K shares |
DIMENSIONAL FUND ADVISORS LP | 3.73%679.68K shares |
ROYCE & ASSOCIATES LP | 3.57%651.2K shares |
LAISURE CHRISTOPHER | ≈3.47%632.24K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.93%533.83K shares |
T. Rowe Price Investment Management, Inc. | 2.53%461.79K shares |
UBS Group AG | 2.26%411.92K shares |
WASATCH ADVISORS LP | 2.07%377.44K shares |
Percentages use 18.24M 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 |
|---|---|---|---|---|---|---|
| May 14, 2026Form 4 | DAILY GREGORY SChief Executive Officer | BuyClass A common stock, par value $0.0001 per share · indirect | 50.0K | $19.23 | $961.5K | 50.0K |
| Mar 6, 2026Form 4 | CHRISTIANS PAULChief Revenue Officer | SellClass A common stock, par value $0.0001 per share | 6.1K | $23.23 | $142.2K | 31.3K |
| Dec 10, 2025Form 4 | WILDS DAVID MDirector | BuyCommon Units · derivative | 7.5K | $24.50 | $185.0K | 268.2K |
| Dec 10, 2025Form 4 | WILDS DAVID MDirector | SellCommon Units · derivative · indirect | 7.5K | $24.50 | $185.0K | 0 |
| Dec 3, 2025Form 4 | CHRISTIANS PAULChief Revenue Officer | SellClass A common stock, par value $0.0001 per share | 9.0K | $23.27 | $209.4K | 45.8K |