Revenue
2011
2011
2012
2012
2013
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2013 | 2012 · Dec 31 | 2012 · Jun 30 | 2011 · Dec 31 | 2011 · Jun 30 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $171.7M | $123.3M | $103.3M | $93.2M | $47.1M | $40.8M | $33.8M | $28.5M | $27.5M | $18.0M | $12.6M | $12.0M | $8.7M | $4.6M | $0 | $3.7M | $0 | — |
| Gross profit | $43.0M | $30.5M | $30.3M | $19.4M | $11.9M | $12.7M | $10.0M | $9.9M | $9.3M | $7.2M | $3.6M | $3.2M | $2.6M | $1.4M | — | $1.2M | — | — |
| Gross margin | 25.07% | 24.76% | 29.37% | 20.84% | 25.18% | 31.26% | 29.58% | 34.75% | 33.62% | 40.00% | 28.54% | 26.70% | 29.18% | 29.51% | — | 33.14% | — | — |
| Research & development | $288,000 | $455,000 | $414,000 | $135,000 | $120,692 | $110,713 | $114,626 | $130,920 | $138,000 | $153,296 | $107,632 | $100,864 | $19,408 | $68,372 | — | — | — | — |
| Operating expenses | $35.9M | $25.7M | $21.4M | $16.6M | $11.8M | $9.3M | $7.9M | $8.4M | $8.2M | $6.8M | $5.9M | $7.0M | $5.5M | $3.3M | $26,060 | $1.9M | $21,254 | — |
| Operating income | $7.1M | $4.9M | $8.9M | $2.8M | $82,767 | $3.5M | $2.1M | $1.5M | $1.1M | $455,983 | −$2.3M | −$3.8M | −$2.9M | −$2.0M | — | −$647,560 | — | — |
| Operating margin | 4.14% | 3.95% | 8.61% | 3.03% | 0.18% | 8.53% | 6.17% | 5.16% | 3.86% | 2.53% | −17.93% | −31.22% | −33.62% | −43.36% | — | −17.34% | — | — |
| EBITDA | $12.0M | $8.0M | $11.0M | $4.2M | $905,869 | $4.1M | $2.8M | $2.1M | $1.6M | $897,568 | −$2.0M | −$3.6M | −$2.9M | −$2.0M | — | −$637,948 | — | — |
| EBITDA margin | 6.99% | 6.50% | 10.66% | 4.53% | 1.92% | 10.16% | 8.39% | 7.54% | 5.81% | 4.97% | −15.66% | −29.81% | −33.23% | −43.09% | — | −17.08% | — | — |
| Net income | $5.3M | $3.7M | $6.6M | $2.3M | −$251,926 | $4.1M | $1.5M | $453,499 | $319,740 | −$301,080 | −$3.5M | −$4.1M | −$2.9M | −$2.0M | −$26,060 | −$681,728 | −$21,254 | −$63,503 |
| Net profit margin | 3.08% | 3.01% | 6.35% | 2.47% | −0.54% | 9.98% | 4.54% | 1.59% | 1.16% | −1.67% | −27.86% | −33.81% | −33.72% | −43.63% | — | −18.26% | — | — |
| Basic EPSper basic share | $0.14 | $0.10 | $0.18 | $0.06 | -$0.01 | $0.12 | $0.05 | $0.01 | $0.01 | -$0.02 | -$0.14 | -$0.16 | -$0.13 | -$0.12 | $0.00 | -$0.05 | $0.00 | — |
| Diluted EPSper diluted share | $0.13 | $0.09 | $0.17 | $0.06 | -$0.01 | $0.12 | $0.04 | $0.01 | $0.01 | -$0.02 | -$0.14 | -$0.16 | -$0.13 | -$0.12 | — | -$0.05 | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
First Eagle Investment Management, LLC | ≈6.78%2.76M shares |
BlackRock, Inc. | ≈5.85%2.38M shares |
NEXT CENTURY GROWTH INVESTORS LLC | ≈4.89%1.99M shares |
Driehaus Capital Management LLC | ≈4.49%1.83M shares |
WASATCH ADVISORS LP | ≈4.45%1.81M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.42%1.8M shares |
Ophir Asset Management Pty Ltd | ≈3.69%1.5M shares |
Jupiter Topco LLC | ≈3.29%1.34M shares |
FMR LLC | ≈2.97%1.21M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.69%1.1M shares |
Portolan Capital Management, LLC | ≈2.42%984.87K shares |
Alyeska Investment Group, L.P. | ≈2.33%950K shares |
D'Agostino Alfred | ≈2.29%932.5K shares |
Toto Thomas G. | ≈2.07%843.37K shares |
STATE STREET CORP | ≈1.97%803.76K shares |
Park West Asset Management LLC | ≈1.97%800K shares |
Michaels Adam Laurance | ≈1.91%777.59K shares |
BESSEMER GROUP INC | ≈1.82%741.58K shares |
BARD ASSOCIATES INC | ≈1.66%676.34K shares |
GILDER GAGNON HOWE & CO LLC | ≈1.55%631.23K shares |
Percentages use 40.71M shares of this listed class outstanding on Jun 5, 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 |
|---|---|---|---|---|---|---|
| Apr 16, 2026Form 4 · 10b5-1 | Michaels Adam LauranceChief Executive Officer | SellCommon Stock | 844 | $15.84 | $13.4K | 695.3K |
| Apr 16, 2026Form 4 · 10b5-1 | Michaels Adam LauranceChief Executive Officer | SellCommon Stock | 15.4K | $15.27 | $234.8K | 696.1K |
| Oct 13, 2025Form 4 · 10b5-1 | Michaels Adam LauranceChief Executive Officer | SellCommon Stock | 3.5K | $10.70 | $37.6K | 595.1K |
| Oct 3, 2025Form 4 | Tappan Moore IIIChief Operating Officer | SellCommon Stock | 2.0K | $10.50 | $21.4K | 9.8K |
| Sep 23, 2025Form 4 · 10b5-1 | Michaels Adam LauranceChief Executive Officer | SellCommon Stock | 65.2K | $10.89 | $710.2K | 598.7K |