Revenue
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $809.8M | $647.0M | $508.7M | $324.5M | $222.6M |
| Gross profit | $588.7M | $468.3M | $358.2M | $218.1M | $153.2M |
| Gross margin | 72.69% | 72.38% | 70.42% | 67.19% | 68.83% |
| Operating expenses | $469.9M | $352.7M | $283.9M | $190.4M | $133.7M |
| Operating income | $118.8M | $115.6M | $74.3M | $27.7M | $19.5M |
| Operating margin | 14.67% | 17.87% | 14.61% | 8.52% | 8.77% |
| EBITDA | $129.5M | $125.4M | $82.9M | $32.1M | $23.5M |
| EBITDA margin | 15.99% | 19.38% | 16.30% | 9.88% | 10.57% |
| Net income | $110.7M | $101.5M | $58.5M | $21.7M | $13.9M |
| Net profit margin | 13.67% | 15.69% | 11.51% | 6.70% | 6.25% |
| Basic EPSper basic share | $1.95 | $1.77 | $1.06 | $0.41 | $0.26 |
| Diluted EPSper diluted share | $1.80 | $1.64 | $1.00 | $0.39 | $0.26 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
BAILLIE GIFFORD & CO | 7.74M |
MORGAN STANLEY | 5.43M |
Catterton Management Company, L.L.C. | 3.54M |
BlackRock, Inc. | 3.5M |
Holtzman Oran | 2.21M |
FRONTIER CAPITAL MANAGEMENT CO LLC | 1.84M |
MSD Partners, L.P. | 1.78M |
D. E. Shaw & Co., Inc. | 1.27M |
FMR LLC | 1.2M |
CITIGROUP INC | 916.4K |
STATE STREET CORP | 836.45K |
UBS Group AG | 675K |
JPMORGAN CHASE & CO | 638.29K |
GEODE CAPITAL MANAGEMENT, LLC | 609.48K |
Altshuler Shaham Ltd | 492.24K |
Ibex Investors LLC | 460K |
Amundi | 415.85K |
ASHFORD CAPITAL MANAGEMENT INC | 411.69K |
CITADEL ADVISORS LLC | 314.43K |
Empowered Funds, LLC | 309.59K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 1, 2026Form 4 | Drucker Mann LindsayGlobal Chief Financial Officer | SellClass A ordinary shares | 9.6K | $13.44 | $129.1K | 77.7K |
| Apr 30, 2026Form 4 | Drucker Mann LindsayGlobal Chief Financial Officer | SellClass A ordinary shares | 9.6K | $15.62 | $150.0K | 63.4K |
| Mar 31, 2026Form 4 | Drucker Mann LindsayGlobal Chief Financial Officer | SellClass A ordinary shares | 9.6K | $12.85 | $123.4K | 49.1K |