Revenue
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $2.50B | $1.80B | $1.37B | $990.5M |
| Gross profit | $1.09B | $781.3M | $601.2M | $428.9M |
| Gross margin | 43.59% | 43.50% | 44.00% | 43.30% |
| Research & development | $46.3M | $18.0M | $14.6M | $10.8M |
| Operating expenses | $2.48B | $1.71B | $1.31B | $424.8M |
| Operating income | $25.4M | $87.2M | $52.8M | $4.1M |
| Operating margin | 1.02% | 4.85% | 3.86% | 0.42% |
| EBITDA | $42.2M | $102.0M | $64.9M | $8.4M |
| EBITDA margin | 1.69% | 5.68% | 4.75% | 0.85% |
| Net income | $16.2M | $67.9M | $41.3M | −$3.0M |
| Net profit margin | 0.65% | 3.78% | 3.02% | −0.30% |
| Basic EPSper basic share | -$1.36 | $0.47 | $0.22 | -$0.12 |
| Diluted EPSper diluted share | -$1.36 | $0.47 | $0.22 | -$0.12 |
Reported shareholders
| Holder | % owned |
|---|---|
Wright David K. / Alder Melanie / Alder Irrevocable Trust / Wright Irrevocable Trust | ≈48.66%75.61M shares |
KLC Fund I GP LP / KL Pattern Holdings LP / KLC Fund I UGP LLC / Bailey John P. | ≈12.21%18.98M shares |
Knox Lane LP | 12.21%18.98M shares |
WASATCH ADVISORS LP | 2.02%3.14M shares |
BlackRock, Inc. | 1.57%2.44M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 1.31%2.04M shares |
LOOMIS SAYLES & CO L P | 1.27%1.98M shares |
LORD, ABBETT & CO. LLC | 1.27%1.98M shares |
NORGES BANK | 1.21%1.88M shares |
Allspring Global Investments Holdings, LLC | 1.16%1.81M shares |
Capital World Investors | 1.16%1.8M shares |
Alyeska Investment Group, L.P. | 1.14%1.77M shares |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1.07%1.66M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 1.04%1.61M shares |
JPMORGAN CHASE & CO | 0.86%1.33M shares |
Beesley Jason | ≈0.85%1.32M shares |
Invesco Ltd. | 0.71%1.1M shares |
MILLENNIUM MANAGEMENT LLC | 0.70%1.09M shares |
BNP PARIBAS FINANCIAL MARKETS | 0.70%1.08M shares |
BANK OF AMERICA CORP /DE/ | 0.63%981.29K shares |
Percentages use 155.38M 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 18, 2026Form 4 | KLC Fund I GP LP +3TenPercentOwner | SellSeries A Common Stock · indirect | 9.20M | $18.15 | $166.98M | 18.98M |
| Jun 2, 2026Form 4 | MATHER ANNDirector | SellSeries A Common Stock | 3.8K | $20.21 | $75.9K | 39.1K |
| May 15, 2026Form 4 | MATHER ANNDirector | SellSeries A Common Stock | 5.3K | $16.51 | $87.5K | 31.5K |
| Sep 25, 2025Form 4 | KLC Fund I GP LP +3TenPercentOwner | BuySeries A Common Stock · indirect | 200.0K | $12.47 | $2.49M | 28.18M |
| Sep 24, 2025Form 4 | KLC Fund I GP LP +3TenPercentOwner | BuySeries A Common Stock · indirect | 102.3K | $13.38 | $1.37M | 27.98M |