Revenue
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Revenue | $335.4M | $304.1M | $243.8M | $160.5M | $137.6M | $40.8M |
| Gross profit | $17.3M | $44.5M | $58.0M | $28.7M | $29.4M | $8.1M |
| Gross margin | 5.15% | 14.62% | 23.78% | 17.87% | 21.35% | 19.88% |
| Research & development | $19.8M | $6.1M | $5.0M | $4.9M | $4.5M | $2.0M |
| Operating expenses | $247.0M | $86.7M | $73.5M | $175.1M | $99.6M | $25.1M |
| Operating income | −$229.7M | −$42.2M | −$15.5M | −$146.4M | −$70.2M | −$16.9M |
| Operating margin | −68.48% | −13.88% | −6.38% | −91.22% | −51.01% | −41.55% |
| EBITDA | −$197.0M | −$30.5M | −$4.8M | −$135.2M | −$59.6M | −$13.8M |
| EBITDA margin | −58.75% | −10.03% | −1.98% | −84.19% | −43.32% | −33.93% |
| Net income | −$226.6M | −$114.3M | −$27.3M | −$130.6M | −$61.5M | −$14.4M |
| Net profit margin | −67.55% | −37.59% | −11.18% | −81.36% | −44.72% | −35.24% |
| Basic EPSper basic share | -$2.28 | -$2.35 | -$0.73 | -$2.09 | -$1.36 | -$0.39 |
| Diluted EPSper diluted share | -$2.28 | -$2.35 | -$0.73 | -$2.09 | -$1.36 | -$0.39 |
Reported shareholders
| Holder | % owned |
|---|---|
Edge Autonomy Ultimate Holdings, LP | ≈19.97%49.76M shares |
BlackRock, Inc. | 6.45%16.07M shares |
STATE STREET CORP | 5.86%14.6M shares |
Mirae Asset Global Investments Co., Ltd. | 4.76%11.85M shares |
RENAISSANCE TECHNOLOGIES LLC | 3.77%9.4M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.00%7.47M shares |
VAN ECK ASSOCIATES CORP | 2.75%6.85M shares |
Marex Group Ltd | 2.46%6.14M shares |
Genesis Park II GP LLC / Genesis Park II LP | ≈2.43%6.07M shares |
GEODE CAPITAL MANAGEMENT, LLC | 1.58%3.94M shares |
UBS Group AG | 1.51%3.75M shares |
D. E. Shaw & Co., Inc. | 1.50%3.73M shares |
VOYA INVESTMENT MANAGEMENT LLC | 1.39%3.46M shares |
Penserra Capital Management LLC | 1.22%3.05M shares |
MORGAN STANLEY | 0.97%2.42M shares |
MILLENNIUM MANAGEMENT LLC | 0.90%2.24M shares |
Invesco Ltd. | 0.87%2.17M shares |
Defiance ETFs, LLC | 0.77%1.92M shares |
GOLDMAN SACHS GROUP INC | 0.73%1.83M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 0.71%1.78M shares |
Percentages use 249.22M 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 11, 2026Form 4 | AEROEQUITY GP, LLC +6Director,TenPercentOwner | SellCommon Stock, par value $0.0001 per share · indirect | 1.07M | $21.48 | $23.00M | 1.08M |
| May 18, 2026Form 4 | GREENE MICHAEL ROBERT +7Director,TenPercentOwner | SellCommon Stock, par value $0.0001 per share · indirect | 9.59M | $13.30 | $127.52M | 128.4K |
| May 18, 2026Form 4 | GREENE MICHAEL ROBERT +7Director,TenPercentOwner | SellCommon Stock, par value $0.0001 per share · indirect | 5.66M | $14.50 | $82.06M | 9.72M |
| Apr 22, 2026Form 4 | AE RED HOLDINGS, LLC +7Director | SellCommon Stock, par value $0.0001 per share · indirect | 21.37M | $10.85 | $231.82M | 128.4K |
| Apr 21, 2026Form 4 | ROWE DAVID H. +7Director,TenPercentOwner | SellCommon Stock, par value $0.0001 per share · indirect | 977.9K | $10.57 | $10.34M | 21.49M |