Revenue
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.23B | $1.13B | $1.07B | $1.10B | $891.4M | $580.6M | $601.0M | $498.7M | $399.6M |
| Gross profit | $655.8M | $593.3M | $554.2M | $592.3M | $489.8M | $305.3M | $322.0M | $265.3M | $193.7M |
| Gross margin | 53.50% | 52.51% | 51.86% | 53.78% | 54.95% | 52.58% | 53.57% | 53.20% | 48.47% |
| Operating expenses | $581.5M | $541.9M | $532.1M | $519.2M | $384.5M | $244.2M | $273.9M | $223.5M | $173.2M |
| Operating income | $74.3M | $51.4M | $22.1M | $73.1M | $105.3M | $61.1M | $48.1M | $41.8M | $20.5M |
| Operating margin | 6.06% | 4.55% | 2.07% | 6.64% | 11.81% | 10.52% | 8.00% | 8.38% | 5.14% |
| EBITDA | $78.9M | $55.8M | $27.2M | $77.9M | $109.8M | $65.9M | $52.0M | $44.7M | $23.4M |
| EBITDA margin | 6.43% | 4.94% | 2.55% | 7.08% | 12.32% | 11.35% | 8.66% | 8.96% | 5.85% |
| Net income | $61.7M | $49.6M | $28.1M | $58.7M | $99.8M | $56.8M | $35.7M | $30.7M | $5.3M |
| Net profit margin | 5.03% | 4.39% | 2.63% | 5.33% | 11.20% | 9.78% | 5.93% | 6.15% | 1.34% |
| Basic EPSper basic share | $0.87 | $0.70 | $0.39 | $0.80 | $1.38 | $0.81 | -$0.09 | $0.47 | $0.08 |
| Diluted EPSper diluted share | $0.86 | $0.69 | $0.38 | $0.79 | $1.34 | $0.79 | -$0.09 | $0.44 | $0.08 |
Reported shareholders
| Holder | % owned |
|---|---|
FMR LLC | 15.13%6.21M shares |
BlackRock, Inc. | 11.14%4.57M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 8.74%3.59M shares |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.68%2.33M shares |
MARSHALL WACE, LLP | 4.64%1.9M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.47%1.83M shares |
STATE STREET CORP | 3.08%1.26M shares |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.04%1.25M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.57%1.05M shares |
ALGERT GLOBAL LLC | 2.53%1.04M shares |
CITADEL ADVISORS LLC | 2.50%1.03M shares |
DIMENSIONAL FUND ADVISORS LP | 2.43%997.89K shares |
LONDON CO OF VIRGINIA | 2.39%979.81K shares |
GOLDMAN SACHS GROUP INC | 2.25%922.68K shares |
SEGALL BRYANT & HAMILL, LLC | 1.95%800K shares |
GW&K Investment Management, LLC | 1.95%798.81K shares |
Divisadero Street Capital Management, LP | 1.72%708.22K shares |
MACKENZIE FINANCIAL CORP | 1.58%648.33K shares |
Balyasny Asset Management L.P. | 1.53%627.13K shares |
BARCLAYS PLC | 1.35%552.28K shares |
Percentages use 41.06M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Apr 29, 2026Form 4 · 10b5-1 | Mente MichaelCO-CHIEF EXECUTIVE OFFICER | SellClass A Common Stock · indirect | 15.6K | $26.00 | $406.6K | 0 |
| Apr 29, 2026Form 4 · 10b5-1 | Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICER | SellClass A Common Stock · indirect | 15.6K | $26.00 | $406.6K | 0 |
| Apr 29, 2026Form 4 · 10b5-1 | MMMK Development, Inc.TenPercentOwner | SellClass A Common Stock | 15.6K | $26.00 | $406.6K | 0 |
| Apr 28, 2026Form 4 · 10b5-1 | Mente MichaelCO-CHIEF EXECUTIVE OFFICER | SellClass A Common Stock · indirect | 42.7K | $26.35 | $1.12M | 0 |
| Apr 28, 2026Form 4 · 10b5-1 | Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICER | SellClass A Common Stock · indirect | 42.7K | $26.35 | $1.12M | 0 |