Revenue
2018
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.62B | $1.53B | $1.32B | $1.00B | $764.0M | $930.0M | $529.3M | $337.5M | $233.7M |
| Gross profit | $887.8M | $896.3M | $916.8M | $776.9M | $699.9M | $659.3M | $361.9M | $233.0M | $150.3M |
| Gross margin | 54.85% | 58.71% | 69.36% | 77.47% | 91.60% | 70.89% | 68.38% | 69.06% | 64.34% |
| Research & development | — | — | $33.5M | $26.0M | $24.7M | — | — | — | — |
| Operating expenses | $1.54B | $1.46B | $1.26B | $991.3M | $1.11B | $737.7M | $399.2M | $241.2M | $190.5M |
| Operating income | $73.9M | $68.5M | $64.5M | $11.6M | −$346.0M | $192.2M | $130.2M | $96.3M | $43.2M |
| Operating margin | 4.57% | 4.49% | 4.88% | 1.16% | −45.29% | 20.67% | 24.59% | 28.53% | 18.47% |
| EBITDA | $91.4M | $89.0M | $89.5M | $39.5M | −$321.3M | $208.4M | $138.1M | $101.0M | $46.6M |
| EBITDA margin | 5.65% | 5.83% | 6.77% | 3.94% | −42.05% | 22.41% | 26.10% | 29.93% | 19.95% |
| Net income | $62.2M | $47.6M | −$34.1M | −$58.5M | −$297.5M | $124.9M | $79.5M | $72.6M | $34.9M |
| Net profit margin | 3.84% | 3.12% | −2.58% | −5.84% | −38.94% | 13.43% | 15.02% | 21.51% | 14.93% |
| Basic EPSper basic share | -$0.06 | $0.14 | -$0.20 | -$0.35 | -$1.81 | $0.77 | -$0.18 | $0.70 | $0.27 |
| Diluted EPSper diluted share | -$0.06 | $0.01 | -$0.20 | -$0.35 | -$1.81 | $0.75 | -$0.18 | $0.55 | $0.23 |
Reported shareholders
| Holder | % owned |
|---|---|
Weldon Raymond F | ≈10.31%18.19M shares |
Hawks Donald L III | ≈10.31%18.19M shares |
ABRAMS BISON INVESTMENTS, LLC | 4.48%7.91M shares |
Mariner, LLC | 3.71%6.55M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.46%6.11M shares |
Grant Robert Clay | ≈3.13%5.53M shares |
Grant William Thomas III | ≈3.00%5.29M shares |
GRANT W THOMAS II | ≈2.63%4.65M shares |
Danker Timothy Robert | ≈1.49%2.63M shares |
AQR CAPITAL MANAGEMENT LLC | 1.40%2.47M shares |
CAPTRUST FINANCIAL ADVISORS | 1.33%2.35M shares |
BlackRock, Inc. | 1.24%2.18M shares |
Qube Research & Technologies Ltd | 1.22%2.15M shares |
JANE STREET GROUP, LLC | 1.21%2.13M shares |
Diametric Capital, LP | 1.12%1.97M shares |
GEODE CAPITAL MANAGEMENT, LLC | 0.99%1.75M shares |
MILLENNIUM MANAGEMENT LLC | 0.93%1.65M shares |
GSA CAPITAL PARTNERS LLP | 0.76%1.34M shares |
GUGGENHEIM CAPITAL LLC | 0.68%1.2M shares |
GOLDMAN SACHS GROUP INC | 0.67%1.18M shares |
Percentages use 176.47M 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 |
|---|---|---|---|---|---|---|
| May 19, 2026Form 4 · 10b5-1 | Devine Denise LDirector | SellCommon Stock, par value $0.01 per share | 4.0K | $1.02 | $4.1K | 367.2K |
| Feb 11, 2026Form 4 | Grant Robert ClayPRESIDENT | BuyCommon Stock, par value $0.01 per share · indirect | 40.0K | $0.88 | $35.2K | 101.4K |
| Feb 11, 2026Form 4 | Grant Robert ClayPRESIDENT | BuyCommon Stock, par value $0.01 per share · indirect | 39.5K | $0.89 | $35.2K | 100.9K |
| Feb 11, 2026Form 4 | Grant Robert ClayPRESIDENT | BuyCommon Stock, par value $0.01 per share · indirect | 39.4K | $0.89 | $35.0K | 100.8K |
| Mar 14, 2025Form 4 | Devine Denise LDirector | BuyCommon Stock, par value $0.01 per share | 4.0K | $3.62 | $14.5K | 318.6K |