Revenue
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.44B | $1.52B | $1.66B | $1.75B | $1.72B | $1.33B | $1.26B | $1.14B | $992.5M | $901.3M | $843.5M |
| Gross profit | $630.5M | $689.4M | $716.5M | $796.4M | $810.0M | $572.0M | $527.3M | $489.3M | $456.1M | $403.4M | $382.1M |
| Gross margin | 43.69% | 45.41% | 43.29% | 45.45% | 47.18% | 43.12% | 41.83% | 43.03% | 45.95% | 44.76% | 45.30% |
| Research & development | $280.0M | $304.6M | $301.0M | $256.1M | $230.1M | $214.7M | $171.2M | $142.1M | $124.4M | $107.7M | — |
| Operating expenses | $681.0M | $737.4M | $737.0M | $706.8M | $655.0M | $599.2M | $521.6M | $498.2M | $471.7M | $434.3M | — |
| Operating income | −$50.5M | −$48.0M | −$20.5M | $89.5M | $155.0M | −$27.2M | $5.7M | −$8.9M | −$15.6M | −$30.9M | — |
| Operating margin | −3.50% | −3.16% | −1.24% | 5.11% | 9.03% | −2.05% | 0.45% | −0.78% | −1.57% | −3.43% | — |
| EBITDA | $11.9M | $4.3M | $28.4M | $128.0M | $188.8M | $9.2M | $42.1M | $30.5M | $19.4M | $3.5M | — |
| EBITDA margin | 0.82% | 0.29% | 1.72% | 7.31% | 11.00% | 0.69% | 3.34% | 2.68% | 1.96% | 0.38% | — |
| Net income | −$61.1M | −$38.1M | −$10.3M | $67.4M | $158.6M | −$20.1M | −$4.8M | −$15.6M | −$14.2M | −$38.2M | −$68.8M |
| Net profit margin | −4.24% | −2.51% | −0.62% | 3.85% | 9.24% | −1.52% | −0.38% | −1.37% | −1.43% | −4.24% | −8.15% |
| Basic EPSper basic share | -$0.51 | -$0.31 | -$0.08 | $0.53 | $1.30 | -$0.18 | -$0.05 | -$0.24 | -$0.25 | -$0.71 | — |
| Diluted EPSper diluted share | -$0.51 | -$0.31 | -$0.08 | $0.49 | $1.13 | -$0.18 | -$0.05 | -$0.24 | -$0.25 | -$0.71 | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | ≈15.10%18.33M shares |
Coliseum Capital Management, LLC | ≈14.88%18.07M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | ≈7.57%9.19M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈4.24%5.15M shares |
STATE STREET CORP | ≈3.94%4.79M shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ≈2.73%3.31M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.59%3.15M shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | ≈2.55%3.1M shares |
Trigran Investments, Inc. | ≈2.36%2.86M shares |
DIMENSIONAL FUND ADVISORS LP | ≈2.13%2.58M shares |
MORGAN STANLEY | ≈2.00%2.43M shares |
FMR LLC | ≈1.77%2.14M shares |
First Eagle Investment Management, LLC | ≈1.74%2.11M shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ≈1.61%1.95M shares |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | ≈1.58%1.92M shares |
ACADIAN ASSET MANAGEMENT LLC | ≈1.24%1.5M shares |
AQR CAPITAL MANAGEMENT LLC | ≈1.20%1.46M shares |
Allianz Asset Management GmbH | ≈1.16%1.41M shares |
Nuveen, LLC | ≈1.15%1.4M shares |
GOLDMAN SACHS GROUP INC | ≈1.10%1.34M shares |
Percentages use 121.43M shares of this listed class outstanding on Jun 27, 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 6, 2026Form 4 | Arabia CarmineDirector | BuyCommon Stock | 50 | $14.49 | $724.50 | 14.4K |
| Mar 17, 2026Form 4 | Coliseum Capital Co-Invest IV, L.P. +5TenPercentOwner | BuyCommon Stock · indirect | 125.0K | $13.57 | $1.70M | 18.07M |
| Mar 16, 2026Form 4 | Coliseum Capital Co-Invest IV, L.P. +5TenPercentOwner | BuyCommon Stock · indirect | 13.9K | $13.25 | $184.4K | 17.95M |
| Mar 13, 2026Form 4 | Coliseum Capital Co-Invest IV, L.P. +5TenPercentOwner | BuyCommon Stock, $0.001 par value per share ("Common Stock") · indirect | 90.0K | $13.20 | $1.19M | 17.93M |
| Mar 11, 2026Form 4 | Coliseum Capital Management, LLC +5TenPercentOwner | BuyCommon Stock · indirect | 180.0K | $14.22 | $2.56M | 17.84M |