Revenue
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 · Dec 31 | 2020 · Sep 30 | 2019 · Dec 31 | 2019 · Sep 30 | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $197.1M | $146.8M | $225.2M | $146.1M | $50.5M | — | $23.4M | — | $31.2M |
| Gross profit | $41.1M | $29.6M | $42.1M | $22.3M | $10.5M | — | $2.3M | — | $4.7M |
| Gross margin | 20.86% | 20.15% | 18.71% | 15.24% | 20.82% | — | 9.93% | — | 15.06% |
| Research & development | — | $3.2M | $4.6M | $5.5M | $1.7M | — | $861,000 | — | $751,000 |
| Operating expenses | $63.5M | $52.1M | $293.3M | $199.6M | $74.6M | $678,487 | $33.8M | $268,206 | $42.7M |
| Operating income | −$22.4M | −$22.5M | −$68.1M | −$53.5M | −$24.1M | −$678,487 | −$10.4M | −$268,206 | −$11.5M |
| Operating margin | −11.34% | −15.34% | −30.25% | −36.63% | −47.68% | — | −44.21% | — | −37.00% |
| EBITDA | −$14.2M | −$16.6M | −$61.0M | −$47.8M | −$23.5M | — | −$9.8M | — | −$11.1M |
| EBITDA margin | −7.19% | −11.28% | −27.09% | −32.72% | −46.50% | — | −41.96% | — | −35.48% |
| Net income | $41.3M | −$27.3M | −$56.1M | −$27.3M | −$40.1M | −$20.5M | −$10.2M | $2.3M | −$10.8M |
| Net profit margin | 20.97% | −18.60% | −24.90% | −18.66% | −79.27% | — | −43.36% | — | −34.74% |
| Basic EPSper basic share | $0.50 | -$0.35 | -$0.76 | -$0.38 | -$0.93 | -$2.17 | -$0.40 | $0.19 | -$0.43 |
| Diluted EPSper diluted share | $0.50 | -$0.35 | -$0.76 | -$0.38 | -$0.93 | -$2.17 | -$0.40 | $0.19 | -$0.43 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
Third Point LLC | 5M |
Northern Right Capital Management, L.P. | 4.89M |
BlackRock, Inc. | 4.84M |
First Eagle Investment Management, LLC | 4.63M |
ROYCE & ASSOCIATES LP | 3.13M |
VANGUARD CAPITAL MANAGEMENT LLC | 2.89M |
AWM Investment Company, Inc. | 2.82M |
ARK Investment Management LLC | 2.73M |
Pillsbury Lake Capital LLC | 2.17M |
GEODE CAPITAL MANAGEMENT, LLC | 1.76M |
DIMENSIONAL FUND ADVISORS LP | 1.74M |
STATE STREET CORP | 1.52M |
Uniplan Investment Counsel, Inc. | 1.43M |
Bank of New York Mellon Corp | 1.14M |
Sumitomo Mitsui Trust Group, Inc. | 1.05M |
Amova Asset Management Americas, Inc. | 989.1K |
NORTHERN TRUST CORP | 676.58K |
Creek Drive Management Group LLC | 586.2K |
CITIGROUP INC | 526.86K |
VANGUARD PORTFOLIO MANAGEMENT LLC | 526.14K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 8, 2026Form 4 | Heyburn William A.Co-CEO and CFO | SellClass A common stock, $0.0001 par value per share | 31.7K | $5.87 | $185.9K | 1.55M |
| Jun 8, 2026Form 4 | Cohen AmirChief Accounting Officer | SellClass A common stock, $0.0001 par value per share | 4.7K | $5.87 | $27.3K | 146.6K |
| Jun 8, 2026Form 4 | Tomkiel Melissa M.Co-CEO and General Counsel | SellClass A common stock, $0.0001 par value per share | 29.7K | $5.87 | $174.5K | 1.89M |
| Jun 8, 2026Form 4 | Wunsch Scott MCEO, Logistics | SellClass A common stock, $0.0001 par value per share | 5.5K | $5.87 | $32.6K | 625.6K |
| May 22, 2026Form 4 · 10b5-1 | Cohen AmirChief Accounting Officer | SellClass A common stock, $0.0001 par value per share | 40.6K | $5.91 | $239.8K | 151.3K |