Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $605.5M | $441.5M | $241.6M | $93.5M | $31.4M | $28.4M | $25.8M | $14.7M |
| Gross profit | $362.8M | $262.1M | $154.1M | $65.3M | $21.2M | $16.6M | $13.9M | $5.7M |
| Gross margin | 59.92% | 59.36% | 63.77% | 69.84% | 67.42% | 58.66% | 53.64% | 39.12% |
| Research & development | $69.1M | $56.0M | $36.1M | $26.8M | $22.3M | $18.8M | $19.9M | $13.7M |
| Operating expenses | $254.2M | $224.6M | $182.8M | $96.7M | $60.6M | $43.0M | $43.5M | $26.0M |
| Operating income | $108.6M | $37.5M | −$28.7M | −$31.4M | −$39.4M | −$26.4M | −$29.6M | −$20.2M |
| Operating margin | 17.93% | 8.49% | −11.89% | −33.64% | −125.63% | −93.05% | −114.54% | −138.07% |
| EBITDA | $135.8M | $57.3M | −$20.6M | −$28.0M | −$37.6M | −$24.8M | −$28.4M | −$19.5M |
| EBITDA margin | 22.42% | 12.97% | −8.50% | −29.92% | −119.84% | −87.48% | −109.82% | −132.82% |
| Net income | $190.3M | $35.5M | −$25.0M | −$36.2M | −$44.2M | −$28.7M | −$33.5M | −$23.8M |
| Net profit margin | 31.43% | 8.03% | −10.36% | −38.77% | −140.88% | −101.38% | −129.81% | −162.08% |
| Basic EPSper basic share | $5.60 | $1.07 | -$0.77 | -$1.23 | -$1.60 | -$1.16 | -$2.36 | -$17.48 |
| Diluted EPSper diluted share | $4.87 | $1.01 | -$0.77 | -$1.23 | -$1.60 | -$1.16 | -$2.36 | -$17.48 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 16.16%5.6M shares |
FMR LLC | 14.82%5.13M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.58%1.93M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.32%1.5M shares |
STATE STREET CORP | 4.10%1.42M shares |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.63%910.5K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.58%894.91K shares |
Hood River Capital Management LLC | 2.17%751.13K shares |
Hassanein Waleed H | ≈1.78%616.43K shares |
DIMENSIONAL FUND ADVISORS LP | 1.76%610.11K shares |
BRAIDWELL LP | 1.76%609.72K shares |
GOLDMAN SACHS GROUP INC | 1.62%559.77K shares |
CITADEL ADVISORS LLC | 1.61%558.82K shares |
EVENTIDE ASSET MANAGEMENT, LLC | 1.58%548.87K shares |
WELLINGTON MANAGEMENT GROUP LLP | 1.49%515.97K shares |
EMERALD ADVISERS, LLC | 1.42%490.49K shares |
UBS Group AG | 1.41%488.06K shares |
MORGAN STANLEY | 1.17%405.11K shares |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.15%398.25K shares |
Invesco Ltd. | 1.14%394.98K shares |
Percentages use 34.63M 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 15, 2026Form 4 | Gunderson Thomas J.Director | SellCommon Stock | 9.6K | $75.06 | $722.4K | 16.6K |
| Mar 4, 2026Form 4 | Lovell StephanieDirector | SellCommon Stock | 1.2K | $149.62 | $178.5K | 2.9K |
| Mar 4, 2026Form 4 | Weill DavidDirector | SellCommon Stock | 3.6K | $146.82 | $524.3K | 12.1K |
| Mar 4, 2026Form 4 | Hernandez GerardoChief Financial Officer | SellCommon Stock | 5.9K | $147.21 | $870.3K | 14.7K |
| Mar 4, 2026Form 4 | Hernandez GerardoChief Financial Officer | SellCommon Stock | 1.3K | $147.21 | $194.9K | 14.7K |