Revenue
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.12B | $900.2M | $672.5M | $985.0M | $1.10B | $910.0M | $1.11B | $764.9M | $617.7M | $384.4M | $254.2M | $167.3M | $139.2M | $77.4M | $54.6M | $59.9M |
| Gross profit | $352.0M | $309.6M | $289.8M | $368.9M | $410.4M | $369.5M | $432.3M | $305.1M | $251.4M | $370.6M | $244.8M | $159.4M | $132.7M | $73.1M | $50.5M | $54.8M |
| Gross margin | 31.51% | 34.39% | 43.09% | 37.46% | 37.36% | 40.60% | 39.07% | 39.89% | 40.70% | 96.42% | 96.31% | 95.28% | 95.30% | 94.45% | 92.43% | 91.43% |
| Research & development | $45.3M | $46.4M | $47.2M | $55.6M | $52.9M | $43.6M | $40.0M | $27.0M | $17.9M | $13.8M | $10.5M | $7.5M | $5.3M | $3.5M | $3.2M | $3.4M |
| Operating expenses | $1.05B | $855.6M | $713.1M | $1.02B | $1.09B | $916.6M | $1.06B | $708.7M | $584.6M | $332.3M | $225.7M | $168.3M | $140.3M | $80.3M | $115.7M | $93.0M |
| Operating income | $64.8M | $44.6M | −$40.6M | −$32.8M | $8.0M | −$6.6M | $50.7M | $56.2M | $33.1M | $52.1M | $28.5M | −$969,000 | −$1.1M | −$2.9M | −$61.1M | −$33.1M |
| Operating margin | 5.80% | 4.96% | −6.04% | −3.33% | 0.73% | −0.73% | 4.58% | 7.35% | 5.36% | 13.56% | 11.22% | −0.58% | −0.80% | −3.68% | −111.88% | −55.21% |
| EBITDA | $81.3M | $62.9M | −$21.5M | −$12.7M | $25.9M | $7.6M | $61.7M | $63.6M | $40.2M | $57.1M | $31.5M | $2.3M | $2.4M | $1.3M | −$56.1M | −$29.9M |
| EBITDA margin | 7.27% | 6.99% | −3.20% | −1.29% | 2.36% | 0.83% | 5.58% | 8.31% | 6.51% | 14.84% | 12.40% | 1.36% | 1.72% | 1.62% | −102.69% | −49.84% |
| Net income | $151.3M | −$41.7M | −$122.4M | −$188.0M | $69.1M | −$48.3M | — | — | — | — | — | — | — | — | — | — |
| Net profit margin | 13.54% | −4.63% | −18.20% | −19.08% | 6.29% | −5.30% | — | — | — | — | — | — | — | — | — | — |
| Basic EPSper basic share | $11.14 | -$3.14 | -$9.46 | -$14.69 | $5.24 | -$3.71 | $1.39 | $7.72 | $1.30 | $2.33 | $4.17 | $0.84 | $0.36 | $4.36 | -$5.41 | -$1.65 |
| Diluted EPSper diluted share | $10.78 | -$3.14 | -$9.46 | -$14.69 | $5.05 | -$3.71 | $1.22 | $6.85 | $1.14 | $2.15 | $3.83 | $0.84 | $0.36 | $4.36 | -$5.41 | -$1.65 |
Reported shareholders
| Holder | % owned |
|---|---|
LEBDA DOUGLAS R | ≈15.82%2.22M shares |
BlackRock, Inc. | 8.74%1.23M shares |
JENNISON ASSOCIATES LLC | 7.21%1.01M shares |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 5.17%725.68K shares |
AMERIPRISE FINANCIAL INC | 5.01%702.72K shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.02%423.39K shares |
MILLENNIUM MANAGEMENT LLC | 2.93%411.14K shares |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2.67%374.07K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.64%370.21K shares |
GOLDMAN SACHS GROUP INC | 2.51%351.91K shares |
EMERALD ADVISERS, LLC | 2.38%334.7K shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.36%331.23K shares |
AQR CAPITAL MANAGEMENT LLC | 2.22%310.99K shares |
DIMENSIONAL FUND ADVISORS LP | 2.12%297.36K shares |
STATE STREET CORP | 1.85%259.95K shares |
EMERALD MUTUAL FUND ADVISERS TRUST | 1.56%218.27K shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 1.45%203.17K shares |
FMR LLC | 1.44%201.75K shares |
FEDERATED HERMES, INC. | 1.37%192.01K shares |
STATE OF WISCONSIN INVESTMENT BOARD | 1.28%179.96K shares |
Percentages use 14.03M 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 |
|---|---|---|---|---|---|---|
| Aug 25, 2025Form 4 | Rodriguez Diego ADirector | SellCommon Stock | 1.2K | $69.78 | $83.7K | 8.1K |
| Aug 25, 2025Form 4 | Bengel JasonChief Financial Officer | SellCommon Stock | 6.5K | $68.86 | $445.5K | 6.5K |
| Aug 22, 2025Form 4 | Enlow-Novitsky HeatherGeneral Counsel & Corp Sec. | SellCommon Stock | 30 | $69.16 | $2.1K | 1.0K |
| Aug 22, 2025Form 4 | Enlow-Novitsky HeatherGeneral Counsel & Corp Sec. | SellCommon Stock | 970 | $69.14 | $67.1K | 1.1K |
| May 27, 2025Form 4 | Enlow-Novitsky HeatherGeneral Counsel & Corp Sec. | SellCommon Stock | 1.2K | $36.24 | $44.8K | 2.0K |