Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $759.4M | $606.3M | $471.9M | $362.1M | $260.9M | $214.3M | $140.7M | $106.7M |
| Gross profit | $285.7M | $229.9M | $162.3M | $109.4M | $82.9M | $74.5M | $42.9M | $34.8M |
| Gross margin | 37.62% | 37.92% | 34.40% | 30.23% | 31.77% | 34.78% | 30.47% | 32.63% |
| Operating expenses | $197.3M | $166.4M | $129.1M | $107.3M | $82.8M | $62.3M | $39.5M | $28.1M |
| Operating income | $88.4M | $63.6M | $33.3M | $2.1M | $52,000 | $12.2M | $3.4M | $6.8M |
| Operating margin | 11.64% | 10.48% | 7.05% | 0.58% | 0.02% | 5.71% | 2.38% | 6.34% |
| EBITDA | $97.6M | $72.8M | $41.2M | $7.5M | $3.6M | $14.8M | $5.3M | $8.2M |
| EBITDA margin | 12.86% | 12.01% | 8.73% | 2.08% | 1.38% | 6.90% | 3.75% | 7.69% |
| Net income | $66.3M | $53.4M | $25.6M | $1.3M | $2.4M | $8.8M | $2.4M | $5.8M |
| Net profit margin | 8.73% | 8.81% | 5.42% | 0.35% | 0.93% | 4.11% | 1.69% | 5.43% |
| Basic EPSper basic share | $1.49 | $1.25 | $0.62 | $0.03 | $0.06 | $0.31 | $0.09 | $0.22 |
| Diluted EPSper diluted share | $1.44 | $1.18 | $0.59 | $0.03 | $0.06 | $0.27 | $0.07 | $0.16 |
Reported shareholders
| Holder | % owned |
|---|---|
OHAYER MATTHEW | ≈15.67%6.73M shares |
BlackRock, Inc. | ≈12.05%5.17M shares |
Divisadero Street Capital Management, LP | ≈4.67%2M shares |
VANGUARD CAPITAL MANAGEMENT LLC | ≈3.56%1.53M shares |
GOLDMAN SACHS GROUP INC | ≈3.42%1.47M shares |
NEEDHAM INVESTMENT MANAGEMENT LLC | ≈2.82%1.21M shares |
First Eagle Investment Management, LLC | ≈2.82%1.21M shares |
CIBC WORLD MARKET INC. | ≈2.60%1.12M shares |
FEDERATED HERMES, INC. | ≈2.43%1.04M shares |
JPMORGAN CHASE & CO | ≈2.34%1.01M shares |
GEODE CAPITAL MANAGEMENT, LLC | ≈2.23%956.03K shares |
HRT FINANCIAL LP | ≈2.20%946.34K shares |
STATE STREET CORP | ≈1.95%835.89K shares |
MORGAN STANLEY | ≈1.90%813.64K shares |
UBS Group AG | ≈1.74%746.03K shares |
MILLENNIUM MANAGEMENT LLC | ≈1.72%739.49K shares |
BNP PARIBAS FINANCIAL MARKETS | ≈1.71%733K shares |
DIMENSIONAL FUND ADVISORS LP | ≈1.68%720.12K shares |
Diez-Canseco Russell | ≈1.64%706.06K shares |
TWO SIGMA INVESTMENTS, LP | ≈1.64%702.84K shares |
Percentages use 42.93M shares of this listed class outstanding on Jun 28, 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 | Van Hoven Reena ChauhanChief People Officer | BuyCommon Stock | 2.2K | $8.92 | $20.0K | 25.8K |
| May 18, 2026Form 4/A | Flanagan Glenda JDirector | BuyCommon Stock | 6.1K | $8.33 | $50.8K | 37.5K |
| May 18, 2026Form 4 | Flanagan Glenda JDirector | BuyCommon Stock | 6.1K | $8.33 | $50.8K | 37.5K |
| May 15, 2026Form 4 | Coon StephanieChief Strategy Officer | BuyCommon Stock | 5.9K | $8.42 | $49.6K | 62.3K |
| May 15, 2026Form 4 | Amoo-Gottfried Kofi OwusuDirector | BuyCommon Stock | 2.4K | $8.45 | $20.1K | 31.1K |