Revenue
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $493.8M | $427.7M | $349.0M | $301.3M | $304.3M | — | — | $274.1M | $226.7M | $218.2M | $298.9M | $183.8M | $149.5M | $84.8M | $65.2M | $41.6M | $22.1M |
| Gross profit | $266.9M | $222.5M | $168.2M | $138.7M | — | — | — | $217.4M | $184.5M | $177.1M | — | — | — | — | — | — | — |
| Gross margin | 54.06% | 52.02% | 48.18% | 46.02% | — | — | — | 79.32% | 81.41% | 81.17% | — | — | — | — | — | — | — |
| Operating expenses | $319.6M | $290.4M | $261.5M | $241.3M | $215.3M | $194.8M | $213.0M | $212.8M | $179.2M | $155.5M | $161.8M | $110.2M | $97.9M | $73.8M | $62.1M | $49.2M | $43.3M |
| Operating income | $174.2M | $137.3M | $87.5M | $60.1M | $89.1M | $55.1M | $53.5M | $61.3M | $49.1M | $63.5M | — | — | — | — | — | — | — |
| Operating margin | 35.28% | 32.10% | 25.07% | 19.94% | 29.26% | — | — | 22.36% | 21.65% | 29.08% | — | — | — | — | — | — | — |
| EBITDA | $178.0M | $139.0M | $88.4M | $60.3M | $89.8M | $56.1M | $54.6M | $62.6M | $50.5M | $64.8M | — | — | — | — | — | — | — |
| EBITDA margin | 36.04% | 32.51% | 25.32% | 20.03% | 29.51% | — | — | 22.83% | 22.27% | 29.67% | — | — | — | — | — | — | — |
| Net income | $109.1M | $66.7M | $102.5M | $50.7M | $49.8M | −$35.7M | −$10.4M | $36.6M | $27.2M | $26.2M | $80.1M | $61.1M | $51.5M | $11.0M | $3.1M | −$7.5M | −$21.2M |
| Net profit margin | 22.10% | 15.59% | 29.38% | 16.82% | 16.36% | — | — | 13.36% | 12.00% | 11.99% | 26.78% | 33.22% | 34.48% | 13.01% | 4.75% | −18.14% | −96.08% |
| Basic EPSper basic share | $0.77 | $0.34 | $0.66 | $0.31 | $0.31 | -$0.25 | -$0.08 | $0.23 | $0.20 | $0.19 | $0.58 | $0.46 | $0.41 | $0.09 | $0.03 | -$0.07 | -$0.21 |
| Diluted EPSper diluted share | $0.75 | $0.33 | $0.64 | $0.31 | $0.31 | -$0.25 | -$0.08 | $0.23 | $0.20 | $0.19 | $0.58 | $0.44 | $0.37 | $0.08 | $0.02 | -$0.07 | -$0.21 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 12.71%19.27M shares |
FMR LLC | 8.94%13.57M shares |
ETFS Capital Limited. / Tuckwell Graham | ≈8.08%12.25M shares |
Invesco Ltd. | 6.58%9.98M shares |
Steinberg Jonathan L | ≈6.44%9.76M shares |
WELLINGTON MANAGEMENT GROUP LLP | 5.54%8.41M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.35%8.12M shares |
Capital World Investors | 4.98%7.55M shares |
Azora Capital LP | 4.07%6.18M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.00%6.07M shares |
STATE STREET CORP | 3.70%5.61M shares |
Driehaus Capital Management LLC | 3.10%4.7M shares |
DIMENSIONAL FUND ADVISORS LP | 2.48%3.75M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.17%3.29M shares |
Simcoe Capital Management, LLC | 1.76%2.67M shares |
UBS Group AG | 1.75%2.66M shares |
PRINCIPAL FINANCIAL GROUP INC | 1.50%2.28M shares |
LOOMIS SAYLES & CO L P | 1.44%2.19M shares |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.39%2.11M shares |
MORGAN STANLEY | 1.32%2M shares |
Percentages use 151.7M 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 |
|---|---|---|---|---|---|---|
| May 20, 2026Form 4 · 10b5-1 | Lilien R JarrettPresident and COO | SellCommon Stock | 30.0K | $18.99 | $569.7K | 1.11M |
| May 19, 2026Form 4 | Ziemba Peter MChief Administrative Officer | SellCommon Stock | 100.0K | $19.31 | $1.93M | 885.7K |
| May 5, 2026Form 4 | Yates David MChief Information Officer | SellCommon Stock | 15.0K | $18.06 | $270.9K | 157.5K |
| Feb 25, 2026Form 4 | PANKOPF TONIA LDirector | BuyCommon Stock | 44.34 | $16.94 | $751.1196 | 35.0K |
| Feb 25, 2026Form 4 · 10b5-1 | Lilien R JarrettPresident and COO | SellCommon Stock | 30.0K | $16.84 | $505.2K | 1.14M |