Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $476.2M | $420.4M | $396.3M | $324.0M | $259.3M | $158.9M | $129.9M | $109.9M |
| Gross profit | $201.0M | $177.4M | $162.4M | $127.5M | $92.7M | $54.0M | $43.5M | $33.4M |
| Gross margin | 42.21% | 42.19% | 40.98% | 39.36% | 35.75% | 33.99% | 33.48% | 30.42% |
| Research & development | $2.9M | $2.9M | $2.9M | $400,000 | $400,000 | $100,000 | $602,446 | $223,886 |
| Operating expenses | $138.4M | $118.2M | $95.4M | $73.6M | $52.6M | $30.7M | $26.4M | $21.6M |
| Operating income | $62.6M | $59.1M | $67.0M | $53.9M | $40.1M | $23.4M | $17.1M | $11.8M |
| Operating margin | 13.16% | 14.07% | 16.90% | 16.65% | 15.47% | 14.71% | 13.15% | 10.74% |
| EBITDA | $75.9M | $70.8M | $76.6M | $61.8M | $44.5M | $25.6M | $18.8M | $13.2M |
| EBITDA margin | 15.94% | 16.85% | 19.32% | 19.07% | 17.17% | 16.11% | 14.46% | 11.99% |
| Net income | $51.2M | $45.5M | $52.8M | $41.4M | $31.6M | $18.3M | $14.0M | $8.7M |
| Net profit margin | 10.76% | 10.82% | 13.32% | 12.77% | 12.18% | 11.50% | 10.76% | 7.93% |
| Basic EPSper basic share | $1.85 | $1.65 | $1.91 | $1.50 | $1.14 | $0.66 | $0.51 | $0.32 |
| Diluted EPSper diluted share | $1.85 | $1.65 | $1.91 | $1.50 | $1.14 | $0.66 | $0.51 | $0.32 |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 13.90%3.83M shares |
WASATCH ADVISORS LP | 13.24%3.65M shares |
ALTA FOX CAPITAL MANAGEMENT, LLC | 7.22%1.99M shares |
Crumly Richard K. | ≈5.13%1.42M shares |
SCS Capital Management LLC | 4.50%1.24M shares |
Pape Ryan | ≈3.94%1.09M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.81%1.05M shares |
STATE STREET CORP | 3.52%971.19K shares |
SCHWARTZ INVESTMENT COUNSEL INC | 2.98%822.82K shares |
WESTWOOD HOLDINGS GROUP INC | 2.94%810.91K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.38%656.28K shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 1.97%542.28K shares |
DIMENSIONAL FUND ADVISORS LP | 1.77%487.8K shares |
Divisadero Street Capital Management, LP | 1.19%328.67K shares |
Mawer Investment Management Ltd. | 1.13%310.2K shares |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.11%307.18K shares |
MORGAN STANLEY | 1.04%286.39K shares |
Crawford Fund Management, LLC | 0.98%270.75K shares |
NORTHERN TRUST CORP | 0.98%269.94K shares |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.87%239.66K shares |
Percentages use 27.57M 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 16, 2025Form 4 | Klonne MikeDirector | SellCommon Stock · indirect | 5.0K | $37.46 | $187.3K | 45.0K |
| Dec 2, 2024Form 4 · 10b5-1 | Pape RyanPresident and CEO | SellCommon Stock | 4.5K | $46.07 | $207.4K | 1.07M |
| Dec 2, 2024Form 4 · 10b5-1 | Pape RyanPresident and CEO | SellCommon Stock | 5.4K | $45.27 | $243.6K | 1.08M |
| Dec 2, 2024Form 4 · 10b5-1 | Pape RyanPresident and CEO | SellCommon Stock | 2.6K | $44.33 | $113.5K | 1.08M |
| Dec 2, 2024Form 4 · 10b5-1 | Pape RyanPresident and CEO | SellCommon Stock | 1.1K | $43.35 | $47.7K | 1.08M |