| USD millions | FY2017 | FY2018 | FY2019 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.2 | 31.2 | 45.1 | 323.1 | 433.3 | 613.3 | 659.6 | +7.6% | |
| Cost of revenue | 0.3 | 1.7 | 4.0 | 84.6 | 124.9 | 197.7 | 236.2 | +19.5% | |
| Gross profit | 11.9 | 29.5 | 41.1 | 238.4 | 308.4 | 415.6 | 423.4 | +1.9% | |
| Research & development | 0.3 | 0.4 | 0.2 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 9.0 | 14.3 | 16.6 | 77.2 | 96.9 | 147.4 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 8.1 | 8.8 | 0.0 | — | — | |
| Operating expenses | 9.8 | 18.4 | 25.2 | 74.4 | 88.1 | 99.1 | 288.1 | +190.7% | |
| Operating income | 2.1 | 11.1 | 15.9 | 164.1 | 220.3 | 316.5 | 302.2 | −4.5% | |
| Interest expense | 1.1 | 2.2 | 8.5 | 0.0 | 0.0 | 105.8 | 54.9 | −48.1% | |
| Interest income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 566.4 | — | — | |
| Other income / expense | 12.4 | 43.3 | 28.5 | (43.5) | (82.3) | (98.1) | — | — | |
| Pre-tax income | 14.6 | 54.4 | 44.4 | 120.6 | 138.0 | 218.4 | 194.0 | −11.2% | |
| Income tax | 0.0 | 0.0 | 0.0 | 9.0 | 32.7 | 30.5 | 39.0 | +28.0% | |
| Net income | 14.6 | 54.4 | 44.4 | 111.5 | 105.3 | 188.0 | 155.0 | −17.5% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | 1.22 | 3.14 | 2.06 | 1.91 | 1.81 | 6.26 | 2.59 | −58.7% | |
| EPS, diluted (per share) | 1.22 | 3.14 | 2.06 | 1.91 | 1.81 | 6.26 | 2.59 | −58.7% | |
| EBITDA | 16.1 | 60.0 | 59.2 | 121.2 | 158.1 | 329.5 | 307.8 | −6.6% | |
| Depreciation & amortization | 0.5 | 3.5 | 6.3 | 5.3 | 6.9 | 5.3 | 4.1 | −21.7% | |
| Weighted average shares (shares) | 11,911,818 | 17,310,476 | 21,588,780 | 58,266,307 | 58,266,307 | 30,015,000 | — | — | |
| Weighted average diluted shares (shares) | 11,911,818 | 17,310,476 | 21,588,780 | 58,266,307 | 58,266,307 | 30,015,000 | — | — | |
| Gross margin | 97.8% | 94.5% | 91.1% | 73.8% | 71.2% | 67.8% | 64.2% | −3.6 pts | |
| Operating margin | 17.6% | 35.5% | 35.3% | 50.8% | 50.8% | 51.6% | 45.8% | −5.8 pts | |
| Net margin | 119.4% | 174.2% | 98.5% | 34.5% | 24.3% | 30.6% | 23.5% | −7.1 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-06-30 and uses four consecutive reported quarters.
