| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 408.1 | 515.3 | 660.4 | 737.2 | 509.4 | 523.3 | 651.1 | +24.4% | |
| Cost of revenue | 162.8 | 193.7 | 208.3 | 222.5 | 169.0 | 166.3 | 201.7 | +21.3% | |
| Gross profit | 245.3 | 321.7 | 452.1 | 514.7 | 340.4 | 356.9 | 449.4 | +25.9% | |
| Research & development | 89.2 | 110.5 | 135.8 | 159.8 | 159.3 | 188.0 | 218.1 | +16.0% | |
| Selling, general & administrative | 95.3 | 105.6 | 122.1 | 137.2 | 116.9 | 153.6 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 192.9 | 220.9 | 264.7 | 302.4 | 305.9 | 341.6 | 400.8 | +17.3% | |
| Operating income | 52.4 | 100.8 | 187.4 | 212.3 | 34.5 | 15.3 | 48.6 | +218.0% | |
| Interest expense | 3.7 | 2.7 | 4.1 | 3.0 | 0.3 | 0.3 | — | — | |
| Interest income | 0.0 | 0.0 | 0.0 | 5.0 | 4.2 | 3.2 | — | — | |
| Other income / expense | (3.9) | (3.2) | (5.3) | 2.6 | 1.8 | (1.9) | — | — | |
| Pre-tax income | 48.5 | 97.6 | 182.1 | 214.9 | 36.2 | 13.4 | 44.8 | +234.9% | |
| Income tax | 1.1 | 1.7 | 3.2 | (44.2) | (24.9) | 10.3 | 8.5 | −17.7% | |
| Net income | 47.4 | 95.9 | 178.9 | 259.1 | 61.1 | 3.1 | 36.3 | +1077.9% | |
| 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) | 0.35 | 0.70 | 1.30 | 1.88 | 0.44 | 0.02 | — | — | |
| EPS, diluted (per share) | 0.34 | 0.67 | 1.27 | 1.85 | 0.44 | 0.02 | — | — | |
| EBITDA | 83.3 | 133.9 | 226.3 | 255.4 | 106.9 | 56.0 | — | — | |
| Depreciation & amortization | 31.1 | 31.0 | 35.8 | 41.2 | 46.3 | 42.3 | — | — | |
| Weighted average shares (shares) | 135,220,000 | 136,619,000 | 137,321,000 | 137,694,000 | 137,623,000 | 137,091,000 | — | — | |
| Weighted average diluted shares (shares) | 141,276,000 | 142,143,000 | 140,667,000 | 139,790,000 | 138,322,000 | 138,238,000 | — | — | |
| Gross margin | 60.1% | 62.4% | 68.5% | 69.8% | 66.8% | 68.2% | 69.0% | +0.8 pts | |
| Operating margin | 12.8% | 19.6% | 28.4% | 28.8% | 6.8% | 2.9% | 7.5% | +4.5 pts | |
| Net margin | 11.6% | 18.6% | 27.1% | 35.1% | 12.0% | 0.6% | 5.6% | +5.0 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-07-04 and uses four consecutive reported quarters.
