| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 138.5 | 264.5 | 225.4 | 272.5 | 391.5 | 613.7 | 689.6 | +12.4% | |
| Cost of revenue | 56.6 | 136.7 | 117.4 | 109.8 | 137.0 | 41.6 | 32.8 | −21.2% | |
| Gross profit | 81.9 | 127.8 | 108.0 | 162.7 | 254.5 | 572.1 | 656.9 | +14.8% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 46.0 | 110.2 | 78.6 | 73.5 | 106.7 | 0.0 | — | — | |
| Selling & marketing | 15.9 | 59.3 | 33.1 | 20.9 | 28.5 | 0.0 | — | — | |
| Operating expenses | 50.7 | 110.2 | 87.6 | 82.9 | 115.3 | 289.6 | — | — | |
| Operating income | 31.1 | 17.7 | 20.4 | 79.8 | 139.3 | 282.5 | 303.2 | +7.3% | |
| Interest expense | 10.1 | 18.4 | 18.7 | 47.0 | 60.8 | 73.5 | — | — | |
| Interest income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 257.7 | 64.7 | −74.9% | |
| Other income / expense | (9.1) | 1.4 | (18.4) | (33.8) | (57.5) | (74.5) | — | — | |
| Pre-tax income | 22.0 | 19.1 | 2.0 | 46.0 | 81.8 | 208.0 | 157.6 | −24.2% | |
| Income tax | 2.9 | 4.4 | 4.3 | 13.0 | 20.4 | 36.1 | 45.3 | +25.6% | |
| Net income | 16.1 | 14.7 | (2.2) | 32.6 | 60.7 | 171.4 | 111.8 | −34.8% | |
| 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) | 0.11 | 0.10 | (0.01) | 0.21 | 0.38 | 0.97 | 0.63 | −35.0% | |
| EPS, diluted (per share) | 0.11 | 0.09 | (0.01) | 0.21 | 0.36 | 0.92 | 0.59 | −35.5% | |
| EBITDA | 36.9 | 19.0 | 29.7 | 102.3 | 151.1 | 292.1 | 250.1 | −14.4% | |
| Depreciation & amortization | 4.7 | 1.3 | 9.0 | 9.4 | 8.6 | 10.5 | — | — | |
| Weighted average shares (shares) | 141,193,601 | 147,012,417 | 153,010,319 | 157,409,810 | 160,309,000 | 176,773,921 | — | — | |
| Weighted average diluted shares (shares) | 144,148,821 | 155,714,480 | 153,010,319 | 161,817,922 | 168,940,000 | 187,182,158 | — | — | |
| Gross margin | 59.1% | 48.3% | 47.9% | 59.7% | 65.0% | 93.2% | 95.2% | +2.0 pts | |
| Operating margin | 22.5% | 6.7% | 9.1% | 29.3% | 35.6% | 46.0% | 44.0% | −2.1 pts | |
| Net margin | 11.6% | 5.6% | −1.0% | 11.9% | 15.5% | 27.9% | 16.2% | −11.7 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.
