| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 156.6 | 259.8 | 388.8 | 557.7 | 782.1 | 901.3 | 1,037.8 | +15.1% | |
| Cost of revenue | 87.0 | 144.9 | 205.2 | 281.5 | 390.6 | 501.2 | 582.9 | +16.3% | |
| Gross profit | 69.6 | 114.9 | 183.6 | 276.2 | 391.6 | 400.1 | 454.9 | +13.7% | |
| Research & development | 19.1 | 34.2 | 62.2 | 92.7 | 105.5 | 145.0 | 162.5 | +12.1% | |
| Selling, general & administrative | 29.0 | 41.9 | 62.4 | 87.7 | 135.1 | 145.6 | — | — | |
| Selling & marketing | 16.8 | 26.7 | 39.9 | 47.0 | 65.4 | 76.9 | — | — | |
| Operating expenses | 48.1 | 76.2 | 124.6 | 180.4 | 240.6 | 290.6 | 317.0 | +9.1% | |
| Operating income | 21.5 | 38.7 | 59.0 | 95.8 | 151.0 | 109.4 | 137.9 | +26.0% | |
| Interest expense | 1.0 | 0.8 | 1.7 | 2.7 | 4.2 | 7.0 | 7.6 | +9.7% | |
| Interest income | 0.9 | 0.5 | 8.7 | 8.4 | 9.9 | 14.6 | 19.1 | +30.8% | |
| Other income / expense | (2.2) | 4.4 | 8.3 | 20.4 | 15.3 | 25.8 | — | — | |
| Pre-tax income | 19.3 | 43.1 | 67.4 | 116.2 | 166.3 | 135.2 | 235.6 | +74.3% | |
| Income tax | (2.4) | 0.1 | 16.8 | 19.4 | 35.0 | 13.3 | 26.5 | +99.2% | |
| Net income | 18.8 | 37.8 | 39.3 | 77.3 | 103.6 | 94.1 | 150.2 | +59.7% | |
| 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) | 0.34 | 0.65 | 0.66 | 1.29 | 1.67 | 1.47 | 2.25 | +53.3% | |
| EPS, diluted (per share) | 0.30 | 0.58 | 0.59 | 1.16 | 1.53 | 1.37 | 2.11 | +53.8% | |
| EBITDA | 21.3 | 46.2 | 74.4 | 127.0 | 180.4 | 158.5 | 154.2 | −2.7% | |
| Depreciation & amortization | 1.1 | 2.4 | 5.4 | 8.1 | 10.0 | 16.3 | 20.6 | +26.0% | |
| Weighted average shares (shares) | 54,700,139 | 57,654,767 | 59,235,975 | 60,164,670 | 62,213,000 | 64,184,776 | — | — | |
| Weighted average diluted shares (shares) | 63,550,405 | 65,356,714 | 65,341,770 | 64,870,543 | 66,237,000 | 67,311,893 | — | — | |
| Gross margin | 44.4% | 44.2% | 47.2% | 49.5% | 50.1% | 44.4% | 43.8% | −0.6 pts | |
| Operating margin | 13.7% | 14.9% | 15.2% | 17.2% | 19.3% | 12.1% | 13.3% | +1.1 pts | |
| Net margin | 12.0% | 14.5% | 10.1% | 13.9% | 13.2% | 10.4% | 14.5% | +4.0 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.
