| USD millions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 72.6 | 102.9 | 90.3 | 152.1 | 163.8 | 245.9 | 229.5 | −6.7% | |
| Cost of revenue | 0.0 | 19.9 | 28.9 | 43.1 | 55.0 | 13.9 | 7.1 | −49.2% | |
| Gross profit | 72.6 | 83.0 | 61.5 | 109.1 | 108.9 | 232.0 | 222.4 | −4.1% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 5.3 | 6.6 | 7.8 | 8.9 | 10.9 | 23.9 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 17.0 | 36.2 | 21.4 | 24.5 | 29.4 | 42.9 | — | — | |
| Operating income | 55.6 | 46.8 | 40.1 | 84.6 | 79.4 | 189.1 | 186.9 | −1.1% | |
| Interest expense | 17.9 | 19.9 | 28.9 | 43.1 | 55.0 | 66.6 | — | — | |
| Interest income | 56.3 | 68.5 | 105.1 | 160.7 | 186.9 | 219.1 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | (68.8) | — | — | |
| Pre-tax income | 55.6 | 46.8 | 40.1 | 84.6 | 79.4 | 120.3 | 114.9 | −4.5% | |
| Income tax | 4.7 | 4.0 | 7.0 | 1.2 | 8.9 | 7.3 | (0.4) | −105.7% | |
| Net income | 50.9 | 42.8 | 33.1 | 83.4 | 70.5 | 113.0 | 110.7 | −2.0% | |
| 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) | 2.67 | 1.87 | 1.10 | 2.05 | 1.47 | 1.98 | 1.89 | −4.7% | |
| EPS, diluted (per share) | 2.67 | 1.87 | 1.10 | 2.05 | 1.47 | 1.90 | 1.81 | −4.7% | |
| EBITDA | 57.5 | 49.1 | 42.8 | 88.9 | 85.3 | 193.9 | 194.0 | +0.1% | |
| Depreciation & amortization | 2.0 | 2.2 | 2.8 | 4.3 | 5.9 | 7.0 | 7.1 | +1.6% | |
| Weighted average shares (shares) | 19,060,131 | 22,839,835 | 30,015,533 | 40,727,133 | 47,448,093 | 56,529,604 | — | — | |
| Weighted average diluted shares (shares) | 19,060,131 | 22,839,835 | 30,015,533 | 40,727,133 | 51,187,714 | 65,828,805 | — | — | |
| Gross margin | 100.0% | 80.6% | 68.0% | 71.7% | 66.4% | 94.3% | 96.9% | +2.6 pts | |
| Operating margin | 76.6% | 45.5% | 44.4% | 55.6% | 48.5% | 76.9% | 81.5% | +4.6 pts | |
| Net margin | 70.1% | 41.6% | 36.6% | 54.8% | 43.1% | 45.9% | 48.2% | +2.3 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.
