| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.5 | 35.2 | 63.4 | 65.9 | 92.1 | 148.5 | 208.0 | +40.1% | |
| Cost of revenue | 6.2 | 28.5 | 51.3 | 41.9 | 45.7 | 73.5 | 106.2 | +44.5% | |
| Gross profit | (4.8) | 6.7 | 12.0 | 24.0 | 46.4 | 75.0 | 101.9 | +35.8% | |
| Research & development | — | — | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | — | — | 6.2 | 6.6 | 8.5 | 10.7 | — | — | |
| Selling & marketing | — | — | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 7.2 | 6.6 | 2.2 | 1.2 | 12.1 | 20.8 | 17.1 | −17.7% | |
| Operating income | (12.0) | 0.1 | 9.8 | 22.8 | 46.4 | 54.3 | 84.8 | +56.2% | |
| Interest expense | 0.1 | 1.4 | 1.7 | 0.9 | 0.8 | 1.0 | 0.8 | −23.9% | |
| Interest income | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.6 | 1.6 | +178.9% | |
| Other income / expense | — | — | (19.7) | (14.0) | (17.0) | 0.4 | — | — | |
| Pre-tax income | (12.7) | 10.4 | (9.9) | 8.9 | 29.3 | 54.7 | 83.9 | +53.4% | |
| Income tax | 0.1 | 0.5 | 2.1 | 2.1 | 10.2 | 21.0 | 31.5 | +50.4% | |
| Net income | (12.8) | 9.9 | (12.0) | 6.8 | 19.2 | 33.7 | 52.4 | +55.2% | |
| Discontinued operations | — | — | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | — | — | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | (0.21) | 0.15 | (0.18) | 0.10 | 0.27 | 0.42 | 0.60 | +43.1% | |
| EPS, diluted (per share) | (0.21) | 0.15 | (0.18) | 0.10 | 0.26 | 0.41 | 0.59 | +43.0% | |
| EBITDA | (11.8) | 7.3 | 12.2 | 23.3 | 37.8 | 63.9 | 95.8 | +49.8% | |
| Depreciation & amortization | 0.1 | 7.2 | 20.5 | 13.5 | 7.7 | 8.2 | 10.3 | +25.7% | |
| Weighted average shares (shares) | 61,694,100 | 65,806,000 | 65,800,000 | 65,776,000 | 72,086,000 | 81,704,000 | — | — | |
| Weighted average diluted shares (shares) | 61,694,100 | 65,806,000 | 65,800,000 | 66,513,000 | 73,712,000 | 83,226,000 | — | — | |
| Gross margin | −324.4% | 19.0% | 19.0% | 36.4% | 50.4% | 50.5% | 49.0% | −1.6 pts | |
| Operating margin | −814.1% | 0.3% | 15.5% | 34.6% | 50.4% | 36.5% | 40.8% | +4.2 pts | |
| Net margin | −867.6% | 28.1% | −18.9% | 10.3% | 20.8% | 22.7% | 25.2% | +2.4 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.
