| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 92.8 | 168.3 | 131.5 | 252.8 | 318.9 | 322.2 | — | — | |
| Cost of revenue | 17.9 | 20.5 | 26.3 | 79.4 | 107.3 | 79.6 | — | — | |
| Gross profit | 75.0 | 147.8 | 105.2 | 173.4 | 211.5 | 242.6 | — | — | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 9.4 | 25.3 | 27.9 | 88.1 | 99.2 | 0.0 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 42.3 | 62.3 | 66.4 | 128.0 | 142.8 | 105.8 | — | — | |
| Operating income | 32.6 | 85.5 | 38.8 | 45.4 | 68.7 | 136.8 | — | — | |
| Interest expense | 17.9 | 20.5 | 26.3 | 67.7 | 81.1 | 56.6 | — | — | |
| Interest income | 64.8 | 79.0 | 38.6 | 94.4 | 121.4 | 161.6 | 177.0 | +9.5% | |
| Other income / expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | (56.8) | — | — | |
| Pre-tax income | 32.6 | 85.5 | 38.8 | 45.4 | 68.7 | 80.0 | — | — | |
| Income tax | (1.0) | 1.3 | 6.5 | (2.0) | 17.8 | 19.5 | 20.3 | +4.5% | |
| Net income | 33.6 | 84.1 | 32.3 | 47.3 | 50.9 | 60.5 | 65.5 | +8.2% | |
| 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) | 1.59 | 3.69 | 1.34 | 1.89 | 1.97 | 2.40 | — | — | |
| EPS, diluted (per share) | 1.59 | 3.69 | 1.34 | 1.88 | 1.96 | 2.36 | — | — | |
| EBITDA | 33.0 | 85.8 | 39.0 | 48.3 | 70.5 | 137.5 | — | — | |
| Depreciation & amortization | 0.4 | 0.3 | 0.2 | 2.9 | 1.8 | 0.7 | 0.5 | −19.3% | |
| Weighted average shares (shares) | 21,146,000 | 22,795,000 | 24,198,000 | 25,175,000 | 24,945,000 | 25,167,000 | — | — | |
| Weighted average diluted shares (shares) | 21,146,000 | 22,795,000 | 24,198,000 | 24,348,000 | 25,186,000 | 25,648,000 | — | — | |
| Gross margin | 80.7% | 87.8% | 80.0% | 68.6% | 66.3% | 75.3% | — | — | |
| Operating margin | 35.1% | 50.8% | 29.5% | 17.9% | 21.5% | 42.5% | — | — | |
| Net margin | 36.2% | 50.0% | 24.6% | 18.7% | 15.9% | 18.8% | — | — |
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.
