| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 40.6 | 175.5 | 43.5 | 174.8 | 237.4 | 232.3 | 277.5 | +19.5% | |
| Cost of revenue | 16.8 | 20.4 | 34.1 | 33.1 | 61.9 | 0.0 | 17.3 | — | |
| Gross profit | 23.8 | 155.1 | 9.4 | 141.7 | 175.5 | 232.3 | 260.2 | +12.0% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 4.4 | 7.0 | 10.2 | 12.0 | 14.2 | 17.9 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 29.9 | 22.5 | 37.4 | 12.0 | 57.2 | 16.1 | 125.4 | +679.9% | |
| Operating income | (6.1) | 132.6 | (28.0) | 129.7 | 118.3 | 216.2 | 242.8 | +12.3% | |
| Interest expense | 16.8 | 20.4 | 34.1 | 44.3 | 61.9 | 80.6 | 93.7 | +16.4% | |
| Interest income | 51.3 | 76.6 | 138.8 | 174.8 | 226.7 | 293.7 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.0 | (50.3) | 0.0 | (80.6) | — | — | |
| Pre-tax income | (6.1) | 132.6 | (28.0) | 79.5 | 118.3 | 135.6 | 157.0 | +15.8% | |
| Income tax | 0.0 | 0.3 | 2.4 | 2.6 | 2.7 | 0.0 | 0.0 | — | |
| Net income | (6.1) | 132.3 | (30.4) | 76.9 | 115.6 | 135.6 | 157.0 | +15.8% | |
| 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) | (0.23) | 4.86 | (0.96) | 2.07 | 2.19 | 1.96 | 1.92 | −1.9% | |
| EPS, diluted (per share) | (0.23) | 4.86 | (0.96) | 1.89 | 2.10 | 1.96 | 1.92 | −1.9% | |
| EBITDA | (6.1) | 132.6 | (24.2) | 0.0 | 118.3 | 216.2 | 242.8 | +12.3% | |
| Depreciation & amortization | 0.1 | 0.0 | 3.8 | (129.7) | 0.0 | 0.0 | — | — | |
| Weighted average shares (shares) | 26,415,275 | 27,229,541 | 31,672,089 | 38,910,150 | 52,705,732 | 69,286,014 | — | — | |
| Weighted average diluted shares (shares) | 26,415,275 | 27,229,541 | 31,672,089 | 42,705,875 | 56,728,848 | 69,286,014 | — | — | |
| Gross margin | 58.7% | 88.4% | 21.6% | 81.1% | 73.9% | 100.0% | 93.8% | −6.2 pts | |
| Operating margin | −15.1% | 75.5% | −64.3% | 74.2% | 49.8% | 93.1% | 87.5% | −5.6 pts | |
| Net margin | −15.1% | 75.4% | −69.8% | 44.0% | 48.7% | 58.4% | 56.6% | −1.8 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.
