| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 296.6 | 359.4 | 399.1 | 405.1 | 359.1 | 407.7 | 474.0 | +16.3% | |
| Cost of revenue | 165.1 | 181.2 | 218.5 | 200.1 | 175.1 | 193.3 | 205.6 | +6.4% | |
| Gross profit | 131.4 | 178.2 | 180.6 | 204.9 | 184.0 | 214.4 | 268.4 | +25.2% | |
| Research & development | 50.9 | 53.1 | 60.6 | 67.9 | 68.9 | 78.6 | 83.3 | +6.1% | |
| Selling, general & administrative | 63.2 | 69.5 | 86.3 | 85.7 | 96.9 | 99.0 | — | — | |
| Selling & marketing | 2.6 | 3.0 | 3.8 | 3.7 | 0.0 | 0.0 | — | — | |
| Operating expenses | 114.1 | 122.6 | 153.4 | 153.6 | 185.3 | 177.6 | 180.1 | +1.4% | |
| Operating income | 17.4 | 55.6 | 27.2 | 51.4 | (1.3) | 36.8 | 88.4 | +139.9% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | |
| Interest income | 0.1 | 0.9 | 1.3 | 8.2 | 11.5 | 12.1 | — | — | |
| Other income / expense | 1.1 | 1.2 | 1.5 | 8.9 | 11.8 | 57.7 | — | — | |
| Pre-tax income | 18.5 | 56.8 | 28.7 | 60.2 | 10.5 | 94.6 | 101.9 | +7.7% | |
| Income tax | 0.5 | 0.2 | 3.3 | 6.6 | 4.3 | (24.0) | (43.4) | −80.8% | |
| Net income | 17.9 | 56.6 | 25.4 | 53.6 | 6.1 | 118.6 | 145.3 | +22.5% | |
| 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) | 0.42 | 1.30 | 0.58 | 1.21 | 0.14 | 2.63 | 3.19 | +21.4% | |
| EPS, diluted (per share) | 0.41 | 1.26 | 0.57 | 1.19 | 0.14 | 2.61 | 3.12 | +19.5% | |
| EBITDA | 28.4 | 68.5 | 47.5 | 77.5 | 36.8 | 115.4 | 113.0 | −2.0% | |
| Depreciation & amortization | 11.1 | 11.7 | 13.8 | 17.2 | 18.6 | 20.8 | 21.2 | +1.8% | |
| Weighted average shares (shares) | 43,682,926 | 44,940,476 | 44,642,105 | 45,037,815 | 44,912,285 | 44,734,000 | — | — | |
| Weighted average diluted shares (shares) | 43,869,000 | 44,966,000 | 44,894,000 | 45,004,000 | 45,168,000 | 44,930,000 | — | — | |
| Gross margin | 44.3% | 49.6% | 45.2% | 50.6% | 51.2% | 52.6% | 56.6% | +4.0 pts | |
| Operating margin | 5.9% | 15.5% | 6.8% | 12.7% | −0.4% | 9.0% | 18.6% | +9.6 pts | |
| Net margin | 6.0% | 15.8% | 6.4% | 13.2% | 1.7% | 29.1% | 30.6% | +1.6 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.
