| USD millions | FY2023 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|
| Revenue | 216.7 | 216.7 | 308.9 | 365.0 | 371.7 | +1.8% | |
| Cost of revenue | — | 22.9 | 31.0 | 282.7 | 79.7 | −71.8% | |
| Gross profit | 126.5 | 193.8 | 277.9 | 82.3 | 64.2 | −22.0% | |
| Research & development | — | 57.6 | 64.5 | 0.0 | 205.0 | — | |
| Selling, general & administrative | — | 44.9 | 81.3 | 0.0 | — | — | |
| Selling & marketing | — | 17.7 | 47.9 | 0.0 | — | — | |
| Operating expenses | — | 112.2 | 156.4 | 193.5 | — | — | |
| Operating income | — | 81.6 | 121.5 | (111.2) | (151.7) | −36.5% | |
| Interest expense | — | 2.0 | 2.8 | 0.9 | 1.2 | +38.3% | |
| Interest income | — | 0.0 | 0.0 | 1.4 | — | — | |
| Other income / expense | — | (3.0) | 17.8 | 9.9 | — | — | |
| Pre-tax income | — | 78.6 | 139.2 | (101.2) | (137.4) | −35.7% | |
| Income tax | — | 1.6 | (55.2) | (59.2) | (65.2) | −10.2% | |
| Net income | 77.0 | 77.0 | 194.4 | (42.1) | (72.2) | −71.6% | |
| Discontinued operations | — | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | — | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | 0.53 | 0.53 | 1.33 | (0.74) | 0.04 | +104.8% | |
| EPS, diluted (per share) | 0.53 | 0.53 | 1.33 | (0.26) | (0.51) | −94.7% | |
| EBITDA | 87.6 | 86.6 | 148.3 | (93.0) | (132.4) | −42.4% | |
| Depreciation & amortization | — | 6.0 | 6.2 | 7.4 | 5.4 | −26.7% | |
| Weighted average shares (shares) | — | 146,266,498 | 146,266,498 | 56,694,634 | — | — | |
| Weighted average diluted shares (shares) | — | 146,266,498 | 146,266,498 | 160,884,802 | — | — | |
| Gross margin | 58.4% | 89.4% | 90.0% | 22.6% | 17.3% | −5.3 pts | |
| Operating margin | — | 37.6% | 39.3% | −30.5% | −40.8% | −10.4 pts | |
| Net margin | 35.5% | 35.5% | 63.0% | −11.5% | −19.4% | −7.9 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-07-31 and uses four consecutive reported quarters.
