| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 134.3 | 332.0 | 527.5 | 253.4 | 203.9 | 275.5 | 347.7 | +26.2% | |
| Cost of revenue | 70.7 | 100.6 | 110.6 | 148.4 | 270.6 | 282.1 | 323.3 | +14.6% | |
| Gross profit | 63.6 | 231.3 | 416.9 | 105.0 | (66.8) | (6.6) | 92.9 | +1508.4% | |
| Research & development | 0.1 | 4.2 | 4.2 | 14.9 | 9.3 | 0.0 | — | — | |
| Selling, general & administrative | 26.8 | 56.6 | 75.9 | 79.2 | 83.3 | 112.1 | — | — | |
| Selling & marketing | 0.0 | (0.6) | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 98.3 | 66.0 | 89.5 | 122.7 | 102.6 | 116.2 | 470.6 | +305.1% | |
| Operating income | (34.7) | 165.3 | 327.4 | (17.7) | (169.4) | (122.8) | (128.6) | −4.8% | |
| Interest expense | 5.0 | 8.9 | 5.8 | 5.3 | 23.0 | 31.5 | 35.5 | +12.8% | |
| Interest income | 0.2 | 0.4 | 19.8 | 55.6 | 47.1 | 52.0 | — | — | |
| Other income / expense | (4.8) | (5.2) | 13.7 | 50.8 | 76.1 | 5.0 | — | — | |
| Pre-tax income | (39.5) | 160.2 | 341.2 | 33.1 | (93.3) | (117.8) | (90.9) | +22.9% | |
| Income tax | (17.6) | 25.2 | 52.1 | 8.8 | (27.9) | (31.9) | (30.2) | +5.2% | |
| Net income | (21.8) | 135.0 | 289.0 | 24.3 | (65.4) | (85.9) | (60.6) | +29.4% | |
| 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) | (0.27) | 0.78 | 1.64 | 0.14 | (0.57) | (0.50) | (0.34) | +31.6% | |
| EPS, diluted (per share) | (0.27) | 0.73 | 1.52 | 0.14 | (0.57) | (0.50) | (0.34) | +31.5% | |
| EBITDA | (27.5) | 193.5 | 365.3 | 94.0 | 7.7 | 4.5 | (3.0) | −167.5% | |
| Depreciation & amortization | 6.9 | 24.4 | 18.4 | 55.7 | 78.1 | 90.8 | 123.9 | +36.5% | |
| Weighted average shares (shares) | 79,690,821 | 173,469,546 | 176,519,203 | 177,181,661 | 166,840,611 | 170,126,753 | — | — | |
| Weighted average diluted shares (shares) | 79,690,821 | 189,844,028 | 193,453,087 | 178,152,212 | 169,882,640 | 170,126,753 | — | — | |
| Gross margin | 47.3% | 69.7% | 79.0% | 41.4% | −32.8% | −2.4% | 26.7% | +29.1 pts | |
| Operating margin | −25.8% | 49.8% | 62.1% | −7.0% | −83.1% | −44.6% | −37.0% | +7.6 pts | |
| Net margin | −16.2% | 40.7% | 54.8% | 9.6% | −32.1% | −31.2% | −17.4% | +13.7 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.
