| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.7 | 39.3 | 46.8 | 144.0 | 186.0 | 201.8 | 166.5 | −17.5% | |
| Cost of revenue | 4.5 | 9.8 | 23.4 | 58.0 | 74.6 | 30.5 | 39.9 | +30.6% | |
| Gross profit | 4.2 | 29.4 | 23.4 | 86.0 | 111.4 | 171.3 | 126.6 | −26.1% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 2.5 | 2.7 | 4.0 | 6.2 | 6.5 | 7.6 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 2.1 | 2.2 | 6.1 | 9.3 | (5.1) | 27.6 | — | — | |
| Operating income | 2.1 | 27.3 | 17.3 | 76.8 | 116.5 | 143.7 | 100.6 | −30.0% | |
| Interest expense | 4.5 | 9.8 | 25.7 | 61.2 | 79.9 | 77.9 | 69.9 | −10.3% | |
| Interest income | 13.0 | 35.0 | 80.7 | 160.5 | 213.1 | 195.9 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | (77.9) | — | — | |
| Pre-tax income | 2.1 | 27.3 | 17.3 | 76.8 | 116.5 | 65.8 | 46.7 | −29.0% | |
| Income tax | 0.0 | 0.0 | 0.0 | 0.8 | 0.2 | 0.1 | (0.1) | −200.0% | |
| Net income | 2.1 | 27.3 | 17.3 | 75.9 | 116.3 | 65.6 | 46.9 | −28.6% | |
| 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) | 0.43 | 2.12 | 0.74 | 2.27 | 2.15 | 1.30 | 1.01 | −22.7% | |
| EPS, diluted (per share) | 0.43 | 2.12 | 0.74 | 2.27 | 2.15 | 1.30 | 1.01 | −22.7% | |
| EBITDA | 2.1 | 27.3 | 17.3 | 76.8 | 116.5 | 143.7 | 100.6 | −30.0% | |
| Depreciation & amortization | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Weighted average shares (shares) | 4,964,753 | 12,849,333 | 23,279,341 | 33,385,880 | 54,118,000 | 50,286,270 | — | — | |
| Weighted average diluted shares (shares) | 4,964,753 | 12,849,333 | 23,279,341 | 33,385,880 | 54,118,000 | 50,286,270 | — | — | |
| Gross margin | 48.5% | 75.0% | 50.0% | 59.7% | 59.9% | 84.9% | 76.1% | −8.8 pts | |
| Operating margin | 24.6% | 69.5% | 37.0% | 53.3% | 62.6% | 71.2% | 60.4% | −10.7 pts | |
| Net margin | 24.6% | 69.5% | 36.9% | 52.7% | 62.5% | 32.5% | 28.1% | −4.4 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.
