| USD millions | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 49.8 | 83.6 | 41.4 | 80.3 | 167.8 | 171.5 | 242.3 | +41.2% | |
| Cost of revenue | 27.1 | 21.7 | 29.8 | 38.2 | 59.2 | 93.2 | 69.0 | −26.0% | |
| Gross profit | 22.7 | 61.9 | 11.6 | 42.2 | 108.6 | 78.3 | 173.3 | +121.3% | |
| Research & development | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Selling, general & administrative | 3.9 | 2.1 | 3.2 | 4.4 | 6.7 | 7.5 | — | — | |
| Selling & marketing | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Operating expenses | 3.9 | 5.0 | 3.2 | 4.4 | 15.7 | 10.8 | — | — | |
| Operating income | 18.8 | 56.9 | 8.4 | 37.7 | 92.9 | 67.5 | 126.2 | +86.9% | |
| Interest expense | 27.1 | 21.7 | 29.8 | 38.2 | 59.2 | 93.2 | 102.1 | +9.5% | |
| Interest income | 85.9 | 69.4 | 85.2 | 119.7 | 163.5 | 238.9 | — | — | |
| Other income / expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Pre-tax income | 18.8 | 56.9 | 8.4 | 37.7 | 92.9 | 67.5 | 49.8 | −26.2% | |
| Income tax | 0.4 | 0.4 | 5.0 | (1.5) | 1.1 | 1.1 | (0.4) | −136.3% | |
| Net income | 18.4 | 56.5 | 3.5 | 39.3 | 91.8 | 66.4 | 50.2 | −24.3% | |
| 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) | 0.47 | 1.46 | 0.08 | 0.77 | 1.40 | 0.72 | 0.51 | −29.7% | |
| EPS, diluted (per share) | 0.47 | 1.46 | 0.08 | 0.77 | 1.40 | 0.72 | 0.51 | −29.7% | |
| EBITDA | 18.8 | 56.9 | 8.4 | 39.1 | 92.9 | 67.5 | 126.2 | +86.9% | |
| Depreciation & amortization | 0.0 | 0.0 | 0.0 | 1.4 | 0.0 | 0.0 | — | — | |
| Weighted average shares (shares) | 38,772,074 | 38,766,831 | 41,060,541 | 50,988,312 | 65,725,243 | 92,541,677 | — | — | |
| Weighted average diluted shares (shares) | 38,772,074 | 38,766,831 | 41,060,541 | 50,832,980 | 65,725,197 | 92,541,677 | — | — | |
| Gross margin | 45.6% | 74.1% | 28.1% | 52.5% | 64.7% | 45.6% | 71.5% | +25.9 pts | |
| Operating margin | 37.8% | 68.1% | 20.4% | 47.0% | 55.4% | 39.4% | 52.1% | +12.7 pts | |
| Net margin | 37.0% | 67.6% | 8.3% | 48.9% | 54.7% | 38.7% | 20.7% | −18.0 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.
