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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | Apr 30, 2026 | Oct 31, 2025 | Jul 31, 2025 | Apr 30, 2025 | Oct 31, 2024 | Jul 31, 2024 |
|---|---|---|---|---|---|---|
| Revenue | 5.16bn | 4.17bn | 3.65bn | 3.17bn | 3.06bn | 3.47bn |
| Cost of revenue | 3.48bn | 2.79bn | 2.30bn | 2.01bn | 1.96bn | 2.20bn |
| Gross profit | 1.68bn | 1.38bn | 1.35bn | 1.17bn | 1.09bn | 1.28bn |
| Selling, general and administrative | 1.16bn | 1.12bn | 879m | 786m | 791m | 797m |
| Operating income | 451m | 93m | 452m | 366m | 286m | 470m |
| Interest expense | 18m | 18m | 16m | 12m | 13m | 14m |
| Pre-tax income | 446m | 104m | 510m | 348m | 297m | 482m |
| Income tax | 126m | 29m | 128m | 83m | 69m | 120m |
| Net income | 320m | 75m | 381m | 264m | 228m | 362m |
| Earnings per share | 3.61 | 0.88 | 4.82 | 3.33 | 2.83 | 4.50 |
| Earnings per share, diluted | 3.54 | 0.86 | 4.71 | 3.24 | 2.75 | 4.37 |
| Weighted average shares | 89m | 85m | 79m | 79m | 80m | 80m |
| Weighted average shares, diluted | 90m | 87m | 81m | 81m | 83m | 83m |
| Metric | Apr 30, 2026 | Jan 31, 2026 | Oct 31, 2025 | Jul 31, 2025 | Apr 30, 2025 | Jan 31, 2025 | Oct 31, 2024 | Jul 31, 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 998m | 1.35bn | 821m | 1.23bn | 1.04bn | 1.69bn | 1.46bn | 1.69bn |
| Inventory | 5.42bn | 4.91bn | 5.64bn |
| Metric | Apr 30, 2026 | Apr 30, 2025 |
|---|---|---|
| Operating cash flow | 277m | 178m |
| Depreciation and amortisation | 154m | 98m |
| Share-based compensation | 30m | 19m |
| Capital expenditure | 361m | 265m |
| Investing cash flow | −361m | −386m |
| Dividends paid | 114m |
Amounts in USD unless stated otherwise. Sources: Nasdaq Trader, Yahoo Finance, U.S. Securities and Exchange Commission (EDGAR)
| 3.40bn |
| 3.57bn |
| 3.35bn |
| 3.73bn |
| 3.18bn |
| Current assets | 7.27bn | 7.10bn | 7.35bn | 5.05bn | 5.03bn | 5.42bn | 5.54bn | 5.18bn |
| Property, plant and equipment | 3.76bn | 3.51bn | 3.34bn | 2.43bn | 2.27bn | 2.07bn | 1.96bn | 1.86bn |
| Goodwill | 813m | 864m | 699m | 246m | 246m | 246m | 246m | 246m |
| Total assets | 17.83bn | 17.41bn | 17.43bn | 10.69bn | 10.43bn | 10.46bn | 10.45bn | 9.94bn |
| Current liabilities | 4.84bn | 4.64bn | 4.68bn | 2.98bn | 3.11bn | 3.08bn | 3.22bn | 2.92bn |
| Equity | 5.60bn | 5.54bn | 5.52bn | 3.36bn | 3.05bn | 3.20bn | 3.06bn | 2.92bn |
| Treasury shares | — | 78m | — | — | — | 76m | — | — |
| 100m |
| Share buybacks | 141m | 304m |
| Financing cash flow | −267m | −447m |