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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 |
|---|---|---|---|
| Revenue | 1.82bn | 1.32bn | 1.01bn |
| Cost of revenue | 936m | 816m | 740m |
| Gross profit | 883m | 507m | 268m |
| Selling, general and administrative | 39m | 36m | 40m |
| Operating income | 727m | 419m | 182m |
| Pre-tax income | 544m | 435m | 163m |
| Income tax | 22m | 135m | 58m |
| Net income | 504m | 287m | 101m |
| Earnings per share | 2.50 | 1.42 | 0.54 |
| Earnings per share, diluted | 2.47 | 1.41 | 0.54 |
| Weighted average shares | 203m | 204m | 194m |
| Metric | Aug 18, 2026 | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 |
|---|---|---|---|---|---|
| Cash and equivalents | — | 869m | 857m | 540m | 280m |
| Inventory | — | 297m | 279m | 236m | — |
| Current assets | — | 1.45bn |
| Metric | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 |
|---|---|---|---|
| Depreciation and amortisation | 261m | 255m | 264m |
| Share-based compensation | 20m | 12m | 10m |
| Capital expenditure | 866m | 594m | 402m |
Amounts in USD unless stated otherwise. Sources: Nasdaq Trader, Yahoo Finance, U.S. Securities and Exchange Commission (EDGAR)
| 1.48bn |
| 930m |
| — |
| Goodwill | — | 93m | 93m | 93m | — |
| Total assets | — | 6.73bn | 5.84bn | 4.99bn | — |
| Current liabilities | — | 789m | 412m | 274m | — |
| Short-term debt | — | 48m | 0 | — | — |
| Long-term debt | — | 1.23bn | 915m | 636m | — |
| Total liabilities | — | 2.44bn | 1.95bn | 1.48bn | — |
| Equity | — | 4.28bn | 3.89bn | 3.51bn | — |