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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | Mar 31, 2026 | Dec 31, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Jun 30, 2024 |
|---|---|---|---|---|---|---|
| Revenue | 812m | 822m | 780m | 731m | 766m | 695m |
| Cost of revenue | 151m | 152m | 149m | 141m | 141m | 136m |
| Gross profit | 661m | 671m | 632m | 590m | 626m | 559m |
| Research and development | 151m | 141m | 136m | 137m | 131m | 124m |
| Selling, general and administrative | 92m | 91m | 79m | 77m | 73m | 66m |
| Operating expenses | 482m | 456m | 435m | 431m | 421m | 396m |
| Operating income | 179m | 214m | 196m | 159m | 205m | 163m |
| Pre-tax income | 189m | 223m | 213m | 171m | 209m | 172m |
| Income tax | 41m | 43m | 23m | 26m | 43m | 28m |
| Net income | 148m | 180m | 190m | 146m | 166m | 144m |
| Earnings per share | 2.61 | 3.12 | 3.29 | 2.51 | 2.85 | 2.46 |
| Earnings per share, diluted | 2.58 | 3.10 | 3.25 | 2.48 | 2.82 | 2.44 |
| Weighted average shares | 57m | 58m | 58m | 58m | 58m | 59m |
| Weighted average shares, diluted | 57m | 58m | 58m | 59m | 59m | 59m |
| Metric | Mar 31, 2026 | Dec 31, 2025 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 1.44bn | 1.20bn | 1.34bn | 1.43bn | 1.26bn | 1.15bn | 1.08bn | 939m |
| Short-term investments | — |
| Metric | Dec 31, 2025 | Dec 31, 2024 |
|---|---|---|
| Operating cash flow | 159m | 203m |
| Depreciation and amortisation | 25m | 23m |
| Share-based compensation | 60m | 58m |
| Capital expenditure | 10m | 8m |
| Investing cash flow | −11m | −10m |
| Financing cash flow | −293m |
Amounts in USD unless stated otherwise. Sources: Nasdaq Trader, Yahoo Finance, U.S. Securities and Exchange Commission (EDGAR)
| — |
| — |
| — |
| — |
| 0 |
| 812,000 |
| Receivables | 426m | 494m | 414m | 360m | 380m | 485m | 389m | 420m |
| Inventory | 90m | 80m | 77m | 67m | 68m | 73m | 76m | 79m |
| Current assets | 2.70bn | 2.52bn | 2.52bn | 2.49bn | 2.34bn | 2.34bn | 2.11bn | 1.99bn |
| Property, plant and equipment | 175m | 157m | 157m | 152m | 149m | 150m | 151m | 154m |
| Goodwill | 2.44bn | 2.44bn | 2.44bn | 2.32bn | 2.32bn | 2.31bn | 2.31bn | 2.31bn |
| Total assets | 6.50bn | 6.29bn | 6.32bn | 6.11bn | 5.91bn | 5.90bn | 5.61bn | 5.41bn |
| Current liabilities | 1.68bn | 1.62bn | 1.61bn | 1.55bn | 1.52bn | 1.59bn | 1.49bn | 1.46bn |
| Equity | 3.65bn | 3.54bn | 3.59bn | 3.47bn | 3.31bn | 3.24bn | 3.13bn | 3.01bn |
| Shares outstanding | 57m | 57m | 58m | 58m | 58m | 58m | 58m | 58m |
| Shares issued | 57m | 57m | 58m | 58m | 58m | 58m | 58m | 58m |
| −115m |