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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | Mar 31, 2026 | Sep 30, 2025 | Jun 30, 2025 | Mar 31, 2025 | Sep 30, 2024 | Jun 30, 2024 |
|---|---|---|---|---|---|---|
| Revenue | 804m | 737m | 665m | 638m | 620m | 507m |
| Cost of revenue | 359m | 331m | 299m | 284m | 277m | 227m |
| Gross profit | 445m | 406m | 366m | 353m | 343m | 281m |
| Selling, general and administrative | 103m | 113m | 105m | 92m | 94m | 86m |
| Operating expenses | 204m | 211m | 201m | 184m | 179m | 164m |
| Operating income | 241m | 195m | 165m | 169m | 164m | 117m |
| Pre-tax income | 247m | 206m | 177m | 174m | 174m | 124m |
| Income tax | 54m | 26m | 42m | 39m | 30m | 24m |
| Net income | 193m | 180m | 135m | 135m | 144m | 100m |
| Earnings per share | 3.94 | 3.75 | 2.82 | 2.82 | 2.96 | 2.06 |
| Earnings per share, diluted | 3.92 | 3.74 | 2.81 | 2.81 | 2.95 | 2.05 |
| Weighted average shares | 49m | 48m | 48m | 48m | 49m | 49m |
| Weighted average shares, diluted | 49m | 48m | 48m | 48m | 49m | 49m |
| 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 | 1.06bn | 1.10bn | 1.08bn | 787m | 637m | 692m | 700m | 551m |
| Short-term investments | 304m | 157m |
| Metric | Mar 31, 2026 | Jun 30, 2025 | Mar 31, 2025 | Jun 30, 2024 |
|---|---|---|---|---|
| Operating cash flow | 250m | — | 256m | — |
| Depreciation and amortisation | 15m | — | 11m | — |
| Share-based compensation | 41m | — | 53m |
Amounts in USD unless stated otherwise. Sources: Nasdaq Trader, Yahoo Finance, U.S. Securities and Exchange Commission (EDGAR)
| 188m |
| 359m |
| 389m |
| 171m |
| 762m |
| 757m |
| Receivables | 302m | 256m | 242m | 195m | 215m | 173m | 165m | 158m |
| Inventory | 619m | 565m | 506m | 491m | 455m | 420m | 425m | 427m |
| Current assets | 2.33bn | 2.18bn | 2.11bn | 1.92bn | 1.79bn | 1.57bn | 2.16bn | 2.00bn |
| Property, plant and equipment | 694m | 628m | 597m | 564m | 527m | 495m | 436m | 401m |
| Goodwill | 26m | 26m | 26m | 26m | 26m | 26m | 26m | 26m |
| Total assets | 4.45bn | 4.19bn | 4.11bn | 3.87bn | 3.71bn | 3.52bn | 2.85bn | 2.65bn |
| Current liabilities | 487m | 369m | 443m | 384m | 363m | 295m | 337m | 295m |
| Total liabilities | 771m | 663m | 730m | 662m | 632m | 565m | 503m | 452m |
| Equity | 3.68bn | 3.53bn | 3.38bn | 3.21bn | 3.07bn | 2.95bn | 2.35bn | 2.20bn |
| Shares outstanding | 49m | 49m | 48m | 48m | 48m | 48m | 49m | 49m |
| Shares issued | 49m | 49m | 48m | 48m | 48m | 48m | 49m | 49m |
| — |
| Capital expenditure | 71m | — | 40m | — |
| Investing cash flow | −212m | — | −257m | — |
| Dividends paid | 78m | — | 60m | — |
| Share buybacks | — | 3m | 0 | 5m |
| Financing cash flow | −75m | — | −56m | — |