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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | 31 Mar 2026 | 30 Sept 2025 | 30 Jun 2025 | 31 Mar 2025 | 30 Sept 2024 | 30 Jun 2024 |
|---|---|---|---|---|---|---|
| Revenue | 2.71B | 2.31B | 2.20B | 2.00B | 1.81B | 1.69B |
| Cost of revenue | 1.03B | 818M | 766M | 729M | 649M | 593M |
| Gross profit | 1.68B | 1.49B | 1.44B | 1.28B | 1.16B | 1.10B |
| Research and development | 344M | 326M | 297M | 266M | 236M | 268M |
| Selling, general and administrative | 34M | 35M | 29M | 34M | 34M | 26M |
| Operating expenses | 519M | 512M | 452M | 417M | 376M | 398M |
| Operating income | 1.16B | 978M | 986M | 859M | 785M | 700M |
| Pre-tax income | 1.27B | 1.08B | 1.08B | 955M | 883M | 770M |
| Income tax | 249M | 224M | 191M | 141M | 135M | 105M |
| Net income | 1.02B | 853M | 889M | 814M | 748M | 665M |
| Earnings per share | 0.81 | 0.68 | 0.71 | 0.65 | 0.59 | 0.53 |
| Earnings per share, diluted | 0.80 | 0.67 | 0.70 | 0.64 | 0.58 | 0.52 |
| Weighted average shares | 1.26B | 1.26B | 1.26B | 1.26B | 1.26B | 1.25B |
| Weighted average shares, diluted | 1.27B | 1.28B | 1.27B | 1.28B | 1.28B | 1.28B |
| Metric | 31 Mar 2026 | 31 Dec 2025 | 30 Sept 2025 | 30 Jun 2025 | 31 Mar 2025 | 31 Dec 2024 | 30 Sept 2024 | 30 Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 2.79B | 1.96B | 2.33B | 2.23B | 1.85B | 2.76B | 3.18B | 2.43B |
| Receivables | 1.92B | 1.89B | 1.49B |
| Metric | 31 Mar 2026 | 31 Mar 2025 |
|---|---|---|
| Operating cash flow | 1.69B | 642M |
| Depreciation and amortisation | 23M | 14M |
| Share-based compensation | 121M | 93M |
| Capital expenditure | 55M | 28M |
| Investing cash flow | −865M | −766M |
| Share buybacks | 0 |
Amounts in USD unless stated otherwise. Data: US exchange trading and company filings with the regulator
| 1.62B |
| 1.44B |
| 1.14B |
| 1.13B |
| 1.23B |
| Inventory | 2.38B | 2.25B | 2.16B | 2.06B | 1.96B | 1.83B | 1.77B | 1.85B |
| Current assets | 18.56B | 16.39B | 15.18B | 13.50B | 12.28B | 11.91B | 10.88B | 9.84B |
| Property, plant and equipment | 250M | 203M | 173M | 152M | 124M | 99M | 93M | 96M |
| Goodwill | 416M | 416M | 416M | 417M | 269M | 269M | — | 269M |
| Total assets | 21.66B | 19.45B | 18.05B | 16.53B | 14.51B | 14.04B | 12.85B | 11.62B |
| Current liabilities | 6.56B | 5.38B | 4.67B | 4.05B | 3.12B | 2.73B | 2.43B | 2.16B |
| Total liabilities | 8.17B | 7.08B | 6.14B | 5.63B | 4.40B | 4.05B | 3.60B | 3.19B |
| Equity | 13.49B | 12.37B | 11.91B | 10.90B | 10.12B | 9.99B | 9.25B | 8.43B |
| Shares outstanding | 1.26B | 1.26B | 1.26B | 1.26B | 1.26B | 1.26B | 315M | 314M |
| Shares issued | 1.26B | 1.26B | 1.26B | 1.26B | 1.26B | 1.26B | 315M | 314M |
| 787M |
| Financing cash flow | 0 | −794M |