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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 | 4.05B | 3.19B | 2.89B | 2.65B | 2.50B | 2.39B |
| Cost of revenue | 3.61B | 2.78B | 2.52B | 2.37B | 2.24B | 2.14B |
| Gross profit | 437M | 416M | 371M | 274M | 261M | 254M |
| Research and development | 41M | 36M | 34M | 18M | 19M | 19M |
| Selling, general and administrative | 117M | 38M | 39M | 113M | 92M | 79M |
| Operating income | 272M | 325M | 273M | 129M | 138M | 133M |
| Pre-tax income | 256M | 311M | 257M | 114M | 124M | 114M |
| Income tax | 44M | 43M | 46M | 28M | 35M | 19M |
| Net income | 212M | 268M | 211M | 86M | 90M | 95M |
| Earnings per share | 1.85 | 2.33 | 1.83 | 0.74 | 0.76 | 0.80 |
| Earnings per share, diluted | 1.83 | 2.31 | 1.82 | 0.74 | 0.75 | 0.80 |
| Weighted average shares | 115M | 115M | 115M | 116M | 118M | 119M |
| Weighted average shares, diluted | 116M | 116M | 116M | 117M | 119M | 119M |
| 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 | 378M | 596M | 306M | 314M | 303M | 423M | 399M | 434M |
| Inventory | 2.67B | 2.19B | 2.05B |
| Metric | 31 Mar 2026 | 30 Sept 2025 | 30 Jun 2025 | 31 Mar 2025 | 30 Sept 2024 | 30 Jun 2024 |
|---|---|---|---|---|---|---|
| Operating cash flow | 356M | 126M | 152M | 130M | 123M | 100M |
| Depreciation and amortisation | 40M | 40M | 45M | 37M | 39M | 37M |
Amounts in USD unless stated otherwise. Data: US exchange trading and company filings with the regulator
| 1.92B |
| 1.79B |
| 1.76B |
| — |
| — |
| Current assets | 6.40B | 5.67B | 5.14B | 4.77B | 4.38B | 4.51B | — | — |
| Goodwill | 333M | 333M | 341M | 341M | 341M | 341M | — | — |
| Total assets | 8.26B | 7.21B | 6.61B | 6.24B | 5.83B | 5.99B | — | — |
| Current liabilities | 5.08B | 3.94B | 3.50B | 3.32B | 3.05B | 3.02B | — | — |
| Long-term debt | 747M | 751M | 757M | 849M | 915M | 770M | — | — |
| Total liabilities | 6.16B | 5.00B | 4.58B | 4.48B | 4.28B | 4.09B | — | — |
| Equity | 2.10B | 2.22B | 2.03B | 1.76B | 1.56B | 1.90B | 1.81B | 1.80B |
| Shares outstanding | — | 115M | — | — | — | 116M | — | — |
| Shares issued | — | 115M | — | — | — | 116M | — | — |
| Share-based compensation | 31M | 16M | 15M | 26M | 13M | 12M |
| Capital expenditure | 230M | 37M | 33M | 37M | 46M | 37M |
| Investing cash flow | −218M | −37M | −35M | −37M | −51M | −70M |
| Share buybacks | 23M | 0 | 40M | 78M | 100M | 10M |
| Financing cash flow | −356M | −97M | −107M | −214M | −107M | 96M |