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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | 30/04/2026 | 31/10/2025 | 31/07/2025 | 30/04/2025 | 31/10/2024 | 31/07/2024 |
|---|---|---|---|---|---|---|
| Revenue | 5.16B | 4.17B | 3.65B | 3.17B | 3.06B | 3.47B |
| Cost of revenue | 3.48B | 2.79B | 2.30B | 2.01B | 1.96B | 2.20B |
| Gross profit | 1.68B | 1.38B | 1.35B | 1.17B | 1.09B | 1.28B |
| Selling, general and administrative | 1.16B | 1.12B | 879M | 786M | 791M | 797M |
| Operating income | 451M | 93M | 452M | 366M | 286M | 470M |
| Interest expense | 18M | 18M | 16M | 12M | 13M | 14M |
| Pre-tax income | 446M | 104M | 510M | 348M | 297M | 482M |
| Income tax | 126M | 29M | 128M | 83M | 69M | 120M |
| Net income | 320M | 75M | 381M | 264M | 228M | 362M |
| Earnings per share | 3.61 | 0.88 | 4.82 | 3.33 | 2.83 | 4.50 |
| Earnings per share, diluted | 3.54 | 0.86 | 4.71 | 3.24 | 2.75 | 4.37 |
| Weighted average shares | 89M | 85M | 79M | 79M | 80M | 80M |
| Weighted average shares, diluted | 90M | 87M | 81M | 81M | 83M | 83M |
| Metric | 30/04/2026 | 31/01/2026 | 31/10/2025 | 31/07/2025 | 30/04/2025 | 31/01/2025 | 31/10/2024 | 31/07/2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 998M | 1.35B | 821M | 1.23B | 1.04B | 1.69B | 1.46B | 1.69B |
| Inventory | 5.42B | 4.91B | 5.64B |
| Metric | 30/04/2026 | 30/04/2025 |
|---|---|---|
| Operating cash flow | 277M | 178M |
| Depreciation and amortisation | 154M | 98M |
| Share-based compensation | 30M | 19M |
| Capital expenditure | 361M | 265M |
| Investing cash flow | −361M | −386M |
| Dividends paid | 114M |
Amounts in USD unless stated otherwise. Data: US exchange trading and company filings with the regulator
| 3.40B |
| 3.57B |
| 3.35B |
| 3.73B |
| 3.18B |
| Current assets | 7.27B | 7.10B | 7.35B | 5.05B | 5.03B | 5.42B | 5.54B | 5.18B |
| Property, plant and equipment | 3.76B | 3.51B | 3.34B | 2.43B | 2.27B | 2.07B | 1.96B | 1.86B |
| Goodwill | 813M | 864M | 699M | 246M | 246M | 246M | 246M | 246M |
| Total assets | 17.83B | 17.41B | 17.43B | 10.69B | 10.43B | 10.46B | 10.45B | 9.94B |
| Current liabilities | 4.84B | 4.64B | 4.68B | 2.98B | 3.11B | 3.08B | 3.22B | 2.92B |
| Equity | 5.60B | 5.54B | 5.52B | 3.36B | 3.05B | 3.20B | 3.06B | 2.92B |
| Treasury shares | — | 78M | — | — | — | 76M | — | — |
| 100M |
| Share buybacks | 141M | 304M |
| Financing cash flow | −267M | −447M |