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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | 30 Apr 2026 | 31 Jan 2026 | 31 Jul 2025 | 30 Apr 2025 | 31 Jan 2025 | 31 Jul 2024 |
|---|---|---|---|---|---|---|
| Revenue | 1.38B | 1.18B | 1.15B | 1.10B | 1.03B | 992M |
| Cost of revenue | 806M | 724M | 690M | 660M | 625M | 603M |
| Selling, general and administrative | 219M | 195M | 192M | 190M | 179M | 173M |
| Operating expenses | 1.03B | 919M | 883M | 850M | 803M | 776M |
| Operating income | 350M | 260M | 265M | 248M | 227M | 216M |
| Interest expense | 34M | 29M | 32M | 33M | 32M | 37M |
| Pre-tax income | 318M | 231M | 235M | 216M | 195M | 180M |
| Income tax | 67M | 27M | 44M | 45M | 14M | 33M |
| Net income | 234M | 190M | 177M | 157M | 168M | 137M |
| Earnings per share | 1.68 | 1.36 | 1.27 | 1.13 | 1.21 | 0.99 |
| Earnings per share, diluted | 1.66 | 1.35 | 1.26 | 1.12 | 1.20 | 0.97 |
| Weighted average shares | 140M | 139M | 139M | 139M | 139M | 139M |
| Weighted average shares, diluted | 141M | 141M | 141M | 141M | 140M | 140M |
| Metric | 30 Apr 2026 | 31 Jan 2026 | 31 Oct 2025 | 31 Jul 2025 | 30 Apr 2025 | 31 Jan 2025 | 31 Oct 2024 | 31 Jul 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 210M | 261M | 218M | 262M | 242M | 165M | 162M | 203M |
| Receivables | 735M | 652M | 638M |
| Metric | 30 Apr 2026 | 31 Jan 2026 | 30 Apr 2025 | 31 Jan 2025 |
|---|---|---|---|---|
| Operating cash flow | — | 179M | — | 203M |
| Depreciation and amortisation | — | 51M | — | 46M |
| Capital expenditure | 18M | 13M | 16M | 17M |
Amounts in USD unless stated otherwise. Data: US exchange trading and company filings with the regulator
| 598M |
| 591M |
| 523M |
| 538M |
| 526M |
| Inventory | 1.41B | 1.34B | 1.30B | 1.31B | 1.24B | 1.22B | 1.17B | 1.12B |
| Current assets | 2.64B | 2.48B | 2.36B | 2.39B | 2.28B | 2.10B | 2.06B | 2.03B |
| Property, plant and equipment | 463M | 449M | 432M | 438M | 359M | 349M | 339M | 330M |
| Goodwill | 4.20B | 3.91B | 3.66B | 3.65B | 3.53B | 3.49B | 3.38B | 3.29B |
| Total assets | 9.59B | 9.04B | 8.50B | 8.53B | 8.09B | 7.89B | 7.59B | 7.42B |
| Current liabilities | 904M | 811M | 832M | 711M | 665M | 618M | 664M | 615M |
| Short-term debt | 3M | — | 3M | 4M | 4M | — | 4M | — |
| Long-term debt | 2.58B | 2.50B | 2.16B | 2.44B | 2.27B | 2.35B | 2.23B | 2.25B |
| Total liabilities | 4.20B | 4.00B | 3.65B | 3.88B | 3.62B | 3.66B | 3.53B | 3.50B |
| Equity | 4.77B | 4.50B | 4.31B | 4.14B | 3.97B | 3.75B | 3.64B | 3.54B |
| Shares outstanding | — | — | 55M | 55M | — | — | 55M | 55M |
| Shares issued | — | — | 55M | 55M | — | — | 55M | 55M |
| Investing cash flow | — | −447M | — | −288M |
| Dividends paid | — | 17M | — | 15M |
| Financing cash flow | — | 310M | — | 91M |