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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | 31 Dec 2025 | 30 Sept 2025 | 30 Jun 2025 | 31 Dec 2024 | 30 Sept 2024 |
|---|---|---|---|---|---|
| Revenue | 909M | 905M | 864M | 679M | 636M |
| Cost of revenue | 621M | 612M | 583M | 438M | 411M |
| Gross profit | 288M | 293M | 282M | 241M | 225M |
| Research and development | 29M | 27M | 22M | 20M | 19M |
| Selling, general and administrative | 83M | 85M | 74M | 71M | 72M |
| Operating income | 176M | 181M | 186M | 150M | 133M |
| Pre-tax income | 180M | 183M | 191M | 160M | 137M |
| Income tax | 49M | 36M | 34M | 43M | 20M |
| Net income | 131M | 147M | 157M | 115M | 115M |
| Earnings per share | 0.88 | 0.99 | 1.06 | 0.80 | 0.80 |
| Earnings per share, diluted | 0.85 | 0.97 | 1.04 | 0.79 | 0.79 |
| Weighted average shares | 148M | 148M | 148M | 144M | 143M |
| Weighted average shares, diluted | 154M | 152M | 151M | 149M | 149M |
| Metric | 31 Mar 2026 | 31 Dec 2025 | 30 Sept 2025 | 30 Jun 2025 | 30 Apr 2025 | 31 Mar 2025 | 31 Dec 2024 | 30 Sept 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | 1.09B | 953M | 845M | 743M | — | 766M | 694M | 562M |
| Receivables | 417M | 452M |
| Metric | 30 Jun 2025 |
|---|---|
| Operating cash flow | 81M |
| Depreciation and amortisation | 6M |
| Capital expenditure | 11M |
| Investing cash flow | −98M |
| Financing cash flow | −6M |
Amounts in USD unless stated otherwise. Data: US exchange trading and company filings with the regulator
| 549M |
| 554M |
| — |
| 472M |
| 458M |
| 358M |
| Inventory | 262M | 275M | 221M | 227M | — | 209M | 217M | 179M |
| Current assets | 2.85B | 2.56B | 2.44B | 2.23B | — | 2.16B | 1.99B | 1.78B |
| Property, plant and equipment | 78M | 85M | 85M | 72M | — | 60M | 48M | 47M |
| Goodwill | 489M | 485M | 474M | 445M | 114M | 371M | 371M | 371M |
| Total assets | 4.07B | 3.80B | 3.67B | 3.39B | — | 3.19B | 2.98B | 2.77B |
| Current liabilities | 1.16B | 1.08B | 1.12B | 1.03B | — | 1.03B | 905M | 806M |
| Short-term debt | — | — | — | — | — | 0 | 7M | 6M |
| Long-term debt | — | — | — | — | — | 0 | 139M | 141M |
| Total liabilities | 1.74B | 1.65B | 1.68B | 1.58B | — | 1.56B | 1.56B | 1.49B |
| Equity | 2.33B | 2.15B | 1.99B | 1.81B | — | 1.63B | 1.42B | 1.28B |