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Company reports as filed with the U.S. Securities and Exchange Commission.
| Metric | 30/04/2026 | 31/01/2026 | 31/07/2025 | 30/04/2025 | 31/01/2025 | 31/07/2024 |
|---|---|---|---|---|---|---|
| Revenue | 2.28B | 2.41B | 1.74B | 1.60B | 1.46B | 1.53B |
| Cost of revenue | 630M | 637M | 381M | 318M | 270M | 291M |
| Gross profit | 1.65B | 1.77B | 1.36B | 1.29B | 1.19B | 1.24B |
| Research and development | 700M | 715M | 625M | 554M | 553M | 509M |
| Selling, general and administrative | 172M | 183M | 281M | 136M | 167M | 150M |
| Operating expenses | 1.53B | 1.57B | 1.19B | 909M | 934M | 875M |
| Operating income | 120M | 203M | 165M | 376M | 252M | 360M |
| Pre-tax income | 19M | 79M | 189M | 396M | 291M | 392M |
| Income tax | 2M | 14M | −53M | 47M | −6M | −31M |
| Net income | 17M | 65M | 243M | 345M | 296M | 408M |
| Earnings per share | 0.09 | 0.34 | 1.51 | 2.23 | 1.91 | 2.66 |
| Earnings per share, diluted | 0.09 | 0.34 | 1.50 | 2.21 | 1.89 | 2.61 |
| Weighted average shares | 191M | 190M | 160M | 155M | 154M | 153M |
| Weighted average shares, diluted | 192M | 191M | 162M | 156M | 156M | 156M |
| 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 | 2.41B | 2.13B | 2.89B | 2.53B | 14.12B | 3.65B | 3.90B | 1.84B |
| Short-term investments | 72M | 74M | 73M |
| Metric | 31/01/2026 | 31/01/2025 |
|---|---|---|
| Operating cash flow | 857M | −67M |
| Depreciation and amortisation | 451M | 48M |
| Share-based compensation | 259M | 186M |
| Capital expenditure | 35M | 41M |
| Investing cash flow | −37M | −22M |
| Financing cash flow | −1.58B |
Amounts in USD unless stated otherwise. Data: US exchange trading and company filings with the regulator
| 67M |
| 145M |
| 155M |
| 154M |
| 154M |
| Receivables | 1.27B | 1.64B | 1.51B | 1.39B | 1.00B | 893M | 934M | 805M |
| Inventory | 442M | 393M | 365M | 382M | 395M | 415M | 362M | 386M |
| Current assets | 5.44B | 5.37B | 6.01B | 5.60B | 16.88B | 6.32B | 6.47B | 5.13B |
| Property, plant and equipment | 715M | 677M | 697M | 700M | 572M | 546M | 563M | 571M |
| Goodwill | 26.85B | 26.88B | 26.90B | 26.95B | 3.46B | 3.43B | 3.45B | 3.44B |
| Total assets | 46.89B | 47.24B | 48.22B | 48.23B | 23.76B | 13.04B | 13.07B | 11.65B |
| Current liabilities | 3.79B | 3.94B | 3.72B | 3.44B | 2.41B | 2.36B | 2.65B | 2.53B |
| Short-term debt | 22M | 22M | 22M | 22M | 23M | — | 0 | — |
| Long-term debt | 10.01B | 10.02B | 13.46B | 14.32B | 10.03B | 14M | 16M | 16M |
| Total liabilities | 16.41B | 16.69B | 19.90B | 20.62B | 13.84B | 3.74B | 4.05B | 3.90B |
| Equity | 30.48B | 30.55B | 28.33B | 27.61B | 9.92B | 9.30B | 8.99B | 7.71B |
| Shares outstanding | 191M | 191M | 186M | 185M | 155M | 155M | 154M | 154M |
| Shares issued | — | — | 186M | — | — | — | 154M | — |
| Treasury shares | 593,000 | 589,000 | 1M | 2M | 2M | 3M | 3M | 4M |
| −142M |