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Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jan. 31, 2026
Apr. 30, 2025
Current assets:    
Cash and cash equivalents $ 289,878 $ 40,862
Short-term investments 297,259  
Accounts receivable, net of allowance for credit losses of $2,213 at January 31, 2026 and $203 at April 30, 2025 201,046 101,967
Unbilled receivables and retentions 528,557 290,009
Inventories, net 299,277 144,090
Income taxes receivable 43,031 622
Prepaid expenses and other current assets 45,199 28,966
Total current assets 1,704,247 606,516
Long-term investments 61,659 31,627
Property and equipment, net 158,867 50,704
Operating lease right-of-use assets 91,810 31,879
Deferred income taxes   61,460
Intangibles, net 925,925 48,711
Goodwill 2,461,714 256,781
Other assets 49,414 32,889
Total assets 5,453,636 1,120,567
Current liabilities:    
Accounts payable 109,633 72,462
Wages and related accruals 75,765 44,253
Customer advances 67,543 15,952
Current operating lease liabilities 15,569 10,479
Income taxes payable 320 356
Other current liabilities 40,489 28,659
Total current liabilities 309,319 172,161
Long-term debt 727,877 30,000
Non-current operating lease liabilities 82,567 23,812
Other non-current liabilities 1,995 2,026
Liability for uncertain tax positions 6,061 6,061
Deferred income taxes 53,627  
Commitments and contingencies
Stockholders' equity:    
Authorized shares-10,000,000; none issued or outstanding at January 31, 2026 and April 30,2025
Issued and outstanding shares-49,934,738 shares at January 31, 2026 and 28,267,517 shares at April 30, 2025 6 4
Additional paid-in capital 4,244,416 618,711
Accumulated other comprehensive loss (5,514) (6,514)
Retained earnings 33,282 274,306
Total stockholders' equity 4,272,190 886,507
Total liabilities and stockholders' equity $ 5,453,636 $ 1,120,567