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Revenue by Segment
Breaks revenue into the company’s product lines or business units, highlighting which offerings drive growth and profits and which are more cyclical or margin-sensitive. Understanding segment mix helps investors see where management is investing, identify dependency on a single product or customer group, and gauge the resilience of future revenues.Substrates have moved from cyclical weakness into a clear recovery driven by indium‑phosphide demand and capacity ramps, which aligns with recent margin expansion; Raw Materials and Other is a steadier, smaller revenue base that underpins vertical integration and supply security. The recovery looks real but remains lumpy—recognition depends on export permits and converting backlog into shipped product—so monitor permit timing, capacity conversion rates and margin sustainability as the company scales.
Date | Substrates | Raw Materials and Other |
|---|---|---|
Jun 30, 2026 | $37.56M | $10.03M |
Mar 31, 2026 | $19.28M | $7.64M |
Dec 31, 2025 | $15.27M | $7.77M |
Sep 30, 2025 | $21.26M | $6.70M |
Jun 30, 2025 | $11.29M | $6.68M |
Mar 31, 2025 | $11.08M | $8.27M |
Dec 31, 2024 | $16.09M | $9.01M |
Sep 30, 2024 | $15.01M | $8.64M |
Jun 30, 2024 | $19.75M | $8.18M |
Mar 31, 2024 | $16.90M | $5.79M |