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Revenue by Segment
Breaks down income across different business units, illustrating which segments drive growth and how diversification impacts overall stability.Product revenue has become the engine of growth—recent quarters show a step-change driven by large data‑center wins and scaled manufacturing, while services steadily expand as a high‑margin, long‑duration annuity thanks to a 100% attach rate. Management’s materially raised 2026 guidance and margin targets validate structural momentum, but quarter‑to‑quarter swings (installation and electricity revenues) reflect customer build schedules, permitting and upfront working‑capital demands—real execution risks that could delay revenue timing even as demand remains robust.
Date | Product | Service | Installation | Electricity |
|---|---|---|---|---|
Jun 30, 2026 | $935.41M | $69.02M | $50.98M | $9.95M |
Mar 31, 2026 | $653.35M | $61.88M | $25.93M | $9.90M |
Dec 31, 2025 | $638.49M | $61.69M | $67.27M | $10.23M |
Sep 30, 2025 | $384.30M | $58.60M | $65.80M | $10.40M |
Jun 30, 2025 | $296.60M | $54.40M | $37.40M | $12.80M |
Mar 31, 2025 | $211.87M | $53.55M | $33.65M | $26.95M |
Dec 31, 2024 | $471.71M | $53.79M | $36.09M | $10.80M |
Sep 30, 2024 | $233.77M | $50.76M | $32.05M | $13.82M |
Jun 30, 2024 | $226.31M | $52.53M | $42.73M | $14.20M |
Mar 31, 2024 | $153.36M | $56.46M | $11.44M | $14.03M |