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Revenue by Segment
Breaks down revenue across different business areas, providing insight into which segments are driving growth and where strategic focus may be needed.Energy Storage Solutions overwhelmingly drives revenue and is highly lumpy—big quarter spikes reflect large project shipments and timing rather than steady end‑market demand—while the smaller Dried Distillers Grains line shows steady, accelerating contribution. Management’s call reinforces this picture: a record backlog and doubled YTD orders plus hyperscaler/data‑center MSAs point to significant H2 revenue upside, but ~50% ASP declines, heavy inventory builds and a still‑negative adjusted EBITDA mean upside hinges on timely backlog conversion and margin durability.
Date | Dried Distillers Grains | Energy Storage Solutions |
|---|---|---|
Jun 30, 2026 | $22.57M | $627.28M |
Mar 31, 2026 | $31.26M | $433.63M |
Dec 31, 2025 | $24.35M | $450.88M |
Sep 30, 2025 | $20.40M | $1.02B |
Jun 30, 2025 | $18.72M | $583.81M |
Mar 31, 2025 | $34.30M | $397.30M |
Dec 31, 2024 | $17.00M | $169.80M |
Sep 30, 2024 | $23.40M | $1.20B |
Jun 30, 2024 | $10.70M | $472.60M |
Mar 31, 2024 | $9.40M | $613.70M |