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Revenue by Segment
Shows how much each business unit contributes to total sales, indicating which areas drive growth and which may need strategic adjustments.Electricity remains the revenue backbone with steady seasonality, but recent growth is being driven by Product and Energy Storage—Product spiked in Q1 2026 from recognition of two large projects (creating a concentration and backlog decline), while Storage is scaling quickly. Management’s guidance confirms this mix: Product expected to contribute a large share of 2026 revenue and Storage to grow, but both bring margin and timing volatility (storage merchant pricing and product concentration), so topline momentum is real but risk to sustainable margins and project timing has increased.
Date | Electricity | Product | Energy Storage |
|---|---|---|---|
Jun 30, 2026 | $169.25M | $46.74M | $42.77M |
Mar 31, 2026 | $181.60M | $177.38M | $44.92M |
Dec 31, 2025 | $186.60M | $63.10M | $26.30M |
Sep 30, 2025 | $167.10M | $62.20M | $20.40M |
Jun 30, 2025 | $159.91M | $59.61M | $14.49M |
Mar 31, 2025 | $180.24M | $31.77M | $17.75M |
Dec 31, 2024 | $180.10M | $39.60M | $11.00M |
Sep 30, 2024 | $164.64M | $37.36M | $9.79M |
Jun 30, 2024 | $166.23M | $37.83M | $8.91M |
Mar 31, 2024 | $191.25M | $24.83M | $8.08M |