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Revenue by Segment
Tracks top-line sales across the company’s business segments (for example generation, storage, services, or project development), showing where growth is coming from and where the business is concentrated. Useful for assessing diversification, market reach, and whether management is successfully shifting mix toward higher-growth or more predictable businesses.Power Solutions flipped from near-zero to the company’s primary growth engine, driving the recent revenue acceleration and shifting mix away from steady, cash‑generative Logistics. That new dependence boosts multi‑year visibility—management has material long‑term contracts and funding to scale capacity—but also brings margin volatility from project mix, third‑party leased capacity and OEM/timing risks. Logistics remains the reliable free‑cashflow backstop during the Power ramp, limiting but not eliminating execution and capacity concerns.
Date | Power Solutions | Logistics Solutions |
|---|---|---|
Jun 30, 2026 | $158.30M | $61.10M |
Mar 31, 2026 | $128.50M | $67.70M |
Dec 31, 2025 | $103.56M | $76.14M |
Sep 30, 2025 | $104.94M | $61.90M |
Jun 30, 2025 | $75.63M | $73.70M |
Mar 31, 2025 | $49.38M | $76.96M |
Dec 31, 2024 | $33.90M | $62.40M |
Sep 30, 2024 | $4.74M | $70.28M |
Jun 30, 2024 | $0.00 | $73.89M |
Mar 31, 2024 | $0.00 | $67.89M |