| Schedule of Disaggregation of Revenue |
The following table disaggregates revenues by principal offering and timing of transfer of control (in thousands): | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended December 31, | | Six Months Ended December 31, | | 2025 | | 2024 | | 2025 | | 2024 | | Revenues by principal offering: | | | | | | | | | Custom products | $ | 234,517 | | | $ | 147,099 | | | $ | 439,687 | | | $ | 280,176 | | | Powertrain solutions | 46,373 | | | 14,063 | | | 111,784 | | | 19,895 | | | Standard products | 9,059 | | | 8,000 | | | 18,085 | | | 15,967 | | | Services | 6,455 | | | 6,176 | | | 10,122 | | | 13,313 | | | Revenues | $ | 296,404 | | | $ | 175,338 | | | $ | 579,678 | | | $ | 329,351 | | | Revenues by timing of recognition: | | | | | | | | | Over-time revenues | $ | 173,290 | | | $ | 106,856 | | | $ | 335,512 | | | $ | 213,847 | | | Point-in-time revenue | 123,114 | | | 68,482 | | | 244,166 | | | 115,504 | | | Revenues | $ | 296,404 | | | $ | 175,338 | | | $ | 579,678 | | | $ | 329,351 | |
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