| Schedule of Disaggregation of Revenue |
The following table disaggregates revenues by principal offering and timing of transfer of control (in thousands):
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|
|
|
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|
|
Three Months Ended
March 31, |
|
|
Nine Months Ended
March 31, |
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|
|
|
2025 |
|
|
2026 |
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|
2025 |
|
|
2026 |
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Revenues by principal offering: |
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|
|
|
|
|
|
|
|
|
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Custom products |
|
$ |
142,170 |
|
$ |
259,283 |
|
$ |
422,347 |
|
$ |
698,971 |
|
Powertrain solutions |
|
|
28,427 |
|
|
98,924 |
|
|
48,322 |
|
|
210,707 |
|
Standard products |
|
|
8,618 |
|
|
13,207 |
|
|
24,585 |
|
|
31,292 |
|
Services |
|
|
7,009 |
|
|
7,295 |
|
|
20,321 |
|
|
17,417 |
|
Revenues |
|
$ |
186,224 |
|
$ |
378,709 |
|
$ |
515,575 |
|
$ |
958,387 |
|
Revenues by timing of recognition: |
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|
|
|
|
|
|
|
|
|
|
|
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Over-time revenues |
|
$ |
113,162 |
|
$ |
214,505 |
|
$ |
327,011 |
|
$ |
550,018 |
|
Point-in-time revenue |
|
|
73,062 |
|
|
164,204 |
|
|
188,564 |
|
|
408,369 |
|
Revenues |
|
$ |
186,224 |
|
$ |
378,709 |
|
$ |
515,575 |
|
$ |
958,387 |
|
|
The following table disaggregates revenue by principal offering and timing of transfer of control (in thousands):
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Predecessor |
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|
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Successor |
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Period from
July 1, 2023
to October 31,
2023 |
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|
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Period from
Inception to
June 30,
2024 |
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Year Ended
June 30,
2025 |
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Revenues by principal offering: |
|
|
|
|
|
|
|
|
|
|
Standard products |
|
$ |
13,052 |
|
|
|
$ |
21,310 |
|
|
$ |
34,624 |
|
Custom products |
|
|
51,426 |
|
|
|
|
152,386 |
|
|
|
590,646 |
|
Powertrain solutions |
|
|
— |
|
|
|
|
1,423 |
|
|
|
99,479 |
|
Services |
|
|
— |
|
|
|
|
6,191 |
|
|
|
28,439 |
|
Total revenues |
|
$ |
64,478 |
|
|
|
$ |
181,310 |
|
|
$ |
753,188 |
|
Revenues by timing of recognition: |
|
|
|
|
|
|
|
|
|
|
Over-time revenues |
|
$ |
51,426 |
|
|
|
$ |
125,273 |
|
|
$ |
469,947 |
|
Point-in-time revenue |
|
|
13,052 |
|
|
|
|
56,037 |
|
|
|
283,241 |
|
Total Revenue |
|
$ |
64,478 |
|
|
|
$ |
181,310 |
|
|
$ |
753,188 |
|
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