v3.26.1
Net Sales
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Net Sales

8. Net Sales

Disaggregated Net Sales

We primarily derive our revenues from the sales of various chemical products. The Company’s net sales disaggregation is consistent with other financial information utilized or provided outside of our condensed consolidated financial statements. Accordingly, this approach is reflected in disaggregated net sales, mirroring how the Company manages its net sales by product through contracts with customers.

The following table presents our net sales disaggregated by our products, which disaggregation is consistent with other financial information utilized or provided outside of our condensed consolidated financial statements:

 

 

 

Three Months Ended June 30,

 

 

Six Months Ended June 30,

 

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

 

 

(In Thousands)

 

Net sales:

 

 

 

 

 

 

 

 

 

 

 

 

AN & Nitric Acid

 

$

69,539

 

 

$

61,707

 

 

$

144,886

 

 

$

119,325

 

Urea ammonium nitrate (UAN)

 

 

62,488

 

 

 

52,262

 

 

 

111,659

 

 

 

96,127

 

Ammonia

 

 

25,511

 

 

 

26,830

 

 

 

62,325

 

 

 

60,102

 

Other

 

 

10,554

 

 

 

10,497

 

 

 

18,709

 

 

 

19,174

 

Total net sales

 

$

168,092

 

 

$

151,296

 

 

$

337,579

 

 

$

294,728

 

Other Information

For our contracts with a duration greater than one year at contract inception, the average remaining expected duration was approximately 35 months at June 30, 2026.

Liabilities associated with contracts with customers (contract liabilities) primarily relate to deferred revenue and customer deposits associated with cash payments received in advance from customers for product shipments.

Our contract liabilities as of June 30, 2026 and December 31, 2025 were minimal. For the three and six months ended June 30, 2026, revenues recognized from contract liabilities included in the balances as of March 31, 2026 and December 31, 2025, respectively, were minimal. For the three and six months ended June 30, 2025, we recognized revenues of $10.3 million and $1.1 million, respectively, from amounts included in contract liabilities as of March 31, 2025 and December 31, 2024, respectively. Our contract assets consist of unconditional rights to payment from our customers, which are reflected as accounts receivable in our condensed consolidated balance sheets.

For most of our contracts with customers, the transaction price from the inception of a contract is limited to a short period of time (generally one month) as these contracts contain terms with variable consideration related to both price and quantity. At June 30, 2026, we had remaining performance obligations with certain customer contracts, excluding contracts with original durations of less than one year and for service contracts for which we have elected the practical expedient for consideration recognized in revenue as invoiced. As of June 30, 2026, the remaining performance obligations totaled approximately $158.0 million, of which approximately 66% relates to 2026 through 2028, approximately 21% relates to 2029 through 2030, with the remainder thereafter.