v3.26.1
Revenue Recognition
6 Months Ended
Jun. 30, 2026
Revenue Recognition  
Revenue Recognition

Note 15. Revenue recognition

Contract Assets and Contract Liabilities

The Company has contract assets and contract liabilities, which are included in tooling in progress and other current liabilities on the Condensed Consolidated Balance Sheets, respectively. Contract assets primarily consist of capitalized costs related to customer-owned tooling contracts, wherein the Company has not yet met performance obligations. Contract liabilities include deferred tooling revenue, where the performance obligation was not met. The performance obligation is satisfied when the tooling is completed and the customer signs off through the Product Part Approval Process or other documented customer acceptance, and the revenue is recognized either at a point in time or over a period of time. Cost of goods sold is recognized and released from the balance sheet when control of the tooling promised under contract is transferred to the customer.

The Company’s contracts with customers are short-term in nature; therefore, revenue is typically recognized, billed and collected within a 12-month period. The following table reflects the changes in our contract assets and liabilities during the three months ended June 30, 2026:

Contract

Contract

  ​ ​ ​

Assets

  ​ ​ ​

Liabilities

As of December 31, 2025

$

4,746

$

3,315

Net activity

(609)

(699)

As of June 30, 2026

$

4,137

$

2,616

During the six months ended June 30, 2026, revenue recognized from deferred revenue that was recorded as a contract liability at the beginning of 2026 was $1,607. During the six months ended June 30, 2025, revenue recognized from deferred revenue that was recorded as a contract liability at the beginning of 2025 was $2,514.

Disaggregated Revenue

The following tables represent a disaggregation of revenue by product category and end market:

Three Months Ended

Six Months Ended

June 30, 

June 30, 

Product Category

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

Outdoor sports

$

1,739

$

2,107

$

3,329

$

3,892

Fabrication

95,344

63,956

176,858

131,814

Performance structures

41,839

39,860

86,380

83,194

Tube

19,688

20,560

35,792

37,070

Tank

8,123

9,296

14,836

19,185

Total

166,733

135,779

317,195

275,155

Intercompany sales elimination

(3,752)

(3,451)

(9,434)

(7,248)

Total, net sales

$

162,981

$

132,328

$

307,761

$

267,907

Three Months Ended

Six Months Ended

June 30, 

June 30, 

End Market

2026

2025

2026

2025

Commercial vehicle

$

50,826

$

49,134

$

89,508

$

100,010

Datacenter & critical power

29,050

5,039

52,644

9,182

Construction & access

 

23,135

20,173

43,264

39,698

Powersports

 

18,452

19,625

41,843

41,875

Agriculture

 

8,960

9,233

19,341

20,168

Military

6,456

8,342

12,223

16,829

Other

26,102

20,782

48,938

40,145

Total, net sales

$

162,981

$

132,328

$

307,761

$

267,907

In connection with the acquisition of Accu-Fab, the Company added a new end market category, datacenter & critical power, to its revenue disaggregation. As a result, certain revenue previously reported within the other end market has been reclassified to the datacenter & critical power end market for all periods presented. Specifically, $5,039 and $9,182 of revenue for the three and six

months ended June 30, 2025, were reclassified from the other end market to the datacenter & critical power end market to conform to the current period presentation.