v3.26.1
Revenue Recognition (Tables)
 6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Revenues Disaggregated by End Market and Product The following tables present our net revenues disaggregated by end market and product (in millions):
Three months ended June 30,Six months ended June 30,
2026202520262025
Installation:
Residential new construction$522.6 67 %$548.8 72 %$965.9 67 %$1,043.2 72 %
Repair and remodel47.1 6 %43.2 6 %88.2 6 %85.6 6 %
Commercial141.0 18 %123.6 16 %266.4 19 %234.0 16 %
Net revenue, Installation$710.7 91 %$715.6 94 %$1,320.5 92 %$1,362.8 94 %
Other67.1 9 %44.7 6 %117.8 8 %82.3 6 %
Net revenue, as reported$777.8 100 %$760.3 100 %$1,438.3 100 %$1,445.1 100 %
Three months ended June 30,Six months ended June 30,
2026202520262025
Installation:
Insulation$430.5 56 %$446.5 59 %$807.0 56 %$861.0 60 %
Shower doors, shelving and mirrors55.8 7 %56.9 7 %103.3 7 %108.0 7 %
Waterproofing45.3 6 %40.9 5 %83.6 6 %74.9 5 %
Garage doors43.7 6 %44.2 6 %81.9 6 %86.6 6 %
Fireproofing/firestopping33.4 4 %27.2 4 %62.9 4 %47.7 3 %
Rain gutters32.8 4 %31.9 4 %57.9 4 %58.4 4 %
Window blinds18.9 2 %20.8 3 %35.0 3 %38.1 3 %
Other building products50.3 6 %47.2 6 %88.9 6 %88.1 6 %
Net revenue, Installation$710.7 91 %$715.6 94 %$1,320.5 92 %$1,362.8 94 %
Other67.1 9 %44.7 6 %117.8 8 %82.3 6 %
Net revenue, as reported$777.8 100 %$760.3 100 %$1,438.3 100 %$1,445.1 100 %
Schedule of Assets and Liabilities Related to Uncompleted Contracts and Customer Deposits
Contract assets and liabilities related to our uncompleted contracts and customer deposits were as follows (in millions):
June 30, 2026December 31, 2025
Contract assets$32.9 $27.3 
Contract liabilities(24.3)(20.5)
Schedule of Cost and Estimated Earnings on Uncompleted Contracts
Uncompleted contracts were as follows (in millions):
June 30, 2026December 31, 2025
Costs incurred on uncompleted contracts$236.8 $213.7 
Estimated earnings181.9 158.5 
Total418.7 372.2 
Less: Billings to date400.4 355.5 
Net under billings$18.3 $16.7 
Schedule of Net Under Billings
Net under billings were as follows (in millions):
June 30, 2026December 31, 2025
Costs and estimated earnings in excess of billings on uncompleted contracts (contract assets)$32.9 $27.3 
Billings in excess of costs and estimated earnings on uncompleted contracts (contract liabilities)(14.6)(10.6)
Net under billings$18.3 $16.7