v3.26.1
Revenue from Contracts with Customers
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue from Contracts with Customers
(3)
Revenue from Contracts with Customers

Contract assets as of June 30, 2026 and December 31, 2025 were $47 and $45, respectively. Contract assets reflect revenue recognized and performance obligations satisfied or partially satisfied in advance of customer billing. Deferred revenue that is expected to be recognized during the succeeding 12-month period is recorded as current deferred revenue, and the remaining portion is recorded as long-term deferred revenue. The Company has elected to use the practical expedient and is not disclosing the remaining performance obligations related to deferred revenue and customer advances because these obligations generally have a duration of less than one year. A roll forward of the Company’s deferred revenue and customer advances was as follows:

 

 

Six Months Ended

 

 

 

June 30, 2026

 

 

June 30, 2025

 

Beginning of period(1)

 

$

83

 

 

$

73

 

Additions to deferred revenue and customer advances

 

 

109

 

 

 

89

 

Amount of deferred revenue and customer advances recognized in income

 

 

(76

)

 

 

(80

)

End of period(2)

 

$

116

 

 

$

82

 

 

(1)
Beginning deferred revenue and customer advances balances as of January 1, 2026 included $79 of current deferred revenue and customer advances and $4 of long-term deferred revenue. Beginning deferred revenue and customer advances balances as of January 1, 2025 included $71 of current deferred revenue and customer advances and $2 of long-term deferred revenue. The majority of the beginning of period balance is expected to be recognized in income within one year.
(2)
Ending deferred revenue and customer advances balances as of June 30, 2026 included $109 of current deferred revenue and customer advances and $7 of long-term deferred revenue. Ending deferred revenue and customer advances balances as of June 30, 2025 included $78 of current deferred revenue and customer advances and $4 of long-term deferred revenue.

Revenue from certain custom products, including MSD plating equipment, and revenue from certain service contracts are recorded over time. Remaining product and service revenues are recorded at a point in time.

Disaggregation of Revenue

The following table summarizes revenue from contracts with customers in the Company’s three end markets: Semiconductor, Electronics and Packaging, and Specialty Industrial.

 

 

Three Months Ended June 30,

 

 

Six Months Ended June 30,

 

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Semiconductor

 

$

554

 

 

$

432

 

 

$

1,019

 

 

$

846

 

Electronics and Packaging

 

 

381

 

 

 

266

 

 

 

703

 

 

 

519

 

Specialty Industrial

 

 

313

 

 

 

275

 

 

 

604

 

 

 

545

 

Total net revenues

 

$

1,248

 

 

$

973

 

 

$

2,326

 

 

$

1,910

 

 

Refer to Note 15 for revenue by reportable segment, geography and groupings of similar products.