| Schedule of Disaggregation of Revenue |
The following tables represent a disaggregation of revenue from contracts with customers for the periods presented (in thousands): Sales by End Market | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Aerospace and Defense | 57,298 | | | 40,695 | | | 112,425 | | | 73,401 | | | Industrial | 12,042 | | | 9,746 | | | 24,067 | | | 18,602 | | | Microfabrication | 13,251 | | | 11,294 | | | 26,280 | | | 21,400 | | | $ | 82,591 | | | $ | 61,735 | | | $ | 162,772 | | | $ | 113,403 | |
Sales by Geography
| | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | North America | $ | 59,498 | | | $ | 45,171 | | | $ | 118,753 | | | $ | 81,256 | | | Asia Pacific | 9,186 | | | 8,662 | | | 21,058 | | | 17,790 | | EMEA(1) | 13,907 | | | 7,902 | | | 22,961 | | | 14,357 | | | $ | 82,591 | | | $ | 61,735 | | | $ | 162,772 | | | $ | 113,403 | |
(1) EMEA consists of Europe, the Middle East, and Africa.
Sales by Timing of Revenue
| | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended June 30, | | Six Months Ended June 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Point in time | $ | 57,969 | | | $ | 40,774 | | | $ | 114,977 | | | $ | 76,454 | | | Over time | 24,622 | | | 20,961 | | | 47,795 | | | 36,949 | | | $ | 82,591 | | | $ | 61,735 | | | $ | 162,772 | | | $ | 113,403 | |
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| Schedule of Contract Assets and Liabilities |
Our contract assets and liabilities were as follows (in thousands): | | | | | | | | | | | | | | | | | | | Balance Sheet Classification | | As of | | | June 30, 2026 | | December 31, 2025 | | Contract assets | Prepaid expenses and other current assets | | $ | 15,804 | | | $ | 6,188 | | | Contract liabilities | Deferred revenues and other long-term liabilities | | 16,254 | | | 5,566 | |
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