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Revenue from Contracts with Customers
6 Months Ended
Jun. 30, 2026
Revenue from Contracts with Customers  
Revenue from Contracts with Customers

Note 4. Revenue from Contracts with Customers

Disaggregated revenue

Revenue disaggregated by reportable segment is presented in Note 18. Segment Information.

Contract assets

Contract assets are recognized as a result of incurring costs in excess of amounts billed on uncompleted Engineering contracts and uncompleted amounts related to Data Center tenant fit-out services. As of June 30, 2026, contract assets of $19.9 million consisted of $12.5 million attributable to Engineering contracts and $7.4 million attributable to Data Center tenant fit-out services. As of December 31, 2025, contract assets of $8.3 million were attributable to Engineering.

Contract liabilities

Contract liabilities are recognized as a result of amounts billed exceeding costs incurred on uncompleted Engineering contracts and uncompleted amounts related to Data Center tenant fit-out services. As of June 30, 2026, contract liabilities of $65.6 million consisted of $63.1 million attributable to Engineering contracts and $2.5 million attributable to deferred revenue on Data Center tenant fit-out services. As of December 31, 2025, contract liabilities of $37.1 million were attributable to Engineering.

For the three months ended June 30, 2026 and 2025, the beginning balance of contract liabilities recognized as revenue was $16.4 million and $2.4 million, respectively, and $22.2 million and $6.9 million, respectively, for the six months ended June 30, 2026 and 2025.

For the three months ended June 30, 2026 and 2025, revenue recognized as a result of satisfying performance obligations in previous periods was $0.1 million and $0.1 million, respectively, and $ (0.6) million and $(0.4) million, respectively, for the six months ended June 30, 2026 and 2025.

Remaining performance obligation

The following table presents the estimated future recognition of the Company’s remaining performance obligations, which represent the transaction price of current contracts for work to be performed.

Remainder of

2026

  ​ ​ ​

2027

  ​ ​ ​

2028

Total

Data Center

 

$

2,469

 

$

 

$

$

2,469

Engineering

 

$

100,724

 

$

126,837

 

$

1,663

$

229,224