v3.26.1
CUSTOMERS, GEOGRAPHIC AND SEGMENT INFORMATION (Tables)
6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Schedule of Financial Data for Reportable Operating Segments
 
 
Six months ended
June 30, 2026
 
 
 
Commercial
   
Defense
   
Peru
   
Total
 
 
                       
Revenues          
 
$
155,771
   
$
47,890
   
$
29,476
   
$
233,137
 
Cost of Revenues          
   
104,654
     
38,294
     
15,283
     
158,231
 
Gross profit          
   
51,117
     
9,596
     
14,193
     
74,906
 
 
                               
Research and development expenses, net
   
18,380
     
5,338
     
-
     
23,718
 
Selling and marketing expenses          
   
11,319
     
6,763
     
1,129
     
19,211
 
General and administrative expenses          
   
7,327
    (*) 11,948
 
   
3,343
     
22,618
 
Other operating expenses (income), net
   
(6,501
)
   
6,834
     
(52
)
   
281
 
 
                               
Operating income (loss)          
   
20,592
     
(21,287
)
   
9,773
     
9,078
 
Financial income, net          
                           
3,462
 
Income before taxes on income          
                           
12,540
 
Taxes on income          
                           
841
 
Net income          
                         
$
13,381
 
 
                               
Depreciation and amortization expenses
 
$
7,912
   
$
1,340
   
$
1,171
   
$
10,423
 
 
(*) Including $7,000 related to the Additional Earn-Out Consideration, see Note 15.
 
 
 
Six months ended
June 30, 2025
 
 
 
Commercial
   
Defense
   
Peru
   
Total
 
 
                       

Revenues

 
$
133,277
   
$
43,004
   
$
20,726
   
$
197,007
 

Cost of Revenues

   
95,933
     
30,094
     
10,655
     
136,682
 
Gross profit          
   
37,344
     
12,910
     
10,071
     
60,325
 
 
                               
Research and development expenses, net
   
17,032
     
6,898
     
-
     
23,930
 
Selling and marketing expenses          
   
10,420
     
5,076
     
971
     
16,467
 
General and administrative expenses          
   
6,630
     
3,360
     
3,037
     
13,027
 
Other operating expenses (income), net
   
5,014
     
1,884
     
(2,934
)
   
3,964
 
 
                               
Operating income (loss)          
   
(1,752
)
   
(4,308
)
   
8,997
     
2,937
 
Financial expenses, net          
                           
(2,186
)
Income before taxes on income          
                           
751
 
Taxes on income          
                           
3,083
 
Net income          
                         
$
3,834
 
 
                               
Depreciation and amortization expenses
 
$
7,742
   
$
1,363
   
$
837
   
$
9,942
 
 
*)
During the six months ended June 30, 2026 and 2025, the Company recognized revenues from construction performance obligations in the amount of $11,137 and $1,396, respectively, which are presented within the Peru operating segment.
Schedule of Revenue by Geographic Area
   
Six months ended
 
   
June 30,
 
   
2026
   
2025
 
             
United States
 
$
128,548
   
$
135,936
 
Peru
   
29,476
     
20,726
 
Israel
   
12,505
     
1,524
 
Others
   
62,608
     
38,821
 
                 
   
$
233,137
     
197,007
 
Schedule of Revenue from Major Customers
   
Six months ended
June 30,
 
   
2026
   
2025
 
             
Customer A - Commercial
   
47
%
   
50
%
Customer B - Peru
   
11
%
   
*
)
 
*) Less than 10%