v3.26.1
Concentrations
 6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Concentrations Concentrations
Disaggregation of Revenue
All of the Company’s revenue is derived from sales of casting and strip casting. The following table presents United States (“domestic”) and international (“foreign”) revenue, based on the customers’ “shipped to” address. No revenue was reported in the three and six months ended June 30, 2025.
Three Months Ended June 30, 2026
Six Months Ended June 30, 2026
(In thousands)
United States$1,742 $2,702 
International4,079 8,817 
Total revenue$5,821 $11,519 
Major Customers

The following table presents the customers that account for 10% or more of the Company’s revenue. Concentration of revenue between a limited number of customers shifts regularly, depending on when revenue is recognized. The percentages by customer reflect specific relationships or contracts that would concentrate revenue for the period presented and do not indicate a trend specific to any one customer. No revenue was reported in the three and six months ended June 30, 2025.
Three Months Ended June 30, 2026
Six Months Ended June 30, 2026
Customer 126%37%
Customer 229%23%
Customer 323%18%
Customer 418%17%
All other customers (1)
3%5%
(1)Includes individual customers that each accounted for less than 10% of total revenue.