v3.26.1
Revenue Recognition
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Revenue Recognition

Disaggregation of Revenues

The Company disaggregates revenue from contracts with customers on the basis of the types of power system sales and ongoing services provided:

 

 

 

Three Months Ended June 30,

 

 

Six Months Ended June 30,

 

(in thousands)

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Power system sales product revenues

 

$

16,163

 

 

$

43,319

 

 

$

21,320

 

 

$

49,391

 

Power system sales installation services revenues

 

 

10,351

 

 

 

14,077

 

 

 

21,116

 

 

 

22,037

 

Power system sales revenues

 

 

26,514

 

 

 

57,396

 

 

 

42,436

 

 

 

71,428

 

Ongoing services revenues (1)

 

 

13,364

 

 

 

11,062

 

 

 

29,178

 

 

 

21,138

 

Total revenues

 

$

39,878

 

 

$

68,458

 

 

$

71,614

 

 

$

92,566

 

(1)
Includes service-type warranty revenue.

Remaining Performance Obligations

The Company’s estimate of total revenues that are expected to be realized from the remaining portion of executed and legally enforceable contracts related to power system sales installation services and the associated ongoing services at June 30, 2026 was approximately $1.8 billion, of which the Company expects to recognize a significant portion over the next one to two years. For purposes of calculating remaining performance obligations from power system sales and ongoing services revenues, the Company includes estimated revenues from change orders and claims to the extent they are legally enforceable and it is probable that a significant reversal in the amount of cumulative revenue recognized will not occur. Excluded from remaining performance obligations were variable consideration from ongoing service contracts that the Company has a right to invoice (e.g., usage-based fees) in accordance with performance. Accordingly, the amount disclosed above includes only the fixed consideration component of such agreements. Additionally, the Company excludes contracts with an original expected duration of one year or less.

Accounts Receivable and Allowance for Credit Losses

The following is a summary of accounts receivable, net:

 

 

 

June 30,

 

 

December 31,

 

(in thousands)

 

2026

 

 

2025

 

Power system sales accounts receivable

 

$

83,089

 

 

$

17,229

 

Ongoing services accounts receivable

 

 

17,500

 

 

 

15,368

 

Other accounts receivable

 

 

1,201

 

 

 

1,165

 

Allowance for credit losses

 

 

 

 

 

 

Total accounts receivable, net

 

$

101,790

 

 

$

33,762