Quarterly report [Sections 13 or 15(d)]

Revenues - Schedule of Revenues by Customers and Geographic Location (Details)

v3.26.3
Revenues - Schedule of Revenues by Customers and Geographic Location (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenue percentage by recognition method        
Over time 63.00% 51.00% 59.00% 75.00%
Point in time 37.00% 49.00% 41.00% 25.00%
Total revenues 100.00% 100.00% 100.00% 100.00%
Revenues by customer grouping        
Revenues: $ 109,035 $ 103,432 $ 323,081 $ 226,587
Revenues by customer’s geographic location        
Revenues: 109,035 103,432 323,081 226,587
U.S.        
Revenues by customer grouping        
Revenues: 74,759 62,083 193,372 131,108
Revenues by customer’s geographic location        
Revenues: 74,759 62,083 193,372 131,108
Europe        
Revenues by customer grouping        
Revenues: 31,791 32,463 109,226 85,780
Revenues by customer’s geographic location        
Revenues: 31,791 32,463 109,226 85,780
Other        
Revenues by customer grouping        
Revenues: 2,485 8,886 20,483 9,699
Revenues by customer’s geographic location        
Revenues: 2,485 8,886 20,483 9,699
Civil space        
Revenues by customer grouping        
Revenues: 17,252 18,220 55,449 51,955
Revenues by customer’s geographic location        
Revenues: 17,252 18,220 55,449 51,955
National security        
Revenues by customer grouping        
Revenues: 50,115 58,573 149,214 92,862
Revenues by customer’s geographic location        
Revenues: 50,115 58,573 149,214 92,862
Commercial and other        
Revenues by customer grouping        
Revenues: 41,668 26,639 118,418 81,770
Revenues by customer’s geographic location        
Revenues: $ 41,668 $ 26,639 $ 118,418 $ 81,770
Space        
Revenue percentage by recognition method        
Over time 99.00% 94.00% 97.00% 97.00%
Point in time 1.00% 6.00% 3.00% 3.00%
Total revenues 100.00% 100.00% 100.00% 100.00%
Revenues by customer grouping        
Revenues: $ 61,266 $ 46,548 $ 169,127 $ 155,363
Revenues by customer’s geographic location        
Revenues: 61,266 46,548 169,127 155,363
Space | U.S.        
Revenues by customer grouping        
Revenues: 43,312 22,814 102,915 78,706
Revenues by customer’s geographic location        
Revenues: 43,312 22,814 102,915 78,706
Space | Europe        
Revenues by customer grouping        
Revenues: 17,954 23,736 66,212 76,642
Revenues by customer’s geographic location        
Revenues: 17,954 23,736 66,212 76,642
Space | Other        
Revenues by customer grouping        
Revenues: 0 (2) 0 15
Revenues by customer’s geographic location        
Revenues: 0 (2) 0 15
Space | Civil space        
Revenues by customer grouping        
Revenues: 16,872 16,077 54,345 49,286
Revenues by customer’s geographic location        
Revenues: 16,872 16,077 54,345 49,286
Space | National security        
Revenues by customer grouping        
Revenues: 12,220 10,962 32,324 36,083
Revenues by customer’s geographic location        
Revenues: 12,220 10,962 32,324 36,083
Space | Commercial and other        
Revenues by customer grouping        
Revenues: 32,174 19,509 82,458 69,994
Revenues by customer’s geographic location        
Revenues: $ 32,174 $ 19,509 $ 82,458 $ 69,994
Defense Tech        
Revenue percentage by recognition method        
Over time 19.00% 14.00% 17.00% 23.00%
Point in time 81.00% 86.00% 83.00% 77.00%
Total revenues 100.00% 100.00% 100.00% 100.00%
Revenues by customer grouping        
Revenues: $ 47,769 $ 56,884 $ 153,954 $ 71,224
Revenues by customer’s geographic location        
Revenues: 47,769 56,884 153,954 71,224
Defense Tech | U.S.        
Revenues by customer grouping        
Revenues: 31,447 39,269 90,457 52,402
Revenues by customer’s geographic location        
Revenues: 31,447 39,269 90,457 52,402
Defense Tech | Europe        
Revenues by customer grouping        
Revenues: 13,837 8,727 43,014 9,138
Revenues by customer’s geographic location        
Revenues: 13,837 8,727 43,014 9,138
Defense Tech | Other        
Revenues by customer grouping        
Revenues: 2,485 8,888 20,483 9,684
Revenues by customer’s geographic location        
Revenues: 2,485 8,888 20,483 9,684
Defense Tech | Civil space        
Revenues by customer grouping        
Revenues: 380 2,143 1,104 2,669
Revenues by customer’s geographic location        
Revenues: 380 2,143 1,104 2,669
Defense Tech | National security        
Revenues by customer grouping        
Revenues: 37,895 47,611 116,890 56,779
Revenues by customer’s geographic location        
Revenues: 37,895 47,611 116,890 56,779
Defense Tech | Commercial and other        
Revenues by customer grouping        
Revenues: 9,494 7,130 35,960 11,776
Revenues by customer’s geographic location        
Revenues: $ 9,494 $ 7,130 $ 35,960 $ 11,776