Quarterly report [Sections 13 or 15(d)]

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

v3.26.1
Revenues - Schedule of Revenues by Customers and Geographic Location (Details) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Revenue percentage by recognition method        
Over time 52.00% 88.00% 56.00% 94.00%
Point in time 48.00% 12.00% 44.00% 6.00%
Total revenues 100.00% 100.00% 100.00% 100.00%
Revenues by customer grouping        
Revenues: $ 117,074 $ 61,760 $ 214,046 $ 123,155
Revenues by customer’s geographic location        
Revenues: 117,074 61,760 214,046 123,155
U.S.        
Revenues by customer grouping        
Revenues: 67,565 32,038 118,613 69,025
Revenues by customer’s geographic location        
Revenues: 67,565 32,038 118,613 69,025
Europe        
Revenues by customer grouping        
Revenues: 42,213 29,016 77,435 53,317
Revenues by customer’s geographic location        
Revenues: 42,213 29,016 77,435 53,317
Other        
Revenues by customer grouping        
Revenues: 7,296 706 17,998 813
Revenues by customer’s geographic location        
Revenues: 7,296 706 17,998 813
Civil space        
Revenues by customer grouping        
Revenues: 18,093 15,600 38,197 33,735
Revenues by customer’s geographic location        
Revenues: 18,093 15,600 38,197 33,735
National security        
Revenues by customer grouping        
Revenues: 53,125 14,821 99,099 34,289
Revenues by customer’s geographic location        
Revenues: 53,125 14,821 99,099 34,289
Commercial and other        
Revenues by customer grouping        
Revenues: 45,856 31,339 76,750 55,131
Revenues by customer’s geographic location        
Revenues: $ 45,856 $ 31,339 $ 76,750 $ 55,131
Space        
Revenue percentage by recognition method        
Over time 97.00% 98.00% 96.00% 98.00%
Point in time 3.00% 2.00% 4.00% 2.00%
Total revenues 100.00% 100.00% 100.00% 100.00%
Revenues by customer grouping        
Revenues: $ 55,192 $ 56,682 $ 107,859 $ 108,815
Revenues by customer’s geographic location        
Revenues: 55,192 56,682 107,859 108,815
Space | U.S.        
Revenues by customer grouping        
Revenues: 32,869 28,077 59,601 55,892
Revenues by customer’s geographic location        
Revenues: 32,869 28,077 59,601 55,892
Space | Europe        
Revenues by customer grouping        
Revenues: 22,323 28,605 48,258 52,906
Revenues by customer’s geographic location        
Revenues: 22,323 28,605 48,258 52,906
Space | Other        
Revenues by customer grouping        
Revenues: 0 0 0 17
Revenues by customer’s geographic location        
Revenues: 0 0 0 17
Space | Civil space        
Revenues by customer grouping        
Revenues: 17,825 15,136 37,473 33,209
Revenues by customer’s geographic location        
Revenues: 17,825 15,136 37,473 33,209
Space | National security        
Revenues by customer grouping        
Revenues: 11,578 12,806 20,105 25,121
Revenues by customer’s geographic location        
Revenues: 11,578 12,806 20,105 25,121
Space | Commercial and other        
Revenues by customer grouping        
Revenues: 25,789 28,740 50,281 50,485
Revenues by customer’s geographic location        
Revenues: $ 25,789 $ 28,740 $ 50,281 $ 50,485
Defense Tech        
Revenue percentage by recognition method        
Over time 12.00% (10.00%) 16.00% 60.00%
Point in time 88.00% 110.00% 84.00% 40.00%
Total revenues 100.00% 100.00% 100.00% 100.00%
Revenues by customer grouping        
Revenues: $ 61,882 $ 5,078 $ 106,187 $ 14,340
Revenues by customer’s geographic location        
Revenues: 61,882 5,078 106,187 14,340
Defense Tech | U.S.        
Revenues by customer grouping        
Revenues: 34,696 3,961 59,012 13,133
Revenues by customer’s geographic location        
Revenues: 34,696 3,961 59,012 13,133
Defense Tech | Europe        
Revenues by customer grouping        
Revenues: 19,890 411 29,177 411
Revenues by customer’s geographic location        
Revenues: 19,890 411 29,177 411
Defense Tech | Other        
Revenues by customer grouping        
Revenues: 7,296 706 17,998 796
Revenues by customer’s geographic location        
Revenues: 7,296 706 17,998 796
Defense Tech | Civil space        
Revenues by customer grouping        
Revenues: 268 464 724 526
Revenues by customer’s geographic location        
Revenues: 268 464 724 526
Defense Tech | National security        
Revenues by customer grouping        
Revenues: 41,547 2,015 78,994 9,168
Revenues by customer’s geographic location        
Revenues: 41,547 2,015 78,994 9,168
Defense Tech | Commercial and other        
Revenues by customer grouping        
Revenues: 20,067 2,599 26,469 4,646
Revenues by customer’s geographic location        
Revenues: $ 20,067 $ 2,599 $ 26,469 $ 4,646