v3.26.1
Revenue
3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenue

NOTE 2 – REVENUE

The following tables disaggregate total net sales by end market and geographic location:

 

 

 

End market

 

 

 

Three Months Ended
March 31,

 

 

 

2026

 

 

2025

 

Industrial

 

$

32,168

 

 

$

28,627

 

Fire

 

 

27,429

 

 

 

32,977

 

Agriculture

 

 

26,853

 

 

 

22,461

 

Construction

 

 

27,089

 

 

 

20,810

 

Municipal

 

 

24,953

 

 

 

22,049

 

Petroleum

 

 

5,130

 

 

 

5,477

 

OEM

 

 

12,714

 

 

 

11,044

 

Repair parts

 

 

20,257

 

 

 

20,503

 

Total net sales

 

$

176,593

 

 

$

163,948

 

 

 

 

Geographic Location

 

 

 

Three Months Ended
March 31,

 

 

 

2026

 

 

2025

 

United States

 

$

134,331

 

 

$

121,994

 

Foreign countries

 

 

42,262

 

 

 

41,954

 

Total net sales

 

$

176,593

 

 

$

163,948

 

 

The Company attributes revenues to individual countries based on the customer location to which finished products are shipped. International sales represented approximately 24% and 26% of total net sales for the first quarter of 2026 and 2025, respectively.

On March 31, 2026, the Company had $247.9 million of remaining performance obligations, also referred to as backlog. The Company expects to recognize as revenue substantially all of its remaining performance obligations within one year.

The Company’s contract assets and liabilities as of March 31, 2026 and December 31, 2025 were as follows:

 

 

 

March 31,
2026

 

 

December 31,
2025

 

Contract assets

 

$

224

 

 

$

634

 

Contract liabilities

 

 

10,574

 

 

 

7,658

 

 

Revenue recognized for the three months ended March 31, 2026 and 2025 that was included in the contract liabilities balance at the beginning of the period was $3.0 million and $4.4 million, respectively.