| Segment | Q4 '22 | Q4 '23 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| UNITED STATES | $408.8M | $487.1M | $537.3M | $544.3M | $549.8M | $570.4M | $607.4M | $639.9M |
| Mexico | $110.9M | $228.7M | $254M | $255.7M | $264.2M | $266.6M | $269.2M | $267.7M |
| International | $27.1M | $2.4M | $5.9M | $7.5M | $7.5M | $6.8M | $6.4M | $5.9M |
| CANADA | $2.1M | $2.2M | $2.9M | $2.8M | $4.1M | $3.7M | $4.2M | $4.1M |
| Total | $548.9M | $720.4M | $800.1M | $810.3M | $825.6M | $847.5M | $887.2M | $917.6M |