Segment Reporting (Tables)

6 Months Ended

Jun. 30, 2026

Segment Reporting [Abstract]

Schedule of Segment Reporting Information

A reconciliation of segment loss to net loss was as follows (in thousands):

	Three Months Ended June 30,				Six Months Ended June 30,
	2026		2025		2026		2025
Revenues	$	14,658	$	5,966	$	24,791	$	15,565
Cost of revenues	6,279		1,139		10,456		2,817
Gross profit	8,379		4,827		14,335		12,748
Pre-production manufacturing	46,615		32,251		91,116		54,982
General and administrative	34,406		17,648		62,086		36,540
Research and development	31,590		19,117		58,318		47,580
Other segment items(1)	5,578		4,205		9,871		6,758
Segment loss	(109,810)		(68,394)		(207,056)		(133,112)
Unallocated items:
Depreciation and amortization	6,322		5,399		12,473		10,520
Stock-based compensation	14,674		4,307		38,090		11,614
Warrant expense	5,697		—		11,331		—
Other unallocated items(2)	12,250		2,316		2,112		3,448
Net loss	$	(148,753)	$	(80,416)	$	(271,062)	$	(158,694)

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(1)Includes selling, marketing, shipping, and freight expenses.

(2)Includes acquisition-related expense, loss on disposal of property and equipment, interest income/expense, IPO costs, and provision for income taxes.