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Revenue Recognition (Tables) | 9 Months Ended
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Sep. 30, 2023
Revenue Recognition |
Schedule of revenues disaggregated by market and product | The following tables present our revenues disaggregated by market (in thousands): ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Three Months Ended September 30,
​ | ​ | 2023 | ​ | 2022
​ | ​ | Installation | ​ | Specialty Distribution | ​ | Eliminations | ​ | Total | ​ | Installation | ​ | Specialty Distribution | ​ | Eliminations | ​ | Total
Residential | ​ | $ | 689,232 | ​ | $ | 227,245 | ​ | $ | (54,788) | ​ | $ | 861,689 | ​ | $ | 662,005 | ​ | $ | 245,549 | ​ | $ | (54,533) | ​ | $ | 853,021
Commercial/Industrial | ​ | ​ | 132,441 | ​ | ​ | 343,764 | ​ | ​ | (11,774) | ​ | ​ | 464,431 | ​ | ​ | 121,051 | ​ | ​ | 337,994 | ​ | ​ | (11,068) | ​ | ​ | 447,977
Net sales | ​ | $ | 821,673 | ​ | $ | 571,009 | ​ | $ | (66,562) | ​ | $ | 1,326,120 | ​ | $ | 783,056 | ​ | $ | 583,543 | ​ | $ | (65,601) | ​ | $ | 1,300,998
​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Nine Months Ended September 30,
​ | ​ | 2023 | ​ | 2022
​ | ​ | Installation | ​ | Specialty Distribution | ​ | Eliminations | ​ | Total | ​ | Installation | ​ | Specialty Distribution | ​ | Eliminations | ​ | Total
Residential | ​ | $ | 2,003,107 | ​ | $ | 678,824 | ​ | $ | (162,844) | ​ | $ | 2,519,087 | ​ | $ | 1,859,386 | ​ | $ | 729,787 | ​ | $ | (147,962) | ​ | $ | 2,441,211
Commercial/Industrial | ​ | ​ | 394,711 | ​ | ​ | 1,025,047 | ​ | ​ | (30,225) | ​ | ​ | 1,389,533 | ​ | ​ | 349,331 | ​ | ​ | 985,409 | ​ | ​ | (31,750) | ​ | ​ | 1,302,990
Net sales | ​ | $ | 2,397,818 | ​ | $ | 1,703,871 | ​ | $ | (193,069) | ​ | $ | 3,908,620 | ​ | $ | 2,208,717 | ​ | $ | 1,715,196 | ​ | $ | (179,712) | ​ | $ | 3,744,201
​ The following tables present our revenues disaggregated by product (in thousands): ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Three Months Ended September 30,
​ | ​ | 2023 | ​ | 2022
​ | ​ | Installation | ​ | Specialty Distribution | ​ | Eliminations | ​ | Total | ​ | Installation | ​ | Specialty Distribution | ​ | Eliminations | ​ | Total
Insulation and accessories | ​ | $ | 658,765 | ​ | $ | 506,420 | ​ | $ | (58,300) | ​ | $ | 1,106,885 | ​ | $ | 619,613 | ​ | $ | 516,214 | ​ | $ | (56,368) | ​ | $ | 1,079,459
Glass and windows | ​ | ​ | 62,763 | ​ | ​ | - | ​ | ​ | - | ​ | ​ | 62,763 | ​ | ​ | 60,375 | ​ | ​ | - | ​ | ​ | - | ​ | ​ | 60,375
Gutters | ​ | ​ | 28,215 | ​ | ​ | 46,131 | ​ | ​ | (7,422) | ​ | ​ | 66,924 | ​ | ​ | 28,729 | ​ | ​ | 48,972 | ​ | ​ | (8,110) | ​ | ​ | 69,591
All other | ​ | ​ | 71,930 | ​ | ​ | 18,458 | ​ | ​ | (840) | ​ | ​ | 89,548 | ​ | ​ | 74,339 | ​ | ​ | 18,357 | ​ | ​ | (1,123) | ​ | ​ | 91,573
Net sales | ​ | $ | 821,673 | ​ | $ | 571,009 | ​ | $ | (66,562) | ​ | $ | 1,326,120 | ​ | $ | 783,056 | ​ | $ | 583,543 | ​ | $ | (65,601) | ​ | $ | 1,300,998
​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Nine Months Ended September 30,
​ | ​ | 2023 | ​ | 2022
​ | ​ | Installation | ​ | Specialty Distribution | ​ | Eliminations | ​ | Total | ​ | Installation | ​ | Specialty Distribution | ​ | Eliminations | ​ | Total
Insulation and accessories | ​ | $ | 1,893,456 | ​ | $ | 1,522,384 | ​ | $ | (167,872) | ​ | $ | 3,247,968 | ​ | $ | 1,746,054 | ​ | $ | 1,514,481 | ​ | $ | (153,520) | ​ | $ | 3,107,015
Glass and windows | ​ | ​ | 195,046 | ​ | ​ | - | ​ | ​ | - | ​ | ​ | 195,046 | ​ | ​ | 168,692 | ​ | ​ | - | ​ | ​ | - | ​ | ​ | 168,692
Gutters | ​ | ​ | 85,895 | ​ | ​ | 130,062 | ​ | ​ | (22,158) | ​ | ​ | 193,799 | ​ | ​ | 78,926 | ​ | ​ | 146,481 | ​ | ​ | (23,207) | ​ | ​ | 202,200
All other | ​ | ​ | 223,421 | ​ | ​ | 51,425 | ​ | ​ | (3,039) | ​ | ​ | 271,807 | ​ | ​ | 215,045 | ​ | ​ | 54,234 | ​ | ​ | (2,985) | ​ | ​ | 266,294
Net sales | ​ | $ | 2,397,818 | ​ | $ | 1,703,871 | ​ | $ | (193,069) | ​ | $ | 3,908,620 | ​ | $ | 2,208,717 | ​ | $ | 1,715,196 | ​ | $ | (179,712) | ​ | $ | 3,744,201
Schedule of contract assets and contract liabilities with customers | The following table represents our contract assets and contract liabilities with customers, in thousands: ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | Included in Line Item on | ​ | As of
​ | Condensed Consolidated | ​ | September 30, | ​ | December 31,
​ | Balance Sheets | ​ | 2023 | ​ | 2022
Contract Assets: | ​ | ​ | ​ | ​ | ​ | ​ | ​
Receivables, unbilled | Receivables, net | ​ | $ | 78,379 | ​ | $ | 75,481
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
Contract Liabilities: | ​ | ​ | ​ | ​ | ​ | ​ | ​
Deferred revenue | Accrued liabilities | ​ | $ | 16,422 | ​ | $ | 21,940

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