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Revenue Recognition (Tables) | 9 Months Ended
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Sep. 30, 2025
Revenue from Contract with Customer [Abstract] |
Schedule of Revenues Disaggregated by End Market and Product | The following tables present our net revenues disaggregated by end market and product (in millions):
| Three months ended September 30, |  | Nine months ended September 30,
| 2025 |  | 2024 |  | 2025 |  | 2024
Installation: |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
Residential new construction | $ | 540.3 |  |  | 70 | % |  | $ | 548.8 |  |  | 72 | % |  | $ | 1,583.5 |  |  | 71 | % |  | $ | 1,594.0 |  |  | 73 | %
Repair and remodel | 46.1 |  |  | 6 | % |  | 44.9 |  |  | 6 | % |  | 131.7 |  |  | 6 | % |  | 127.5 |  |  | 6 | %
Commercial | 134.7 |  |  | 17 | % |  | 120.0 |  |  | 16 | % |  | 368.7 |  |  | 17 | % |  | 345.4 |  |  | 15 | %
Net revenue, Installation | $ | 721.1 |  |  | 93 | % |  | $ | 713.7 |  |  | 94 | % |  | $ | 2,083.9 |  |  | 94 | % |  | $ | 2,066.9 |  |  | 94 | %
Other | 57.1 |  |  | 7 | % |  | 46.9 |  |  | 6 | % |  | 139.4 |  |  | 6 | % |  | 124.2 |  |  | 6 | %
Net revenue, as reported | $ | 778.2 |  |  | 100 | % |  | $ | 760.6 |  |  | 100 | % |  | $ | 2,223.3 |  |  | 100 | % |  | $ | 2,191.1 |  |  | 100 | %
| Three months ended September 30, |  | Nine months ended September 30,
| 2025 |  | 2024 |  | 2025 |  | 2024
Installation: |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
Insulation | $ | 440.3 |  |  | 57 | % |  | $ | 450.2 |  |  | 59 | % |  | $ | 1,301.3 |  |  | 59 | % |  | $ | 1,325.9 |  |  | 60 | %
Shower doors, shelving and mirrors | 57.3 |  |  | 7 | % |  | 55.0 |  |  | 7 | % |  | 165.3 |  |  | 7 | % |  | 157.3 |  |  | 7 | %
Garage doors | 44.5 |  |  | 6 | % |  | 45.3 |  |  | 6 | % |  | 131.1 |  |  | 6 | % |  | 131.2 |  |  | 6 | %
Waterproofing | 43.6 |  |  | 6 | % |  | 39.2 |  |  | 5 | % |  | 118.5 |  |  | 5 | % |  | 104.4 |  |  | 5 | %
Rain gutters | 35.2 |  |  | 4 | % |  | 34.6 |  |  | 5 | % |  | 93.6 |  |  | 4 | % |  | 94.1 |  |  | 4 | %
Fireproofing/firestopping | 31.3 |  |  | 4 | % |  | 21.3 |  |  | 3 | % |  | 79.0 |  |  | 4 | % |  | 64.4 |  |  | 3 | %
Window blinds | 20.5 |  |  | 3 | % |  | 19.5 |  |  | 3 | % |  | 58.6 |  |  | 3 | % |  | 56.7 |  |  | 3 | %
Other building products | 48.4 |  |  | 6 | % |  | 48.6 |  |  | 6 | % |  | 136.5 |  |  | 6 | % |  | 132.9 |  |  | 6 | %
Net revenue, Installation | $ | 721.1 |  |  | 93 | % |  | $ | 713.7 |  |  | 94 | % |  | $ | 2,083.9 |  |  | 94 | % |  | $ | 2,066.9 |  |  | 94 | %
Other | 57.1 |  |  | 7 | % |  | 46.9 |  |  | 6 | % |  | 139.4 |  |  | 6 | % |  | 124.2 |  |  | 6 | %
Net revenue, as reported | $ | 778.2 |  |  | 100 | % |  | $ | 760.6 |  |  | 100 | % |  | $ | 2,223.3 |  |  | 100 | % |  | $ | 2,191.1 |  |  | 100 | %
Schedule of Assets and Liabilities Related to Uncompleted Contracts and Customer Deposits | Contract assets and liabilities related to our uncompleted contracts and customer deposits were as follows (in millions):
| September 30, 2025 |  | December 31, 2024
Contract assets | $ | 34.4 |  |  | $ | 33.2 |
Contract liabilities | (21.9) |  |  | (19.7) |
Schedule of Cost and Estimated Earnings on Uncompleted Contracts | Uncompleted contracts were as follows (in millions):
| September 30, 2025 |  | December 31, 2024
Costs incurred on uncompleted contracts | $ | 196.0 |  |  | $ | 248.4 |
Estimated earnings | 139.5 |  |  | 128.5 |
Total | 335.5 |  |  | 376.9 |
Less: Billings to date | 312.7 |  |  | 352.9 |
Net under billings | $ | 22.8 |  |  | $ | 24.0 |
Schedule of Net Under Billings | Net under billings were as follows (in millions):
| September 30, 2025 |  | December 31, 2024
Costs and estimated earnings in excess of billings on uncompleted contracts (contract assets) | $ | 34.4 |  |  | $ | 33.2 |
Billings in excess of costs and estimated earnings on uncompleted contracts (contract liabilities) | (11.6) |  |  | (9.2) |
Net under billings | $ | 22.8 |  |  | $ | 24.0 |

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