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REVENUE (Tables) | 6 Months Ended
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Jun. 30, 2026
REVENUE |
Schedule of disaggregation of revenue | The following table summarizes customer contract revenues disaggregated by the source of the revenue (in thousands): ​
​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
​ | ​ | Three months ended | ​ | ​ | Six months ended
​ | ​ | June 30, | ​ | ​ | June 30,
​ | ​ | 2026 | ​ | 2025 | ​ | ​ | 2026 | ​ | 2025
Product sales: | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​ | ​
Direct sales | ​ | $ | 1,335 | ​ | 2.0% | ​ | $ | 2,225 | ​ | 4.4% | ​ | ​ | $ | 3,110 | ​ | 3.1% | ​ | $ | 3,679 | ​ | 4.3%
Commercial sales | ​ |  | 13,186 | ​ | 19.9% |  | ​ | 11,724 | ​ | 23.4% | ​ | ​ |  | 20,108 | ​ | 20.0% |  | ​ | 18,519 | ​ | 21.5%
Inventory finance sales | ​ | ​ | 3,610 | ​ | 5.4% | ​ | ​ | 13,668 | ​ | 27.2% | ​ | ​ | ​ | 7,055 | ​ | 7.0% | ​ | ​ | 24,724 | ​ | 28.8%
Retail store sales | ​ | ​ | 6,757 | ​ | 10.2% | ​ | ​ | 7,292 | ​ | 14.5% | ​ | ​ | ​ | 12,810 | ​ | 12.7% | ​ | ​ | 10,633 | ​ | 12.4%
Workforce Housing (1) | ​ | ​ | 25,510 | ​ | 38.4% | ​ | ​ | 1,061 | ​ | 2.1% | ​ | ​ | ​ | 27,217 | ​ | 27.0% | ​ | ​ | 1,172 | ​ | 1.4%
Other product sales (2) | ​ |  | 3,362 | ​ | 5.1% |  | ​ | 2,417 | ​ | 4.8% | ​ | ​ |  | 5,010 | ​ | 5.0% |  | ​ | 3,950 | ​ | 4.6%
Total product sales | ​ |  | 53,760 | ​ | 81.0% |  | ​ | 38,387 | ​ | 76.4% | ​ | ​ |  | 75,310 | ​ | 74.8% |  | ​ | 62,677 | ​ | 73.0%
Loan portfolio interest: | ​ |  | ​ | ​ | ​ |  | ​ | ​ | ​ | ​ | ​ | ​ |  | ​ | ​ | ​ |  | ​ | ​ | ​ | ​
Interest - consumer installment notes | ​ |  | 6,413 | ​ | 9.7% |  | ​ | 5,936 | ​ | 11.8% | ​ | ​ |  | 12,834 | ​ | 12.7% |  | ​ | 11,590 | ​ | 13.5%
Interest - MHP notes | ​ |  | 4,284 | ​ | 6.4% |  | ​ | 4,208 | ​ | 8.5% | ​ | ​ |  | 8,429 | ​ | 8.4% |  | ​ | 8,431 | ​ | 9.8%
Interest - dealer finance notes | ​ | ​ | 777 | ​ | 1.2% | ​ | ​ | 739 | ​ | 1.5% | ​ | ​ | ​ | 1,529 | ​ | 1.5% | ​ | ​ | 1,517 | ​ | 1.8%
Total loan portfolio interest | ​ |  | 11,474 | ​ | 17.3% |  | ​ | 10,883 | ​ | 21.8% | ​ | ​ |  | 22,792 | ​ | 22.6% |  | ​ | 21,538 | ​ | 25.1%
Other revenue | ​ |  | 1,114 | ​ | 1.7% |  | ​ | 891 | ​ | 1.8% | ​ | ​ |  | 2,612 | ​ | 2.6% |  | ​ | 1,616 | ​ | 1.9%
Total net revenue | ​ | $ | 66,348 | ​ | 100.0% | ​ | $ | 50,161 | ​ | 100.0% | ​ | ​ | $ | 100,714 | ​ | 100.0% | ​ | $ | 85,831 | ​ | 100.0%
| (1) | In 2026, Workforce Housing is presented as a separate product sales category. Prior-year amounts related to Workforce Housing were reclassified from Direct Sales, Commercial Sales, and Inventory Finance Sales to the Workforce Housing line to conform to the current-year presentation. This reclassification affects presentation only and does not change Total Product Sales or Total Net Revenue.
| (2) | Other product sales revenue from ancillary products and services including parts, freight and other services

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