Quarterly report [Sections 13 or 15(d)]

REVENUE FROM CONTRACTS WITH CUSTOMERS - Contract Balances (Details)

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REVENUE FROM CONTRACTS WITH CUSTOMERS - Contract Balances (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Mar. 31, 2025
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]        
Accounts receivable, net $ 249,197 [1] $ 257,856 [1] $ 226,656 $ 256,961
Accounts receivable retainage, net 49,352 53,618 45,276 39,843
Accounts receivable retainage, non-current 5,188 6,595 5,851 8,026
Contract Assets:        
Unbilled revenue 781,994 [1] 799,109 [1] 559,049 644,105
Contract Liabilities:        
Deferred revenue 85,400 79,908 91,219 91,734
Deferred revenue, non-current 34,996 35,035 31,904 29,885
Total contract liabilities $ 120,396 $ 114,943 $ 123,123 $ 121,619
[1] Includes restricted assets of consolidated variable interest entities (“VIEs”) at March 31, 2026 and December 31, 2025 of $314,414 and $329,354, respectively. Includes liabilities of consolidated VIEs at March 31, 2026 and December 31, 2025 of $165,382 and $179,314, respectively. See Note 13.