Quarterly report [Sections 13 or 15(d)]

VARIABLE INTEREST ENTITIES AND EQUITY METHOD INVESTMENTS - Variable Interest Entity Financial Information (Details)

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VARIABLE INTEREST ENTITIES AND EQUITY METHOD INVESTMENTS - Variable Interest Entity Financial Information (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Mar. 31, 2025
Dec. 31, 2024
Current assets:        
Cash and cash equivalents [1] $ 103,967 $ 71,785    
Restricted cash [1] 91,305 92,515    
Accounts receivable, net 249,197 [1] 257,856 [1] $ 226,656 $ 256,961
Unbilled revenue 781,994 [1] 799,109 [1] 559,049 644,105
Prepaid expenses and other current assets [1] 236,403 239,865    
Income taxes receivable 3,453 2,166    
Project development costs, net 26,235 23,010    
Total current assets [1] 1,554,425 1,552,533    
Energy assets, net [1] 2,155,837 2,081,224    
Deferred income tax assets, net 99,338 96,868    
Right-of-use assets, net [1] 75,645 76,165    
Restricted cash, non-current portion [1] 57,178 22,215    
Other assets [1] 100,196 117,797    
Total assets [1] 4,641,287 4,537,094    
Current liabilities:        
Current portions of long-term debt and financing lease liabilities [1] 162,176 132,125    
Accounts payable [1] 666,744 691,197    
Accrued expenses and other current liabilities [1] 118,711 113,878    
Current portions of operating lease liabilities [1] 9,582 7,959    
Deferred revenue 85,400 79,908 $ 91,219 $ 91,734
Income taxes payable 1,777 3,845    
Total current liabilities [1] 1,044,390 1,028,912    
Long-term operating lease liabilities, net of current portion [1] 53,641 55,938    
Other liabilities [1] 93,363 91,003    
Variable Interest Entity, Primary Beneficiary        
Current assets:        
Cash and cash equivalents 6,186 7,642    
Restricted cash 10,099 14,025    
Accounts receivable, net 10,619 32,796    
Unbilled revenue 126,943 138,200    
Prepaid expenses and other current assets 7,142 17,874    
Income taxes receivable 4,695 3,056    
Project development costs, net 29 1    
Total current assets 165,713 213,594    
Energy assets, net 109,630 111,038    
Deferred income tax assets, net 2,349 2,349    
Right-of-use assets, net 455 458    
Restricted cash, non-current portion 36,144 1,745    
Other assets 123 170    
Total assets 314,414 329,354    
Current liabilities:        
Current portions of long-term debt and financing lease liabilities 27,382 25,547    
Accounts payable 133,117 143,515    
Accrued expenses and other current liabilities 1,619 3,022    
Current portions of operating lease liabilities 14 14    
Deferred revenue 465 5,931    
Income taxes payable 1,691 408    
Total current liabilities 164,288 178,437    
Long-term operating lease liabilities, net of current portion 432 445    
Other liabilities 662 432    
Total VIE liabilities 165,382 179,314    
Variable Interest Entity, Primary Beneficiary | Investment Funds        
Current assets:        
Cash and cash equivalents 43 68    
Restricted cash 0 0    
Accounts receivable, net 309 139    
Unbilled revenue 0 0    
Prepaid expenses and other current assets 0 0    
Income taxes receivable 0 0    
Project development costs, net 0 0    
Total current assets 352 207    
Energy assets, net 21,109 21,517    
Deferred income tax assets, net 0 0    
Right-of-use assets, net 455 458    
Restricted cash, non-current portion 0 0    
Other assets 0 0    
Total assets 21,916 22,182    
Current liabilities:        
Current portions of long-term debt and financing lease liabilities 0 0    
Accounts payable 61 78    
Accrued expenses and other current liabilities 0 26    
Current portions of operating lease liabilities 14 14    
Deferred revenue 0 0    
Income taxes payable 0 0    
Total current liabilities 75 118    
Long-term operating lease liabilities, net of current portion 432 445    
Other liabilities 43 41    
Total VIE liabilities 550 604    
Variable Interest Entity, Primary Beneficiary | Other VIEs        
Current assets:        
Cash and cash equivalents 6,143 7,574    
Restricted cash 10,099 14,025    
Accounts receivable, net 10,310 32,657    
Unbilled revenue 126,943 138,200    
Prepaid expenses and other current assets 7,142 17,874    
Income taxes receivable 4,695 3,056    
Project development costs, net 29 1    
Total current assets 165,361 213,387    
Energy assets, net 88,521 89,521    
Deferred income tax assets, net 2,349 2,349    
Right-of-use assets, net 0 0    
Restricted cash, non-current portion 36,144 1,745    
Other assets 123 170    
Total assets 292,498 307,172    
Current liabilities:        
Current portions of long-term debt and financing lease liabilities 27,382 25,547    
Accounts payable 133,056 143,437    
Accrued expenses and other current liabilities 1,619 2,996    
Current portions of operating lease liabilities 0 0    
Deferred revenue 465 5,931    
Income taxes payable 1,691 408    
Total current liabilities 164,213 178,319    
Long-term operating lease liabilities, net of current portion 0 0    
Other liabilities 619 391    
Total VIE liabilities $ 164,832 $ 178,710    
[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.