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
Jun. 30, 2026
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]    
Accounts receivable, net [1] $ 252,600 $ 257,856
Accounts receivable retainage, net 36,517 53,618
Accounts receivable retainage, non-current 11,056 6,595
Contract Assets:    
Unbilled revenue [1] 889,726 799,109
Contract Liabilities:    
Deferred revenue 75,543 79,908
Deferred revenue, non-current 37,987 35,035
Total contract liabilities $ 113,530 $ 114,943
[1] Includes restricted assets of consolidated variable interest entities (“VIEs”) at June 30, 2026 and December 31, 2025 of $1,168,125 and $329,354, respectively. Includes liabilities of consolidated VIEs at June 30, 2026 and December 31, 2025 of $744,258 and $179,314, respectively. See Note 13.