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
Jun. 30, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents [1] $ 138,333 $ 71,785
Restricted cash [1] 87,125 92,515
Accounts receivable, net [1] 252,600 257,856
Unbilled revenue [1] 889,726 799,109
Prepaid expenses and other current assets [1] 235,861 239,865
Income taxes receivable 3,265 2,166
Project development costs, net 24,211 23,010
Total current assets [1] 1,680,280 1,552,533
Deferred income tax assets, net 97,576 96,868
Intangible assets, net 6,298 7,464
Right-of-use assets, net [1] 74,512 76,165
Restricted cash, non-current portion [1] 25,142 22,215
Other assets [1] 105,820 117,797
Total assets [1] 4,832,181 4,537,094
Current liabilities:    
Current portions of long-term debt and financing lease liabilities [1] 164,343 132,125
Accounts payable [1] 641,548 691,197
Accrued expenses and other current liabilities [1] 108,491 113,878
Current portions of operating lease liabilities [1] 9,405 7,959
Deferred revenue 75,543 79,908
Income taxes payable 5,306 3,845
Total current liabilities [1] 1,004,636 1,028,912
Long-term debt and financing lease liabilities, net of current portion, unamortized discount and debt issuance costs [1] 1,794,492 1,749,708
Deferred income tax liability 1,031 2,943
Long-term operating lease liabilities, net of current portion [1] 53,080 55,938
Other liabilities [1] 94,900 91,003
Property and equipment, net    
Current assets:    
Property and equipment, net and Energy assets, net [1] 10,437 10,077
Energy assets, net    
Current assets:    
Property and equipment, net and Energy assets, net [1] 2,236,328 2,081,224
Variable Interest Entity, Primary Beneficiary    
Current assets:    
Cash and cash equivalents 60,629 7,642
Restricted cash 26,967 14,025
Accounts receivable, net 20,164 32,796
Unbilled revenue 243,227 138,200
Prepaid expenses and other current assets 18,322 17,874
Income taxes receivable 4,499 3,056
Project development costs, net 30 1
Total current assets 373,838 213,594
Deferred income tax assets, net 17,461 2,349
Intangible assets, net 4,061 0
Right-of-use assets, net 2,503 458
Restricted cash, non-current portion 4,632 1,745
Other assets 164 170
Total assets 1,168,125 329,354
Current liabilities:    
Current portions of long-term debt and financing lease liabilities 75,709 25,547
Accounts payable 196,097 143,515
Accrued expenses and other current liabilities 9,725 3,022
Current portions of operating lease liabilities 326 14
Deferred revenue 2,106 5,931
Income taxes payable 1,644 408
Total current liabilities 285,607 178,437
Long-term debt and financing lease liabilities, net of current portion, unamortized discount and debt issuance costs 435,912 0
Deferred income tax liability 19,600 0
Long-term operating lease liabilities, net of current portion 763 445
Other liabilities 2,376 432
Total VIE liabilities 744,258 179,314
Variable Interest Entity, Primary Beneficiary | Property and equipment, net    
Current assets:    
Property and equipment, net and Energy assets, net 255 0
Variable Interest Entity, Primary Beneficiary | Energy assets, net    
Current assets:    
Property and equipment, net and Energy assets, net $ 765,211 111,038
Variable Interest Entity, Primary Beneficiary | Investment Funds    
Current assets:    
Cash and cash equivalents   68
Restricted cash   0
Accounts receivable, net   139
Unbilled revenue   0
Prepaid expenses and other current assets   0
Income taxes receivable   0
Project development costs, net   0
Total current assets   207
Deferred income tax assets, net   0
Intangible assets, net   0
Right-of-use assets, net   458
Restricted cash, non-current portion   0
Other assets   0
Total assets   22,182
Current liabilities:    
Current portions of long-term debt and financing lease liabilities   0
Accounts payable   78
Accrued expenses and other current liabilities   26
Current portions of operating lease liabilities   14
Deferred revenue   0
Income taxes payable   0
Total current liabilities   118
Long-term debt and financing lease liabilities, net of current portion, unamortized discount and debt issuance costs   0
Deferred income tax liability   0
Long-term operating lease liabilities, net of current portion   445
Other liabilities   41
Total VIE liabilities   604
Variable Interest Entity, Primary Beneficiary | Investment Funds | Property and equipment, net    
Current assets:    
Property and equipment, net and Energy assets, net   0
Variable Interest Entity, Primary Beneficiary | Investment Funds | Energy assets, net    
Current assets:    
Property and equipment, net and Energy assets, net   21,517
Variable Interest Entity, Primary Beneficiary | Other VIEs    
Current assets:    
Cash and cash equivalents   7,574
Restricted cash   14,025
Accounts receivable, net   32,657
Unbilled revenue   138,200
Prepaid expenses and other current assets   17,874
Income taxes receivable   3,056
Project development costs, net   1
Total current assets   213,387
Deferred income tax assets, net   2,349
Intangible assets, net   0
Right-of-use assets, net   0
Restricted cash, non-current portion   1,745
Other assets   170
Total assets   307,172
Current liabilities:    
Current portions of long-term debt and financing lease liabilities   25,547
Accounts payable   143,437
Accrued expenses and other current liabilities   2,996
Current portions of operating lease liabilities   0
Deferred revenue   5,931
Income taxes payable   408
Total current liabilities   178,319
Long-term debt and financing lease liabilities, net of current portion, unamortized discount and debt issuance costs   0
Deferred income tax liability   0
Long-term operating lease liabilities, net of current portion   0
Other liabilities   391
Total VIE liabilities   178,710
Variable Interest Entity, Primary Beneficiary | Other VIEs | Property and equipment, net    
Current assets:    
Property and equipment, net and Energy assets, net   0
Variable Interest Entity, Primary Beneficiary | Other VIEs | Energy assets, net    
Current assets:    
Property and equipment, net and Energy assets, net   $ 89,521
[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.