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
Sep. 30, 2026
Jun. 30, 2026
Mar. 31, 2026
Dec. 31, 2025
Current assets:        
Cash and cash equivalents [1] $ 128,471     $ 71,785
Restricted cash [1] 86,424     92,515
Accounts receivable, net [1] 276,560     257,856
Unbilled revenue [1] 1,000,293     799,109
Prepaid expenses and other current assets 236,297 [1]   $ 257,226 260,688 [1]
Income taxes receivable 4,055     2,166
Project development costs, net 24,688     23,010
Total current assets [1] 1,794,971     1,573,356
Deferred income tax assets, net 56,784 $ 42,784 $ 46,805 43,581
Intangible assets, net 5,758     7,464
Right-of-use assets, net [1] 71,051     76,165
Restricted cash, non-current portion [1] 26,014     22,215
Other assets [1] 118,263     117,797
Total assets [1] 5,253,576     4,724,830
Current liabilities:        
Current portions of long-term debt and financing lease liabilities, net [1] 176,855     132,125
Accounts payable [1] 711,177     691,197
Accrued expenses and other current liabilities [1] 111,252     113,878
Current portions of operating lease liabilities [1] 9,970     7,959
Deferred revenue 72,770     79,908
Income taxes payable 4,596     3,845
Total current liabilities [1] 1,086,620     1,028,912
Long-term debt and financing lease liabilities, net of current portion, unamortized discount and debt issuance costs [1] 1,833,630     1,749,708
Deferred income tax liabilities, net 2,111     2,943
Long-term operating lease liabilities, net of current portion [1] 49,168     55,938
Other liabilities [1] 95,419     91,003
Property and equipment, net        
Current assets:        
Property and equipment, net and Energy assets, net [1] 10,553     10,077
Energy assets, net        
Current assets:        
Property and equipment, net and Energy assets, net [1] 2,567,692     2,301,424
Variable Interest Entity, Primary Beneficiary        
Current assets:        
Cash and cash equivalents 62,100     7,642
Restricted cash 22,872     14,025
Accounts receivable, net 36,855     32,796
Unbilled revenue 267,809     138,200
Prepaid expenses and other current assets 24,762     17,874
Income taxes receivable 5,284     3,056
Project development costs, net 0     1
Total current assets 419,682     213,594
Deferred income tax assets, net 10,897     0
Intangible assets, net 4,007     0
Right-of-use assets, net 2,609     458
Restricted cash, non-current portion 5,167     1,745
Other assets 1,287     170
Total assets 1,370,551     343,142
Current liabilities:        
Current portions of long-term debt and financing lease liabilities, net 78,185     25,547
Accounts payable 211,794     143,515
Accrued expenses and other current liabilities 2,551     3,022
Current portions of operating lease liabilities 391     14
Deferred revenue 8,467     5,931
Income taxes payable 1,096     408
Total current liabilities 302,484     178,437
Long-term debt and financing lease liabilities, net of current portion, unamortized discount and debt issuance costs 435,190     0
Deferred income tax liabilities, net 19,600     1,671
Long-term operating lease liabilities, net of current portion 826     445
Other liabilities 2,424     432
Total VIE liabilities 760,524     180,985
Variable Interest Entity, Primary Beneficiary | Property and equipment, net        
Current assets:        
Property and equipment, net and Energy assets, net 243     0
Variable Interest Entity, Primary Beneficiary | Energy assets, net        
Current assets:        
Property and equipment, net and Energy assets, net $ 926,659     127,175
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, net       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 liabilities, net       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       0
Intangible assets, net       0
Right-of-use assets, net       0
Restricted cash, non-current portion       1,745
Other assets       170
Total assets       320,960
Current liabilities:        
Current portions of long-term debt and financing lease liabilities, net       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 liabilities, net       1,671
Long-term operating lease liabilities, net of current portion       0
Other liabilities       391
Total VIE liabilities       180,381
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       $ 105,658
[1] Includes restricted assets of consolidated variable interest entities (“VIEs”) at September 30, 2026 and December 31, 2025 of $1,370,551 and $343,142, respectively. Includes liabilities of consolidated VIEs at September 30, 2026 and December 31, 2025 of $760,524 and $180,985, respectively. See Note 13.