v3.26.1
Segment reporting - Summary of Segment Reporting Information, by Segment (Details) - USD ($)
$ in Thousands
12 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Mar. 31, 2024
Segment Reporting Information [Line Items]      
Revenue $ 3,559,390 $ 2,959,197 $ 2,499,841
Selling, general and administrative expenses 341,920 290,321 183,571
Research and development 120,909 79,392 42,360
Interest expense 2,623 13,096 13,820
Other income, net (19,183) (22,000) (34,699)
Provision for income taxes 127,943 130,770 111,782
Net income 585,883 517,246 496,215
Reportable Segment      
Segment Reporting Information [Line Items]      
Revenue 3,559,390 2,959,197 2,499,841
Material cost 2,226,920 1,799,343 1,498,699
45X vendor credits (379,874) (224,879) (121,405)
Tariffs 130,406 19,729 16,775
Freight, labor and other cost of sales 421,843 356,179 292,723
Selling, general and administrative expenses 341,920 290,321 183,571
Research and development 120,909 79,392 42,360
Interest expense 2,623 13,096 13,820
Other income, net (19,183) (22,000) (34,699)
Provision for income taxes 127,943 130,770 111,782
Net income $ 585,883 $ 517,246 $ 496,215