v3.26.1
STOCKHOLDERS' DEFICIT (Tables)
6 Months Ended
Jun. 30, 2026
STOCKHOLDERS' DEFICIT  
Schedule of Stockholder's Deficit

The below table summarizes the activity during the six months ended June 30, 2026 related to the Offering:

Six Months Ended

(In millions)

June 30, 2026

Shares issued direct offering

95.3

Direct offering gross proceeds

$

200.0

Placement fees paid

$

11.0

Other third-party issuance costs incurred

$

0.2

Other third-party issuance costs paid

$

0.2

The below table summarizes the activity of the various “at-the-market” offerings for the six months ended June 30, 2026 and June 30, 2025:

Six Months Ended

(In millions)

June 30, 2026

June 30, 2025

Shares issued through at-the-market offering

105.3

17.1

At-the-market offering gross proceeds

$

150.0

$

63.0

Sales agent fees paid

$

3.0

$

0.6

Other third-party issuance costs incurred

$

1.9

$

0.3

Other third-party issuance costs paid

$

1.2

$

1.5

Accumulated

Class A

Additional

Other

Total

Common Stock

Paid-in

Comprehensive

Accumulated

Stockholders’

(In millions, except share data)

  ​ ​ ​

Shares

  ​ ​ ​

Amount

Capital

Loss

  ​ ​ ​

Deficit

  ​ ​ ​

Deficit

Balances December 31, 2025

512,943,561

$

5.1

$

7,121.5

$

(42.2)

$

(8,979.2)

$

(1,894.8)

Net loss

(117.1)

(117.1)

Other comprehensive loss

(15.5)

(15.5)

Taxes paid for restricted unit withholdings

(3.7)

(3.7)

Consent fees paid in shares

33,117,743

0.3

34.2

34.5

Shares issued through at-the-market offerings

55,224,032

0.6

62.2

62.8

Stock-based compensation (1)

3,937,759

0.1

7.2

7.3

Balances March 31, 2026

605,223,095

$

6.1

$

7,221.4

$

(57.7)

$

(9,096.3)

$

(1,926.5)

Net loss

(11.4)

(11.4)

Other comprehensive loss

(16.0)

(16.0)

Shares issued through at-the-market offerings

50,029,248

0.5

81.8

82.3

Shares issued through registered direct offering

95,250,000

0.9

187.9

188.8

Shares issued upon exchange of New Exchangeable Notes

142,102,295

1.4

225.4

226.8

Stock-based compensation

3.3

3.3

Balances June 30, 2026

892,604,638

$

8.9

$

7,719.8

$

(73.7)

$

(9,107.7)

$

(1,452.7)

(1)Includes 869,571 Common Stock shares awarded to the board of directors, and 3,068,188 vested Common Stock RSUs and PSUs.

Accumulated

Class A

Additional

Other

Total

Common Stock

Paid-in

Comprehensive

Accumulated

Stockholders’

(In millions, except share data)

  ​ ​ ​

Shares

  ​ ​ ​

Amount

Capital

Loss

  ​ ​ ​

Deficit

  ​ ​ ​

Deficit

Balances December 31, 2024

414,417,797

$

4.1

$

6,714.2

$

(132.0)

$

(8,346.8)

$

(1,760.5)

Net loss

(202.1)

(202.1)

Other comprehensive income

52.7

52.7

Taxes paid for restricted unit withholdings

(4.4)

(4.4)

Shares issued and proceeds received through at-the-market offerings and forward agreements

17,052,756

0.2

170.6

170.8

Stock-based compensation (1)

1,673,008

5.7

5.7

Balances March 31, 2025

433,143,561

$

4.3

$

6,886.1

$

(79.3)

$

(8,548.9)

$

(1,737.8)

Net loss

(4.7)

(4.7)

Other comprehensive income

11.1

11.1

Stock-based compensation

6.0

6.0

Balances June 30, 2025

433,143,561

$

4.3

$

6,892.1

$

(68.2)

$

(8,553.6)

$

(1,725.4)

(1)Includes 370,586 Common Stock shares awarded to the board of directors and 1,302,422 vested Common Stock RSUs and PSUs.
Summary of stock based compensation

Three Months Ended

Six Months Ended

June 30,

June 30,

June 30,

June 30,

(In millions)

2026

2025

2026

2025

Special awards expense

$

$

$

4.6

$

1.0

Board of director stock award expense

1.1

1.3

Restricted stock unit expense

1.5

3.6

2.9

6.2

Performance stock unit expense

1.8

2.4

2.0

3.2

Total stock-based compensation expense

$

3.3

$

6.0

$

10.6

$

11.7

Schedule of Nonvested RSU and PSU Activity

RSUs

PSUs

Weighted

Weighted

Average

Average

Number of

Grant Date

Number of

Grant Date

RSUs

Fair Value

PSUs

Fair Value

Nonvested at December 31, 2025

4,573,078

$

4.73

324,969

$

3.57

Granted (1)

3,448,938

1.24

Granted - Special Award

3,778,642

1.22

Vested

(942,900)

5.82

(119,307)

3.57

Vested - Special Award

(2,005,981)

1.22

Cancelled (2)

(882,087)

5.95

(97,339)

3.57

Cancelled - Special Award (2)

(1,772,661)

1.22

Nonvested at June 30, 2026

2,748,091

3.96

3,557,261

1.35

Tranche Year 2027 awarded under the 2025 PSU award with grant date fair values to be determined in year 2027 (3)

1,213,279

Total nonvested at June 30, 2026

2,748,091

4,770,540

(1)The number of PSUs granted under the 2026 Tranche Year assumes the Company will vest at 185% for the Adjusted EBITDA performance target, 200% for the free cash flow performance target, and 133% for the strategic initiatives performance target.
(2)Represents vested RSUs and PSUs surrendered in lieu of taxes. As a result, the Company paid taxes for restricted unit withholdings of approximately $3.7 million during the six months ended June 30, 2026.
(3)Assumes PSUs will vest at 100% of targets.