v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Cash flows from operating activities:    
Net income $ 127,417 $ 65,856
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 42,183 38,902
Share-based compensation 3,355 4,299
Other adjustments 2,800 611
Changes in working capital:    
Accounts receivable (22,766) 14,727
Inventories (10,801) 1,698
Prepaid expenses and other current assets 425 (834)
Accounts payable (2,911) 381
Deferred revenue 5,669 (44,863)
Other current liabilities (3,695) (1,284)
Net cash provided by operating activities 141,676 79,493
Cash flows from investing activities:    
Capital expenditures (32,042) (15,618)
Return of equity method investment 5,146 4,888
Other investing activities 0 40
Net cash used in investing activities (26,896) (10,690)
Cash flows from financing activities:    
Cash distributions to common unitholders (46,189) (42,385)
Principal payments of finance leases (378) (2,875)
Net cash used in financing activities (46,567) (45,260)
Net increase in cash and cash equivalents 68,213 23,543
Cash and cash equivalents, beginning of period 69,243 90,857
Cash and cash equivalents, end of period 137,456 114,400
Related Party    
Cash flows from financing activities:    
Cash distributions to common unitholders (18,198) (16,527)
Nonrelated Party    
Cash flows from financing activities:    
Cash distributions to common unitholders $ (27,991) $ (25,858)