v3.26.1
Investment in leases, financing receivables, net - Summary of Company's Investment in Leases (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Dec. 31, 2025
Mar. 31, 2025
Dec. 31, 2024
Investments, All Other Investments [Abstract]              
Minimum lease payments receivable $ 9,999,657   $ 9,999,657   $ 10,090,473    
Estimated residual values of lease property (unguaranteed) 278,500   278,500   278,500    
Less: Unearned income (8,849,971)   (8,849,971)   (8,955,526)    
Provision (benefit) for credit losses, net (27,452) $ (139,983) (27,452) $ (139,983) (22,133) $ (93,760) $ (57,746)
Sales-Type Lease, Net Investment in Lease, after Allowance for Credit Loss 251,820   251,820   248,421    
Investment in leases, net 2,566,924   2,566,924   2,557,504    
Provision (benefit) for credit losses, net 2,980 $ 53,728 (7,157) $ 92,974      
Sales Type Leases Unguaranteed Residual Asset 23,800   23,800   23,200    
Sales Type Leases, Payments to be received, remainder of fiscal year 7,418   7,418        
Sales-type Lease, Lease Receivable 254,700   254,700   255,300    
Accounts Receivable, Credit Loss Expense(Reversal)- Leases 46,200   82,200        
Sales Type Leases, Lease Receivable 686,199   686,199   693,619    
Sales-Type Lease, Net Investment in Lease, before Allowance for Credit Loss 964,699   964,699   972,119    
Sales Type Lease Receivable, Contract With Customer, Liability (686,202)   (686,202)   (693,622)    
Sales-type Lease, Net Investment in Lease, Allowance for Credit Loss (26,677)   (26,677)   (30,076)    
Direct Financing Lease, Unguaranteed Residual Asset 1,444,690   1,444,690   1,444,690    
Direct Financing Lease, Net Investment in Lease, before Allowance for Credit Loss $ 11,444,347   $ 11,444,347   $ 11,535,163