v3.26.1
Debt (Tables)
6 Months Ended
Jun. 30, 2026
Debt Disclosure [Abstract]  
Schedule of debt instruments
The table below summarizes the Company's key terms and carrying value of debt as of the periods indicated:

June 30, 2026December 31, 2025
Outstanding Borrowings (in thousands)Contractual Weighted Avg Interest RateMaturity RangeOutstanding Borrowings (in thousands)
FromTo
Secured Debt Financings
Securitization ("ABS") term instruments$2,436,873 4.17 %February 2028August 2035$2,023,819 
Securitization warehouse95,000 5.18 %November 2032November 2032260,000 
Total secured debt financings2,531,873 2,283,819 
Unsecured Debt Financings
Senior notes1,800,000 3.85 %June 2031February 20331,800,000 
Credit facility:
Revolving credit tranche59,500 4.93 %August 2030August 2030960,000 
Term loan tranche1,499,600 4.93 %August 2030August 20301,564,800 
Commercial paper512,970 4.38 %July 2026September 2026— 
Total unsecured debt financings3,872,070 4,324,800 
Total debt financings$6,403,943 $6,608,619 
Unamortized debt costs(46,398)(39,373)
Unamortized debt premium & discounts(5,532)(2,168)
Debt, net of unamortized costs$6,352,013 $6,567,078 
The following table summarizes the Company's outstanding fixed-rate and floating-rate debt as of June 30, 2026:

Balance Outstanding (in thousands)Contractual Weighted Avg Interest RateMaturity RangeWeighted Avg Remaining Term
FromTo
Excluding impact of derivative instruments:
Fixed-rate debt$4,236,873 4.03%Feb 2028Aug 20354.7 years
Floating-rate debt (1)
$2,167,070 4.81%Aug 2030Nov 20323.7 years
Including impact of derivative instruments:
Fixed-rate debt$4,236,873 4.03%
Hedged floating rate debt1,148,000 3.27%
Total fixed and hedged floating-rate debt5,384,873 3.87%
Unhedged floating rate debt1,019,070 4.81%
Total debt financings$6,403,943 4.00%
(1) Includes commercial paper which has a weighted average remaining term of less than three months. The Company regularly rolls its commercial paper issuances and maturities, and for the purposes of the table above, aligns the maturity with the revolving credit tranche of the credit facility, which serves as the backstop for the commercial paper program.