v3.26.1
Leases - Equipment Lessor (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
Direct financing leases:          
Lease receivables $ 205,742   $ 205,742   $ 92,927
Guaranteed residual values 5,697   5,697   4,212
Unguaranteed residual values 16,528   16,528   11,335
Initial direct costs 7,191   7,191   3,502
Less: Unearned income (35,510)   (35,510)   (17,690)
Total net investment in direct financing leases 199,648   199,648   $ 94,286
Direct financing lease income          
Interest income 2,938 $ 890 5,167 $ 1,519  
Remaining lease payments receivable:          
2026 (excluding 6 months ended June 30, 2026) 26,626   26,626    
2027 47,248   47,248    
2028 39,882   39,882    
2029 41,177   41,177    
2030 29,511   29,511    
Thereafter 26,995   26,995    
Total undiscounted lease receivable 211,439   211,439    
Less: unearned interest income (35,510)   (35,510)    
Net lease receivables $ 175,929   $ 175,929