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10-K Income taxes - Components of deferred tax assets and liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Deferred tax assets:    
Net operating loss carryforward $ 218,402 $ 202,940
163j interest carryovers 86,869 71,132
Stock compensation 14,773 10,307
Accrued and prepaid expenses 2,348 2,088
Other 165 60
Total deferred tax assets 322,557 286,527
Deferred tax liabilities:    
Depreciation and amortization (232,329) (264,588)
Inventory (2,746) (1,904)
Total deferred tax liabilities (235,075) (266,492)
Valuation allowance (299,041) (264,407)
Net deferred tax liabilities $ (211,559) $ (244,372)