v3.26.1
Condensed Consolidated Statements of Operations and Comprehensive Income (Parenthetical) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Revenue [1] $ 817,925 $ 739,259 $ 1,600,540 $ 1,068,535
Cost of revenue [2] 424,237 358,408 828,785 515,311
Selling, general and administrative expenses [3] 237,573 237,886 472,220 358,228
Other, net [4] 2,163 542 9,557 1,658
Related Party        
Revenue 492,300 245,800 954,000 434,300
Cost of revenue 600 0 12,400 0
Selling, general and administrative expenses 2,600 200 3,800 800
Other, net $ 3,600 $ 0 $ 10,600 $ 0
[1] Includes $492.3 million and $954.0 million for the three and six months ended June 30, 2026 respectively, and $245.8 million and $434.3 million for the three and six months ended June 30, 2025, respectively, in each case from a related party.
[2] Includes $0.6 million and $12.4 million for the three and six months ended June 30, 2026 respectively, to a related party, and no amounts to a related party for the three and six months ended June 30, 2025.
[3] Includes $2.6 million and $3.8 million for the three and six months ended June 30, 2026 respectively, and $0.2 million and $0.8 million for the three and six months ended June 30, 2025, respectively, to a related party.
[4] Includes $3.6 million and $10.6 million for the three and six months ended June 30, 2026, respectively, from a related party, and no amounts from a related party for the three and six months ended June 30, 2025.