v3.26.3
Debt - Narrative (Details)
$ / shares in Units, $ in Thousands
3 Months Ended 9 Months Ended
Oct. 20, 2026
USD ($)
Mar. 30, 2026
USD ($)
day
$ / shares
Mar. 25, 2026
USD ($)
$ / shares
Feb. 06, 2026
USD ($)
day
$ / shares
Feb. 03, 2026
USD ($)
$ / shares
Sep. 30, 2026
USD ($)
$ / shares
Sep. 30, 2025
USD ($)
Sep. 30, 2026
USD ($)
$ / shares
Sep. 30, 2025
USD ($)
Mar. 31, 2028
Dec. 31, 2027
Sep. 30, 2027
Jun. 30, 2027
Mar. 31, 2027
Mar. 31, 2026
USD ($)
Feb. 02, 2026
USD ($)
Dec. 31, 2025
USD ($)
$ / shares
Jul. 24, 2025
USD ($)
Debt Instrument [Line Items]                                    
Amortization expense           $ 2,200 $ 300 $ 5,400 $ 700                  
Long-term debt, gross           $ 1,324,217   $ 1,324,217                    
Common Class A                                    
Debt Instrument [Line Items]                                    
Common stock, par value (in dollars per share) | $ / shares       $ 0.01   $ 0.01   $ 0.01                 $ 0.01  
Convertible Senior Notes Outstanding                                    
Debt Instrument [Line Items]                                    
Long-term debt, gross           $ 1,295,000   $ 1,295,000                 $ 0  
2031 Convertible Senior Notes                                    
Debt Instrument [Line Items]                                    
Proceeds from issuance of convertible senior notes       $ 746,000                            
2031 Convertible Senior Notes | Convertible Senior Notes Outstanding                                    
Debt Instrument [Line Items]                                    
Face amount       $ 770,000                            
Debt instrument, interest rate, stated percentage       0.00%                            
Additional principal amount       $ 70,000                            
Conversion ratio on convertible debt       0.028983                            
Debt instrument, convertible, conversion price (in dollars per share) | $ / shares       $ 34.50                            
Common stock percentage of premium       0.325                            
Redemption cutoff trading days       21 days                            
Convertible, threshold percentage of stock price trigger       130.00%                            
Convertible, threshold trading days | day       20                            
Convertible, threshold consecutive trading days | day       30                            
Redemption price, percentage       100.00%                            
Convertible, capped calls expense         $ 109,300                          
Convertible, capped calls initial cap price (in dollars per share) | $ / shares         $ 65.10                          
Premium over share price, percentage         150.00%                          
Sale price (in dollars per share) | $ / shares         $ 26.04                          
Deferred tax assets         $ 24,900                          
2032 Convertible Senior Notes                                    
Debt Instrument [Line Items]                                    
Proceeds from issuance of convertible senior notes   $ 511,300                                
2032 Convertible Senior Notes | Convertible Senior Notes Outstanding                                    
Debt Instrument [Line Items]                                    
Face amount   $ 525,000                                
Debt instrument, interest rate, stated percentage   0.00%                                
Additional principal amount   $ 50,000                                
Conversion ratio on convertible debt   0.0267094                                
Debt instrument, convertible, conversion price (in dollars per share) | $ / shares   $ 37.44                                
Common stock percentage of premium   0.300                                
Redemption cutoff trading days   21 days                                
Convertible, threshold percentage of stock price trigger   130.00%                                
Convertible, threshold trading days | day   20                                
Convertible, threshold consecutive trading days | day   30                                
Redemption price, percentage   100.00%                                
Convertible, capped calls expense     $ 77,200                              
Convertible, capped calls initial cap price (in dollars per share) | $ / shares     $ 72.00                              
Premium over share price, percentage     150.00%                              
Sale price (in dollars per share) | $ / shares     $ 28.80                              
Deferred tax assets                             $ 17,600      
Caterpillar Agreement                                    
Debt Instrument [Line Items]                                    
Debt instrument, term               3 years                    
Letters of credit outstanding, amount           $ 29,200   $ 29,200                 $ 16,700  
Collateral percentage           0.05   0.05                 0.05  
Credit Agreement | Revolving Credit Facility                                    
Debt Instrument [Line Items]                                    
Weighted average interest rate           6.60%   6.60%                 6.60%  
Credit Agreement | Letter of Credit                                    
Debt Instrument [Line Items]                                    
Letters of credit outstanding, amount           $ 30,200   $ 30,200                    
Remaining borrowing capacity           549,900   549,900                    
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility                                    
Debt Instrument [Line Items]                                    
Weighted average interest rate                                 6.60%  
Maximum borrowing capacity         $ 600,000                     $ 300,000   $ 750,000
Maximum maturity period         365 days                          
Long-term debt, prior maturity term         91 days                          
Current borrowing capacity           580,100   580,100                    
Long-term debt, gross           $ 0   $ 0                    
Debt instrument covenant compliance total leverage ratio           3.5   3.5                    
Debt instrument covenant compliance financial maintenance covenants senior leverage ratio           2.5   2.5                    
Line of credit facility, covenant compliance, fixed charge coverage ratio               1.0                    
Line of credit facility, covenant compliance, excess availability threshold, percent of borrowing base               10.00%                    
Line of credit facility, covenant compliance, excess availability threshold, amount               $ 52,500                    
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility | Forecast                                    
Debt Instrument [Line Items]                                    
Debt instrument, covenant leverage ratio, maximum                   350.00% 375.00% 400.00% 425.00% 450.00%        
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility | Subsequent Event                                    
Debt Instrument [Line Items]                                    
Debt instrument, covenant leverage ratio, maximum 350.00%                                  
Indebtedness reduction for unrestricted cash $ 25,000                                  
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility | Minimum                                    
Debt Instrument [Line Items]                                    
Unused commitment fee               0.25%                    
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility | Minimum | Secured Overnight Financing Rate (SOFR)                                    
Debt Instrument [Line Items]                                    
Basis spread on variable rate               2.00%                    
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility | Minimum | Base Rate                                    
Debt Instrument [Line Items]                                    
Basis spread on variable rate               1.00%                    
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility | Maximum                                    
Debt Instrument [Line Items]                                    
Unused commitment fee               0.375%                    
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility | Maximum | Secured Overnight Financing Rate (SOFR)                                    
Debt Instrument [Line Items]                                    
Basis spread on variable rate               2.25%                    
Credit Agreement | Revolving Credit Facility | Revolving Credit Facility | Maximum | Base Rate                                    
Debt Instrument [Line Items]                                    
Basis spread on variable rate               1.25%                    
ABL Credit Facility | Minimum | Secured Overnight Financing Rate (SOFR)                                    
Debt Instrument [Line Items]                                    
Basis spread on variable rate               1.50%                    
ABL Credit Facility | Minimum | Base Rate                                    
Debt Instrument [Line Items]                                    
Basis spread on variable rate               0.50%                    
ABL Credit Facility | Maximum | Secured Overnight Financing Rate (SOFR)                                    
Debt Instrument [Line Items]                                    
Basis spread on variable rate               2.00%                    
ABL Credit Facility | Maximum | Base Rate                                    
Debt Instrument [Line Items]                                    
Basis spread on variable rate               1.00%                    
ABL Credit Facility | Revolving Credit Facility | Minimum                                    
Debt Instrument [Line Items]                                    
Unused commitment fee               0.25%                    
ABL Credit Facility | Revolving Credit Facility | Maximum                                    
Debt Instrument [Line Items]                                    
Unused commitment fee               0.375%                    
ABL Credit Facility | Revolving Credit Facility | Revolving Credit Facility                                    
Debt Instrument [Line Items]                                    
Maximum borrowing capacity           $ 525,000   $ 525,000