v3.26.3
REVENUE RECOGNITION
 9 Months Ended
Sep. 30, 2026
Revenue from Contract with Customer [Abstract]  
REVENUE RECOGNITION REVENUE RECOGNITION
The Company generates revenue from multiple sources, including leasing arrangements (ASC 842), contracts with customers (ASC 606), and financing and fee income (ASC 310). Revenue is disaggregated below by source.
Revenue Disaggregation
The Company disaggregates revenue by major revenue stream based on the nature of its revenue‑generating activities, applicable accounting guidance, and by performance obligations, as management believes these categories depict how economic factors affect revenue.
(in thousands)Three months ended September 30,Nine months ended September 30,
Revenue category
2026202520262025
Total lease revenue pursuant to ASC 842$552,266 $556,583 $1,698,960 $1,777,814 
Total product, service, and other revenue pursuant to ASC 606144,084 6,061 408,601 13,542 
Total finance and fee income pursuant to ASC 31029,429 15,062 80,607 43,281 
Total revenues$725,779 $577,706 $2,188,168 $1,834,637