v3.26.3
Investment in leases, financing receivables, net - Summary of Company's Investment in Leases (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Dec. 31, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Investments, All Other Investments [Abstract]                
Minimum lease payments receivable $ 9,954,033   $ 9,954,033   $ 10,090,473      
Estimated residual values of lease property (unguaranteed) 278,500   278,500   278,500      
Less: Unearned income (8,796,972)   (8,796,972)   (8,955,526)      
Provision (benefit) for credit losses, net (50,836) $ (105,468) (50,836) $ (105,468) (22,133) $ (139,983) $ (93,760) $ (57,746)
Sales-Type Lease, Net Investment in Lease, after Allowance for Credit Loss 245,121   245,121   248,421      
Investment in leases, net 2,550,915   2,550,915   2,557,504      
Provision (benefit) for credit losses, net 36,224 (37,363) 29,067 55,611        
Sales Type Leases Unguaranteed Residual Asset 24,200   24,200   23,200      
Sales Type Leases, Payments to be received, remainder of fiscal year 3,709   3,709          
Sales-type Lease, Lease Receivable 254,300   254,300   255,300      
Accounts Receivable, Credit Loss Expense(Reversal)- Leases 30,100 $ 34,500 32,000 $ 47,700        
Sales Type Leases, Lease Receivable 682,491   682,491   693,619      
Sales-Type Lease, Net Investment in Lease, before Allowance for Credit Loss 960,991   960,991   972,119      
Sales Type Lease Receivable, Contract With Customer, Liability (682,494)   (682,494)   (693,622)      
Sales-type Lease, Net Investment in Lease, Allowance for Credit Loss (33,376)   (33,376)   (30,076)      
Direct Financing Lease, Unguaranteed Residual Asset 1,444,690   1,444,690   1,444,690      
Direct Financing Lease, Net Investment in Lease, before Allowance for Credit Loss $ 11,398,723   $ 11,398,723   $ 11,535,163