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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
CASH FLOWS FROM OPERATING ACTIVITIES:    
Net income $ 1,262 $ 82
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 128,468 133,650
Deferred income tax (benefit) expense (1,187) 2,830
Amortization of deferred debt issuance costs 2,167 350
Stock-based compensation 16,642 12,695
Loss (gain) on disposal of assets (2,941) 13,418
Unrealized gain on short-term investment 0 (2,277)
Business acquisition contingent consideration adjustments (2,200) (5,000)
Changes in operating assets and liabilities:    
Accounts receivable (89,233) (13,231)
Other current assets (8,504) (2,315)
Inventories (12,580) 246
Prepaid expenses 9,194 6,875
Accounts payable 33,026 10,941
Accrued and other current and noncurrent liabilities 40,974 (7,701)
Net cash provided by operating activities 115,088 150,563
CASH FLOWS FROM INVESTING ACTIVITIES:    
Capital expenditures (227,910) (122,084)
Proceeds from sale of assets 6,646 9,674
Proceeds from note receivable from sale of business 0 1,385
Net cash used in investing activities (221,264) (111,025)
CASH FLOWS FROM FINANCING ACTIVITIES:    
Repayments of revolving credit facility borrowings (45,000) 0
Proceeds from equipment financing term loans 32,741 0
Repayments of equipment financing term loans (14,925) (976)
Payments of finance lease obligations (14,622) (13,829)
Repayments of insurance financing 0 (4,510)
Payment of debt issuance costs (25,085) (754)
Proceeds from issuance of convertible senior notes 690,000 0
Purchase of capped calls related to convertible senior notes (36,846) 0
Proceeds from issuance of common stock under public equity offering 164,306 0
Payment of costs related to issuance of common stock under public equity offering (1,204) 0
Proceeds from exercise of equity awards 92 0
Tax withholdings paid for net settlement of equity awards (5,741) (2,840)
Payment of excise tax on share repurchases 0 (531)
Net cash provided by (used in) financing activities 743,716 (23,440)
NET INCREASE IN CASH AND CASH EQUIVALENTS 637,540 16,098
CASH AND CASH EQUIVALENTS - Beginning of period 91,334 50,443
CASH AND CASH EQUIVALENTS - End of period 728,874 66,541
SUPPLEMENTAL CASH FLOWS DISCLOSURE:    
Interest paid - net of amounts capitalized 8,358 5,472
SUPPLEMENTAL DISCLOSURE OF NON-CASH INVESTING AND FINANCING ACTIVITIES:    
Capital expenditures included in accounts payable and accrued liabilities 51,208 50,509
Equipment purchases financed and corresponding issuances of loans 76,120 51,850
Leasehold improvements financed by operating lease landlord 0 350
Deferred tax asset recognized on purchase of capped calls $ 7,967 $ 0