v3.26.3
Condensed Consolidated Statements of Operations and Comprehensive Income (Parenthetical) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenue [1] $ 847,228 $ 725,106 $ 2,447,768 $ 1,793,641
Cost of revenue [2] 450,975 352,827 1,279,760 868,138
Selling, general and administrative expenses [3] 220,709 205,571 692,930 563,799
Other, net [4] (2,008) 5,364 7,549 7,022
Related Party        
Revenue 547,400 257,000 1,501,400 691,300
Cost of revenue 100 800 12,500 800
Selling, general and administrative expenses 1,400 2,400 5,200 3,200
Other, net $ 0 $ 6,600 $ 10,600 $ 6,600
[1] Includes $547.4 million and $1,501.4 million for the three and nine months ended September 30, 2026, respectively, and $257.0 million and $691.3 million for the three and nine months ended September 30, 2025, respectively, in each case from a related party.
[2] Includes $0.1 million and $12.5 million for the three and nine months ended September 30, 2026, respectively, and $0.8 million for the three and nine months ended September 30, 2025, in each case to a related party.
[3] Includes $1.4 million and $5.2 million for the three and nine months ended September 30, 2026, respectively, and $2.4 million and $3.2 million for the three and nine months ended September 30, 2025, respectively, to a related party.
[4] Includes no amounts for the three months ended September 30, 2026, $10.6 million for the nine months ended September 30, 2026, and $6.6 million for the three and nine months ended September 30, 2025, in each case from a related party.