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CONSOLIDATED STATEMENTS OF CASH FLOWS (unaudited) - USD ($)
$ in Thousands
 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Cash flows from operating activities:    
Net income $ 262,993 $ 267,784
Adjustments to reconcile net income to net cash used in operating activities:    
Equity in losses of unconsolidated entities [1],[2] (7,607) 12,617
Gain on insurance recoveries (49,545) (54,325)
Security deposits and maintenance claims included in earnings (5,140) (31,167)
Equity-based compensation 13,679 10,404
Depreciation and amortization 99,275 114,798
Deferred income taxes 15,199 47,799
Change in fair value of guarantees 817 2,071
Amortization of lease intangibles and incentives 12,356 19,266
Amortization of deferred financing costs 6,035 5,749
Other 2,920 275
Change in:    
Accounts receivable 36,117 (18,459)
Inventory (453,059) (268,771)
Other assets (68,665) 13,922
Accounts payable and accrued liabilities 44,757 17,618
Management fees payable to affiliate 0 (760)
Other liabilities 20,135 (3,515)
Net cash used in operating activities (265,303) (136,284)
Cash flows from investing activities:    
Investment in unconsolidated entities (99,251) (118,727)
Return of capital from unconsolidated entities 19,210 0
Principal collections on finance leases 0 950
Principal collections on notes receivable 2,384 2,010
Acquisition of leasing equipment (163,054) (412,136)
Investments in financing receivables 0 (2,764)
Investment in promissory notes (1,907) 0
Acquisition of property, plant and equipment (24,016) (11,085)
Acquisition of lease intangibles (1,034) 2,757
Deposits for acquisition of leasing equipment [3] (63,380) (50,221)
Proceeds from settlement of insurance claims 48,333 54,325
Proceeds from deposits on sale of leasing equipment 0 251
Return of deposits for acquisition of leasing equipment [3] 5,430 44,303
Net cash provided by investing activities 515,714 496,148
Cash flows from financing activities:    
Proceeds from debt 625,000 430,000
Repayment of debt (625,000) (430,000)
Payment of deferred financing costs (11,970) (517)
Receipt of security deposits under operating lease agreements 100 2,606
Return of security deposits under operating lease agreements (1,091) (2,434)
Receipt of maintenance deposits under operating lease agreements 12,558 28,162
Release of maintenance deposits under operating lease agreements (5,720) (5,361)
Settlement of equity-based compensation (7,464) 0
Redemption of preferred shares (105,493) (124,167)
Cash dividends - ordinary shares (87,194) (61,534)
Cash dividends - preferred shares (7,418) (9,824)
Net cash used in financing activities (213,692) (173,069)
Net increase in cash and cash equivalents and restricted cash 36,719 186,795
Cash and cash equivalents and restricted cash, beginning of period 300,626 115,266
Cash and cash equivalents and restricted cash, end of period 337,345 302,061
Supplemental disclosure of non-cash investing and financing activities (see Note 2 for additional non-cash information):    
Receipt of notes receivable in connection with the sale of leasing equipment 48,028 12,102
Acquisition of leasing equipment in accrued liabilities (19,548) (18,587)
Purchase deposits reclassified to leasing equipment from other assets upon acquisition 0 (47,017)
Accounts receivable settled with maintenance deposits (6,692) (9,248)
Nonrelated Party    
Adjustments to reconcile net income to net cash used in operating activities:    
Gain on sale of assets (177,937) (226,116)
Cash flows from investing activities:    
Proceeds from sale of assets 617,342 589,337
Equity Method Investee    
Adjustments to reconcile net income to net cash used in operating activities:    
Gain on sale of assets (17,633) (45,474)
Cash flows from investing activities:    
Deposits for acquisition of leasing equipment 0 (23,473)
Proceeds from sale of assets 175,657 397,148
Return of deposits for acquisition of leasing equipment $ 0 $ 42,813
[1] Includes the profit elimination of $(16,597) for the six months ended June 30, 2026 (2025 - $(11,885)) for sales to the 2025 Partnership within the Aerospace Products segment.
[2] Includes the profit elimination of $(6,597) and $(16,597) for the three and six months ended June 30, 2026, respectively (2025 - $(4,935) and $(11,885), respectively), for sales to the 2025 Partnership.
[3] Includes deposits for acquisition of leasing equipment paid on behalf of the 2025 Partnership of $0 for the six months ended June 30, 2026 (2025 - $23,473), and return of deposits for the acquisition of leasing equipment reimbursed from the 2025 Partnership of $0 for the six months ended June 30, 2026 (2025 - $42,813).