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Reportable Segments - Operating performance by segment (Details)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2025
USD ($)
Jun. 30, 2024
USD ($)
Jun. 30, 2025
USD ($)
segment
Jun. 30, 2024
USD ($)
Operating performance by segment        
Revenue $ 1,890,745 $ 1,563,715 $ 3,538,858 $ 2,976,422
Cost of revenue $ 1,659,009 $ 1,377,005 $ 3,136,465 $ 2,656,336
Cost of revenue, % of Segment Revenue 87.70% 88.10% 88.60% 89.20%
Gross profit $ 231,736 $ 186,710 $ 402,393 $ 320,086
Gross profit, % of Segment Revenue 12.30% 11.90% 11.40% 10.80%
Selling, general and administrative expenses $ 104,549 $ 100,118 $ 204,051 $ 188,706
Selling, general, and administrative expenses, % of Segment Revenue 5.50% 6.40% 5.80% 6.30%
Transaction and related costs $ 543 $ 522 $ 1,334 $ 1,072
Operating income $ 126,644 $ 86,070 $ 197,008 $ 130,308
Operating income, % of Segment Revenue 6.70% 5.50% 5.60% 4.40%
Number of reportable segments | segment     2  
Operating Segment | Utilities        
Operating performance by segment        
Revenue $ 693,021 $ 620,798 $ 1,256,428 $ 1,108,722
Cost of revenue $ 595,476 $ 556,732 $ 1,107,305 $ 1,015,177
Cost of revenue, % of Segment Revenue 85.90% 89.70% 88.10% 91.60%
Gross profit $ 97,545 $ 64,066 $ 149,123 $ 93,545
Gross profit, % of Segment Revenue 14.10% 10.30% 11.90% 8.40%
Selling, general and administrative expenses $ 31,968 $ 29,419 $ 65,486 $ 58,697
Selling, general, and administrative expenses, % of Segment Revenue 4.60% 4.70% 5.20% 5.30%
Operating income $ 65,577 $ 34,647 $ 83,637 $ 34,848
Operating income, % of Segment Revenue 9.50% 5.60% 6.70% 3.10%
Operating Segment | Energy        
Operating performance by segment        
Revenue $ 1,236,807 $ 973,492 $ 2,345,149 $ 1,921,070
Cost of revenue $ 1,102,616 $ 850,848 $ 2,091,879 $ 1,694,529
Cost of revenue, % of Segment Revenue 89.20% 87.40% 89.20% 88.20%
Gross profit $ 134,191 $ 122,644 $ 253,270 $ 226,541
Gross profit, % of Segment Revenue 10.80% 12.60% 10.80% 11.80%
Selling, general and administrative expenses $ 41,617 $ 37,863 $ 81,835 $ 75,178
Selling, general, and administrative expenses, % of Segment Revenue 3.40% 3.90% 3.50% 3.90%
Operating income $ 92,574 $ 84,781 $ 171,435 $ 151,363
Operating income, % of Segment Revenue 7.50% 8.70% 7.30% 7.90%
Corporate and non-allocated costs        
Operating performance by segment        
Revenue $ (39,083) $ (30,575) $ (62,719) $ (53,370)
Cost of revenue (39,083) (30,575) (62,719) (53,370)
Selling, general and administrative expenses 30,964 32,836 56,730 54,831
Transaction and related costs 543 522 1,334 1,072
Operating income (31,507) (33,358) (58,064) (55,903)
Intersegment eliminations        
Operating performance by segment        
Revenue (39,083) (30,575) (62,719) (53,370)
Intersegment eliminations | Utilities        
Operating performance by segment        
Revenue $ 39,100 $ 30,600 $ 62,700 $ 53,400