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Consolidated Statements of Cash Flows (unaudited) - USD ($)
$ in Thousands
 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Cash flows from operating activities    
Net income $ 127,932 $ 106,963
Adjustments to reconcile net income to net cash from operating activities    
Depreciation and amortization 78,919 76,341
Amortization of operating lease right-of-use assets 9,314 1,300
ARO accretion expense 1,929 1,384
Amortization of debt issuance costs 5,886 2,258
Deferred income taxes 2,468 5,190
Share of net earnings in equity method investee (1,693) (1,685)
Distributions from equity method investee 1,530 1,800
Long-term incentive compensation expense 8,620 5,263
(Gain) loss on non-cash items 0 (44)
Changes in operating assets and liabilities:    
Accounts receivable 45,606 15,779
Other current assets and other assets 5,869 (15,854)
Accounts payable and accrued liabilities 74,990 (29,684)
Current portion of deferred revenue (29,705) 2,253
Net investments in sales-type leases 32,165 15,263
Operating lease assets and liabilities (9,102) (1,311)
Other long-term liabilities 2,093 9,602
Net cash provided by operating activities 356,821 194,818
Cash flows from investing activities    
Net cash paid for Acquisition (1,048,091) 0
Purchases of property and equipment (129,372) (49,706)
Net cash used in investing activities (1,177,463) (49,706)
Cash flows from financing activities    
Proceeds from issuance of Class A Common stock, net 201,832 0
Repurchase of Class A Common Stock 0 (27,214)
Proceeds from issuance of long-term debt 800,000 0
Repayments of long-term debt (180,326) (31,893)
Repayments of long-term debt - related party (7,262) (6,773)
Payment of debt issuance costs (20,325) 0
Principal payments under finance lease liabilities (16,215) (15,252)
Taxes withheld for long-term incentive compensation (1,027) (253)
Dividends paid (5,946) (2,067)
Distributions (22,490) (8,591)
Other financing activities (393) 1,012
Net cash provided by (used in) financing activities 747,848 (91,031)
Effect of exchange rate on cash, cash equivalents, and restricted cash 87 (54)
Net increase (decrease) in cash, cash equivalents and restricted cash (72,707) 54,027
Cash, cash equivalents and restricted cash    
Beginning of period 554,495 572,458
End of period $ 481,788 $ 626,485