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REVENUE FROM CONTRACTS WITH CUSTOMERS (Tables)
 9 Months Ended
Sep. 30, 2025
Revenue from Contract with Customer [Abstract]  
Summary of Disaggregation of Revenue
The following table presents our revenue disaggregated by line of business and reportable segment for the three months ended September 30, 2025:
North America RegionsU.S. FederalRenewable FuelsEuropeAll OtherTotal
Project revenue$198,448 $65,828 $5,078 $140,598 $— $409,952 
O&M revenue12,397 15,583 1,959 831 — 30,770 
Energy assets23,647 7,763 30,633 494 — 62,537 
Other3,108 334 4 2,311 16,971 22,728 
Total revenues$237,600 $89,508 $37,674 $144,234 $16,971 $525,987 
The following table presents our revenue disaggregated by line of business and reportable segment for the three months ended September 30, 2024:
North America RegionsU.S. FederalRenewable FuelsEuropeAll OtherTotal
Project revenue$258,977 $66,162 $10,295 $49,943 $— $385,377 
O&M revenue10,284 15,817 1,844 480 — 28,425 
Energy assets20,444 7,096 31,393 197 — 59,130 
Other1,906 38 5 1,993 23,999 27,941 
Total revenues$291,611 $89,113 $43,537 $52,613 $23,999 $500,873 
The following table presents our revenue disaggregated by line of business and reportable segment for the nine months ended September 30, 2025:
North America RegionsU.S. FederalRenewable FuelsEuropeAll OtherTotal
Project revenue$521,688 $109,325 $17,124 $371,364 $— $1,019,501 
O&M revenue31,327 44,376 5,736 2,132 — 83,571 
Energy assets65,286 19,900 95,801 1,152 — 182,139 
Other8,744 798 7 8,127 48,213 65,889 
Total revenues$627,045 $174,399 $118,668 $382,775 $48,213 $1,351,100 
The following table presents our revenue disaggregated by line of business and reportable segment for the nine months ended September 30, 2024:
North America RegionsU.S. FederalRenewable FuelsEuropeAll OtherTotal
Project revenue$553,930 $177,721 $27,342 $161,431 $— $920,424 
O&M revenue25,728 45,723 6,357 2,122 — 79,930 
Energy assets53,944 12,749 88,421 557 29 155,700 
Other4,425 547 128 5,684 70,423 81,207 
Total revenues$638,027 $236,740 $122,248 $169,794 $70,452 $1,237,261 
The following table presents information related to our revenue recognized over time:
Three Months Ended September 30,Nine Months Ended September 30,
2025202420252024
Percentage of revenue recognized over time96%97%96%96%
The remainder of our revenue is for products and services transferred at a point in time, at which point revenue is recognized.
We attribute revenues to customers based on the location of the customer. The following table presents information related to our revenues by geographic area:
Three Months Ended September 30,Nine Months Ended September 30,
2025202420252024
United States$352,725 $431,918 $887,261 $1,020,517 
Canada29,023 16,337 80,991 46,933 
Europe144,239 52,618 382,848 169,811 
Total revenues$525,987 $500,873 $1,351,100 $1,237,261 
Summary of Contract with Customer, Asset and Liability
The following tables provide information about receivables, contract assets and contract liabilities from contracts with customers:
 September 30, 2025December 31, 2024
Accounts receivable, net$253,793 $256,961 
Accounts receivable retainage, net48,846 39,843 
Contract Assets:
Unbilled revenue$691,316 $644,105 
Contract Liabilities:
Deferred revenue$87,297 $91,734 
Deferred revenue, non-current (1)
36,369 29,885 
Total contract liabilities$123,666 $121,619 
September 30, 2024December 31, 2023
Accounts receivable, net$230,298 $153,362 
Accounts receivable retainage, net43,466 33,826 
Contract Assets:
Unbilled revenue$572,804 $636,163 
Contract Liabilities:
Deferred revenue$108,020 $52,903 
Deferred revenue, non-current (1)
20,808 18,393 
Total contract liabilities$128,828 $71,296 
(1) Performance obligations that are expected to be completed beyond the next twelve months and are included in other liabilities in the condensed consolidated balance sheets.