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Condensed Consolidated Statements of Cash Flows (Unaudited) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2025
Mar. 31, 2024
Cash flows from operating activities    
Net income $ 27,045 $ 17,185
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 34,119 11,712
Provision for inventory obsolescence 603 0
Amortization of operating right-of-use assets 2,052 161
Amortization of deferred financing costs 335 117
(Gain) loss on sale of equipment 45 (389)
Gain on lease termination (190) (120)
Stock-based compensation 4,962 17
Provision for deferred income taxes 2,648 0
Allowance for credit losses 407 0
Changes in operating assets and liabilities:    
Accounts receivable (14,355) (385)
Inventory (6,380) (4,785)
Prepaid expenses and other current assets 461 (1,263)
Accounts payable - trade 401 2,301
Accrued expenses (6,943) 2,355
Deferred revenue (426) 109
Operating lease liabilities (1,848) 440
Finance lease liabilities (297) 0
Net cash provided by operating activities 42,549 28,233
Cash flows used in investing activities    
Additions to property, plant and equipment (27,850) (14,774)
Proceeds from sale of property, plant and equipment 206 29
Payment for capitalized patent costs (19) 0
Net cash used in investing activities (27,663) (14,745)
Cash flows used in financing activities    
Issuance of Class A common stock in IPO, net of underwriting discount 461,803 0
Payment of offering costs (2,034) 0
Payments on long-term debt (564,764) 0
Proceeds from long-term debt 109,862 5,364
Payments on finance lease obligations (2,829) (1,109)
Proceeds on finance lease terminations 37 120
Purchase of LLC Interests from Continuing Equity Owners (20,876) 0
Payment of debt issuance costs (13) 0
Distribution to Members 0 (17,000)
Net cash used in financing activities (18,814) (12,625)
Net increase (decrease) in cash and cash equivalents (3,928) 863
Beginning of period 4,615 0
End of period $ 687 $ 863