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REVENUE RECOGNITION
6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
REVENUE RECOGNITION REVENUE RECOGNITION
The Company generates revenue from multiple sources, including leasing arrangements (ASC 842), contracts with customers (ASC 606), and financing and fee income (ASC 310). Revenue is disaggregated below by source.
Revenue Disaggregation
The Company disaggregates revenue by major revenue stream based on the nature of its revenue‑generating activities, applicable accounting guidance, and by performance obligations, as management believes these categories depict how economic factors affect revenue.
(in thousands)Three months ended June 30,Six months ended June 30,
Revenue category
2026202520262025
Total lease revenue pursuant to ASC 842$549,830 $569,674 $1,146,694 $1,221,231 
Total product, service, and other revenue pursuant to ASC 606147,591 6,706 264,517 10,419 
Total finance and fee income pursuant to ASC 31022,294 12,123 51,178 25,281 
Total revenues$719,715 $588,503 $1,462,389 $1,256,931