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Reportable Segments (Details)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2025
USD ($)
Jun. 30, 2024
USD ($)
Jun. 30, 2025
USD ($)
segment
Jun. 30, 2024
USD ($)
Dec. 31, 2024
USD ($)
Reportable Segments          
Number of reportable segments | segment     2    
Number of operating segments | segment     2    
Revenue:          
Interest revenue $ 3,649 $ 2,284 $ 7,583 $ 4,553  
Gain on sale of leased equipment 27,582 14,428 32,019 23,629  
Gain on sale of financial assets 0 0 378 0  
Total revenue 195,502 151,120 353,234 270,203  
Expenses:          
Depreciation and amortization expense 27,550 22,167 52,574 44,653  
Cost of spare parts and equipment sales 28,102 5,437 43,425 8,142  
Cost of maintenance services 8,621 5,671 13,950 11,245  
Write-down of equipment 11,458 0 13,567 261  
General and administrative 50,429 34,687 98,149 64,268  
Technical expense 7,508 4,518 13,738 12,773  
Interest expense 33,569 24,562 65,663 47,565  
Total finance costs 33,569 24,562 65,663 47,565  
Total expenses 167,237 97,042 301,066 188,907  
Income from operations 28,265 54,078 52,168 81,296  
Total assets [1] 3,946,445   3,946,445   $ 3,297,196
Operating Segments | Leasing and  Related Operations          
Revenue:          
Interest revenue 3,649 2,284 7,583 4,553  
Gain on sale of leased equipment 27,582 14,428 32,019 23,629  
Gain on sale of financial assets     378    
Total revenue 186,304 145,063 327,999 260,739  
Expenses:          
Depreciation and amortization expense 27,538 22,148 52,543 44,616  
Cost of spare parts and equipment sales 19,768 21 21,275 30  
Cost of maintenance services 8,847 5,735 14,223 11,315  
Write-down of equipment 11,458   13,567 261  
General and administrative 49,162 34,035 95,957 62,221  
Technical expense 7,512 4,596 13,746 12,879  
Interest expense 33,569 24,562 65,663 47,565  
Total finance costs 33,569 24,562 65,663 47,565  
Total expenses 157,854 91,097 276,974 178,887  
Income from operations 28,450 53,966 51,025 81,852  
Total assets 3,879,760   3,879,760   3,219,856
Operating Segments | Spare Parts Sales          
Revenue:          
Interest revenue 0 0 0 0  
Gain on sale of leased equipment 0 0 0 0  
Gain on sale of financial assets     0    
Total revenue 10,464 9,780 29,286 14,417  
Expenses:          
Depreciation and amortization expense 12 19 31 37  
Cost of spare parts and equipment sales 9,328 8,938 25,831 12,792  
Cost of maintenance services 0 0 0 0  
Write-down of equipment 0   0 0  
General and administrative 1,267 652 2,192 2,047  
Technical expense 0 0 0 0  
Interest expense 0 0 0 0  
Total finance costs 0 0 0 0  
Total expenses 10,607 9,609 28,054 14,876  
Income from operations (143) 171 1,232 (459)  
Total assets 66,685   66,685   77,340
Eliminations          
Revenue:          
Interest revenue 0 0 0 0  
Gain on sale of leased equipment 0 0 0 0  
Gain on sale of financial assets     0    
Total revenue (1,266) (3,723) (4,051) (4,953)  
Expenses:          
Depreciation and amortization expense 0 0 0 0  
Cost of spare parts and equipment sales (994) (3,522) (3,681) (4,680)  
Cost of maintenance services (226) (64) (273) (70)  
Write-down of equipment 0   0 0  
General and administrative 0 0 0 0  
Technical expense (4) (78) (8) (106)  
Interest expense 0 0 0  
Total finance costs 0 0 0 0  
Total expenses (1,224) (3,664) (3,962) (4,856)  
Income from operations (42) (59) (89) (97)  
Total assets 0   0   $ 0
Lease rent revenue          
Revenue:          
Lease rent and maintenance reserve revenue 72,268 55,866 140,007 108,747  
Lease rent revenue | Operating Segments | Leasing and  Related Operations          
Revenue:          
Lease rent and maintenance reserve revenue 72,268 55,866 140,007 108,747  
Lease rent revenue | Operating Segments | Spare Parts Sales          
Revenue:          
Lease rent and maintenance reserve revenue 0 0 0 0  
Lease rent revenue | Eliminations          
Revenue:          
Lease rent and maintenance reserve revenue 0 0 0 0  
Maintenance reserve revenue          
Revenue:          
Lease rent and maintenance reserve revenue 50,743 62,897 105,602 106,767  
Maintenance reserve revenue | Operating Segments | Leasing and  Related Operations          
Revenue:          
Lease rent and maintenance reserve revenue 50,743 62,897 105,602 106,767  
Maintenance reserve revenue | Operating Segments | Spare Parts Sales          
Revenue:          
Lease rent and maintenance reserve revenue 0 0 0 0  
Maintenance reserve revenue | Eliminations          
Revenue:          
Lease rent and maintenance reserve revenue 0 0 0 0  
Spare parts and equipment sales          
Revenue:          
Other sales and revenue 30,354 6,186 48,594 9,474  
Spare parts and equipment sales | Operating Segments | Leasing and  Related Operations          
Revenue:          
Other sales and revenue 21,157 209 23,455 293  
Spare parts and equipment sales | Operating Segments | Spare Parts Sales          
Revenue:          
Other sales and revenue 10,421 9,641 29,101 14,037  
Spare parts and equipment sales | Eliminations          
Revenue:          
Other sales and revenue (1,224) (3,664) (3,962) (4,856)  
Maintenance Services          
Revenue:          
Other sales and revenue 8,031 6,781 13,617 12,008  
Maintenance Services | Operating Segments | Leasing and  Related Operations          
Revenue:          
Other sales and revenue 8,031 6,781 13,617 12,008  
Maintenance Services | Operating Segments | Spare Parts Sales          
Revenue:          
Other sales and revenue 0 0 0 0  
Maintenance Services | Eliminations          
Revenue:          
Other sales and revenue 0 0 0 0  
Other revenue          
Revenue:          
Other sales and revenue 2,875 2,678 5,434 5,025  
Other revenue | Operating Segments | Leasing and  Related Operations          
Revenue:          
Other sales and revenue 2,874 2,598 5,338 4,742  
Other revenue | Operating Segments | Spare Parts Sales          
Revenue:          
Other sales and revenue 43 139 185 380  
Other revenue | Eliminations          
Revenue:          
Other sales and revenue $ (42) $ (59) $ (89) $ (97)  
[1] Total assets at June 30, 2025 and December 31, 2024, include the following assets of variable interest entities (“VIEs”) that can only be used to settle the liabilities of the VIEs: Restricted cash $745,268 and $123,392; Equipment $1,798,280 and $1,681,197; Maintenance rights $21,873 and $12,708; Notes receivable $133,550 and $139,853; Investments in sales-type leases $16,780 and $17,752; and Other assets $11,702 and $11,973 (each respectively).