Revenue from Contracts with Customers (Tables)

9 Months Ended

Sep. 30, 2025

Revenue from Contract with Customer [Abstract]

Disaggregation of Revenues

The following tables represent a disaggregation of revenues from contracts with customers for the three and nine month ended September 30, 2025 and 2024 by segment and geographic region:

	Three Months Ended September 30, 2025
	North America		Europe		Asia-Pacific		South America		Total
	(In thousands)
Warehouse rent and storage	$	204,017	$	20,288	$	20,064	$	2,094	$	246,463
Warehouse services	274,542		29,204		40,905		1,208		345,859
Transportation	21,851		12,538		12,822		632		47,843
Third-party managed	2,186		—		6,622		—		8,808
Total revenues (1)	502,596		62,030		80,413		3,934		648,973
Lease revenues (2)	13,427		631		634		—		14,692
Total revenues	$	516,023	$	62,661	$	81,047	$	3,934	$	663,665

	Three Months Ended September 30, 2024
	North America		Europe		Asia-Pacific		South America		Total
	(In thousands)
Warehouse rent and storage	$	209,121	$	18,929	$	18,230	$	2,465	$	248,745
Warehouse services	283,046		27,001		37,867		1,743		349,657
Transportation	25,121		15,239		10,566		838		51,764
Third-party managed	4,010		—		6,216		—		10,226
Total revenues (1)	521,298		61,169		72,879		5,046		660,392
Lease revenues (2)	12,230		1,083		466		—		13,779
Total revenues	$	533,528	$	62,252	$	73,345	$	5,046	$	674,171

(1)Revenues are within the scope of ASC 606: Revenue from Contracts with Customers. Elements of contracts or arrangements that are in the scope of other standards (e.g., leases) are separated and accounted for under those standards.

(2)Revenues are within the scope of ASC 842: Leases.

	Nine Months Ended September 30, 2025
	North America		Europe		Asia-Pacific		South America		Total
	(In thousands)
Warehouse rent and storage	$	607,616	$	56,845	$	56,417	$	6,007	$	726,885
Warehouse services	804,643		79,953		115,306		4,073		1,003,975
Transportation	68,198		35,099		34,539		2,097		139,933
Third-party managed	8,225		—		18,794		—		27,019
Total revenues (1)	1,488,682		171,897		225,056		12,177		1,897,812
Lease revenues (2)	41,507		2,431		1,643		—		45,581
Total revenues	$	1,530,189	$	174,328	$	226,699	$	12,177	$	1,943,393

	Nine Months Ended September 30, 2024
	North America		Europe		Asia-Pacific		South America		Total
	(In thousands)
Warehouse rent and storage	$	640,078	$	55,174	$	55,593	$	6,042	$	756,887
Warehouse services	823,532		77,202		105,723		4,202		1,010,659
Transportation	82,847		45,743		28,655		2,009		159,254
Third-party managed	12,596		—		17,978		—		30,574
Total revenues (1)	1,559,053		178,119		207,949		12,253		1,957,374
Lease revenues (2)	36,975		3,826		1,931		—		42,732
Total revenues	$	1,596,028	$	181,945	$	209,880	$	12,253	$	2,000,106

(1)Revenues are within the scope of ASC 606: Revenue from Contracts with Customers. Elements of contracts or arrangements that are in the scope of other standards (e.g., leases) are separated and accounted for under those standards.

(2)Revenues are within the scope of ASC 842: Leases.