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VIE Arrangements
 9 Months Ended
Sep. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
VIE Arrangements VIE Arrangements
The Company consolidated various VIEs at September 30, 2025 and December 31, 2024. The carrying amounts and classification of the VIEs’ assets and liabilities included in the consolidated balance sheets are as follows (in thousands):
September 30, 2025December 31, 2024
Assets
Current assets
Cash$307,697 $420,756 
Restricted cash54,064 57,892 
Accounts receivable, net129,872 92,259 
Inventories136,189 62,581 
Prepaid expenses and other current assets7,207 7,616 
Total current assets635,029 641,104 
Solar energy systems, net13,537,400 12,062,819 
Other assets777,594 586,293 
Total assets$14,950,023 $13,290,216 
Liabilities
Current liabilities
Accounts payable$5,234 $5,400 
Distributions payable to noncontrolling interests and redeemable noncontrolling interests
44,123 41,465 
Accrued expenses and other liabilities48,576 42,997 
Deferred revenue, current portion73,295 62,278 
Non-recourse debt, current portion111,083 60,292 
Total current liabilities282,311 212,432 
Deferred revenue, net of current portion912,918 764,576 
Non-recourse debt, net of current portion1,311,993 1,347,492 
Other liabilities20,421 18,540 
Total liabilities$2,527,643 $2,343,040