Consolidated Balance Sheets (Parenthetical) - USD ($) $ in Thousands		Sep. 30, 2025	Dec. 31, 2024
Accounts receivable, net of allowances for credit losses		$ 18,186	$ 15,420
Preferred stock, par value (in dollars per share)		$ 0.0001	$ 0.0001
Preferred stock, shares authorized (in shares)		200,000,000	200,000,000
Preferred stock, shares issued (in shares)		0	0
Preferred stock, shares outstanding (in shares)		0	0
Common stock, par value (in dollars per share)		$ 0.0001	$ 0.0001
Common stock, shares authorized (in shares)		2,000,000,000	2,000,000,000
Common stock, shares issued (in shares)		231,605,000	225,662,000
Common stock, shares outstanding (in shares)		231,605,000	225,662,000
Total assets	[1]	$ 22,225,482	$ 19,897,884
Solar energy systems, net		16,599,888	15,032,115
Cash		709,148	574,956
Restricted cash		446,460	372,312
Accounts receivable, net		248,279	170,706
Inventories		569,987	402,083
Prepaid expenses and other current assets		96,597	202,579
Other assets		3,468,162	3,021,746
Total liabilities	[1]	17,580,903	15,733,674
Accounts payable		336,547	354,214
Distributions payable to noncontrolling interests and redeemable noncontrolling interests		44,122	41,464
Accrued expenses and other liabilities		539,419	543,752
Deferred revenue		1,481,181	1,338,347
Non-recourse debt		14,627,043	12,901,492
Other liabilities		169,324	119,846
Variable Interest Entities
Total assets		14,950,023	13,290,216
Solar energy systems, net		13,537,400	12,062,819
Cash		307,697	420,756
Restricted cash		54,064	57,892
Accounts receivable, net		129,872	92,259
Inventories		136,189	62,581
Prepaid expenses and other current assets		7,207	7,616
Other assets		777,594	586,293
Total liabilities		2,527,643	2,343,040
Accounts payable		5,234	5,400
Distributions payable to noncontrolling interests and redeemable noncontrolling interests		44,123	41,465
Accrued expenses and other liabilities		48,576	42,997
Deferred revenue		986,213	826,854
Non-recourse debt		1,423,076	1,407,784
Other liabilities		$ 20,421	$ 18,540

[1] The Company’s consolidated assets as of September 30, 2025 and December 31, 2024 include $14,950,023 and $13,290,216, respectively, in assets of variable interest entities (“VIEs”) that can only be used to settle obligations of the VIEs. These assets include solar energy systems, net as of September 30, 2025 and December 31, 2024 of $13,537,400 and $12,062,819, respectively; cash as of September 30, 2025 and December 31, 2024 of $307,697 and $420,756, respectively; restricted cash as of September 30, 2025 and December 31, 2024 of $54,064 and $57,892, respectively; accounts receivable, net as of September 30, 2025 and December 31, 2024 of $129,872 and $92,259, respectively; inventories as of September 30, 2025 and December 31, 2024 of $136,189 and $62,581, respectively; prepaid expenses and other current assets as of September 30, 2025 and December 31, 2024 of $7,207 and $7,616, respectively; and other assets as of September 30, 2025 and December 31, 2024 of $777,594 and $586,293, respectively. The Company’s consolidated liabilities as of September 30, 2025 and December 31, 2024 include $2,527,643 and $2,343,040, respectively, in liabilities of VIEs whose creditors have no recourse to the Company. These liabilities include accounts payable as of September 30, 2025 and December 31, 2024 of $5,234 and $5,400, respectively; distributions payable to noncontrolling interests and redeemable noncontrolling interests as of September 30, 2025 and December 31, 2024 of $44,123 and $41,465, respectively; accrued expenses and other current liabilities as of September 30, 2025 and December 31, 2024 of $48,576 and $42,997, respectively; deferred revenue as of September 30, 2025 and December 31, 2024 of $986,213 and $826,854, respectively; non-recourse debt as of September 30, 2025 and December 31, 2024 of $1,423,076 and $1,407,784, respectively; and other liabilities as of September 30, 2025 and December 31, 2024 of $20,421 and $18,540, respectively.