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VIE Arrangements - Schedule of Carrying Amounts and Classification of the VIEs' Assets and Liabilities Included in the Consolidated Balance Sheets (Details) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Sep. 30, 2024
Dec. 31, 2023
Current assets:        
Cash $ 709,148 $ 574,956 $ 533,863 $ 678,821
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    
Total current assets 2,070,471 1,722,636    
Solar energy systems, net 16,599,888 15,032,115    
Other assets 3,468,162 3,021,746    
Total assets [1] 22,225,482 19,897,884    
Current liabilities:        
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, current portion 159,623 129,442    
Non-recourse debt, current portion 311,531 231,665    
Total current liabilities 1,420,780 1,334,482    
Deferred revenue, net of current portion 1,321,558 1,208,905    
Non-recourse debt, net of current portion 13,517,611 11,806,181    
Other liabilities 169,324 119,846    
Total liabilities [1] 17,580,903 15,733,674    
Variable Interest Entities        
Current assets:        
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    
Total current assets 635,029 641,104    
Solar energy systems, net 13,537,400 12,062,819    
Other assets 777,594 586,293    
Total assets 14,950,023 13,290,216    
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 liabilities 48,576 42,997    
Deferred revenue, current portion 73,295 62,278    
Non-recourse debt, current portion 111,083 60,292    
Total current liabilities 282,311 212,432    
Deferred revenue, net of current portion 912,918 764,576    
Non-recourse debt, net of current portion 1,311,993 1,347,492    
Other liabilities 20,421 18,540    
Total liabilities $ 2,527,643 $ 2,343,040    
[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.