Consolidated Balance Sheets (Parenthetical) - USD ($) $ in Thousands		Mar. 31, 2026	Dec. 31, 2025
Accounts receivable, net of allowances for credit losses		$ 22,886	$ 20,692
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)		235,512,000	233,612,000
Common stock, shares outstanding (in shares)		235,512,000	233,612,000
Total assets	[1]	$ 22,765,093	$ 22,610,596
Energy systems, net		17,026,406	16,817,863
Cash		679,552	823,380
Restricted cash		409,571	413,460
Accounts receivable, net		232,508	262,627
Inventories		490,390	501,286
Prepaid expenses and other current assets		153,921	155,216
Other assets		3,705,985	3,560,924
Total liabilities	[1]	17,808,528	17,626,622
Accounts payable		343,226	271,021
Distributions payable to noncontrolling interests and redeemable noncontrolling interests		47,938	47,072
Accrued expenses and other liabilities		483,232	518,835
Deferred revenue		1,530,386	1,513,333
Total debt, net		14,795,345	14,695,571
Other liabilities		152,144	156,199
Variable Interest Entities
Total assets		15,747,743	15,593,689
Energy systems, net		14,064,206	13,777,190
Cash		428,960	539,440
Restricted cash		55,906	59,010
Accounts receivable, net		123,482	118,907
Inventories		139,389	180,841
Prepaid expenses and other current assets		6,191	64,588
Other assets		929,609	853,713
Total liabilities		2,581,832	2,643,129
Accounts payable		5,107	5,125
Distributions payable to noncontrolling interests and redeemable noncontrolling interests		47,939	47,073
Accrued expenses and other liabilities		50,921	110,390
Deferred revenue		1,055,558	1,025,241
Total debt, net		1,400,917	1,434,535
Other liabilities		$ 21,390	$ 20,765

[1] The Company’s consolidated assets as of March 31, 2026 and December 31, 2025 include $15,747,743 and $15,593,689, respectively, in assets of variable interest entities (“VIEs”) that can only be used to settle obligations of the VIEs. Energy systems, net as of March 31, 2026 and December 31, 2025 were $14,064,206 and $13,777,190, respectively; cash as of March 31, 2026 and December 31, 2025 were $428,960 and $539,440, respectively; restricted cash as of March 31, 2026 and December 31, 2025 were $55,906 and $59,010, respectively; accounts receivable, net as of March 31, 2026 and December 31, 2025 were $123,482 and $118,907, respectively; inventories as of March 31, 2026 and December 31, 2025 were $139,389 and $180,841, respectively; prepaid expenses and other current assets as of March 31, 2026 and December 31, 2025 were $6,191 and $64,588, respectively; and other assets as of March 31, 2026 and December 31, 2025 were $929,609 and $853,713, respectively. The Company’s consolidated liabilities as of March 31, 2026 and December 31, 2025 include $2,581,832 and $2,643,129, respectively, in liabilities of VIEs whose creditors have no recourse to the Company. These liabilities include accounts payable as of March 31, 2026 and December 31, 2025 of $5,107 and $5,125, respectively; distributions payable to noncontrolling interests and redeemable noncontrolling interests as of March 31, 2026 and December 31, 2025 of $47,939 and $47,073, respectively; accrued expenses and other liabilities as of March 31, 2026 and December 31, 2025 of $50,921 and $110,390, respectively; deferred revenue as of March 31, 2026 and December 31, 2025 of $1,055,558 and $1,025,241, respectively; non-recourse debt as of March 31, 2026 and December 31, 2025 of $1,400,917 and $1,434,535, respectively; and other liabilities as of March 31, 2026 and December 31, 2025 of $21,390 and $20,765, respectively.