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CONSOLIDATED STATEMENTS OF CASH FLOWS (unaudited) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Cash flows from operating activities:    
Net income $ 137,899 $ 102,386
Adjustments to reconcile net income to net cash used in operating activities:    
Equity in losses of unconsolidated entities [1],[2] 2,363 7,614
Gain on insurance recoveries (44,595) (30,125)
Security deposits and maintenance claims included in earnings (1,783) (3,559)
Equity-based compensation 6,347 4,889
Depreciation and amortization 52,289 59,562
Deferred income taxes 12,208 20,683
Change in fair value of guarantees 411 316
Amortization of lease intangibles and incentives 7,224 8,825
Amortization of deferred financing costs 3,054 2,830
Other 1,649 210
Change in:    
Accounts receivable 28,787 (73,088)
Inventory (186,896) (127,211)
Other assets (121,135) (41,410)
Accounts payable and accrued liabilities 26,267 65,251
Management fees payable to affiliate 0 (260)
Other liabilities 23,536 (3,460)
Net cash used in operating activities (160,076) (25,966)
Cash flows from investing activities:    
Investment in unconsolidated entities (1,246) (19,967)
Principal collections on notes receivable 1,565 989
Acquisition of leasing equipment (87,793) (267,417)
Investments in financing receivables 0 (2,764)
Investment in promissory notes (801) 0
Acquisition of property, plant and equipment (6,641) (4,156)
Acquisition of lease intangibles 0 1,282
Deposits for acquisition of leasing equipment [3] (37,121) (46,344)
Proceeds from settlement of insurance claims 27,040 30,125
Proceeds from deposits on sale of leasing equipment 6,959 3,376
Return of deposits for acquisition of leasing equipment [3] 5,430 44,303
Net cash provided by (used in) investing activities 317,018 (27,627)
Cash flows from financing activities:    
Proceeds from debt 125,000 290,000
Repayment of debt (125,000) (90,000)
Payment of deferred financing costs 0 (39)
Receipt of security deposits under operating lease agreements 100 1,233
Return of security deposits under operating lease agreements (558) (300)
Receipt of maintenance deposits under operating lease agreements 7,487 15,011
Release of maintenance deposits under operating lease agreements (5,323) (4,246)
Settlement of equity-based compensation (2,143) 0
Redemption of preferred shares 0 (124,167)
Cash dividends - ordinary shares (41,032) (30,767)
Cash dividends - preferred shares (3,709) (6,115)
Net cash (used in) provided by financing activities (45,178) 50,610
Net increase in cash and cash equivalents and restricted cash 111,764 (2,983)
Cash and cash equivalents and restricted cash, beginning of period 300,626 115,266
Cash and cash equivalents and restricted cash, end of period 412,390 112,283
Supplemental disclosure of non-cash investing and financing activities (see Note 2 for additional non-cash information):    
Receipt of notes receivable in connection with the sale of leasing equipment 59,317 34,602
Acquisition of leasing equipment in accrued liabilities (15,895) (8,341)
Purchase deposits reclassified to leasing equipment from other assets upon acquisition 0 (17,027)
Accounts receivable settled with maintenance deposits (1,484) (5,787)
Nonrelated Party    
Adjustments to reconcile net income to net cash used in operating activities:    
Gain on sale of assets (92,533) (8,549)
Cash flows from investing activities:    
Proceeds from sale of assets 292,281 174,054
Equity Method Investee    
Adjustments to reconcile net income to net cash used in operating activities:    
Gain on sale of assets (15,168) (10,870)
Cash flows from investing activities:    
Deposits for acquisition of leasing equipment 0 (25,400)
Proceeds from sale of assets 117,345 58,892
Return of deposits for acquisition of leasing equipment $ 0 $ 42,813
[1] Includes the profit elimination of $(10,000) and $(6,950) for the three months ended March 31, 2026 and 2025, respectively, for sales to the 2025 Partnership.
[2] Includes the profit elimination of $(10,000) and $(6,950) for the three months ended March 31, 2026 and 2025, respectively, for sales to the 2025 Partnership within the Aerospace Products segment.
[3] Includes deposits for acquisition of leasing equipment paid on behalf of the 2025 Partnership of $0 and $25,400 for the three months ended March 31, 2026 and 2025, respectively, and return of deposits for the acquisition of leasing equipment reimbursed from the 2025 Partnership of $0 and $42,813 for the three months ended March 31, 2026 and 2025, respectively.