Condensed Consolidated Balance Sheets Details (Tables)

9 Months Ended

Sep. 30, 2026

Balance Sheet Related Disclosures [Abstract]

Schedule of Components of Prepaid Expenses and Other Assets

The following table shows the components of Prepaid expenses and other (in thousands):

	September 30, 2026		December 31, 2025
Current portion of IRA vendor rebates	$	26,221	$	152,036
Prepaid taxes	32,971		27,319
Other	32,577		21,753
Total prepaid expenses and other	$	91,769	$	201,108

Other assets

The following table shows the components of Other assets (in thousands):

	September 30, 2026		December 31, 2025
IRA vendor rebates, net of current portion	$	136,499	$	10,922
Other	19,672		18,796
Total other assets	$	156,171	$	29,718

Schedule of Components of Contingent Consideration Liabilities

The following table shows the components of contingent consideration (in thousands):

	September 30, 2026		December 31, 2025
Current portion of contingent consideration
TRA	$	1,666	$	2,757
APA Earnout Consideration	3,634		11,794
AWM Earnout Consideration	$	7,866	—
Total current portion of contingent consideration	$	13,166	$	14,551
Contingent consideration, net of current portion
TRA	$	4,848	$	5,495
APA Earnout Consideration	3,423		7,244
AWM Earnout Consideration	$	10,134	—
Total contingent consideration, net of current portion	$	18,405	$	12,739

Schedule of Accrued Liabilities

Accrued expenses consisted of the following (in thousands):

	September 30, 2026		December 31, 2025
Accrued payables	$	32,171	$	14,185
Accrued payroll expenses	40,576		17,135
Accrued interest	5,302		5,564
Accrued freight expenses	3,709		101
Other accrued expenses	19,775		17,304
Accrued expenses	$	101,533	$	54,289

Schedule of Right of Use Assets Lease Liabilities

The following table summarizes the Company’s right-of-use (“ROU”) assets and lease liabilities (in thousands):

	September 30, 2026		December 31, 2025
Lease assets
Finance lease ROU assets	$	48,463	$	48,791
Operating lease ROU assets, including $24,374 and $26,419, respectively, from leases with related parties	45,831		48,297
Lease assets	$	94,294	$	97,088
Current portion of lease liabilities
Finance lease liabilities, current portion	$	1,076	$	188
Operating lease liabilities, current portion, including $660 and $592, respectively, from leases with related parties	7,394		7,474
Current portion of lease liabilities	$	8,470	$	7,662
Lease liabilities, net of current portion
Finance lease liabilities, long-term portion	$	43,324	$	42,264
Operating lease liabilities, long-term portion, including $24,730 and $26,050, respectively, from leases with related parties	45,793		47,288
Lease liabilities, net of current portion	$	89,117	$	89,552