v3.26.1
Debt - Narrative (Details)
$ / shares in Units, $ in Thousands
3 Months Ended 6 Months Ended
Mar. 30, 2026
USD ($)
day
$ / shares
Mar. 25, 2026
USD ($)
$ / shares
Feb. 06, 2026
USD ($)
day
$ / shares
Feb. 03, 2026
USD ($)
$ / shares
Jun. 30, 2026
USD ($)
$ / shares
Jun. 30, 2025
USD ($)
Jun. 30, 2026
USD ($)
$ / shares
Jun. 30, 2025
USD ($)
Feb. 02, 2026
USD ($)
Dec. 31, 2025
USD ($)
$ / shares
Jul. 24, 2025
USD ($)
Debt Instrument [Line Items]                      
Amortization expense         $ 2,200 $ 200 $ 3,200 $ 400      
Long-term debt, gross         $ 1,327,194   $ 1,327,194        
Common Class A                      
Debt Instrument [Line Items]                      
Common stock, par value (in dollars per share) | $ / shares     $ 0.01   $ 0.01   $ 0.01     $ 0.01  
Convertible Senior Notes Outstanding                      
Debt Instrument [Line Items]                      
Long-term debt, gross         $ 1,295,000   $ 1,295,000     $ 0  
Revolving Line of Credit                      
Debt Instrument [Line Items]                      
Long-term debt, gross         0   $ 0     230,000  
2031 Convertible Senior Notes                      
Debt Instrument [Line Items]                      
Proceeds from issuance of convertible senior notes     $ 746,000                
2031 Convertible Senior Notes | Convertible Senior Notes Outstanding                      
Debt Instrument [Line Items]                      
Face amount     $ 770,000                
Debt instrument, interest rate, stated percentage     0.00%                
Additional principal amount     $ 70,000                
Conversion ratio on convertible debt     0.028983                
Debt instrument, convertible, conversion price (in dollars per share) | $ / shares     $ 34.50                
Common stock percentage of premium     0.325                
Redemption cutoff trading days     21 days                
Convertible, threshold percentage of stock price trigger     130.00%                
Convertible, threshold trading days | day     20                
Convertible, threshold consecutive trading days | day     30                
Redemption price, percentage     100.00%                
Convertible, capped calls expense       $ 109,300              
Convertible, capped calls initial cap price (in dollars per share) | $ / shares       $ 65.10              
Premium over share price, percentage       150.00%              
Sale price (in dollars per share) | $ / shares       $ 26.04              
Deferred tax assets       $ 24,900              
2032 Convertible Senior Notes                      
Debt Instrument [Line Items]                      
Proceeds from issuance of convertible senior notes $ 511,300                    
2032 Convertible Senior Notes | Convertible Senior Notes Outstanding                      
Debt Instrument [Line Items]                      
Face amount $ 525,000                    
Debt instrument, interest rate, stated percentage 0.00%                    
Additional principal amount $ 50,000                    
Conversion ratio on convertible debt 0.0267094                    
Debt instrument, convertible, conversion price (in dollars per share) | $ / shares $ 37.44                    
Common stock percentage of premium 0.300                    
Redemption cutoff trading days 21 days                    
Convertible, threshold percentage of stock price trigger 130.00%                    
Convertible, threshold trading days | day 20                    
Convertible, threshold consecutive trading days | day 30                    
Redemption price, percentage 100.00%                    
Convertible, capped calls expense   $ 77,200                  
Convertible, capped calls initial cap price (in dollars per share) | $ / shares   $ 72.00                  
Premium over share price, percentage   150.00%                  
Sale price (in dollars per share) | $ / shares   $ 28.80                  
Deferred tax assets $ 17,600                    
Caterpillar Agreement                      
Debt Instrument [Line Items]                      
Debt instrument, term             3 years        
Letters of credit outstanding, amount         $ 32,300   $ 32,300     $ 16,700  
Collateral percentage         0.05   0.05     0.05  
Credit Agreement | Revolving Credit Facility                      
Debt Instrument [Line Items]                      
Weighted average interest rate         6.50%   6.50%        
Credit Agreement | Letter of Credit                      
Debt Instrument [Line Items]                      
Letters of credit outstanding, amount         $ 19,400   $ 19,400        
Remaining borrowing capacity         448,300   448,300        
Credit Agreement | Revolving Line of Credit | Revolving Credit Facility                      
Debt Instrument [Line Items]                      
Weighted average interest rate                   6.60%  
Maximum borrowing capacity       $ 600,000         $ 300,000   $ 750,000
Maximum maturity period       365 days              
Long-term debt, prior maturity term       91 days              
Current borrowing capacity         467,700   467,700        
Long-term debt, gross         $ 0   $ 0        
Debt instrument covenant compliance total leverage ratio         3.5   3.5        
Debt instrument covenant compliance financial maintenance covenants senior leverage ratio         2.5   2.5        
Line of credit facility, covenant compliance, fixed charge coverage ratio             1.0        
Line of credit facility, covenant compliance, excess availability threshold, percent of borrowing base             10.00%        
Line of credit facility, covenant compliance, excess availability threshold, amount             $ 52,500        
Credit Agreement | Revolving Line of Credit | Revolving Credit Facility | Minimum                      
Debt Instrument [Line Items]                      
Unused commitment fee             0.25%        
Credit Agreement | Revolving Line of Credit | Revolving Credit Facility | Minimum | Secured Overnight Financing Rate (SOFR)                      
Debt Instrument [Line Items]                      
Basis spread on variable rate             2.00%        
Credit Agreement | Revolving Line of Credit | Revolving Credit Facility | Minimum | Base Rate                      
Debt Instrument [Line Items]                      
Basis spread on variable rate             1.00%        
Credit Agreement | Revolving Line of Credit | Revolving Credit Facility | Maximum                      
Debt Instrument [Line Items]                      
Unused commitment fee             0.375%        
Credit Agreement | Revolving Line of Credit | Revolving Credit Facility | Maximum | Secured Overnight Financing Rate (SOFR)                      
Debt Instrument [Line Items]                      
Basis spread on variable rate             2.25%        
Credit Agreement | Revolving Line of Credit | Revolving Credit Facility | Maximum | Base Rate                      
Debt Instrument [Line Items]                      
Basis spread on variable rate             1.25%        
ABL Credit Facility | Minimum | Secured Overnight Financing Rate (SOFR)                      
Debt Instrument [Line Items]                      
Basis spread on variable rate             1.50%        
ABL Credit Facility | Minimum | Base Rate                      
Debt Instrument [Line Items]                      
Basis spread on variable rate             0.50%        
ABL Credit Facility | Maximum | Secured Overnight Financing Rate (SOFR)                      
Debt Instrument [Line Items]                      
Basis spread on variable rate             2.00%        
ABL Credit Facility | Maximum | Base Rate                      
Debt Instrument [Line Items]                      
Basis spread on variable rate             1.00%        
ABL Credit Facility | Revolving Line of Credit | Minimum                      
Debt Instrument [Line Items]                      
Unused commitment fee             0.25%        
ABL Credit Facility | Revolving Line of Credit | Maximum                      
Debt Instrument [Line Items]                      
Unused commitment fee             0.375%        
ABL Credit Facility | Revolving Line of Credit | Revolving Credit Facility                      
Debt Instrument [Line Items]                      
Maximum borrowing capacity         $ 525,000   $ 525,000