v3.26.1
Summary of significant accounting policies - Summary of Customer and Supplier Concentration Risk (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended 12 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Dec. 31, 2025
Significant Accounting Policies [Line Items]          
Revenue $ 316,875 $ 251,622 $ 626,879 $ 515,931  
Purchases 271,701 $ 213,935 535,006 $ 436,605  
Accounts receivable 141,567   141,567   $ 123,019
Accounts payable $ 113,404   $ 113,404   $ 91,094
Top One Suppliers | Supplier Concentration Risk | Purchases          
Significant Accounting Policies [Line Items]          
Concentration risk percentage       14.00%  
Purchases       $ 60,000  
Top One Suppliers | Supplier Concentration Risk | Accounts payable          
Significant Accounting Policies [Line Items]          
Concentration risk percentage         27.00%
Accounts payable         $ 25,000
Top Two Suppliers | Supplier Concentration Risk | Purchases          
Significant Accounting Policies [Line Items]          
Concentration risk percentage 30.00% 25.00% 28.00%    
Purchases $ 82,000 $ 53,000 $ 148,000    
Top Two Suppliers | Supplier Concentration Risk | Accounts payable          
Significant Accounting Policies [Line Items]          
Concentration risk percentage     39.00%    
Accounts payable 44,000   $ 44,000    
Top Two Customers | Customer Concentration Risk | Revenue          
Significant Accounting Policies [Line Items]          
Revenue   $ 125,000   $ 247,000  
Concentration risk percentage   50.00%   48.00%  
Top Three Customers | Customer Concentration Risk | Revenue          
Significant Accounting Policies [Line Items]          
Revenue $ 182,000   $ 363,000    
Concentration risk percentage 57.00%   58.00%    
Top Three Customers | Customer Concentration Risk | Accounts receivable          
Significant Accounting Policies [Line Items]          
Concentration risk percentage         49.00%
Accounts receivable         $ 59,000
Top Four Customers | Customer Concentration Risk | Accounts receivable          
Significant Accounting Policies [Line Items]          
Concentration risk percentage     68.00%    
Accounts receivable $ 96,000   $ 96,000