Property, plant and equipment consist of the following as of December 31, 2025 and 2024 (in thousands):

 

 

 

As of
December 31,

 

 

As of
December 31,

 

 

 

2025

 

 

2024

 

Land

 

$

 

1,822

 

 

$

 

1,822

 

Buildings

 

 

 

3,257

 

 

 

 

3,297

 

Furniture and fixtures

 

 

 

5,983

 

 

 

 

5,263

 

Software

 

 

 

7,719

 

 

 

 

3,659

 

Machinery and equipment

 

 

 

1,049,872

 

 

 

 

857,900

 

Vehicles

 

 

 

6,192

 

 

 

 

5,889

 

Leasehold improvements

 

 

 

10,509

 

 

 

 

8,269

 

Construction in progress

 

 

 

3,175

 

 

 

 

7,148

 

Property, plant and equipment

 

 

 

1,088,529

 

 

 

 

893,247

 

Less: accumulated depreciation

 

 

 

(290,995

)

 

 

 

(190,631

)

Property, plant and equipment, net

 

$

 

797,534

 

 

$

 

702,616

 

 

About PP&E Disclosures

The PP&E disclosure details a company's physical asset base — land, buildings, machinery, and equipment — along with the depreciation methods and useful life assumptions that determine how these costs flow through the income statement. Capitalization policy thresholds reveal management's judgment on the boundary between expense and asset, directly affecting both reported earnings and asset values.

Key signals: changes in estimated useful lives or depreciation methods can materially shift reported earnings without any operational change. Compare capital expenditures against depreciation expense — when capex consistently trails depreciation, the asset base may be aging and underinvested. Watch for large asset impairments or write-downs that signal overvalued carrying amounts. Asset retirement obligations reveal future environmental or decommissioning costs that are often underappreciated. Compare PP&E intensity (PP&E-to-revenue) against industry peers to assess capital efficiency and competitive positioning.