Property and equipment are recorded at historical cost, net of accumulated depreciation and accumulated impairment losses. The following table summarizes components of property and equipment, net, for each of the periods indicated:

 

 

As of December 31,

 

 

 

2025

 

 

2024

 

 

 

(in thousands)

 

Leasehold improvements

 

$

349,726

 

 

$

155,073

 

Lab and manufacturing equipment

 

 

135,310

 

 

 

129,881

 

Software and computer equipment

 

 

55,358

 

 

 

50,179

 

Building and improvements

 

 

52,232

 

 

 

51,178

 

Furniture and fixtures

 

 

13,815

 

 

 

10,399

 

Land and land improvements

 

 

10,171

 

 

 

10,171

 

Construction in progress

 

 

5,576

 

 

 

165,901

 

Office equipment

 

 

3,852

 

 

 

1,699

 

Property and equipment, gross

 

 

626,040

 

 

 

574,481

 

Less: accumulated depreciation

 

 

(280,472

)

 

 

(233,704

)

Less: accumulated impairment loss

 

 

(443

)

 

 

(441

)

Property and equipment, net

 

$

345,125

 

 

$

340,336

 

 

Historical Timeline

Fiscal YearFiled
2025Mar 2, 2026Showing above
2024Feb 28, 2025
2023Feb 28, 2024
2022Feb 28, 2023
2021Mar 1, 2022
2020Mar 1, 2021
2019Feb 26, 2020
2018Feb 28, 2019
2017Mar 1, 2018
2016Feb 28, 2017
2015Feb 25, 2016

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.