v3.25.2
Net Income Per Share - Numerator and Denominator of Basic and Diluted (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2024
Mar. 31, 2024
Jun. 30, 2025
Jun. 30, 2024
Numerator            
Net income $ 180,568 $ 115,602 $ 109,664 $ 81,652 $ 296,170 $ 191,316
Weighted-average shares outstanding:            
Basic (in shares) 25,917   25,207   25,829 25,359
Diluted (in shares) 33,725   27,910   33,615 28,125
Earnings per share:            
Basic (in USD per share) $ 6.97   $ 4.35   $ 11.47 $ 7.54
Diluted (in USD per share) $ 5.35   $ 3.93   $ 8.81 $ 6.80
Dilutive effect of stock options and RSUs            
Weighted-average shares outstanding:            
Dilutive effect (in shares) 1,035   794   1,154 841
Earnings per share:            
Dilutive effect (in USD per share) $ (0.22)   $ (0.11)   $ (0.40) $ (0.20)
Dilutive effect of warrants            
Weighted-average shares outstanding:            
Dilutive effect of warrants (in shares) 2,982   38   2,901 19
Earnings per share:            
Dilutive effect of warrants (in USD per share) $ (0.62)   $ (0.01)   $ (0.99) $ (0.01)
Dilutive effect of convertible securities            
Weighted-average shares outstanding:            
Dilutive effect of convertible securities (in shares) 3,791   1,871   3,731 1,906
Earnings per share:            
Dilutive effect of convertible securities (in USD per share) $ (0.78)   $ (0.30)   $ (1.27) $ (0.53)