v3.26.1
Consolidated Statements of Shareholders' Equity Statement - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
AOCI Attributable to Parent
Retained Earnings
Beginning Balance (in shares) at Sep. 30, 2024   58,094    
Beginning Balance at Sep. 30, 2024 $ 3,129,378 $ 5,889 $ (20,912) $ 3,144,401
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Exercise of employee stock options (in shares)   19    
Exercise of employee stock options 699 $ 699    
Issuance of stock under employee stock purchase plan (in shares)   163    
Issuance of stock under employee stock purchase plan 23,172 $ 23,172    
Issuance of restricted stock (in shares)   680    
Issuance of restricted stock 0      
Repurchase of common stock (in shares)   (971)    
Repurchase of common stock, including excise taxes (250,490) $ (90,217)   (160,273)
Taxes paid related to net share settlement of equity awards (in shares)   (66)    
Taxes paid related to net share settlement of equity awards (16,083) $ (16,083)    
Stock-based compensation 116,792 $ 116,792    
Net income 311,975     311,975
Other comprehensive income (loss) (1,398)   (1,398)  
Ending Balance ( in shares) at Mar. 31, 2025   57,919    
Ending Balance at Mar. 31, 2025 3,314,045 $ 40,252 (22,310) 3,296,103
Beginning Balance (in shares) at Dec. 31, 2024   58,132    
Beginning Balance at Dec. 31, 2024 3,235,751 $ 9,461 (24,199) 3,250,489
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Exercise of employee stock options (in shares)   6    
Exercise of employee stock options 176 $ 176    
Issuance of restricted stock (in shares)   271    
Issuance of restricted stock 0      
Repurchase of common stock (in shares)   (481)    
Repurchase of common stock, including excise taxes (125,470) $ (25,554)   (99,916)
Taxes paid related to net share settlement of equity awards (in shares)   (9)    
Taxes paid related to net share settlement of equity awards (2,715) $ (2,715)    
Stock-based compensation 58,884 $ 58,884    
Net income 145,530     145,530
Other comprehensive income (loss) 1,889   1,889  
Ending Balance ( in shares) at Mar. 31, 2025   57,919    
Ending Balance at Mar. 31, 2025 $ 3,314,045 $ 40,252 (22,310) 3,296,103
Beginning Balance (in shares) at Sep. 30, 2025 57,684 57,684    
Beginning Balance at Sep. 30, 2025 $ 3,591,999 $ 42,023 (18,324) 3,568,300
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Exercise of employee stock options (in shares)   7    
Exercise of employee stock options 118 $ 118    
Issuance of stock under employee stock purchase plan (in shares)   106    
Issuance of stock under employee stock purchase plan 22,822 $ 22,822    
Issuance of restricted stock (in shares)   602    
Issuance of restricted stock 0      
Repurchase of common stock (in shares)   (1,576)    
Repurchase of common stock, including excise taxes (402,345) $ (122,261)   (280,084)
Taxes paid related to net share settlement of equity awards (in shares)   (70)    
Taxes paid related to net share settlement of equity awards (18,118) $ (18,118)    
Stock-based compensation 128,001 $ 128,001    
Net income 327,809     327,809
Other comprehensive income (loss) $ (711)   (711)  
Ending Balance ( in shares) at Mar. 31, 2026 56,753 56,753    
Ending Balance at Mar. 31, 2026 $ 3,649,575 $ 52,585 (19,035) 3,616,025
Beginning Balance (in shares) at Dec. 31, 2025   56,887    
Beginning Balance at Dec. 31, 2025 3,538,264 $ 5,870 (18,195) 3,550,589
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Exercise of employee stock options (in shares)   5    
Exercise of employee stock options 96 $ 96    
Issuance of restricted stock (in shares)   246    
Issuance of restricted stock 0      
Repurchase of common stock (in shares)   (372)    
Repurchase of common stock, including excise taxes (100,348) $ (18,029)   (82,319)
Taxes paid related to net share settlement of equity awards (in shares)   (13)    
Taxes paid related to net share settlement of equity awards (3,348) $ (3,348)    
Stock-based compensation 67,996 $ 67,996    
Net income 147,755     147,755
Other comprehensive income (loss) $ (840)   (840)  
Ending Balance ( in shares) at Mar. 31, 2026 56,753 56,753    
Ending Balance at Mar. 31, 2026 $ 3,649,575 $ 52,585 $ (19,035) $ 3,616,025