v3.26.1
Condensed Consolidated Statements of Stockholders’ Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Loss
Retained Earnings
Balance at beginning of period (in shares) at Dec. 31, 2024   340,042      
Balance at beginning of period at Dec. 31, 2024 $ 1,089,818 $ 11 $ 593,699 $ (103,096) $ 599,204
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Stock issued in connection with equity awards (in shares)   1,674      
Stock issued in connection with equity awards 5,329   5,329    
Shares withheld related to net share settlement of equity awards (in shares)   (422)      
Shares withheld related to net share settlement of equity awards (185,667)   (185,667)    
Repurchase of Class A common stock (in shares)   (2,932)      
Repurchase of Class A common stock (1,001,670)       (1,001,670)
Stock-based compensation 61,281   61,281    
Other comprehensive income (loss), net of tax 29,911     29,911  
Net income 576,419       576,419
Balance at end of period (in shares) at Mar. 31, 2025   338,362      
Balance at end of period at Mar. 31, 2025 575,421 $ 11 474,642 (73,185) 173,953
Balance at beginning of period (in shares) at Dec. 31, 2025   338,313      
Balance at beginning of period at Dec. 31, 2025 2,134,671 $ 11 446,550 (46,987) 1,735,097
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Stock issued in connection with equity awards (in shares)   214      
Stock issued in connection with equity awards 597   597    
Shares withheld related to net share settlement of equity awards (in shares)   (63)      
Shares withheld related to net share settlement of equity awards (26,177)   (26,177)    
Repurchase of Class A common stock (in shares)   (2,170)      
Repurchase of Class A common stock (1,013,813)       (1,013,813)
Stock-based compensation 83,372   83,372    
Other comprehensive income (loss), net of tax (20,780)     (20,780)  
Net income 1,205,613       1,205,613
Balance at end of period (in shares) at Mar. 31, 2026   336,294      
Balance at end of period at Mar. 31, 2026 $ 2,363,483 $ 11 $ 504,342 $ (67,767) $ 1,926,897