v3.26.1
Condensed Consolidated Statements of Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Common Stock
Additional Paid-in Capital
Retained Earnings
Total
Balance at Dec. 31, 2024 $ 4,794 $ 2,019,830 $ 90,547 $ 2,115,171
Balance (shares) at Dec. 31, 2024 479,422      
Dividends to stockholders   (22,206) (90,547) (112,753)
Equity-based compensation   12,402   12,402
Issuance of common stock upon vesting of equity-based compensation awards, net of common stock withheld for income taxes $ 16 (18,465)   (18,449)
Issuance of common stock upon vesting of equity-based compensation awards, net of common stock withheld for income taxes (in shares) 1,563      
Repurchases and retirement of common stock $ (17) (7,189) (21,363) (28,569)
Repurchases and retirement of common stock (in shares) (1,722)      
Net income and comprehensive income     120,737 120,737
Balance at Mar. 31, 2025 $ 4,793 1,984,372 99,374 2,088,539
Balance (shares) at Mar. 31, 2025 479,263      
Balance at Dec. 31, 2024 $ 4,794 2,019,830 90,547 2,115,171
Balance (shares) at Dec. 31, 2024 479,422      
Net income and comprehensive income       245,250
Balance at Jun. 30, 2025 $ 4,790 1,970,769 111,830 2,087,389
Balance (shares) at Jun. 30, 2025 479,011      
Balance at Mar. 31, 2025 $ 4,793 1,984,372 99,374 2,088,539
Balance (shares) at Mar. 31, 2025 479,263      
Dividends to stockholders   (12,288) (99,374) (111,662)
Equity-based compensation   11,407   11,407
Issuance of common stock upon vesting of equity-based compensation awards, net of common stock withheld for income taxes $ 7 (8,644)   (8,637)
Issuance of common stock upon vesting of equity-based compensation awards, net of common stock withheld for income taxes (in shares) 741      
Repurchases and retirement of common stock $ (10) (4,078) (12,683) (16,771)
Repurchases and retirement of common stock (in shares) (993)      
Net income and comprehensive income     124,513 124,513
Balance at Jun. 30, 2025 $ 4,790 1,970,769 111,830 2,087,389
Balance (shares) at Jun. 30, 2025 479,011      
Balance at Dec. 31, 2025 $ 4,741 1,952,524 14,776 $ 1,972,041
Balance (shares) at Dec. 31, 2025 474,060     474,060
Dividends to stockholders   (99,112) (14,776) $ (113,888)
Equity-based compensation   10,579   10,579
Issuance of common stock upon vesting of equity-based compensation awards, net of common stock withheld for income taxes $ 19 (32,555)   (32,536)
Issuance of common stock upon vesting of equity-based compensation awards, net of common stock withheld for income taxes (in shares) 1,970      
Repurchases and retirement of common stock $ (10) (3,940) (14,063) (18,013)
Repurchases and retirement of common stock (in shares) (1,002)      
Net income and comprehensive income     118,266 118,266
Balance at Mar. 31, 2026 $ 4,750 1,827,496 104,203 1,936,449
Balance (shares) at Mar. 31, 2026 475,028      
Balance at Dec. 31, 2025 $ 4,741 1,952,524 14,776 $ 1,972,041
Balance (shares) at Dec. 31, 2025 474,060     474,060
Net income and comprehensive income       $ 231,781
Balance at Jun. 30, 2026 $ 4,747 1,833,934 106,693 $ 1,945,374
Balance (shares) at Jun. 30, 2026 474,657     474,657
Balance at Mar. 31, 2026 $ 4,750 1,827,496 104,203 $ 1,936,449
Balance (shares) at Mar. 31, 2026 475,028      
Dividends to stockholders   (2,818) (104,203) (107,021)
Equity-based compensation   10,828   10,828
Issuance of common stock upon vesting of equity-based compensation awards, net of common stock withheld for income taxes $ 1 (56)   (55)
Issuance of common stock upon vesting of equity-based compensation awards, net of common stock withheld for income taxes (in shares) 21      
Repurchases and retirement of common stock $ (4) (1,516) (6,822) (8,342)
Repurchases and retirement of common stock (in shares) (392)      
Net income and comprehensive income     113,515 113,515
Balance at Jun. 30, 2026 $ 4,747 $ 1,833,934 $ 106,693 $ 1,945,374
Balance (shares) at Jun. 30, 2026 474,657     474,657