v3.26.1
Condensed Consolidated Statements of Equity - USD ($)
$ in Thousands
Total
Total Stockholders' Equity
Common Stock
Additional Paid-In Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss)
Treasury Stock
Non-controlling Interests
Balance (in shares) at Dec. 31, 2024     147,678,512          
Balance at Dec. 31, 2024 $ 7,329,717 $ 7,317,731 $ 2 $ 3,444,108 $ 5,707,286 $ (372,708) $ (1,460,957) $ 11,986
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Other comprehensive income (loss) 222 222       222    
Acquisitions (in shares)     515,822          
Acquisitions 161,554 161,554   161,554        
Stock-based compensation activity (in shares)     540,552          
Stock-based compensation activity (33,448) (33,448)   38,564     (72,012)  
Common stock repurchases (in shares)     (471,387)          
Common stock repurchases (118,568) (118,568)         (118,568)  
Cash dividends declared (15,089) (15,089)     (15,089)      
Distributions to non-controlling interests (985)             (985)
Net income 148,969 144,258     144,258     4,711
Balance (in shares) at Mar. 31, 2025     148,263,499          
Balance at Mar. 31, 2025 7,472,372 7,456,660 $ 2 3,644,226 5,836,455 (372,486) (1,651,537) 15,712
Balance (in shares) at Dec. 31, 2024     147,678,512          
Balance at Dec. 31, 2024 7,329,717 7,317,731 $ 2 3,444,108 5,707,286 (372,708) (1,460,957) 11,986
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Other comprehensive income (loss) $ 73,998              
Common stock repurchases (in shares) (538,559)              
Net income $ 382,492              
Balance (in shares) at Jun. 30, 2025     148,482,012          
Balance at Jun. 30, 2025 7,868,774 7,857,602 $ 2 3,773,812 6,050,601 (298,710) (1,668,103) 11,172
Balance (in shares) at Mar. 31, 2025     148,263,499          
Balance at Mar. 31, 2025 7,472,372 7,456,660 $ 2 3,644,226 5,836,455 (372,486) (1,651,537) 15,712
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Other comprehensive income (loss) 73,776 73,776       73,776    
Acquisitions (in shares)     257,357          
Acquisitions 85,971 85,971   85,971        
Stock-based compensation activity (in shares)     28,328          
Stock-based compensation activity $ 43,036 43,036   43,615     (579)  
Common stock repurchases (in shares) (67,172)   (67,172)          
Common stock repurchases $ (15,987) (15,987)         (15,987)  
Cash dividends declared (15,104) (15,104)     (15,104)      
Distributions to non-controlling interests (8,559)             (8,559)
Other (254)             (254)
Net income 233,523 229,250     229,250     4,273
Balance (in shares) at Jun. 30, 2025     148,482,012          
Balance at Jun. 30, 2025 $ 7,868,774 7,857,602 $ 2 3,773,812 6,050,601 (298,710) (1,668,103) 11,172
Balance (in shares) at Dec. 31, 2025 149,577,564   149,577,564          
Balance at Dec. 31, 2025 $ 9,027,874 8,938,249 $ 2 4,278,741 6,673,990 (307,211) (1,707,273) 89,625
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Other comprehensive income (loss) (11,848) (11,848)       (11,848)    
Acquisitions (415)             (415)
Stock-based compensation activity (in shares)     478,772          
Stock-based compensation activity (85,683) (85,683)   58,282     (143,965)  
Cash dividends declared (16,774) (16,774)     (16,774)      
Distributions to non-controlling interests (1,668)             (1,668)
Net income 231,431 220,625     220,625     10,806
Balance (in shares) at Mar. 31, 2026     150,056,336          
Balance at Mar. 31, 2026 $ 9,142,917 9,044,569 $ 2 4,337,023 6,877,841 (319,059) (1,851,238) 98,348
Balance (in shares) at Dec. 31, 2025 149,577,564   149,577,564          
Balance at Dec. 31, 2025 $ 9,027,874 8,938,249 $ 2 4,278,741 6,673,990 (307,211) (1,707,273) 89,625
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Other comprehensive income (loss) $ (33,939)              
Common stock repurchases (in shares) 0              
Net income $ 691,010              
Balance (in shares) at Jun. 30, 2026 150,273,799   150,273,799          
Balance at Jun. 30, 2026 $ 9,741,943 9,637,942 $ 2 4,527,538 7,312,393 (341,150) (1,860,841) 104,001
Balance (in shares) at Mar. 31, 2026     150,056,336          
Balance at Mar. 31, 2026 9,142,917 9,044,569 $ 2 4,337,023 6,877,841 (319,059) (1,851,238) 98,348
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Other comprehensive income (loss) (22,091) (22,091)       (22,091)    
Acquisitions               (75)
Acquisitions (in shares)     185,733          
Acquisitions 129,916 129,991   129,991        
Stock-based compensation activity (in shares)     31,730          
Stock-based compensation activity 50,921 50,921   60,524     (9,603)  
Cash dividends declared (16,829) (16,829)     (16,829)      
Distributions to non-controlling interests (2,470)             (2,470)
Net income $ 459,579 451,381     451,381     8,198
Balance (in shares) at Jun. 30, 2026 150,273,799   150,273,799          
Balance at Jun. 30, 2026 $ 9,741,943 $ 9,637,942 $ 2 $ 4,527,538 $ 7,312,393 $ (341,150) $ (1,860,841) $ 104,001