v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
(Accumulated Deficit) Retained Earnings
Accumulated Other Comprehensive Loss
Beginning balance (in shares) at Dec. 31, 2024   207,495      
Beginning balance at Dec. 31, 2024 $ 2,610,350 $ 2,075 $ 3,041,645 $ (420,573) $ (12,797)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 148,244     148,244  
Other comprehensive income 3,458       3,458
Share-based compensation 22,172   22,172    
Stock option exercises (in shares)   12,311      
Stock option exercises 33,866 $ 123 33,743    
Shares of common stock issued in connection with the vesting of restricted stock units and performance stock units (in shares)   1,340      
Shares of common stock issued in connection with the vesting of restricted stock units and performance stock units 0 $ 13 (13)    
Issuances of common stock in connection with the employee stock purchase plan (in shares)   87      
Issuances of common stock in connection with the employee stock purchase plan 1,875 $ 1 1,874    
Stock Issued During Period, Shares, Acquisitions   1,355      
Stock Issued During Period, Value, Acquisitions 39,730 $ 13 39,717    
Settlement of accrued compensation liabilities through the issuance of shares (in shares)   456      
Settlement of accrued compensation liabilities through the issuance of shares of common stock 13,882 $ 5 13,877    
Shares of common stock withheld to cover employee tax withholding and exercise price associated with share-based awards (in shares)   (3,142)      
Shares of common stock withheld to cover employee tax withholding and exercise price associated with share-based awards (4,334) $ (31) (4,303)    
Ending balance (in shares) at Jun. 30, 2025   219,902      
Ending balance at Jun. 30, 2025 2,869,243 $ 2,199 3,148,712 (272,329) (9,339)
Beginning balance (in shares) at Mar. 31, 2025   217,899      
Beginning balance at Mar. 31, 2025 2,734,471 $ 2,179 3,089,455 (344,431) (12,732)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 72,102     72,102  
Other comprehensive income 3,393       3,393
Share-based compensation 11,896   11,896    
Stock option exercises (in shares)   468      
Stock option exercises 5,986 $ 5 5,981    
Shares of common stock issued in connection with the vesting of restricted stock units and performance stock units (in shares)   100      
Shares of common stock issued in connection with the vesting of restricted stock units and performance stock units 0 $ 1 (1)    
Issuances of common stock in connection with the employee stock purchase plan (in shares)   87      
Issuances of common stock in connection with the employee stock purchase plan 1,875 $ 1 1,874    
Stock Issued During Period, Shares, Acquisitions   1,355      
Stock Issued During Period, Value, Acquisitions 39,730 $ 13 39,717    
Settlement of accrued compensation liabilities through the issuance of shares (in shares)   2      
Settlement of accrued compensation liabilities through the issuance of shares of common stock 54   54    
Shares of common stock withheld to cover employee tax withholding and exercise price associated with share-based awards (in shares)   (9)      
Shares of common stock withheld to cover employee tax withholding and exercise price associated with share-based awards (264)   (264)    
Ending balance (in shares) at Jun. 30, 2025   219,902      
Ending balance at Jun. 30, 2025 $ 2,869,243 $ 2,199 3,148,712 (272,329) (9,339)
Beginning balance (in shares) at Dec. 31, 2025 221,077 221,077      
Beginning balance at Dec. 31, 2025 $ 3,126,211 $ 2,211 3,183,032 (46,902) (12,130)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 189,456     189,456  
Other comprehensive income 5,888       5,888
Share-based compensation 22,959   22,959    
Stock option exercises (in shares)   3,986      
Stock option exercises 42,131 $ 40 42,091    
Shares of common stock issued in connection with the vesting of restricted stock units and performance stock units (in shares)   1,377      
Shares of common stock issued in connection with the vesting of restricted stock units and performance stock units $ 0 $ 14 (14)    
Shares of common stock repurchased (in shares) (2,600) (2,593)      
Shares of common stock repurchased $ (73,392) $ (26) (73,366)    
Settlement of accrued compensation liabilities through the issuance of shares (in shares)   234      
Settlement of accrued compensation liabilities through the issuance of shares of common stock 6,183 $ 2 6,181    
Shares of common stock withheld to cover employee tax withholding and exercise price associated with share-based awards (in shares)   (864)      
Shares of common stock withheld to cover employee tax withholding and exercise price associated with share-based awards $ (17,268) $ (9) (17,259)    
Ending balance (in shares) at Jun. 30, 2026 223,217 223,217      
Ending balance at Jun. 30, 2026 $ 3,302,168 $ 2,232 3,163,624 142,554 (6,242)
Beginning balance (in shares) at Mar. 31, 2026   222,447      
Beginning balance at Mar. 31, 2026 3,219,271 $ 2,225 3,184,562 41,196 (8,712)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 101,358     101,358  
Other comprehensive income 2,470       2,470
Share-based compensation 13,207   13,207    
Stock option exercises (in shares)   3,303      
Stock option exercises 34,803 $ 33 34,770    
Shares of common stock issued in connection with the vesting of restricted stock units and performance stock units (in shares)   100      
Shares of common stock issued in connection with the vesting of restricted stock units and performance stock units $ 0 $ 1 (1)    
Shares of common stock repurchased (in shares) (2,200) (2,193)      
Shares of common stock repurchased $ (62,691) $ (22) (62,669)    
Shares of common stock withheld to cover employee tax withholding and exercise price associated with share-based awards (in shares)   (440)      
Shares of common stock withheld to cover employee tax withholding and exercise price associated with share-based awards $ (6,250) $ (5) (6,245)    
Ending balance (in shares) at Jun. 30, 2026 223,217 223,217      
Ending balance at Jun. 30, 2026 $ 3,302,168 $ 2,232 $ 3,163,624 $ 142,554 $ (6,242)