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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Cash flows from operating activities:    
Net income $ 189,456 $ 148,244
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 164,045 143,907
Deferred income taxes 11,536 19,493
Share-based compensation 25,959 28,288
Non-cash rent expense 10,629 13,063
Impairment charges associated with long-lived assets 282 1,177
(Gain) loss on disposal of property and equipment, net (1,185) 12,623
Amortization of debt discounts and issuance costs 1,860 1,812
Changes in operating assets and liabilities 18,007 12,100
Other (12,238) (1,153)
Net cash provided by operating activities 408,351 379,554
Cash flows from investing activities:    
Capital expenditures (523,276) (364,486)
Proceeds from sale-leaseback transactions 200,191 138,771
Other 1,944 (4,936)
Net cash used in investing activities (321,141) (230,651)
Cash flows from financing activities:    
Repayments of debt (11,419) (11,164)
Proceeds from revolving credit facility 0 220,000
Repayments of revolving credit facility 0 (230,000)
Repayments of finance lease liabilities (848) (1,221)
Proceeds from financing obligations 0 10,300
Proceeds from stock option exercises 42,131 33,866
Common stock share repurchases (73,392) 0
Proceeds from issuances of common stock in connection with the employee stock purchase plan 0 1,875
Employee tax withholding associated with net share-settled share-based awards (17,268) (4,334)
Other (6) (31)
Net cash (used in) provided by financing activities (60,802) 19,291
Effect of exchange rates on cash and cash equivalents and restricted cash and cash equivalents (329) 177
Increase in cash and cash equivalents and restricted cash and cash equivalents 26,079 168,371
Cash and cash equivalents and restricted cash and cash equivalents – beginning of period 232,169 27,878
Cash and cash equivalents and restricted cash and cash equivalents – end of period $ 258,248 $ 196,249