v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDER'S EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Paid-in Capital
Retained Earnings
Other
Beginning balance (in shares) at Dec. 31, 2024   43,800      
Beginning balance at Dec. 31, 2024 $ 1,776,700 $ 400 $ 684,200 $ 1,097,100 $ (5,000)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Stock-based compensation expense 25,700   25,700    
Issuances under equity plans (in shares)   200      
Issuances under equity plans 8,700   8,700    
Tax withholding on restricted stock vesting (7,000)   (7,000)    
Stock repurchase and retirement of shares (in shares)   (700)      
Stock repurchase and retirement of shares 59,600   (13,200) (46,400)  
Other 3,400       3,400
Net income 50,200     50,200  
Ending balance (in shares) at Jun. 30, 2025   43,800      
Ending balance at Jun. 30, 2025 1,826,800 $ 400 727,100 1,100,900 (1,600)
Beginning balance (in shares) at Mar. 31, 2025   43,900      
Beginning balance at Mar. 31, 2025 1,793,300 $ 400 719,000 1,078,100 (4,200)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Stock-based compensation expense 11,900   11,900    
Tax withholding on restricted stock vesting (1,200)   (1,200)    
Stock repurchase and retirement of shares (in shares)   (100)      
Stock repurchase and retirement of shares (9,100)   (2,600) (6,500)  
Other 2,600       2,600
Net income 29,300     29,300  
Ending balance (in shares) at Jun. 30, 2025   43,800      
Ending balance at Jun. 30, 2025 1,826,800 $ 400 727,100 1,100,900 (1,600)
Beginning balance (in shares) at Dec. 31, 2025   41,700      
Beginning balance at Dec. 31, 2025 1,804,000 $ 400 713,500 1,091,700 (1,600)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Stock-based compensation expense 29,700   29,700    
Issuances under equity plans (in shares)   400      
Issuances under equity plans 6,900   6,900    
Tax withholding on restricted stock vesting (3,800)   (3,800)    
Stock repurchase and retirement of shares (in shares)   (1,200)      
Stock repurchase and retirement of shares (49,900)   (20,700) (29,200)  
Acquisition (in shares)   500      
Acquisition 28,700   28,700    
Other (1,500)       (1,500)
Net income 19,700     19,700  
Ending balance (in shares) at Jun. 30, 2026   40,900      
Ending balance at Jun. 30, 2026 1,805,100 $ 400 725,600 1,082,200 (3,100)
Beginning balance (in shares) at Mar. 31, 2026   41,300      
Beginning balance at Mar. 31, 2026 1,789,200 $ 400 718,200 1,072,900 (2,300)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Stock-based compensation expense 14,600   14,600    
Tax withholding on restricted stock vesting (400)   (400)    
Stock repurchase and retirement of shares (in shares)   (400)      
Stock repurchase and retirement of shares (11,700)   (6,800) (4,900)  
Other (800)       (800)
Net income 14,200     14,200  
Ending balance (in shares) at Jun. 30, 2026   40,900      
Ending balance at Jun. 30, 2026 $ 1,805,100 $ 400 $ 725,600 $ 1,082,200 $ (3,100)