v3.26.1
STOCK-BASED COMPENSATION (Tables)
6 Months Ended
Jun. 30, 2026
STOCK-BASED COMPENSATION  
Schedule of information related to stock-based incentive compensation plans

June 30, 2026

(in millions)

Shares available for future issuance under the 2023 Incentive Plan

3.7

Shares available for future issuance under the ESPP

0.5

Schedule of stock-based compensation expense

Three Months Ended June 30, 

Six Months Ended June 30, 

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

(in millions)

Stock-based compensation expense

$

21.4

$

13.6

$

39.5

$

26.6

Schedule of changes in RSUs

Six Months Ended June 30, 2026

  ​ ​ ​

  ​ ​ ​

Weighted-

Average

Number of

Grant Date

RSUs

Fair Value

(in millions)

RSUs outstanding at beginning of period

 

1.0

$

111.72

RSUs granted

 

0.3

$

304.03

RSUs vested

 

(0.4)

$

106.10

RSUs forfeited

 

(0.1)

$

136.39

RSUs outstanding at end of period

 

0.8

$

181.45

Schedule of rabbi trust's assets and liabilities

June 30,

December 31,

2026

2025

Description

Balance Sheet Classification

(in millions)

Investments

Other assets

$

19.8

$

13.5

Deferred compensation liabilities

Other liabilities

$

19.4

$

13.4

Stock awards elected for deferral

Temporary equity

$

21.0

$

7.8

Company shares of common stock

Stockholders' equity

$

14.4

$

2.6