v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
Total
Restricted stock units and awards
Performance share units
Common Stock
Common Stock
Restricted stock units and awards
Common Stock
Performance share units
Treasury Stock
Additional Paid In Capital
Additional Paid In Capital
Restricted stock units and awards
Additional Paid In Capital
Performance share units
Retained Earnings
Accumulated Other Comprehensive (Loss) Income
Common stock, beginning balance (in shares) at Dec. 31, 2024       137,945                
Treasury stock, beginning balance (in shares) at Dec. 31, 2024             87,747          
Beginning balance at Dec. 31, 2024 $ 1,779,983     $ 1,380     $ (910,601) $ 1,791,863     $ 896,122 $ 1,219
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Net income 164,715                   164,715  
Other comprehensive income (loss), net of tax (3,350)                     (3,350)
Share repurchases (in shares)             991          
Share repurchases $ (71,321)           $ (71,321)          
Indirect repurchase of shares for minimum tax withholding (in shares) 100           89          
Indirect repurchase of shares for minimum tax withholding $ (7,758)           $ (7,758)          
Restricted stock units and awards and performance share units (in shares)         99 124            
Restricted stock units and awards and performance share units   $ 0 $ 0   $ 1 $ 1     $ (1) $ (1)    
Stock-based compensation 12,239             12,239        
Business acquisitions (in shares)       4,683                
Business acquisitions 17,335     $ 47       17,288        
Common stock, ending balance (in shares) at Jun. 30, 2025       142,851                
Treasury stock, ending balance (in shares) at Jun. 30, 2025             88,827          
Ending balance at Jun. 30, 2025 1,891,843     $ 1,429     $ (989,680) 1,821,388     1,060,837 (2,131)
Common stock, beginning balance (in shares) at Mar. 31, 2025       141,924                
Treasury stock, beginning balance (in shares) at Mar. 31, 2025             87,835          
Beginning balance at Mar. 31, 2025 1,914,701     $ 1,420     $ (918,327) 1,812,729     1,018,895 (16)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Net income 41,942                   41,942  
Other comprehensive income (loss), net of tax (2,115)                     (2,115)
Share repurchases (in shares)             991          
Share repurchases (71,321)           $ (71,321)          
Indirect repurchase of shares for minimum tax withholding (in shares)             1          
Indirect repurchase of shares for minimum tax withholding (32)           $ (32)          
Restricted stock units and awards and performance share units (in shares)         21              
Stock-based compensation 6,600             6,600        
Business acquisitions (in shares)       906                
Business acquisitions 2,068     $ 9       2,059        
Common stock, ending balance (in shares) at Jun. 30, 2025       142,851                
Treasury stock, ending balance (in shares) at Jun. 30, 2025             88,827          
Ending balance at Jun. 30, 2025 1,891,843     $ 1,429     $ (989,680) 1,821,388     1,060,837 (2,131)
Common stock, beginning balance (in shares) at Dec. 31, 2025       144,654                
Treasury stock, beginning balance (in shares) at Dec. 31, 2025             90,274          
Beginning balance at Dec. 31, 2025 1,762,067     $ 1,447     $ (1,078,521) 1,830,866     1,011,566 (3,291)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Net income 152,787                      
Common stock, ending balance (in shares) at Mar. 31, 2026       145,734                
Treasury stock, ending balance (in shares) at Mar. 31, 2026             91,435          
Ending balance at Mar. 31, 2026 1,885,351     $ 1,458     $ (1,110,111) 1,831,208     1,164,353 (1,557)
Common stock, beginning balance (in shares) at Dec. 31, 2025       144,654                
Treasury stock, beginning balance (in shares) at Dec. 31, 2025             90,274          
Beginning balance at Dec. 31, 2025 1,762,067     $ 1,447     $ (1,078,521) 1,830,866     1,011,566 (3,291)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Net income 171,391                   171,391  
Other comprehensive income (loss), net of tax 3,990                     3,990
Share repurchases (in shares)             2,379          
Share repurchases $ (67,472)           $ (67,472)          
Indirect repurchase of shares for minimum tax withholding (in shares) 100           82          
Indirect repurchase of shares for minimum tax withholding $ (2,639)           $ (2,639)          
Restricted stock units and awards and performance share units (in shares)         129 102            
Restricted stock units and awards and performance share units   0 $ 0   $ 1 $ 1     $ (1) $ (1)    
Stock-based compensation 15,635             15,635        
Business acquisitions (in shares)       1,820                
Business acquisitions (15,240)     $ 18       (15,258)        
Common stock, ending balance (in shares) at Jun. 30, 2026       146,705                
Treasury stock, ending balance (in shares) at Jun. 30, 2026             92,735          
Ending balance at Jun. 30, 2026 1,867,732     $ 1,467     $ (1,148,632) 1,831,241     1,182,957 699
Common stock, beginning balance (in shares) at Mar. 31, 2026       145,734                
Treasury stock, beginning balance (in shares) at Mar. 31, 2026             91,435          
Beginning balance at Mar. 31, 2026 1,885,351     $ 1,458     $ (1,110,111) 1,831,208     1,164,353 (1,557)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                        
Net income 18,604                   18,604  
Other comprehensive income (loss), net of tax 2,256                     2,256
Share repurchases (in shares)             1,300          
Share repurchases (38,509)           $ (38,509)          
Indirect repurchase of shares for minimum tax withholding (12)           $ (12)          
Restricted stock units and awards and performance share units (in shares)         43              
Restricted stock units and awards and performance share units   $ 0                    
Stock-based compensation 8,105             8,105        
Business acquisitions (in shares)       928                
Business acquisitions (8,063)     $ 9       (8,072)        
Common stock, ending balance (in shares) at Jun. 30, 2026       146,705                
Treasury stock, ending balance (in shares) at Jun. 30, 2026             92,735          
Ending balance at Jun. 30, 2026 $ 1,867,732     $ 1,467     $ (1,148,632) $ 1,831,241     $ 1,182,957 $ 699