v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Earnings
Accumulated Other Comprehensive Income
Noncontrolling Interest
Balance at period start (in shares) at Dec. 31, 2024   55,265        
Balance at period start at Dec. 31, 2024 $ 1,191,302 $ 552 $ 884,548 $ 295,846 $ 10,356  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Stock-based compensation, net (in shares)   753        
Stock-based compensation 3,546 $ 7 3,539      
Purchase of common stock for retirement (in shares)   (3,708)        
Purchase of common stock for retirement (52,562) $ (36) (1,340) (51,186)    
Other comprehensive loss (76)       (76)  
Net income (loss) (30,400)     (30,400)    
Balance at period end (in shares) at Mar. 31, 2025   52,310        
Balance at period end at Mar. 31, 2025 1,111,810 $ 523 886,747 214,260 10,280  
Balance at period start at Dec. 31, 2024           $ 0
Balance at period end at Mar. 31, 2025           0
Balance at period start (in shares) at Dec. 31, 2024   55,265        
Balance at period start at Dec. 31, 2024 1,191,302 $ 552 884,548 295,846 10,356  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income (loss) 29,060          
Balance at period end (in shares) at Jun. 30, 2025   50,759        
Balance at period end at Jun. 30, 2025 1,148,415 $ 507 892,152 245,553 10,203  
Balance at period start at Dec. 31, 2024           0
Balance at period end at Jun. 30, 2025           0
Balance at period start (in shares) at Mar. 31, 2025   52,310        
Balance at period start at Mar. 31, 2025 1,111,810 $ 523 886,747 214,260 10,280  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock for employee stock purchase plan (in shares)   57        
Issuance of common stock for employee stock purchase plan 1,515   1,515      
Stock-based compensation, net (in shares)   15        
Stock-based compensation 4,249   4,249      
Purchase of common stock for retirement (in shares)   (1,623)        
Purchase of common stock for retirement (28,542) $ (16) (359) (28,167)    
Other comprehensive loss (77)       (77)  
Net income (loss) 59,460     59,460    
Balance at period end (in shares) at Jun. 30, 2025   50,759        
Balance at period end at Jun. 30, 2025 1,148,415 $ 507 892,152 245,553 10,203  
Balance at period start at Mar. 31, 2025           0
Balance at period end at Jun. 30, 2025           0
Balance at period start (in shares) at Dec. 31, 2025   49,685        
Balance at period start at Dec. 31, 2025 1,511,540 $ 497 957,941 541,376 11,726  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Issuance of common stock for employee stock purchase plan (in shares)   26        
Issuance of common stock for employee stock purchase plan 1,486   1,486      
Stock-based compensation, net (in shares)   370        
Stock-based compensation 3,852 $ 3 3,849      
Contributions to joint venture (2,865)   (2,865)      
Purchase of common stock for retirement (in shares)   (897)        
Purchase of common stock for retirement (36,370) $ (7) (8,343) (28,020)    
Exercise of stock options (in shares)   109        
Exercise of stock options (14,685)   (14,685)      
Other comprehensive loss (93)       (93)  
Net income (loss) 54,450     54,450    
Balance at period end (in shares) at Mar. 31, 2026   49,267        
Balance at period end at Mar. 31, 2026 1,515,829 $ 493 935,897 567,806 11,633  
Balance at period start at Dec. 31, 2025           40,976
Increase (Decrease) in Temporary Equity [Roll Forward]            
Contributions to joint venture           2,865
Net income (loss)           (8,299)
Balance at period end at Mar. 31, 2026           35,542
Balance at period start (in shares) at Dec. 31, 2025   49,685        
Balance at period start at Dec. 31, 2025 1,511,540 $ 497 957,941 541,376 11,726  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income (loss) 516,581          
Balance at period end (in shares) at Jun. 30, 2026   49,274        
Balance at period end at Jun. 30, 2026 1,982,441 $ 493 940,696 1,029,711 11,541  
Balance at period start at Dec. 31, 2025           40,976
Balance at period end at Jun. 30, 2026           36,614
Balance at period start (in shares) at Mar. 31, 2026   49,267        
Balance at period start at Mar. 31, 2026 1,515,829 $ 493 935,897 567,806 11,633  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Stock-based compensation, net (in shares)   (4)        
Stock-based compensation 4,159   4,159      
Contributions to joint venture (262)   (262)      
Purchase of common stock for retirement (in shares)   (15)        
Purchase of common stock for retirement (810)   (584) (226)    
Other comprehensive loss (92)       (92)  
Net income (loss) 462,131     462,131    
Balance at period end (in shares) at Jun. 30, 2026   49,274        
Balance at period end at Jun. 30, 2026 $ 1,982,441 $ 493 $ 940,696 $ 1,029,711 $ 11,541  
Balance at period start at Mar. 31, 2026           35,542
Increase (Decrease) in Temporary Equity [Roll Forward]            
Contributions to joint venture           262
Net income (loss)           810
Balance at period end at Jun. 30, 2026           $ 36,614