v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY - USD ($)
shares in Thousands, $ in Millions
Total
Common Stock
Additional Paid-in Capital
Accumulated Earnings
Accumulated Other Comprehensive Income
Treasury Stock
Deferred Compensation
Balance at beginning of period (in shares) at Dec. 31, 2024   70,196          
Balance at beginning of period at Dec. 31, 2024 $ 1,211.6 $ 0.1 $ 1,184.4 $ 40.3 $ (13.2) $ 0.0 $ 0.0
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 57.9     57.9      
Other comprehensive income (loss), net of tax 28.6       28.6    
Exercise of options to purchase common stock (in shares)   108          
Exercise of options to purchase common stock 12.6   12.6        
Issuance of shares for employee stock purchase plan (in shares)   31          
Issuance of shares for employee stock purchase plan 7.1   7.1        
Stock-based compensation expense 25.7   25.7        
Restricted stock units vested, net of shares withheld for taxes (in shares)   148          
Restricted stock units vested, net of shares withheld for taxes (22.9)   (22.9)        
Repurchase of common stock (in shares)   (93)          
Repurchase of common stock (30.1)         (30.1)  
Deferred compensation 0.0         (0.9) 0.9
Settlement of capped call options 172.4   172.4        
Balance at end of period (in shares) at Jun. 30, 2025   70,391          
Balance at end of period at Jun. 30, 2025 1,462.9 $ 0.1 1,379.4 98.2 15.4 (31.0) 0.9
Balance at beginning of period (in shares) at Mar. 31, 2025   70,362          
Balance at beginning of period at Mar. 31, 2025 1,330.6 $ 0.1 1,260.9 75.7 (6.0) (0.2) 0.2
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 22.5     22.5      
Other comprehensive income (loss), net of tax 21.4       21.4    
Exercise of options to purchase common stock (in shares)   71          
Exercise of options to purchase common stock 10.1   10.1        
Issuance of shares for employee stock purchase plan (in shares)   31          
Issuance of shares for employee stock purchase plan 7.1   7.1        
Stock-based compensation expense 7.5   7.5        
Restricted stock units vested, net of shares withheld for taxes (in shares)   20          
Restricted stock units vested, net of shares withheld for taxes (1.6)   (1.6)        
Repurchase of common stock (in shares)   (93)          
Repurchase of common stock (30.1)         (30.1)  
Deferred compensation 0.0         (0.7) 0.7
Settlement of capped call options 95.4   95.4        
Balance at end of period (in shares) at Jun. 30, 2025   70,391          
Balance at end of period at Jun. 30, 2025 1,462.9 $ 0.1 1,379.4 98.2 15.4 (31.0) 0.9
Balance at beginning of period (in shares) at Dec. 31, 2025   70,391          
Balance at beginning of period at Dec. 31, 2025 1,515.2 $ 0.1 1,274.9 287.4 12.5 (60.4) 0.8
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 186.1     186.1      
Other comprehensive income (loss), net of tax (10.6)       (10.6)    
Exercise of options to purchase common stock (in shares)   8          
Exercise of options to purchase common stock 0.5   0.5        
Issuance of shares for employee stock purchase plan (in shares)   72          
Issuance of shares for employee stock purchase plan 8.9   8.9        
Stock-based compensation expense 40.9   40.9        
Restricted stock units vested, net of shares withheld for taxes (in shares)   130          
Restricted stock units vested, net of shares withheld for taxes (16.2)   (16.2)        
Repurchase of common stock (in shares)   (1,251)          
Repurchase of common stock (302.6)         (302.6)  
Deferred compensation 0.0         (0.4) 0.4
Balance at end of period (in shares) at Jun. 30, 2026   69,351          
Balance at end of period at Jun. 30, 2026 1,422.2 $ 0.1 1,309.0 473.5 1.9 (363.5) 1.2
Balance at beginning of period (in shares) at Mar. 31, 2026   69,264          
Balance at beginning of period at Mar. 31, 2026 1,302.6 $ 0.1 1,280.8 378.5 5.6 (363.3) 0.9
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 95.0     95.0      
Other comprehensive income (loss), net of tax (3.7)       (3.7)    
Exercise of options to purchase common stock (in shares)   3          
Exercise of options to purchase common stock 0.1   0.1        
Issuance of shares for employee stock purchase plan (in shares)   72          
Issuance of shares for employee stock purchase plan 8.9   8.9        
Stock-based compensation expense 19.7   19.7        
Restricted stock units vested, net of shares withheld for taxes (in shares)   12          
Restricted stock units vested, net of shares withheld for taxes (0.5)   (0.5)        
Repurchase of common stock, including excise tax 0.1         0.1  
Deferred compensation 0.0         (0.3) 0.3
Balance at end of period (in shares) at Jun. 30, 2026   69,351          
Balance at end of period at Jun. 30, 2026 $ 1,422.2 $ 0.1 $ 1,309.0 $ 473.5 $ 1.9 $ (363.5) $ 1.2