v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss), Net
Retained Earnings
Beginning Balance (in shares) at Dec. 31, 2024   73,849      
Beginning Balance at Dec. 31, 2024 $ 3,851,985 $ 7 $ 1,362,234 $ 5,978 $ 2,483,766
Ending Balance (in shares) at Mar. 31, 2025   73,057      
Ending Balance at Mar. 31, 2025 3,794,243 $ 7 1,386,807 18,177 2,389,252
Beginning Balance (in shares) at Dec. 31, 2024   73,849      
Beginning Balance at Dec. 31, 2024 3,851,985 $ 7 1,362,234 5,978 2,483,766
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 217,838       217,838
Net change in foreign currency translation adjustment 55,209     55,209  
Issuance of common stock relating to employee equity compensation plans (in shares)   408      
Issuance of common stock relating to employee equity compensation plans 13,909   13,909    
Tax withholdings related to net share settlements of equity awards (in shares)   (100)      
Tax withholdings related to net share settlements of equity awards (19,830)   (19,830)    
Common stock repurchased and retired (in shares)   (1,671)      
Common stock repurchased and retired (299,537)   (22,977)   (276,560)
Stock-based compensation 93,205   93,205    
Ending Balance (in shares) at Jun. 30, 2025   72,486      
Ending Balance at Jun. 30, 2025 3,912,779 $ 7 1,426,541 61,187 2,425,044
Beginning Balance (in shares) at Mar. 31, 2025   73,057      
Beginning Balance at Mar. 31, 2025 3,794,243 $ 7 1,386,807 18,177 2,389,252
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 124,608       124,608
Net change in foreign currency translation adjustment 43,010     43,010  
Issuance of common stock relating to employee equity compensation plans (in shares)   15      
Issuance of common stock relating to employee equity compensation plans 0   0    
Tax withholdings related to net share settlements of equity awards (in shares)   (1)      
Tax withholdings related to net share settlements of equity awards (253)   (253)    
Common stock repurchased and retired (in shares)   (585)      
Common stock repurchased and retired (97,037)   (8,221)   (88,816)
Stock-based compensation 48,208   48,208    
Ending Balance (in shares) at Jun. 30, 2025   72,486      
Ending Balance at Jun. 30, 2025 3,912,779 $ 7 1,426,541 61,187 2,425,044
Beginning Balance (in shares) at Dec. 31, 2025   71,364      
Beginning Balance at Dec. 31, 2025 4,049,147 $ 7 1,509,595 75,388 2,464,157
Ending Balance (in shares) at Mar. 31, 2026   71,617      
Ending Balance at Mar. 31, 2026 4,149,419 $ 7 1,530,934 70,093 2,548,385
Beginning Balance (in shares) at Dec. 31, 2025   71,364      
Beginning Balance at Dec. 31, 2025 4,049,147 $ 7 1,509,595 75,388 2,464,157
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 221,065       221,065
Net change in foreign currency translation adjustment (8,802)     (8,802)  
Issuance of common stock relating to employee equity compensation plans (in shares)   616      
Issuance of common stock relating to employee equity compensation plans 11,718   11,718    
Tax withholdings related to net share settlements of equity awards (in shares)   (156)      
Tax withholdings related to net share settlements of equity awards (29,166)   (29,166)    
Common stock repurchased and retired (in shares)   (579)      
Common stock repurchased and retired (97,993)   (8,334)   (89,659)
Stock-based compensation 86,484   86,484    
Ending Balance (in shares) at Jun. 30, 2026   71,245      
Ending Balance at Jun. 30, 2026 4,232,453 $ 7 1,570,297 66,586 2,595,563
Beginning Balance (in shares) at Mar. 31, 2026   71,617      
Beginning Balance at Mar. 31, 2026 4,149,419 $ 7 1,530,934 70,093 2,548,385
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Net income 108,294       108,294
Net change in foreign currency translation adjustment (3,507)     (3,507)  
Issuance of common stock relating to employee equity compensation plans (in shares)   24      
Tax withholdings related to net share settlements of equity awards (in shares)   (3)      
Tax withholdings related to net share settlements of equity awards (515)   (515)    
Common stock repurchased and retired (in shares)   (393)      
Common stock repurchased and retired (66,798)   (5,682)   (61,116)
Stock-based compensation 45,560   45,560    
Ending Balance (in shares) at Jun. 30, 2026   71,245      
Ending Balance at Jun. 30, 2026 $ 4,232,453 $ 7 $ 1,570,297 $ 66,586 $ 2,595,563