v3.26.1
Consolidated Income Statements - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 9 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Net revenues        
Revenue from contract with customer, excluding assessed tax $ 865,077 $ 780,370 $ 2,499,242 $ 2,277,982
Cost of net revenues        
Cost of net revenues 153,564 148,628 456,249 430,097
Gross profit 711,513 631,742 2,042,993 1,847,885
Operating expenses        
Sales and marketing 238,026 220,428 702,214 644,524
Research and development 164,661 136,345 456,861 403,424
General and administrative 95,589 78,652 277,834 228,320
Restructuring charges, net (30) 0 (388) 11,321
Total 498,246 435,425 1,436,521 1,287,589
Income from operations 213,267 196,317 606,472 560,296
Other income, net 12,932 16,706 31,866 32,971
Income before income taxes 226,199 213,023 638,338 593,267
Provision for income taxes 17,991 23,111 102,321 91,380
Net income $ 208,208 $ 189,912 $ 536,017 $ 501,887
Net income per share — basic (dollars per share) $ 3.67 $ 3.29 $ 9.40 $ 8.65
Weighted average shares — basic (shares) 56,726 57,772 57,031 57,989
Net income per share — diluted (dollars per share) $ 3.62 $ 3.25 $ 9.29 $ 8.54
Weighted average shares — diluted (shares) 57,550 58,492 57,674 58,773
Product        
Net revenues        
Revenue from contract with customer, excluding assessed tax $ 462,829 $ 388,838 $ 1,283,627 $ 1,094,531
Cost of net revenues        
Cost of net revenues 93,498 88,782 276,659 252,905
Service        
Net revenues        
Revenue from contract with customer, excluding assessed tax 402,248 391,532 1,215,615 1,183,451
Cost of net revenues        
Cost of net revenues $ 60,066 $ 59,846 $ 179,590 $ 177,192