v3.26.1
Condensed Consolidated Statements of Stockholders' Equity (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings
Equity, beginning balance (in shares) at Dec. 31, 2024   123,138      
Equity, beginning balance at Dec. 31, 2024 $ 363,821 $ 123 $ 0 $ 3,829 $ 359,869
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Share-based compensation expense 22,834   22,834    
Issuance of common stock pursuant to exercise of stock options and vesting of restricted stock and performance stock units, net and shares issued under the ESPP plan (in shares)   754      
Issuance of common stock pursuant to exercise of stock options and vesting of restricted stock and performance stock units, net and shares issued under the ESPP plan 1,202 $ 1 1,201    
Repurchase of common stock (in shares)   (6,271)      
Repurchase of common stock (306,132) $ (6) (24,035)   (282,091)
Other comprehensive income (loss) (32,232)     (32,232)  
Net income 283,255       283,255
Equity, ending balance (in shares) at Jun. 30, 2025   117,621      
Equity, ending balance at Jun. 30, 2025 332,748 $ 118 0 (28,403) 361,033
Equity, beginning balance (in shares) at Dec. 31, 2024   123,138      
Equity, beginning balance at Dec. 31, 2024 363,821 $ 123 0 3,829 359,869
Equity, ending balance (in shares) at Dec. 31, 2025   117,782      
Equity, ending balance at Dec. 31, 2025 48,814 $ 118 12,002 (18,092) 54,786
Equity, beginning balance (in shares) at Mar. 31, 2025   123,170      
Equity, beginning balance at Mar. 31, 2025 482,270 $ 123 7,596 (3,413) 477,964
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Share-based compensation expense 12,161   12,161    
Issuance of common stock pursuant to exercise of stock options and vesting of restricted stock and performance stock units, net and shares issued under the ESPP plan (in shares)   269      
Issuance of common stock pursuant to exercise of stock options and vesting of restricted stock and performance stock units, net and shares issued under the ESPP plan 4,524 $ 1 4,523    
Repurchase of common stock (in shares)   (5,818)      
Repurchase of common stock (306,377) $ (6) (24,280)   (282,091)
Other comprehensive income (loss) (24,990)     (24,990)  
Net income 165,160       165,160
Equity, ending balance (in shares) at Jun. 30, 2025   117,621      
Equity, ending balance at Jun. 30, 2025 332,748 $ 118 0 (28,403) 361,033
Equity, beginning balance (in shares) at Dec. 31, 2025   117,782      
Equity, beginning balance at Dec. 31, 2025 48,814 $ 118 12,002 (18,092) 54,786
Equity, ending balance (in shares) at Mar. 31, 2026   118,523      
Equity, ending balance at Mar. 31, 2026 219,636 $ 118 27,386 (12,703) 204,835
Equity, beginning balance (in shares) at Dec. 31, 2025   117,782      
Equity, beginning balance at Dec. 31, 2025 48,814 $ 118 12,002 (18,092) 54,786
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Share-based compensation expense 34,939   34,939    
Issuance of common stock pursuant to exercise of stock options and vesting of restricted stock and performance stock units, net and shares issued under the ESPP plan (in shares)   1,061      
Issuance of common stock pursuant to exercise of stock options and vesting of restricted stock and performance stock units, net and shares issued under the ESPP plan 4,865 $ 1 4,864    
Repurchase of common stock (in shares)   (4,801)      
Repurchase of common stock (335,299) $ (5) (51,805)   (283,489)
Other comprehensive income (loss) 10,262     10,262  
Net income 379,962       379,962
Equity, ending balance (in shares) at Jun. 30, 2026   114,042      
Equity, ending balance at Jun. 30, 2026 143,543 $ 114 0 (7,830) 151,259
Equity, beginning balance (in shares) at Mar. 31, 2026   118,523      
Equity, beginning balance at Mar. 31, 2026 219,636 $ 118 27,386 (12,703) 204,835
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Share-based compensation expense 17,942   17,942    
Issuance of common stock pursuant to exercise of stock options and vesting of restricted stock and performance stock units, net and shares issued under the ESPP plan (in shares)   320      
Issuance of common stock pursuant to exercise of stock options and vesting of restricted stock and performance stock units, net and shares issued under the ESPP plan 6,478 $ 1 6,477    
Repurchase of common stock (in shares)   (4,801)      
Repurchase of common stock (335,299) $ (5) (51,805)   (283,489)
Other comprehensive income (loss) 4,873     4,873  
Net income 229,913       229,913
Equity, ending balance (in shares) at Jun. 30, 2026   114,042      
Equity, ending balance at Jun. 30, 2026 $ 143,543 $ 114 $ 0 $ (7,830) $ 151,259