v3.26.1
Condensed Consolidated Statements of Operations (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Income Statement [Abstract]        
Revenues $ 876,773 $ 598,150 $ 1,650,500 $ 1,138,556
Operating expenses:        
Cost of goods sold 492,410 341,333 925,904 645,933
Operations, general and administrative 165,073 103,692 310,821 203,768
Sales and marketing 170,801 116,541 314,527 217,220
Research and development 12,953 6,455 24,141 12,098
Total operating expenses 841,237 568,021 1,575,393 1,079,019
Operating income 35,536 30,129 75,107 59,537
Interest income, net 2,199 1,688 4,453 3,205
Other income (expense), net (197) 32 (479) (129)
Income before income taxes 37,538 31,849 79,081 62,613
Provision for income taxes 10,039 8,068 22,369 16,030
Net income 27,499 23,781 56,712 46,583
Adjustments to net income attributable to common stockholders (Note 2) 0 7,344 0 14,500
Net income attributable to common stockholders $ 27,499 $ 16,437 $ 56,712 $ 32,083
Net earnings per share attributable to common stockholders (Note 2):        
Basic (in dollars per share) $ 0.16 $ 0.18 $ 0.32 $ 0.35
Diluted (in dollars per share) $ 0.15 $ 0.18 $ 0.31 $ 0.35
Weighted-average common shares outstanding:        
Basic (in shares) 176,923 90,591 176,882 90,591
Diluted (in shares) 181,194 90,591 180,327 90,591