v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-in Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss)
Non-Controlling Interest in Consolidated Subsidiaries
Balance, beginning of period (in shares) at Dec. 31, 2024   56,869        
Balance, beginning of period at Dec. 31, 2024 $ 3,631,151 $ 57 $ 1,190,222 $ 2,555,796 $ (116,864) $ 1,940
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Restricted stock units vested (in shares)   315        
Equity withheld for employee taxes (in shares)   (117)        
Equity withheld for employee taxes (21,455)   (21,455)      
Stock issued in connection with 2021 acquisition (in shares)   2        
Stock issued in connection with 2021 acquisition 375   375      
Stock-based compensation expense 46,885   46,885      
Exercise of stock options (in shares)   353        
Exercise of stock options 19,448   19,448      
Repurchase of common stock, including excise tax (in shares)   (796)        
Repurchase of common stock, including excise tax (160,323)     (160,323)    
Purchase of subsidiary shares from noncontrolling interest (1,358)         (1,358)
Other comprehensive income (loss) 55,011       55,011  
Net income 73,482     73,482    
Balance, end of period (in shares) at Mar. 31, 2025   56,626        
Balance, end of period at Mar. 31, 2025 3,643,216 $ 57 1,235,475 2,468,955 (61,853) 582
Balance, beginning of period (in shares) at Dec. 31, 2024   56,869        
Balance, beginning of period at Dec. 31, 2024 3,631,151 $ 57 1,190,222 2,555,796 (116,864) 1,940
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 161,508          
Balance, end of period (in shares) at Jun. 30, 2025   55,696        
Balance, end of period at Jun. 30, 2025 3,668,362 $ 56 1,286,067 2,360,343 21,314 582
Balance, beginning of period (in shares) at Mar. 31, 2025   56,626        
Balance, beginning of period at Mar. 31, 2025 3,643,216 $ 57 1,235,475 2,468,955 (61,853) 582
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Restricted stock units vested (in shares)   54        
Equity withheld for employee taxes (in shares)   (16)        
Equity withheld for employee taxes (2,420)   (2,420)      
Stock-based compensation expense 37,914   37,914      
Exercise of stock options (in shares)   12        
Exercise of stock options 891   891      
Issuance of common stock from employee stock purchase plan (in shares)   107        
Issuance of common stock from employee stock purchase plan 14,207   14,207      
Repurchase of common stock, including excise tax (in shares)   (1,087)        
Repurchase of common stock, including excise tax (196,639) $ (1)   (196,638)    
Other comprehensive income (loss) 83,167       83,167  
Net income 88,026     88,026    
Balance, end of period (in shares) at Jun. 30, 2025   55,696        
Balance, end of period at Jun. 30, 2025 $ 3,668,362 $ 56 1,286,067 2,360,343 21,314 582
Balance, beginning of period (in shares) at Dec. 31, 2025 54,274 54,274        
Balance, beginning of period at Dec. 31, 2025 $ 3,677,808 $ 54 1,390,423 2,268,204 18,545 582
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Restricted stock units vested (in shares)   436        
Equity withheld for employee taxes (in shares)   (149)        
Equity withheld for employee taxes (20,438)   (20,438)      
Stock-based compensation expense 49,613   49,613      
Exercise of stock options (in shares)   31        
Exercise of stock options 704   704      
Repurchase of common stock, including excise tax (in shares)   (1,835)        
Repurchase of common stock, including excise tax (326,186) $ (1) (60,000) (266,185)    
Other comprehensive income (loss) (32,310)       (32,310)  
Net income 82,521     82,521    
Balance, end of period (in shares) at Mar. 31, 2026   52,757        
Balance, end of period at Mar. 31, 2026 $ 3,431,712 $ 53 1,360,302 2,084,540 (13,765) 582
Balance, beginning of period (in shares) at Dec. 31, 2025 54,274 54,274        
Balance, beginning of period at Dec. 31, 2025 $ 3,677,808 $ 54 1,390,423 2,268,204 18,545 582
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Exercise of stock options (in shares) 56          
Net income $ 185,500          
Balance, end of period (in shares) at Jun. 30, 2026 51,585 51,585        
Balance, end of period at Jun. 30, 2026 $ 3,519,301 $ 52 1,487,973 2,035,664 (4,970) 582
Balance, beginning of period (in shares) at Mar. 31, 2026   52,757        
Balance, beginning of period at Mar. 31, 2026 3,431,712 $ 53 1,360,302 2,084,540 (13,765) 582
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Restricted stock units vested (in shares)   51        
Equity withheld for employee taxes (in shares)   (15)        
Equity withheld for employee taxes (1,752)   (1,752)      
Stock-based compensation expense 45,300   45,300      
Issuance of common stock from employee stock purchase plan (in shares)   141        
Issuance of common stock from employee stock purchase plan 13,614   13,614      
Repurchase of common stock, including excise tax (in shares)   (1,349)        
Repurchase of common stock, including excise tax (81,347) $ (1) 70,509 (151,855)    
Other comprehensive income (loss) 8,795       8,795  
Net income $ 102,979     102,979    
Balance, end of period (in shares) at Jun. 30, 2026 51,585 51,585        
Balance, end of period at Jun. 30, 2026 $ 3,519,301 $ 52 $ 1,487,973 $ 2,035,664 $ (4,970) $ 582