v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (UNAUDITED) - USD ($)
shares in Thousands, $ in Thousands
Common Stock
Treasury Stock
Additional Paid-in Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss), Net of Income Taxes
Total
Balance (in shares) at Dec. 31, 2024 174,003          
Balance at Dec. 31, 2024 $ 174 $ (131,620) $ 974,383 $ 255,214 $ (14,692) $ 1,083,459
Balance at treasury (in shares) at Dec. 31, 2024   6,934        
Foreign currency translation adjustment         7,493 7,493
Shares repurchased for settlement of employee tax withholdings (in shares)   210        
Shares repurchased for settlement of employee tax withholdings   $ (3,210)       (3,210)
Stock-based compensation expense     25,080     25,080
Common stock issued upon exercise of stock options (in shares) 58          
Common stock issued upon exercise of stock options     222     222
Common stock issued upon vesting of restricted stock units (in shares) 641          
Common stock issued upon vesting of restricted stock units $ 1   (1)      
Common stock issued upon vesting of performance stock units (in shares) 71          
Excise tax on shares repurchased   $ (64) (668)     (732)
Treasury stock reissued upon settlement of equity awards (in shares)   (18)        
Treasury stock reissued upon settlement of equity awards   $ 350 (350)      
Shares repurchased under authorized repurchase programs (in shares)   5,169        
Shares repurchased under authorized repurchase programs   $ (82,240)       (82,240)
Net income       2,361   2,361
Balance (in shares) at Mar. 31, 2025 174,773          
Balance at Mar. 31, 2025 $ 175 $ (216,784) 998,666 257,575 (7,199) 1,032,433
Balance at treasury (in shares) at Mar. 31, 2025   12,295        
Balance (in shares) at Dec. 31, 2024 174,003          
Balance at Dec. 31, 2024 $ 174 $ (131,620) 974,383 255,214 (14,692) 1,083,459
Balance at treasury (in shares) at Dec. 31, 2024   6,934        
Foreign currency translation adjustment           26,876
Net income           11,119
Balance (in shares) at Jun. 30, 2025 175,905          
Balance at Jun. 30, 2025 $ 176 $ (217,121) 1,028,443 266,333 12,184 1,090,015
Balance at treasury (in shares) at Jun. 30, 2025   12,330        
Balance (in shares) at Mar. 31, 2025 174,773          
Balance at Mar. 31, 2025 $ 175 $ (216,784) 998,666 257,575 (7,199) 1,032,433
Balance at treasury (in shares) at Mar. 31, 2025   12,295        
Foreign currency translation adjustment         19,383 19,383
Shares repurchased for settlement of employee tax withholdings (in shares)   35        
Shares repurchased for settlement of employee tax withholdings   $ (494)       (494)
Stock-based compensation expense     28,053     28,053
Common stock issued under employee purchase plan     1,577     1,577
Common stock issued under employee purchase plan (in shares) 135          
Common stock issued upon exercise of stock options (in shares) 29          
Common stock issued upon exercise of stock options     148     148
Common stock issued upon vesting of restricted stock units (in shares) 954          
Common stock issued upon vesting of restricted stock units $ 1   (1)      
Common stock issued upon vesting of performance stock units (in shares) 14          
Excise tax on shares repurchased   157       157
Net income       8,758   8,758
Balance (in shares) at Jun. 30, 2025 175,905          
Balance at Jun. 30, 2025 $ 176 $ (217,121) 1,028,443 266,333 12,184 1,090,015
Balance at treasury (in shares) at Jun. 30, 2025   12,330        
Balance (in shares) at Dec. 31, 2025 176,546          
Balance at Dec. 31, 2025 $ 177 $ (247,982) 1,059,938 305,864 13,335 $ 1,131,332
Balance at treasury (in shares) at Dec. 31, 2025   14,646       14,646
Foreign currency translation adjustment         (4,931) $ (4,931)
Shares repurchased for settlement of employee tax withholdings (in shares)   142        
Shares repurchased for settlement of employee tax withholdings   $ (1,437)       (1,437)
Stock-based compensation expense     25,613     25,613
Common stock issued upon exercise of stock options     43     43
Common stock issued upon vesting of restricted stock units (in shares) 90          
Common stock issued upon vesting of performance stock units (in shares) 53          
Excise tax on shares repurchased   $ (618)       (618)
Treasury stock reissued upon settlement of equity awards (in shares)   (1,298)        
Treasury stock reissued upon settlement of equity awards   $ 20,239 (20,239)      
Shares repurchased under authorized repurchase programs (in shares)   7,270        
Shares repurchased under authorized repurchase programs   $ (75,145)       (75,145)
Net income       6,410   6,410
Balance (in shares) at Mar. 31, 2026 176,689          
Balance at Mar. 31, 2026 $ 177 $ (304,943) 1,065,355 312,274 8,404 1,081,267
Balance at treasury (in shares) at Mar. 31, 2026   20,760        
Balance (in shares) at Dec. 31, 2025 176,546          
Balance at Dec. 31, 2025 $ 177 $ (247,982) 1,059,938 305,864 13,335 $ 1,131,332
Balance at treasury (in shares) at Dec. 31, 2025   14,646       14,646
Foreign currency translation adjustment           $ (4,689)
Common stock issued upon exercise of stock options (in shares)           231
Net income           $ 19,328
Balance (in shares) at Jun. 30, 2026 177,110          
Balance at Jun. 30, 2026 $ 177 $ (313,245) 1,073,680 325,192 8,646 $ 1,094,450
Balance at treasury (in shares) at Jun. 30, 2026   22,175       22,175
Balance (in shares) at Mar. 31, 2026 176,689          
Balance at Mar. 31, 2026 $ 177 $ (304,943) 1,065,355 312,274 8,404 $ 1,081,267
Balance at treasury (in shares) at Mar. 31, 2026   20,760        
Foreign currency translation adjustment         242 242
Shares repurchased for settlement of employee tax withholdings (in shares)   392        
Shares repurchased for settlement of employee tax withholdings   $ (4,025)       (4,025)
Stock-based compensation expense     26,941     26,941
Common stock issued under employee purchase plan     1,031     1,031
Common stock issued upon exercise of stock options     1,223     1,223
Common stock issued upon vesting of restricted stock units (in shares) 392          
Common stock issued upon vesting of performance stock units (in shares) 29          
Excise tax on shares repurchased   $ (97)       (97)
Treasury stock reissued upon settlement of equity awards (in shares)   (1,474)        
Treasury stock reissued upon settlement of equity awards   $ 20,870 (20,870)      
Shares repurchased under authorized repurchase programs (in shares)   2,497        
Shares repurchased under authorized repurchase programs   $ (25,050)       (25,050)
Net income       12,918   12,918
Balance (in shares) at Jun. 30, 2026 177,110          
Balance at Jun. 30, 2026 $ 177 $ (313,245) $ 1,073,680 $ 325,192 $ 8,646 $ 1,094,450
Balance at treasury (in shares) at Jun. 30, 2026   22,175       22,175