v3.26.3
UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional paid-in capital
Retained earnings
Accumulated other comprehensive (loss)
Balance, beginning of period (in shares) at Dec. 31, 2024   172,224      
Balance, beginning of period at Dec. 31, 2024 $ 585,480 $ 1,722 $ 526,102 $ 87,901 $ (30,245)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Repurchase of common stock (in shares)   (2,920)      
Repurchase of common stock (118,704) $ (30) (118,674)    
Issuance of common stock for stock compensation plans (in shares)   1,756      
Issuance of common stock for stock compensation plans 9,754 $ 18 9,736    
Issuance of common stock under the employee stock purchase plan (in shares)   64      
Issuance of common stock under the employee stock purchase plan 1,911 $ 2 1,909    
Stock-based compensation 41,425   41,425    
Cash dividends declared (2,567)     (2,567)  
Other comprehensive income (loss) 8,548       8,548
Net income 85,422     85,422  
Balance, end of period (in shares) at Mar. 31, 2025   171,124      
Balance, end of period at Mar. 31, 2025 611,269 $ 1,712 460,498 170,756 (21,697)
Balance, beginning of period (in shares) at Dec. 31, 2024   172,224      
Balance, beginning of period at Dec. 31, 2024 585,480 $ 1,722 526,102 87,901 (30,245)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Other comprehensive income (loss) 21,427        
Net income 158,863        
Balance, end of period (in shares) at Sep. 30, 2025   170,545      
Balance, end of period at Sep. 30, 2025 596,830 $ 1,705 370,018 233,925 (8,818)
Balance, beginning of period (in shares) at Mar. 31, 2025   171,124      
Balance, beginning of period at Mar. 31, 2025 611,269 $ 1,712 460,498 170,756 (21,697)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Repurchase of common stock (in shares)   (3,147)      
Repurchase of common stock (132,485) $ (31) (132,454)    
Issuance of common stock for stock compensation plans (in shares)   3,086      
Issuance of common stock for stock compensation plans 64,906 $ 30 64,876    
Issuance of common stock under the employee stock purchase plan (in shares)   39      
Issuance of common stock under the employee stock purchase plan 1,816   1,816    
Stock-based compensation 36,730   36,730    
Cash dividends declared (5,156)     (5,156)  
Other comprehensive income (loss) 17,385       17,385
Net income 30,077     30,077  
Balance, end of period (in shares) at Jun. 30, 2025   171,102      
Balance, end of period at Jun. 30, 2025 624,542 $ 1,711 431,466 195,677 (4,312)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Repurchase of common stock (in shares)   (2,675)      
Repurchase of common stock (142,576) $ (27) (142,549)    
Issuance of common stock for stock compensation plans (in shares)   2,078      
Issuance of common stock for stock compensation plans 36,103 $ 21 36,082    
Issuance of common stock under the employee stock purchase plan (in shares)   40      
Issuance of common stock under the employee stock purchase plan 1,978   1,978    
Stock-based compensation 43,041   43,041    
Cash dividends declared (5,116)     (5,116)  
Other comprehensive income (loss) (4,506)       (4,506)
Net income 43,364     43,364  
Balance, end of period (in shares) at Sep. 30, 2025   170,545      
Balance, end of period at Sep. 30, 2025 $ 596,830 $ 1,705 370,018 233,925 (8,818)
Balance, beginning of period (in shares) at Dec. 31, 2025 170,347 170,347      
Balance, beginning of period at Dec. 31, 2025 $ 787,381 $ 1,703 330,926 463,389 (8,637)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Repurchase of common stock (in shares)   (3,523)      
Repurchase of common stock (167,952) $ (35) (167,917)    
Issuance of common stock for stock compensation plans (in shares)   1,887      
Issuance of common stock for stock compensation plans 16,133 $ 19 16,114    
Issuance of common stock under the employee stock purchase plan (in shares)   57      
Issuance of common stock under the employee stock purchase plan 2,068 $ 1 2,067    
Stock-based compensation 45,815   45,815    
Cash dividends declared (5,063)     (5,063)  
Other comprehensive income (loss) (5,231)       (5,231)
Net income 32,764     32,764  
Balance, end of period (in shares) at Mar. 31, 2026   168,768      
Balance, end of period at Mar. 31, 2026 $ 705,915 $ 1,688 227,005 491,090 (13,868)
Balance, beginning of period (in shares) at Dec. 31, 2025 170,347 170,347      
Balance, beginning of period at Dec. 31, 2025 $ 787,381 $ 1,703 330,926 463,389 (8,637)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Repurchase of common stock (in shares) (10,900)        
Other comprehensive income (loss) $ (5,284)        
Net income $ 60,190        
Balance, end of period (in shares) at Sep. 30, 2026 163,580 163,580      
Balance, end of period at Sep. 30, 2026 $ 549,061 $ 1,636 52,667 508,679 (13,921)
Balance, beginning of period (in shares) at Mar. 31, 2026   168,768      
Balance, beginning of period at Mar. 31, 2026 705,915 $ 1,688 227,005 491,090 (13,868)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Repurchase of common stock (in shares)   (5,335)      
Repurchase of common stock (201,618) $ (53) (201,565)    
Issuance of common stock for stock compensation plans (in shares)   855      
Issuance of common stock for stock compensation plans 8,864 $ 8 8,856    
Issuance of common stock under the employee stock purchase plan (in shares)   70      
Issuance of common stock under the employee stock purchase plan 1,779 $ 1 1,778    
Stock-based compensation 36,226   36,226    
Cash dividends declared (4,931)     (4,931)  
Other comprehensive income (loss) 815       815
Net income 13,334     13,334  
Balance, end of period (in shares) at Jun. 30, 2026   164,358      
Balance, end of period at Jun. 30, 2026 560,384 $ 1,644 72,300 499,493 (13,053)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Repurchase of common stock (in shares)   (2,020)      
Repurchase of common stock (65,210) $ (20) (65,190)    
Issuance of common stock for stock compensation plans (in shares)   1,181      
Issuance of common stock for stock compensation plans 15,155 $ 11 15,144    
Issuance of common stock under the employee stock purchase plan (in shares)   61      
Issuance of common stock under the employee stock purchase plan 1,735 $ 1 1,734    
Stock-based compensation 28,679   28,679    
Cash dividends declared (4,906)     (4,906)  
Other comprehensive income (loss) (868)       (868)
Net income $ 14,092     14,092  
Balance, end of period (in shares) at Sep. 30, 2026 163,580 163,580      
Balance, end of period at Sep. 30, 2026 $ 549,061 $ 1,636 $ 52,667 $ 508,679 $ (13,921)