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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) - USD ($)
$ in Thousands
3 Months Ended
Sep. 30, 2026
Sep. 30, 2025
CASH FLOWS FROM OPERATING ACTIVITIES    
Net income $ 130,367 $ 124,810
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 79,267 54,298
Amortization of deferred financing costs 1,241 1,196
Stock-based compensation expense 21,711 14,691
Deferred income taxes 26,445 22,273
Other 3,077 0
Changes in operating assets and liabilities, net of effect of business acquisitions:    
Accounts receivable, net (17,797) (15,967)
Prepaid expenses and other assets (67,263) (41,587)
Accounts payable and other accrued expenses 10,698 63,747
Accrued compensation and benefits (20,346) (41,443)
Income taxes 4,648 (11,456)
Operating lease liabilities, net (9,725) (1,418)
Long-term liabilities (1,009) 1,921
Net cash provided by operating activities 161,314 171,065
CASH FLOWS FROM INVESTING ACTIVITIES    
Capital expenditures (11,359) (17,014)
Acquisitions of businesses, net of cash acquired 5,000 15,800
Net cash used in investing activities (6,359) (1,214)
CASH FLOWS FROM FINANCING ACTIVITIES    
Proceeds from borrowings 1,211,500 541,000
Principal payments on borrowings (1,278,188) (682,688)
Proceeds from employee stock purchase plans 4,031 3,796
Repurchases of common stock (4,406) (4,085)
Payment of taxes for equity transactions (71) (261)
Net cash used in financing activities (67,134) (142,238)
Effect of exchange rate changes on cash and cash equivalents (188) (774)
Net change in cash and cash equivalents 87,633 26,839
Cash and cash equivalents, beginning of period 191,756 106,181
Cash and cash equivalents, end of period 279,389 133,020
SUPPLEMENTAL DISCLOSURES OF CASH FLOW INFORMATION    
Cash paid during the period for income taxes, net of refunds 13,177 30,476
Cash paid during the period for interest 42,619 35,768
Non-cash financing and investing activities:    
Accrued capital expenditures (2,627) (2,802)
Landlord sponsored tenant incentives $ 163 $ 154