v3.26.3
Condensed Consolidated Statements of Stockholders’ Equity - USD ($)
$ in Thousands
Common Stock [Member]
Additional Paid-In Capital [Member]
Retained Earnings [Member]
Total
Beginning balance at Dec. 31, 2024 $ 310 $ 526,959 $ 2,093,587 $ 2,620,856
Beginning balance, shares at Dec. 31, 2024 30,961,000      
Settlement of stock-based compensation awards $ 5 (5)    
Settlement of stock-based compensation awards, shares 584,000      
Withholding of common stock upon settlement of stock-based compensation awards $ (2) (17,289)   (17,291)
Withholding of common stock upon settlement of stock-based compensation awards, shares (227,000)      
Repurchases of common stock $ (19) (123,603)   $ (123,622)
Repurchases of common stock, shares (1,934,000)     (1,900,000)
Excise tax on repurchases of common stock   (970)   $ (970)
Stock-based compensation expense   13,720   13,720
Cash dividends declared and dividend equivalents   679 (26,991) (26,312)
Net income     111,641 111,641
Ending balance at Sep. 30, 2025 $ 294 399,491 2,178,237 2,578,022
Ending balance, shares at Sep. 30, 2025 29,384,000      
Beginning balance at Jun. 30, 2025 $ 297 414,002 2,149,692 2,563,991
Beginning balance, shares at Jun. 30, 2025 29,680,000      
Settlement of stock-based compensation awards, shares 2,000      
Withholding of common stock upon settlement of stock-based compensation awards   (55)   (55)
Withholding of common stock upon settlement of stock-based compensation awards, shares (1,000)      
Repurchases of common stock $ (3) (20,003)   $ (20,006)
Repurchases of common stock, shares (297,000)     (296,900)
Excise tax on repurchases of common stock   (190)   $ (190)
Stock-based compensation expense   5,486   5,486
Cash dividends declared and dividend equivalents   251 (8,858) (8,607)
Net income     37,403 37,403
Ending balance at Sep. 30, 2025 $ 294 399,491 2,178,237 2,578,022
Ending balance, shares at Sep. 30, 2025 29,384,000      
Beginning balance at Dec. 31, 2025 $ 291 385,962 2,205,479 2,591,732
Beginning balance, shares at Dec. 31, 2025 29,051,000      
Settlement of stock-based compensation awards $ 5 (5)    
Settlement of stock-based compensation awards, shares 577,000      
Withholding of common stock upon settlement of stock-based compensation awards $ (2) (15,360)   (15,362)
Withholding of common stock upon settlement of stock-based compensation awards, shares (223,000)      
Repurchases of common stock $ (11) (71,187)   $ (71,198)
Repurchases of common stock, shares (1,140,000)     (1,100,000)
Excise tax on repurchases of common stock   (470)   $ (470)
Stock-based compensation expense   10,641   10,641
Cash dividends declared and dividend equivalents   580 (28,099) (27,519)
Net income     73,174 73,174
Ending balance at Sep. 30, 2026 $ 283 310,161 2,250,554 2,560,998
Ending balance, shares at Sep. 30, 2026 28,265,000      
Beginning balance at Jun. 30, 2026 $ 284 318,276 2,247,191 2,565,751
Beginning balance, shares at Jun. 30, 2026 28,433,000      
Settlement of stock-based compensation awards, shares 3,000      
Withholding of common stock upon settlement of stock-based compensation awards   (81)   (81)
Withholding of common stock upon settlement of stock-based compensation awards, shares (1,000)      
Repurchases of common stock $ (1) (11,582)   $ (11,583)
Repurchases of common stock, shares (170,000)     (169,900)
Excise tax on repurchases of common stock   (115)   $ (115)
Stock-based compensation expense   3,461   3,461
Cash dividends declared and dividend equivalents   202 (9,254) (9,052)
Net income     12,617 12,617
Ending balance at Sep. 30, 2026 $ 283 $ 310,161 $ 2,250,554 $ 2,560,998
Ending balance, shares at Sep. 30, 2026 28,265,000