v3.26.3
NET INCOME PER SHARE - Numerator and Denominator of Basic and Diluted (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2026
Jun. 30, 2026
Mar. 31, 2026
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Sep. 30, 2026
Sep. 30, 2025
Numerator                
Net income $ 80,229 $ 116,372 $ 75,329 $ 67,503 $ 180,568 $ 115,602 $ 271,930 $ 363,673
Weighted-average shares outstanding:                
Basic (in shares) 25,795     25,797     25,782 25,818
Diluted (in shares) 34,214     34,925     34,585 34,051
Earnings per share:                
Basic (in USD per share) $ 3.11     $ 2.62     $ 10.55 $ 14.09
Diluted (in USD per share) $ 2.34     $ 1.93     $ 7.86 $ 10.68
Dilutive effect of stock options and RSUs                
Weighted-average shares outstanding:                
Dilutive effect of stock options and RSUs (in shares) 971     1,207     969 1,172
Earnings per share:                
Dilutive effect of stock options and RSUs (in USD per share) $ (0.09)     $ (0.10)     $ (0.30) $ (0.49)
Dilutive effect of warrants                
Weighted-average shares outstanding:                
Dilutive effect of warrants (in shares) 3,977     3,645     3,989 3,149
Earnings per share:                
Dilutive effect of warrants (in USD per share) $ (0.36)     $ (0.27)     $ (1.22) $ (1.30)
Dilutive effect of convertible securities                
Weighted-average shares outstanding:                
Dilutive effect of convertible securities (in shares) 3,471     4,276     3,845 3,912
Earnings per share:                
Dilutive effect of convertible securities (in USD per share) $ (0.32)     $ (0.32)     $ (1.17) $ (1.62)