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 |
| Beginning Balance (in shares) at Dec. 31, 2024 |
|
35,913
|
|
|
|
| Beginning Balance at Dec. 31, 2024 |
$ 2,258,290
|
$ 359
|
$ 39,650
|
$ 2,394,853
|
$ (176,572)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Net income |
61,824
|
|
|
61,824
|
|
| Other comprehensive (loss) income |
|
|
|
|
|
| Cumulative translation adjustment |
14,574
|
|
|
|
14,574
|
| Issuance of common stock in connection with: |
|
|
|
|
|
| Exercise of options (in shares) |
|
2
|
|
|
|
| Exercise of options |
80
|
|
80
|
|
|
| Restricted share grants, less net settled shares (in shares) |
|
67
|
|
|
|
| Restricted share grants, less net settled shares |
(7,207)
|
$ 1
|
(7,208)
|
|
|
| Purchase and retirement of common stock, including excise tax (in shares) |
|
(1,127)
|
|
|
|
| Purchase and retirement of common stock, including excise tax |
(187,676)
|
$ (11)
|
(187,665)
|
|
|
| Share-based compensation |
9,753
|
|
9,753
|
|
|
| Reclassification of negative additional paid-in capital |
0
|
|
145,390
|
(145,390)
|
|
| Ending Balance (in shares) at Mar. 31, 2025 |
|
34,855
|
|
|
|
| Ending Balance at Mar. 31, 2025 |
2,149,638
|
$ 349
|
0
|
2,311,287
|
(161,998)
|
| Beginning Balance (in shares) at Dec. 31, 2024 |
|
35,913
|
|
|
|
| Beginning Balance at Dec. 31, 2024 |
2,258,290
|
$ 359
|
39,650
|
2,394,853
|
(176,572)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Net income |
216,340
|
|
|
|
|
| Ending Balance (in shares) at Sep. 30, 2025 |
|
31,346
|
|
|
|
| Ending Balance at Sep. 30, 2025 |
1,749,655
|
$ 313
|
0
|
1,882,483
|
(133,141)
|
| Beginning Balance (in shares) at Mar. 31, 2025 |
|
34,855
|
|
|
|
| Beginning Balance at Mar. 31, 2025 |
2,149,638
|
$ 349
|
0
|
2,311,287
|
(161,998)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Net income |
71,698
|
|
|
71,698
|
|
| Other comprehensive (loss) income |
|
|
|
|
|
| Cumulative translation adjustment |
33,773
|
|
|
|
33,773
|
| Issuance of common stock in connection with: |
|
|
|
|
|
| Exercise of options (in shares) |
|
18
|
|
|
|
| Exercise of options |
697
|
|
697
|
|
|
| Restricted share grants, less net settled shares (in shares) |
|
46
|
|
|
|
| Restricted share grants, less net settled shares |
(7,603)
|
|
(7,603)
|
|
|
| Purchase and retirement of common stock, including excise tax (in shares) |
|
(2,192)
|
|
|
|
| Purchase and retirement of common stock, including excise tax |
(358,240)
|
$ (22)
|
(358,218)
|
|
|
| Share-based compensation |
9,918
|
|
9,918
|
|
|
| Reclassification of negative additional paid-in capital |
0
|
|
355,206
|
(355,206)
|
|
| Ending Balance (in shares) at Jun. 30, 2025 |
|
32,727
|
|
|
|
| Ending Balance at Jun. 30, 2025 |
1,899,881
|
$ 327
|
0
|
2,027,779
|
(128,225)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Net income |
82,818
|
|
|
82,818
|
|
| Other comprehensive (loss) income |
|
|
|
|
|
| Cumulative translation adjustment |
(4,916)
|
|
|
|
(4,916)
|
| Issuance of common stock in connection with: |
|
|
|
|
|
| Exercise of options (in shares) |
|
18
|
|
|
|
| Exercise of options |
610
|
|
610
|
|
|
| Restricted share grants, less net settled shares (in shares) |
|
27
|
|
|
|
| Restricted share grants, less net settled shares |
(1,417)
|
|
(1,417)
|
|
|
| Purchase and retirement of common stock, including excise tax (in shares) |
|
(1,426)
|
|
|
|
| Purchase and retirement of common stock, including excise tax |
(236,344)
|
$ (14)
|
(236,330)
|
|
|
| Share-based compensation |
9,023
|
|
9,023
|
|
|
| Reclassification of negative additional paid-in capital |
0
|
|
228,114
|
(228,114)
|
|
| Ending Balance (in shares) at Sep. 30, 2025 |
|
31,346
|
|
|
|
| Ending Balance at Sep. 30, 2025 |
$ 1,749,655
|
$ 313
|
0
|
1,882,483
|
(133,141)
|
| Beginning Balance (in shares) at Dec. 31, 2025 |
30,864
|
30,864
|
|
|
|
| Beginning Balance at Dec. 31, 2025 |
$ 1,733,731
|
$ 309
|
354
|
1,862,672
|
(129,604)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Net income |
57,631
|
|
|
57,631
|
|
| Other comprehensive (loss) income |
|
|
|
|
|
| Cumulative translation adjustment |
(10,053)
|
|
|
|
(10,053)
|
| Issuance of common stock in connection with: |
|
|
|
|
|
| Exercise of options (in shares) |
|
9
|
|
|
|
| Exercise of options |
351
|
|
351
|
|
|
| Restricted share grants, less net settled shares (in shares) |
|
59
|
|
|
|
| Restricted share grants, less net settled shares |
(2,367)
|
|
(2,367)
|
|
|
| Purchase and retirement of common stock, including excise tax (in shares) |
|
(787)
|
|
|
|
| Purchase and retirement of common stock, including excise tax |
(128,202)
|
$ (8)
|
(128,194)
|
|
|
| Share-based compensation |
10,608
|
|
10,608
|
|
|
| Reclassification of negative additional paid-in capital |
0
|
|
119,248
|
(119,248)
|
|
| Ending Balance (in shares) at Mar. 31, 2026 |
|
30,145
|
|
|
|
| Ending Balance at Mar. 31, 2026 |
$ 1,661,699
|
$ 301
|
0
|
1,801,055
|
(139,657)
|
| Beginning Balance (in shares) at Dec. 31, 2025 |
30,864
|
30,864
|
|
|
|
| Beginning Balance at Dec. 31, 2025 |
$ 1,733,731
|
$ 309
|
354
|
1,862,672
|
(129,604)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Net income |
$ 178,890
|
|
|
|
|
| Ending Balance (in shares) at Sep. 30, 2026 |
27,247
|
27,247
|
|
|
|
| Ending Balance at Sep. 30, 2026 |
$ 1,323,220
|
$ 272
|
0
|
1,463,178
|
(140,230)
|
| Beginning Balance (in shares) at Mar. 31, 2026 |
|
30,145
|
|
|
|
| Beginning Balance at Mar. 31, 2026 |
1,661,699
|
$ 301
|
0
|
1,801,055
|
(139,657)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Net income |
57,810
|
|
|
57,810
|
|
| Other comprehensive (loss) income |
|
|
|
|
|
| Cumulative translation adjustment |
(199)
|
|
|
|
(199)
|
| Issuance of common stock in connection with: |
|
|
|
|
|
| Exercise of options (in shares) |
|
2
|
|
|
|
| Exercise of options |
100
|
|
100
|
|
|
| Restricted share grants, less net settled shares (in shares) |
|
155
|
|
|
|
| Restricted share grants, less net settled shares |
(2,150)
|
$ 2
|
(2,152)
|
|
|
| Purchase and retirement of common stock, including excise tax (in shares) |
|
(2,591)
|
|
|
|
| Purchase and retirement of common stock, including excise tax |
(394,753)
|
$ (26)
|
(394,727)
|
|
|
| Share-based compensation |
11,443
|
|
11,443
|
|
|
| Reclassification of negative additional paid-in capital |
0
|
|
385,336
|
(385,336)
|
|
| Ending Balance (in shares) at Jun. 30, 2026 |
|
27,711
|
|
|
|
| Ending Balance at Jun. 30, 2026 |
1,333,950
|
$ 277
|
0
|
1,473,529
|
(139,856)
|
| Increase (Decrease) in Stockholders' Equity [Roll Forward] |
|
|
|
|
|
| Net income |
63,449
|
|
|
63,449
|
|
| Other comprehensive (loss) income |
|
|
|
|
|
| Cumulative translation adjustment |
(374)
|
|
|
|
(374)
|
| Issuance of common stock in connection with: |
|
|
|
|
|
| Restricted share grants, less net settled shares (in shares) |
|
60
|
|
|
|
| Restricted share grants, less net settled shares |
(3,217)
|
|
(3,217)
|
|
|
| Purchase and retirement of common stock, including excise tax (in shares) |
|
(524)
|
|
|
|
| Purchase and retirement of common stock, including excise tax |
(80,104)
|
$ (5)
|
(80,099)
|
|
|
| Share-based compensation |
9,516
|
|
9,516
|
|
|
| Reclassification of negative additional paid-in capital |
$ 0
|
|
73,800
|
(73,800)
|
|
| Ending Balance (in shares) at Sep. 30, 2026 |
27,247
|
27,247
|
|
|
|
| Ending Balance at Sep. 30, 2026 |
$ 1,323,220
|
$ 272
|
$ 0
|
$ 1,463,178
|
$ (140,230)
|