v3.26.3
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Common Stock
Retained Earnings
Accumulated Other Comprehensive Loss
Total
Beginning balance at Dec. 31, 2024 $ 703,219 $ 695,541 $ (19,401) $ 1,379,359
Beginning balance (in shares) at Dec. 31, 2024 58,743      
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net Income (Loss)   30,147   30,147
Other comprehensive loss (income)     4,025 4,025
Stock-based compensation expense $ 7,885     7,885
Options exercised $ 14,610     14,610
Options exercised (in shares) 281      
Issuance of common stock under Employee Stock Purchase Plan $ 424     424
Issuance of common stock under Employee Stock Purchase Plan (in shares) 4      
Shares issued from time-vested restricted stock units (in shares) 130      
Shares surrendered in exchange for payment of payroll tax liabilities $ (6,145)     (6,145)
Shares surrendered in exchange for payment of payroll tax liabilities (in shares) (62)      
Shares surrendered in exchange for exercise of stock options $ (1,882)     (1,882)
Shares surrendered in exchange for exercise of stock options (in shares) (18)      
Ending balance at Mar. 31, 2025 $ 718,111 725,688 (15,376) 1,428,423
Ending balance (in shares) at Mar. 31, 2025 59,078      
Beginning balance at Dec. 31, 2024 $ 703,219 695,541 (19,401) 1,379,359
Beginning balance (in shares) at Dec. 31, 2024 58,743      
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net Income (Loss)       90,483
Other comprehensive loss (income)       15,682
Shares surrendered in exchange for exercise of stock options       (10,863)
Ending balance at Sep. 30, 2025 $ 747,103 786,024 (3,719) 1,529,408
Ending balance (in shares) at Sep. 30, 2025 59,290      
Beginning balance at Mar. 31, 2025 $ 718,111 725,688 (15,376) 1,428,423
Beginning balance (in shares) at Mar. 31, 2025 59,078      
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net Income (Loss)   32,581   32,581
Other comprehensive loss (income)     10,314 10,314
Stock-based compensation expense $ 9,868     9,868
Options exercised $ 6,523     6,523
Options exercised (in shares) 114      
Issuance of common stock under Employee Stock Purchase Plan $ 339     339
Issuance of common stock under Employee Stock Purchase Plan (in shares) 4      
Shares issued from time-vested restricted stock units (in shares) 22      
Ending balance at Jun. 30, 2025 $ 734,841 758,269 (5,062) 1,488,048
Ending balance (in shares) at Jun. 30, 2025 59,218      
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net Income (Loss)   27,755   27,755
Other comprehensive loss (income)     1,343 1,343
Stock-based compensation expense $ 12,549     12,549
Options exercised $ 10,853     10,853
Options exercised (in shares) 195      
Issuance of common stock under Employee Stock Purchase Plan $ 293     293
Issuance of common stock under Employee Stock Purchase Plan (in shares) 4      
Shares surrendered in exchange for payment of payroll tax liabilities $ (2,452)     (2,452)
Shares surrendered in exchange for payment of payroll tax liabilities (in shares) (27)      
Shares surrendered in exchange for exercise of stock options $ (8,981)     (8,981)
Shares surrendered in exchange for exercise of stock options (in shares) (100)      
Ending balance at Sep. 30, 2025 $ 747,103 786,024 (3,719) 1,529,408
Ending balance (in shares) at Sep. 30, 2025 59,290      
Beginning balance at Dec. 31, 2025 $ 763,909 824,030 (3,636) $ 1,584,303
Beginning balance (in shares) at Dec. 31, 2025 59,424     59,424
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net Income (Loss)   40,995   $ 40,995
Other comprehensive loss (income)     (3,932) (3,932)
Stock-based compensation expense $ 9,509     9,509
Options exercised $ 2,345     2,345
Options exercised (in shares) 43      
Issuance of common stock under Employee Stock Purchase Plan $ 430     430
Issuance of common stock under Employee Stock Purchase Plan (in shares) 6      
Shares issued from time-vested restricted stock units (in shares) 271      
Shares surrendered in exchange for payment of payroll tax liabilities $ (6,922)     (6,922)
Shares surrendered in exchange for payment of payroll tax liabilities (in shares) (89)      
Ending balance at Mar. 31, 2026 $ 769,271 865,025 (7,568) 1,626,728
Ending balance (in shares) at Mar. 31, 2026 59,655      
Beginning balance at Dec. 31, 2025 $ 763,909 824,030 (3,636) $ 1,584,303
Beginning balance (in shares) at Dec. 31, 2025 59,424     59,424
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net Income (Loss)       $ 122,109
Other comprehensive loss (income)       (6,882)
Ending balance at Sep. 30, 2026 $ 808,930 946,139 (10,518) $ 1,744,551
Ending balance (in shares) at Sep. 30, 2026 59,898     59,898
Beginning balance at Mar. 31, 2026 $ 769,271 865,025 (7,568) $ 1,626,728
Beginning balance (in shares) at Mar. 31, 2026 59,655      
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net Income (Loss)   38,803   38,803
Other comprehensive loss (income)     (348) (348)
Stock-based compensation expense $ 12,824     12,824
Options exercised $ 1,527     1,527
Options exercised (in shares) 30      
Issuance of common stock under Employee Stock Purchase Plan $ 321     321
Issuance of common stock under Employee Stock Purchase Plan (in shares) 5      
Shares issued from time-vested restricted stock units (in shares) 21      
Shares surrendered in exchange for payment of payroll tax liabilities $ (51)     (51)
Shares surrendered in exchange for payment of payroll tax liabilities (in shares) (1)      
Ending balance at Jun. 30, 2026 $ 783,892 903,828 (7,916) 1,679,804
Ending balance (in shares) at Jun. 30, 2026 59,710      
Increase (Decrease) in Stockholders' Equity [Roll Forward]        
Net Income (Loss)   42,311   42,311
Other comprehensive loss (income)     (2,602) (2,602)
Stock-based compensation expense $ 13,389     13,389
Options exercised $ 11,368     11,368
Options exercised (in shares) 184      
Issuance of common stock under Employee Stock Purchase Plan $ 281     281
Issuance of common stock under Employee Stock Purchase Plan (in shares) 4      
Ending balance at Sep. 30, 2026 $ 808,930 $ 946,139 $ (10,518) $ 1,744,551
Ending balance (in shares) at Sep. 30, 2026 59,898     59,898