v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (UNAUDITED) - USD ($)
shares in Thousands, $ in Thousands
Common Stock
Treasury Stock
Additional Paid-in Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss), Net of Income Taxes
Total
Balance (in shares) at Dec. 31, 2024 174,003          
Balance at Dec. 31, 2024 $ 174 $ (131,620) $ 974,383 $ 255,214 $ (14,692) $ 1,083,459
Balance at treasury (in shares) at Dec. 31, 2024   6,934        
Foreign currency translation adjustment         7,493 7,493
Shares repurchased for settlement of employee tax withholdings (in shares)   210        
Shares repurchased for settlement of employee tax withholdings   $ (3,210)       (3,210)
Stock-based compensation expense     25,080     25,080
Common stock issued upon exercise of stock options (in shares) 58          
Common stock issued upon exercise of stock options     222     222
Common stock issued upon vesting of restricted stock units (in shares) 641          
Common stock issued upon vesting of restricted stock units $ 1   (1)      
Common stock issued upon vesting of performance stock units (in shares) 71          
Shares repurchased under authorized repurchase programs (in shares)   5,169        
Shares repurchased under authorized repurchase programs   $ (82,240)       (82,240)
Excise tax on shares repurchased   $ (64) (668)     (732)
Treasury stock reissued upon settlement of equity awards (in shares)   (18)        
Treasury stock reissued upon settlement of equity awards   $ 350 (350)      
Net income       2,361   2,361
Balance (in shares) at Mar. 31, 2025 174,773          
Balance at Mar. 31, 2025 $ 175 $ (216,784) 998,666 257,575 (7,199) 1,032,433
Balance at treasury (in shares) at Mar. 31, 2025   12,295        
Balance (in shares) at Dec. 31, 2024 174,003          
Balance at Dec. 31, 2024 $ 174 $ (131,620) 974,383 255,214 (14,692) 1,083,459
Balance at treasury (in shares) at Dec. 31, 2024   6,934        
Foreign currency translation adjustment           27,715
Net income           21,321
Balance (in shares) at Sep. 30, 2025 176,300          
Balance at Sep. 30, 2025 $ 176 $ (260,011) 1,046,527 276,535 13,023 1,076,250
Balance at treasury (in shares) at Sep. 30, 2025   15,206        
Balance (in shares) at Mar. 31, 2025 174,773          
Balance at Mar. 31, 2025 $ 175 $ (216,784) 998,666 257,575 (7,199) 1,032,433
Balance at treasury (in shares) at Mar. 31, 2025   12,295        
Foreign currency translation adjustment         19,383 19,383
Shares repurchased for settlement of employee tax withholdings (in shares)   35        
Shares repurchased for settlement of employee tax withholdings   $ (494)       (494)
Stock-based compensation expense     28,053     28,053
Common stock issued under employee purchase plan     1,577     1,577
Common stock issued under employee purchase plan (in shares) 135          
Common stock issued upon exercise of stock options (in shares) 29          
Common stock issued upon exercise of stock options     148     148
Common stock issued upon vesting of restricted stock units (in shares) 954          
Common stock issued upon vesting of restricted stock units $ 1   (1)      
Common stock issued upon vesting of performance stock units (in shares) 14          
Net income       8,758   8,758
Excise tax on shares repurchased   157       157
Balance (in shares) at Jun. 30, 2025 175,905          
Balance at Jun. 30, 2025 $ 176 $ (217,121) 1,028,443 266,333 12,184 1,090,015
Balance at treasury (in shares) at Jun. 30, 2025   12,330        
Foreign currency translation adjustment         839 839
Shares repurchased for settlement of employee tax withholdings (in shares)   259        
Shares repurchased for settlement of employee tax withholdings   $ (3,391)       (3,391)
Stock-based compensation expense     28,786     28,786
Common stock issued upon exercise of stock options (in shares) 76          
Common stock issued upon exercise of stock options     260     260
Common stock issued upon vesting of restricted stock units (in shares) 313          
Common stock issued upon vesting of performance stock units (in shares) 6          
Shares repurchased under authorized repurchase programs (in shares)   3,258        
Shares repurchased under authorized repurchase programs   $ (50,065)       (50,065)
Excise tax on shares repurchased   $ (396)       (396)
Treasury stock reissued upon settlement of equity awards (in shares)   (641)        
Treasury stock reissued upon settlement of equity awards   $ 10,962 (10,962)      
Net income       10,202   10,202
Balance (in shares) at Sep. 30, 2025 176,300          
Balance at Sep. 30, 2025 $ 176 $ (260,011) 1,046,527 276,535 13,023 1,076,250
Balance at treasury (in shares) at Sep. 30, 2025   15,206        
Balance (in shares) at Dec. 31, 2025 176,546          
Balance at Dec. 31, 2025 $ 177 $ (247,982) 1,059,938 305,864 13,335 $ 1,131,332
Balance at treasury (in shares) at Dec. 31, 2025   14,646       14,646
Foreign currency translation adjustment         (4,931) $ (4,931)
Shares repurchased for settlement of employee tax withholdings (in shares)   142        
Shares repurchased for settlement of employee tax withholdings   $ (1,437)       (1,437)
Stock-based compensation expense     25,613     25,613
Common stock issued upon exercise of stock options     43     43
Common stock issued upon vesting of restricted stock units (in shares) 90          
Common stock issued upon vesting of performance stock units (in shares) 53          
Shares repurchased under authorized repurchase programs (in shares)   7,270        
Shares repurchased under authorized repurchase programs   $ (75,145)       (75,145)
Excise tax on shares repurchased   $ (618)       (618)
Treasury stock reissued upon settlement of equity awards (in shares)   (1,298)        
Treasury stock reissued upon settlement of equity awards   $ 20,239 (20,239)      
Net income       6,410   6,410
Balance (in shares) at Mar. 31, 2026 176,689          
Balance at Mar. 31, 2026 $ 177 $ (304,943) 1,065,355 312,274 8,404 1,081,267
Balance at treasury (in shares) at Mar. 31, 2026   20,760        
Balance (in shares) at Dec. 31, 2025 176,546          
Balance at Dec. 31, 2025 $ 177 $ (247,982) 1,059,938 305,864 13,335 $ 1,131,332
Balance at treasury (in shares) at Dec. 31, 2025   14,646       14,646
Foreign currency translation adjustment           $ (6,035)
Common stock issued upon exercise of stock options (in shares)           270
Net income           $ 35,257
Balance (in shares) at Sep. 30, 2026 177,293          
Balance at Sep. 30, 2026 $ 177 $ (297,856) 1,082,656 341,121 7,300 $ 1,133,398
Balance at treasury (in shares) at Sep. 30, 2026   21,104       21,104
Balance (in shares) at Mar. 31, 2026 176,689          
Balance at Mar. 31, 2026 $ 177 $ (304,943) 1,065,355 312,274 8,404 $ 1,081,267
Balance at treasury (in shares) at Mar. 31, 2026   20,760        
Foreign currency translation adjustment         242 242
Shares repurchased for settlement of employee tax withholdings (in shares)   392        
Shares repurchased for settlement of employee tax withholdings   $ (4,025)       (4,025)
Stock-based compensation expense     26,941     26,941
Common stock issued under employee purchase plan     1,031     1,031
Common stock issued upon exercise of stock options     1,223     1,223
Common stock issued upon vesting of restricted stock units (in shares) 392          
Common stock issued upon vesting of performance stock units (in shares) 29          
Shares repurchased under authorized repurchase programs (in shares)   2,497        
Shares repurchased under authorized repurchase programs   $ (25,050)       (25,050)
Excise tax on shares repurchased   $ (97)       (97)
Treasury stock reissued upon settlement of equity awards (in shares)   (1,474)        
Treasury stock reissued upon settlement of equity awards   $ 20,870 (20,870)      
Net income       12,918   12,918
Balance (in shares) at Jun. 30, 2026 177,110          
Balance at Jun. 30, 2026 $ 177 $ (313,245) 1,073,680 325,192 8,646 1,094,450
Balance at treasury (in shares) at Jun. 30, 2026   22,175        
Foreign currency translation adjustment         (1,346) (1,346)
Shares repurchased for settlement of employee tax withholdings (in shares)   183        
Shares repurchased for settlement of employee tax withholdings   $ (2,453)       (2,453)
Stock-based compensation expense     26,512     26,512
Common stock issued upon exercise of stock options     138     138
Common stock issued upon vesting of restricted stock units (in shares) 153          
Common stock issued upon vesting of performance stock units (in shares) 30          
Treasury stock reissued upon settlement of equity awards (in shares)   (1,254)        
Treasury stock reissued upon settlement of equity awards   $ 17,674 (17,674)      
Net income       15,929   15,929
Excise tax on shares repurchased   168       168
Balance (in shares) at Sep. 30, 2026 177,293          
Balance at Sep. 30, 2026 $ 177 $ (297,856) $ 1,082,656 $ 341,121 $ 7,300 $ 1,133,398
Balance at treasury (in shares) at Sep. 30, 2026   21,104       21,104