v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Common Stock
Restricted stock units and awards
Common Stock
Performance share units
Treasury Stock
Additional Paid In Capital
Additional Paid In Capital
Restricted stock units and awards
Additional Paid In Capital
Performance share units
Retained Earnings
Accumulated Other Comprehensive Income
Common stock, beginning balance (in shares) at Dec. 31, 2024   137,945                
Treasury stock, beginning balance (in shares) at Dec. 31, 2024         87,747          
Beginning balance at Dec. 31, 2024 $ 1,779,983 $ 1,380     $ (910,601) $ 1,791,863     $ 896,122 $ 1,219
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Net income 194,861               194,861  
Other comprehensive income (loss), net of tax (4,592)                 (4,592)
Share repurchases (in shares)         1,817          
Share repurchases $ (127,754)       $ (127,754)          
Indirect repurchase of shares for minimum tax withholding (in shares) 100       89          
Indirect repurchase of shares for minimum tax withholding $ (7,797)       $ (7,797)          
Restricted stock units and awards and performance share units (in shares)     100 124            
Restricted stock units and awards and performance share units     $ 1 $ 1     $ (1) $ (1)    
Stock-based compensation 19,573         19,573        
Business acquisitions (in shares)   5,588                
Business acquisitions 17,525 $ 56       17,469        
Common stock, ending balance (in shares) at Sep. 30, 2025   143,757                
Treasury stock, ending balance (in shares) at Sep. 30, 2025         89,653          
Ending balance at Sep. 30, 2025 1,871,799 $ 1,438     $ (1,046,152) 1,828,903     1,090,983 (3,373)
Common stock, beginning balance (in shares) at Jun. 30, 2025   142,851                
Treasury stock, beginning balance (in shares) at Jun. 30, 2025         88,827          
Beginning balance at Jun. 30, 2025 1,891,843 $ 1,429     $ (989,680) 1,821,388     1,060,837 (2,131)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Net income 30,146               30,146  
Other comprehensive income (loss), net of tax (1,242)                 (1,242)
Share repurchases (in shares)         826          
Share repurchases (56,433)       $ (56,433)          
Indirect repurchase of shares for minimum tax withholding (39)       $ (39)          
Restricted stock units and awards and performance share units (in shares)     1              
Stock-based compensation 7,334         7,334        
Business acquisitions (in shares)   905                
Business acquisitions 190 $ 9       181        
Common stock, ending balance (in shares) at Sep. 30, 2025   143,757                
Treasury stock, ending balance (in shares) at Sep. 30, 2025         89,653          
Ending balance at Sep. 30, 2025 1,871,799 $ 1,438     $ (1,046,152) 1,828,903     1,090,983 (3,373)
Common stock, beginning balance (in shares) at Dec. 31, 2025   144,654                
Treasury stock, beginning balance (in shares) at Dec. 31, 2025         90,274          
Beginning balance at Dec. 31, 2025 1,762,067 $ 1,447     $ (1,078,521) 1,830,866     1,011,566 (3,291)
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Net income 208,162               208,162  
Other comprehensive income (loss), net of tax 8,281                 8,281
Share repurchases (in shares)         2,517          
Share repurchases $ (74,943)       $ (74,943)          
Indirect repurchase of shares for minimum tax withholding (in shares) 100       89          
Indirect repurchase of shares for minimum tax withholding $ (3,031)       $ (3,031)          
Restricted stock units and awards and performance share units (in shares)     145 102            
Restricted stock units and awards and performance share units     $ 1 $ 1     $ (1) $ (1)    
Stock options exercised (in shares) 50 28                
Stock-based compensation $ 22,158         22,158        
Business acquisitions (in shares)   2,712                
Business acquisitions (20,435) $ 27       (20,462)        
Common stock, ending balance (in shares) at Sep. 30, 2026   147,641                
Treasury stock, ending balance (in shares) at Sep. 30, 2026         92,880          
Ending balance at Sep. 30, 2026 1,902,259 $ 1,476     $ (1,156,495) 1,832,560     1,219,728 4,990
Common stock, beginning balance (in shares) at Jun. 30, 2026   146,705                
Treasury stock, beginning balance (in shares) at Jun. 30, 2026         92,735          
Beginning balance at Jun. 30, 2026 1,867,732 $ 1,467     $ (1,148,632) 1,831,241     1,182,957 699
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Net income 36,771               36,771  
Other comprehensive income (loss), net of tax 4,291                 4,291
Share repurchases (in shares)         138          
Share repurchases (7,471)       $ (7,471)          
Indirect repurchase of shares for minimum tax withholding (in shares)         7          
Indirect repurchase of shares for minimum tax withholding (392)       $ (392)          
Restricted stock units and awards and performance share units (in shares)     16              
Stock options exercised (in shares)   28                
Stock-based compensation 6,523         6,523        
Business acquisitions (in shares)   892                
Business acquisitions (5,195) $ 9       (5,204)        
Common stock, ending balance (in shares) at Sep. 30, 2026   147,641                
Treasury stock, ending balance (in shares) at Sep. 30, 2026         92,880          
Ending balance at Sep. 30, 2026 $ 1,902,259 $ 1,476     $ (1,156,495) $ 1,832,560     $ 1,219,728 $ 4,990