v3.26.3
Condensed Consolidated Statements of Operations and Comprehensive Income - USD ($)
shares in Thousands, $ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenues:        
Total revenues $ 5,358,060 $ 4,136,846 $ 14,305,092 $ 12,320,129
Costs and expenses:        
Personnel expenses 360,301 349,302 1,051,496 1,033,177
Other selling, general, and administrative expenses 176,326 135,939 452,161 425,611
Total costs and expenses 5,086,253 3,916,010 13,601,856 11,706,521
Income from operations 271,807 220,836 703,236 613,608
Interest and other income/expense, net (21,719) (15,602) (48,610) (57,679)
Income before provision for income taxes 250,088 205,234 654,626 555,929
Provision for income taxes 51,619 42,247 122,138 105,169
Net income 198,469 162,987 532,488 450,760
Other comprehensive income (loss) 2,328 (2,772) 2,296 35,748
Comprehensive income $ 200,797 $ 160,215 $ 534,784 $ 486,508
Basic net income per share (in dollars per share) $ 1.69 $ 1.36 $ 4.49 $ 3.75
Diluted net income per share (in dollars per share) $ 1.67 $ 1.34 $ 4.45 $ 3.71
Basic weighted average shares outstanding (in shares) 117,499 119,887 118,616 120,363
Dilutive effect of outstanding stock awards (in shares) 1,233 1,462 1,168 1,050
Diluted weighted average shares outstanding (in shares) 118,732 121,349 119,784 121,413
Transportation        
Revenues:        
Total revenues $ 5,012,177 $ 3,783,535 $ 13,180,661 $ 11,252,110
Costs and expenses:        
Purchased products and services 4,236,891 3,112,683 11,080,613 9,286,694
Sourcing        
Revenues:        
Total revenues 345,883 353,311 1,124,431 1,068,019
Costs and expenses:        
Purchased products and services $ 312,735 $ 318,086 $ 1,017,586 $ 961,039