v3.26.3
STOCK-BASED COMPENSATION (Tables)
9 Months Ended
Sep. 30, 2026
STOCK-BASED COMPENSATION  
Schedule of information related to stock-based incentive compensation plans

​

​

​

​

​

​

September 30, 2026

​

​

(in millions)

Shares available for future issuance under the 2023 Incentive Plan

​

3.7

Shares available for future issuance under the ESPP

​

0.5

Schedule of stock-based compensation expense

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

Three Months Ended September 30, 

​

Nine Months Ended September 30, 

​

​

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

​

​

(in millions)

​

Stock-based compensation expense

​

$

18.6

​

$

14.6

​

$

58.1

​

$

41.2

​

Schedule of changes in RSUs

​

​

​

​

​

​

​

​

​

Nine Months Ended September 30, 2026

​

  ​ ​ ​

​

  ​ ​ ​

Weighted-

​

​

​

​

Average

​

​

Number of

​

Grant Date

​

​

RSUs

​

Fair Value

​

​

(in millions)

​

​

RSUs outstanding at beginning of period

 

1.0

​

$

111.72

RSUs granted

 

0.3

​

$

304.06

RSUs vested

 

(0.5)

​

$

106.62

RSUs forfeited

 

(0.1)

​

$

138.43

RSUs outstanding at end of period

 

0.7

​

$

183.98

Schedule of rabbi trust's assets and liabilities

​

​

​

​

​

​

​

​

​

​

September 30,

​

December 31,

​

​

2026

​

2025

Description

Balance Sheet Classification

(in millions)

Investments

Other assets

$

20.1

​

$

13.5

Deferred compensation liabilities

Other liabilities

$

20.0

​

$

13.4

Stock awards elected for deferral

Temporary equity

$

16.0

​

$

7.8

Company shares of common stock

Stockholders' equity

$

14.2

​

$

2.6