v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock
Additional Paid-in Capital
Deferred Stock Units
Retained Earnings
Accumulated Other Comprehensive (Loss) Income
Treasury Stock
Balance beginning of period (in shares) at Dec. 31, 2024   107,836          
Balance beginning of period at Dec. 31, 2024 $ 1,595,313 $ 10,784 $ 1,673,863 $ 5,885 $ 5,332,438 $ (93,645) $ (5,334,012)
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 242,677       242,677    
Other comprehensive gain, net of tax 3,554         3,554  
Repurchases of common stock, net of issuances (415,260)           (415,260)
Common stock issued for share-based compensation plans, including excess tax benefit (in shares)   80          
Common stock issued for share-based compensation plans, including excess tax benefit 7,114 $ 8 7,135 (29)      
Share-based compensation cost 14,615   14,615        
Balance end of period (in shares) at Mar. 31, 2025   107,916          
Balance end of period at Mar. 31, 2025 1,448,013 $ 10,792 1,695,613 5,856 5,575,115 (90,091) (5,749,272)
Balance beginning of period (in shares) at Dec. 31, 2024   107,836          
Balance beginning of period at Dec. 31, 2024 1,595,313 $ 10,784 1,673,863 5,885 5,332,438 (93,645) (5,334,012)
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 811,276            
Balance end of period (in shares) at Sep. 30, 2025   108,301          
Balance end of period at Sep. 30, 2025 1,561,186 $ 10,830 1,792,787 6,229 6,143,714 (72,950) (6,319,424)
Balance beginning of period (in shares) at Mar. 31, 2025   107,916          
Balance beginning of period at Mar. 31, 2025 1,448,013 $ 10,792 1,695,613 5,856 5,575,115 (90,091) (5,749,272)
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 293,989       293,989    
Other comprehensive gain, net of tax 13,141         13,141  
Repurchases of common stock, net of issuances (328,498)           (328,498)
Common stock issued for share-based compensation plans, including excess tax benefit (in shares)   125          
Common stock issued for share-based compensation plans, including excess tax benefit 17,328 $ 12 16,943 373      
Share-based compensation cost 14,854   14,854        
Balance end of period (in shares) at Jun. 30, 2025   108,041          
Balance end of period at Jun. 30, 2025 1,458,827 $ 10,804 1,727,410 6,229 5,869,104 (76,950) (6,077,770)
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 274,610       274,610    
Other comprehensive gain, net of tax 4,000         4,000  
Repurchases of common stock, net of issuances (241,654)           (241,654)
Common stock issued for share-based compensation plans, including excess tax benefit (in shares)   260          
Common stock issued for share-based compensation plans, including excess tax benefit 50,970 $ 26 50,944        
Share-based compensation cost 14,433   14,433        
Balance end of period (in shares) at Sep. 30, 2025   108,301          
Balance end of period at Sep. 30, 2025 $ 1,561,186 $ 10,830 1,792,787 6,229 6,143,714 (72,950) (6,319,424)
Balance beginning of period (in shares) at Dec. 31, 2025 108,369 108,369          
Balance beginning of period at Dec. 31, 2025 $ 1,605,383 $ 10,837 1,826,750 6,094 6,391,902 (68,844) (6,561,356)
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 278,446       278,446    
Other comprehensive gain, net of tax 3,904         3,904  
Repurchases of common stock, net of issuances (366,047)           (366,047)
Common stock issued for share-based compensation plans, including excess tax benefit (in shares)   131          
Common stock issued for share-based compensation plans, including excess tax benefit 18,077 $ 13 18,013 51      
Share-based compensation cost 16,340   16,316 24      
Balance end of period (in shares) at Mar. 31, 2026   108,500          
Balance end of period at Mar. 31, 2026 $ 1,556,103 $ 10,850 1,861,079 6,169 6,670,348 (64,940) (6,927,403)
Balance beginning of period (in shares) at Dec. 31, 2025 108,369 108,369          
Balance beginning of period at Dec. 31, 2025 $ 1,605,383 $ 10,837 1,826,750 6,094 6,391,902 (68,844) (6,561,356)
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income $ 934,003            
Balance end of period (in shares) at Sep. 30, 2026 108,832 108,832          
Balance end of period at Sep. 30, 2026 $ 1,869,177 $ 10,883 1,958,621 5,965 7,325,905 (60,482) (7,371,715)
Balance beginning of period (in shares) at Mar. 31, 2026   108,500          
Balance beginning of period at Mar. 31, 2026 1,556,103 $ 10,850 1,861,079 6,169 6,670,348 (64,940) (6,927,403)
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 338,412       338,412    
Other comprehensive gain, net of tax 1,402         1,402  
Repurchases of common stock, net of issuances (332,344)           (332,344)
Common stock issued for share-based compensation plans, including excess tax benefit (in shares)   217          
Common stock issued for share-based compensation plans, including excess tax benefit 32,914 $ 22 33,147 (255)      
Share-based compensation cost 16,088   16,064 24      
Balance end of period (in shares) at Jun. 30, 2026   108,717          
Balance end of period at Jun. 30, 2026 1,612,575 $ 10,872 1,910,290 5,938 7,008,760 (63,538) (7,259,747)
Increase (Decrease) in Stockholders' Equity [Roll Forward]              
Net income 317,145       317,145    
Other comprehensive gain, net of tax 3,056         3,056  
Repurchases of common stock, net of issuances (111,968)           (111,968)
Common stock issued for share-based compensation plans, including excess tax benefit (in shares)   115          
Common stock issued for share-based compensation plans, including excess tax benefit 32,153 $ 11 32,142        
Share-based compensation cost $ 16,216   16,189 27      
Balance end of period (in shares) at Sep. 30, 2026 108,832 108,832          
Balance end of period at Sep. 30, 2026 $ 1,869,177 $ 10,883 $ 1,958,621 $ 5,965 $ 7,325,905 $ (60,482) $ (7,371,715)