v3.26.3
Consolidated Statements of Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Common Stock
Additional Paid-in Capital
Retained Earnings
Accumulated Other Comprehensive (Loss)
Total
Balance at Dec. 31, 2024 $ 32 $ 548,654 $ 470,318 $ (6,214) $ 1,012,790
Balance (in shares) at Dec. 31, 2024 32,365        
Increase (Decrease) in Stockholders' Equity          
Net income     28,579   28,579
Foreign currency translation adjustments       646 646
Unrealized gains (losses) on available-for-sale investments       81 81
Issuance of common stock on restricted stock units, net of shares withheld   (1,583)     (1,583)
Issuance of common stock on restricted stock units, net of shares withheld (in shares) 38        
Stock-based compensation expense   4,903     4,903
Repurchase of common stock   (4,954) (13,224)   (18,178)
Repurchase of common stock (in shares) (274)        
Balance at Mar. 31, 2025 $ 32 547,020 485,673 (5,487) 1,027,238
Balance (in shares) at Mar. 31, 2025 32,129        
Balance at Dec. 31, 2024 $ 32 548,654 470,318 (6,214) 1,012,790
Balance (in shares) at Dec. 31, 2024 32,365        
Increase (Decrease) in Stockholders' Equity          
Net income         85,941
Foreign currency translation adjustments         4,304
Unrealized gains (losses) on available-for-sale investments         301
Balance at Sep. 30, 2025 $ 31 532,951 488,771 (1,609) 1,020,144
Balance (in shares) at Sep. 30, 2025 30,998        
Balance at Mar. 31, 2025 $ 32 547,020 485,673 (5,487) 1,027,238
Balance (in shares) at Mar. 31, 2025 32,129        
Increase (Decrease) in Stockholders' Equity          
Net income     31,376   31,376
Foreign currency translation adjustments       5,066 5,066
Unrealized gains (losses) on available-for-sale investments       (58) (58)
Issuance of stock under Employee Stock Purchase Plan   1,246     1,246
Issuance of stock under Employee Stock Purchase Plan (in shares) 21        
Issuance of common stock on restricted stock units, net of shares withheld   (2,569)     (2,569)
Issuance of common stock on restricted stock units, net of shares withheld (in shares) 94        
Stock-based compensation expense   5,421     5,421
Repurchase of common stock $ (1) (15,451) (29,885)   (45,337)
Repurchase of common stock (in shares) (826)        
Balance at Jun. 30, 2025 $ 31 535,667 487,164 (479) 1,022,383
Balance (in shares) at Jun. 30, 2025 31,418        
Increase (Decrease) in Stockholders' Equity          
Net income     25,986   25,986
Foreign currency translation adjustments       (1,408) (1,408)
Unrealized gains (losses) on available-for-sale investments       278 278
Issuance of common stock on restricted stock units, net of shares withheld   (104)     (104)
Issuance of common stock on restricted stock units, net of shares withheld (in shares) 3        
Stock-based compensation expense   5,344     5,344
Repurchase of common stock   (7,956) (24,379)   (32,335)
Repurchase of common stock (in shares) (423)        
Balance at Sep. 30, 2025 $ 31 532,951 488,771 (1,609) 1,020,144
Balance (in shares) at Sep. 30, 2025 30,998        
Balance at Dec. 31, 2025 $ 31 533,309 503,539 (2,202) 1,034,677
Balance (in shares) at Dec. 31, 2025 30,717        
Increase (Decrease) in Stockholders' Equity          
Net income     9,214   9,214
Foreign currency translation adjustments       (2,256) (2,256)
Change in pension obligation       (19) (19)
Unrealized gains (losses) on available-for-sale investments       (849) (849)
Issuance of common stock on restricted stock units, net of shares withheld   (1,023)     (1,023)
Issuance of common stock on restricted stock units, net of shares withheld (in shares) 16        
Stock-based compensation expense   4,899     4,899
Balance at Mar. 31, 2026 $ 31 537,185 512,753 (5,326) 1,044,643
Balance (in shares) at Mar. 31, 2026 30,733        
Balance at Dec. 31, 2025 $ 31 533,309 503,539 (2,202) 1,034,677
Balance (in shares) at Dec. 31, 2025 30,717        
Increase (Decrease) in Stockholders' Equity          
Net income         70,264
Foreign currency translation adjustments         2,045
Change in pension obligation         (19)
Unrealized gains (losses) on available-for-sale investments         (2,891)
Balance at Sep. 30, 2026 $ 31 542,467 573,803 (3,067) 1,113,234
Balance (in shares) at Sep. 30, 2026 30,884        
Balance at Mar. 31, 2026 $ 31 537,185 512,753 (5,326) 1,044,643
Balance (in shares) at Mar. 31, 2026 30,733        
Increase (Decrease) in Stockholders' Equity          
Net income     23,291   23,291
Foreign currency translation adjustments       (406) (406)
Unrealized gains (losses) on available-for-sale investments       (674) (674)
Issuance of stock under Employee Stock Purchase Plan   1,302     1,302
Issuance of stock under Employee Stock Purchase Plan (in shares) 8        
Issuance of common stock on restricted stock units, net of shares withheld   (8,516)     (8,516)
Issuance of common stock on restricted stock units, net of shares withheld (in shares) 140        
Stock-based compensation expense   6,425     6,425
Repurchase of common stock excise tax   (244)     (244)
Balance at Jun. 30, 2026 $ 31 536,152 536,044 (6,406) 1,065,821
Balance (in shares) at Jun. 30, 2026 30,881        
Increase (Decrease) in Stockholders' Equity          
Net income     37,759   37,759
Foreign currency translation adjustments       4,707 4,707
Unrealized gains (losses) on available-for-sale investments       (1,368) (1,368)
Issuance of common stock on restricted stock units, net of shares withheld   (152)     (152)
Issuance of common stock on restricted stock units, net of shares withheld (in shares) 3        
Stock-based compensation expense   6,467     6,467
Balance at Sep. 30, 2026 $ 31 $ 542,467 $ 573,803 $ (3,067) $ 1,113,234
Balance (in shares) at Sep. 30, 2026 30,884