v3.26.3
Condensed Consolidated Statements of Changes in Stockholders' Equity - USD ($)
$ in Thousands
Total
Common Stock
Treasury Stock
Additional Paid-In Capital
Retained Earnings
Accumulated Other Comprehensive Income (Loss)
Beginning balance (in shares) at Dec. 31, 2024   70,905        
Beginning balance (in shares) at Dec. 31, 2024     2,455      
Beginning balance at Dec. 31, 2024 $ 1,088,011 $ 709 $ (175,000) $ 817,972 $ 445,945 $ (1,615)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 72,945       72,945  
Other comprehensive income (Loss) (143)         (143)
Stock option exercises and employee stock plan purchases (in shares)   107        
Stock option exercises and employee stock plan purchases 5,869 $ 1   5,868    
Vesting of restricted stock units (in shares)   845        
Vesting of restricted stock units   $ 8   (8)    
Shares withheld to cover taxes (in shares)   (250)        
Shares withheld to cover taxes (23,686) $ (2)   (23,684)    
Stock-based compensation 21,198     21,198    
Ending balance (in shares) at Mar. 31, 2025   71,607        
Ending balance (in shares) at Mar. 31, 2025     2,455      
Ending balance at Mar. 31, 2025 1,164,194 $ 716 $ (175,000) 821,346 518,890 (1,758)
Beginning balance (in shares) at Dec. 31, 2024   70,905        
Beginning balance (in shares) at Dec. 31, 2024     2,455      
Beginning balance at Dec. 31, 2024 1,088,011 $ 709 $ (175,000) 817,972 445,945 (1,615)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 179,471          
Ending balance (in shares) at Sep. 30, 2025   71,770        
Ending balance (in shares) at Sep. 30, 2025     5,471      
Ending balance at Sep. 30, 2025 1,119,206 $ 718 $ (376,456) 871,193 625,416 (1,665)
Beginning balance (in shares) at Dec. 31, 2024   70,905        
Beginning balance (in shares) at Dec. 31, 2024     2,455      
Beginning balance at Dec. 31, 2024 $ 1,088,011 $ 709 $ (175,000) 817,972 445,945 (1,615)
Ending balance (in shares) at Dec. 31, 2025 64,586,000 71,827        
Ending balance (in shares) at Dec. 31, 2025 7,241,000   7,241      
Ending balance at Dec. 31, 2025 $ 1,089,797 $ 718 $ (477,438) 888,320 679,504 (1,307)
Beginning balance (in shares) at Mar. 31, 2025   71,607        
Beginning balance (in shares) at Mar. 31, 2025     2,455      
Beginning balance at Mar. 31, 2025 1,164,194 $ 716 $ (175,000) 821,346 518,890 (1,758)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 78,755       78,755  
Other comprehensive income (Loss) 276         276
Stock option exercises and employee stock plan purchases (in shares)   56        
Stock option exercises and employee stock plan purchases 2,445 $ 1   2,444    
Vesting of restricted stock units (in shares)   48        
Shares withheld to cover taxes (in shares)   (9)        
Shares withheld to cover taxes (963)     (963)    
Repurchase of common stock, including excise tax (in shares)     1,260      
Repurchase of common stock, including excise tax (100,245)   $ (100,000) (245)    
Stock-based compensation 22,321     22,321    
Ending balance (in shares) at Jun. 30, 2025   71,702        
Ending balance (in shares) at Jun. 30, 2025     3,715      
Ending balance at Jun. 30, 2025 1,166,783 $ 717 $ (275,000) 844,903 597,645 (1,482)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 27,771       27,771  
Other comprehensive income (Loss) (183)         (183)
Stock option exercises and employee stock plan purchases (in shares)   41        
Stock option exercises and employee stock plan purchases 1,885 $ 1   1,884    
Vesting of restricted stock units (in shares)   40        
Shares withheld to cover taxes (in shares)   (13)        
Shares withheld to cover taxes (591)     (591)    
Repurchase of common stock, including excise tax (in shares)     1,756      
Repurchase of common stock, including excise tax (100,960)   $ (101,456) 496    
Stock-based compensation 24,501     24,501    
Ending balance (in shares) at Sep. 30, 2025   71,770        
Ending balance (in shares) at Sep. 30, 2025     5,471      
Ending balance at Sep. 30, 2025 $ 1,119,206 $ 718 $ (376,456) 871,193 625,416 (1,665)
Beginning balance (in shares) at Dec. 31, 2025 64,586,000 71,827        
Beginning balance (in shares) at Dec. 31, 2025 7,241,000   7,241      
Beginning balance at Dec. 31, 2025 $ 1,089,797 $ 718 $ (477,438) 888,320 679,504 (1,307)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 118,417       118,417  
Other comprehensive income (Loss) (560)         (560)
Stock option exercises and employee stock plan purchases (in shares)   91        
Stock option exercises and employee stock plan purchases 4,288 $ 1   4,287    
Vesting of restricted stock units (in shares)   604        
Vesting of restricted stock units 0 $ 6   (6)    
Shares withheld to cover taxes (in shares)   (207)        
Shares withheld to cover taxes (15,695) $ (2)   (15,693)    
Stock-based compensation 16,041     16,041    
Ending balance (in shares) at Mar. 31, 2026   72,315        
Ending balance (in shares) at Mar. 31, 2026     7,241      
Ending balance at Mar. 31, 2026 $ 1,212,288 $ 723 $ (477,438) 892,949 797,921 (1,867)
Beginning balance (in shares) at Dec. 31, 2025 64,586,000 71,827        
Beginning balance (in shares) at Dec. 31, 2025 7,241,000   7,241      
Beginning balance at Dec. 31, 2025 $ 1,089,797 $ 718 $ (477,438) 888,320 679,504 (1,307)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income $ 215,817          
Ending balance (in shares) at Sep. 30, 2026 65,373,000 72,614        
Ending balance (in shares) at Sep. 30, 2026 7,241,000   7,241      
Ending balance at Sep. 30, 2026 $ 1,355,712 $ 726 $ (477,438) 939,321 895,321 (2,218)
Beginning balance (in shares) at Mar. 31, 2026   72,315        
Beginning balance (in shares) at Mar. 31, 2026     7,241      
Beginning balance at Mar. 31, 2026 1,212,288 $ 723 $ (477,438) 892,949 797,921 (1,867)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 75,029       75,029  
Other comprehensive income (Loss) (299)         (299)
Stock option exercises and employee stock plan purchases (in shares)   126        
Stock option exercises and employee stock plan purchases 6,855 $ 1   6,854    
Vesting of restricted stock units (in shares)   86        
Vesting of restricted stock units   $ 1   (1)    
Shares withheld to cover taxes (in shares)   (21)        
Shares withheld to cover taxes (2,102)     (2,102)    
Stock-based compensation 20,007     20,007    
Ending balance (in shares) at Jun. 30, 2026   72,506        
Ending balance (in shares) at Jun. 30, 2026     7,241      
Ending balance at Jun. 30, 2026 1,311,778 $ 725 $ (477,438) 917,707 872,950 (2,166)
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 22,371       22,371  
Other comprehensive income (Loss) (52)         (52)
Stock option exercises and employee stock plan purchases (in shares)   53        
Stock option exercises and employee stock plan purchases 3,160 $ (0)   3,160    
Vesting of restricted stock units (in shares)   88        
Vesting of restricted stock units   $ 1   (1)    
Shares withheld to cover taxes (in shares)   (33)        
Shares withheld to cover taxes (3,420)     (3,420)    
Stock-based compensation $ 21,875     21,875    
Ending balance (in shares) at Sep. 30, 2026 65,373,000 72,614        
Ending balance (in shares) at Sep. 30, 2026 7,241,000   7,241      
Ending balance at Sep. 30, 2026 $ 1,355,712 $ 726 $ (477,438) $ 939,321 $ 895,321 $ (2,218)