v3.26.1
CONSOLIDATED STATEMENTS OF SHAREHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income (Loss)
Retained Earnings
Treasury Stock
Balance (in shares) at Dec. 31, 2024   48,148,000        
Balance at Dec. 31, 2024 $ 3,388,422 $ 481 $ 1,539,301 $ (157) $ 1,866,799 $ (18,002)
Balance (in shares) at Dec. 31, 2024           (5,184,000)
Increase (Decrease) in Stockholders' Equity            
Net income 81,052       81,052  
Other comprehensive loss, net of tax $ 74     74    
Exercise of stock options and vesting of restricted stock units (in shares) 165,000         165,000
Exercise of stock options and vesting of restricted stock units $ 16,444   958     $ 15,486
Employee taxes paid for withheld shares upon equity award settlement (in shares) (24,000)         (24,000)
Employee taxes paid for withheld shares upon equity award settlement $ (14,918)         $ (14,918)
Share-based compensation $ 37,660   37,660      
Issuance of shares pursuant to employee stock purchase plan (in shares) 8,000         8,000
Issuance of shares pursuant to employee stock purchase plan $ 3,970   3,937     $ 33
Treasury stock repurchases (in shares) 0          
Treasury stock purchases $ 0          
Balance (in shares) at Mar. 31, 2025   48,148,000        
Balance at Mar. 31, 2025 $ 3,512,704 $ 481 1,581,856 (83) 1,947,851 $ (17,401)
Balance (in shares) at Mar. 31, 2025           (5,035,000)
Balance (in shares) at Dec. 31, 2025 48,147,969 48,148,000        
Balance at Dec. 31, 2025 $ 3,702,789 $ 481 1,616,119 (11) 2,182,402 $ (96,202)
Balance (in shares) at Dec. 31, 2025 (5,027,037)         (5,027,000)
Increase (Decrease) in Stockholders' Equity            
Net income $ 81,180       81,180  
Other comprehensive loss, net of tax $ (268)     (268)    
Exercise of stock options and vesting of restricted stock units (in shares) 169,000         169,000
Exercise of stock options and vesting of restricted stock units $ 2,616   (81,235)     $ 83,851
Employee taxes paid for withheld shares upon equity award settlement (in shares) (53,000)         (53,000)
Employee taxes paid for withheld shares upon equity award settlement $ (18,981)         $ (18,981)
Share-based compensation $ 37,159   37,159      
Issuance of shares pursuant to employee stock purchase plan (in shares) 10,000         10,000
Issuance of shares pursuant to employee stock purchase plan $ 3,801   (1,847)     $ 5,648
Treasury stock repurchases (in shares) (800,000)         (800,000)
Treasury stock purchases $ (250,063)         $ (250,063)
Balance (in shares) at Mar. 31, 2026 48,147,969 48,148,000        
Balance at Mar. 31, 2026 $ 3,558,233 $ 481 $ 1,570,196 $ (279) $ 2,263,582 $ (275,747)
Balance (in shares) at Mar. 31, 2026 (5,701,076)         (5,701,000)