Organization and Summary of Significant Accounting Policies (Tables)

3 Months Ended

Mar. 31, 2026

Organization, Consolidation and Presentation of Financial Statements [Abstract]

Schedule of Changes in our Estimated Warranty Reserve

Changes in our estimated product warranty liabilities were as follows (in thousands):

	Three Months Ended March 31,
	2026		2025
Balance, beginning of period	$	10,858	$	8,284
Utilization of reserve	(4,446)		(1,701)
Warranty expense	3,089		3,779
Balance, end of period	$	9,501	$	10,362

Schedule of Weighted Average Number of Shares Outstanding and Earnings Per Share

The calculation of the weighted average number of shares outstanding and earnings per share is as follows (in thousands except per share data):

	Three Months Ended March 31,
	2026		2025
Numerator for basic and diluted earnings per share:
Net income	$	169,312	$	87,980
Denominator:
Weighted average shares outstanding	80,150		76,890
Dilutive effect of stock-based awards	1,253		1,714
Dilutive effect of 2027 Notes (1)	95		1,610
Dilutive effect of 2027 Warrants	980		1,270
Diluted weighted average shares outstanding	82,478		81,484
Net income per common share:
Basic	$	2.11	$	1.14
Diluted	$	2.05	$	1.08

(1)We redeemed all of our remaining outstanding 2027 Notes during the three months ended March 31, 2026, and we repurchased a portion of the 2027 Notes during the three months ended March 31, 2025. Accordingly, the dilutive impact of the 2027 Notes is weighted for (a) the number of days between the beginning of the period and the respective closing dates of each transaction, which includes the total amount of shares issuable upon a conversion of all of the 2027 Notes outstanding as of the beginning of the respective quarters, and (b) subsequent to the respective closing dates, which includes the amount of shares issuable upon a conversion of the 2027 Notes that remain after each respective transaction. No 2027 Notes remained outstanding following settlement of the aforementioned redemption. Refer to Note 8 for additional details.

Schedule of Potentially Dilutive Securities Excluded in Calculation of Diluted Net Income Per Share

Potentially dilutive securities that are not included in the calculation of diluted net income per share because doing so would be antidilutive are as follows (in thousands):

	Three Months Ended March 31,
	2026	2025
Stock-based awards	3,942	3,913
2027 Notes	—	511
2027 Warrants	1,682	1,746
Total potentially dilutive securities	5,624	6,170