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Organization and Summary of Significant Accounting Policies (Tables)
9 Months Ended
Sep. 30, 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):
Nine Months Ended September 30,
20262025
Balance, beginning of period$10,858 $8,284 
Utilization of reserve(10,864)(6,757)
Warranty expense10,188 9,378 
Balance, end of period$10,182 $10,905 
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 September 30,Nine Months Ended September 30,
2026202520262025
Numerator for basic and diluted earnings per share:
Net income (loss)$57,006 $(2,186)$255,745 $121,911 
Denominator:
Weighted average shares outstanding81,044 78,416 80,592 77,774 
Dilutive effect of stock-based awards1,340 — 1,352 1,846 
Dilutive effect of 2027 Notes (1)
— — 31 1,092 
Dilutive effect of 2027 Warrants980 — 847 1,506 
Dilutive effect of 2031 Notes (2)
309 — 106 — 
Diluted weighted average shares outstanding83,673 78,416 82,928 82,218 
Net income (loss) per common share:
Basic$0.70 $(0.03)$3.17 $1.57 
Diluted$0.68 $(0.03)$3.08 $1.48 
(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 to the nine months ended September 30, 2026 and September 30, 2025 related to 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 periods, 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.
(2)The dilutive effect of our 2031 Notes is calculated based upon the most advantageous conversion rate from the standpoint of the holder. Refer to Note 8 for additional details related to the conversion criteria applicable for our 2031 Notes.
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 September 30,Nine Months Ended September 30,
2026202520262025
Stock-based awards3,256 5,138 3,441 3,299 
2027 Notes— 1,235 — 401 
2027 Warrants1,682 3,017 1,815 1,511 
2031 Notes2,566 — 2,769 — 
Total potentially dilutive securities7,504 9,390 8,025 5,211