Income taxes - Reconciliation of Statutory Federal Income Tax Rate - 2025 (Details) - USD ($) $ in Thousands	12 Months Ended
	Dec. 31, 2025	Dec. 31, 2024	Dec. 31, 2023
Amount
Tax at U.S. statutory rate	$ 93,637	$ 60,397	$ (3,453)
State and local income taxes, net of benefit	13,203	(120,204)	5,111
Effect of non-U.S. operations	2,344	12,007	17,721
Nondeductible and nontaxable items
Share-based compensation	(4,606)
Other	2,848
Tax credits
Research and development credit	(76,612)
Foreign tax credit	(2,352)
Changes in unrecognized tax benefits	968
Other	(395)	57	414
Provision for (benefit from) income taxes	$ 29,035	$ (1,574,501)	$ 19,170
Percent
Tax at U.S. statutory rate	21.00%
State income taxes, net of benefit	3.00%
Effect of non-U.S. operations	1.00%
Nondeductible and nontaxable items
Share-based compensation	(1.00%)
Other	1.00%
Tax credits
Research and development credit	(17.00%)
Foreign tax credit	(1.00%)
Changes in unrecognized tax benefits	0.00%
Other	0.00%
Provision for (benefit from) income taxes	7.00%