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Condensed Consolidated Balance Sheets (Unaudited) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Current assets:    
Cash $ 49,941 $ 183,255
Accounts receivable 278,973 217,719
Prepaid income taxes 4,325 1,544
Other current assets 42,200 34,689
Total current assets 375,439 437,207
Operating lease right-of-use assets 484,109 435,595
Property and equipment, net 227,339 197,930
Goodwill 1,482,885 1,234,707
Other identifiable intangible assets, net 250,061 204,725
Other assets 24,097 11,000
Total assets 2,843,930 2,521,164
Current liabilities:    
Current operating lease liabilities 83,826 75,442
Current portion of long-term debt and notes payable 11,917 10,093
Accounts payable 32,790 19,752
Accrued and other liabilities 184,117 201,899
Total current liabilities 312,650 307,186
Non-current operating lease liabilities 441,867 396,914
Long-term debt, net of current portion 1,600,468 1,468,917
Non-current deferred tax liability 36,998 25,380
Other non-current liabilities 41,814 24,043
Total liabilities 2,433,797 2,222,440
Commitments and contingencies (Note 12)
Redeemable non-controlling interests 19,471 18,013
Stockholders’ equity:    
Common stock, $0.01 par value, 700,000,000 shares authorized, 128,170,202 and 128,125,952 shares issued and outstanding at September 30, 2025 and December 31, 2024, respectively 1,282 1,281
Capital in excess of par 267,720 260,837
Retained earnings 120,075 13,553
Accumulated other comprehensive loss (3,589) 0
Total stockholders’ equity 385,488 275,671
Non-controlling interests 5,174 5,040
Total equity 390,662 280,711
Total liabilities and equity $ 2,843,930 $ 2,521,164