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Condensed Consolidated Statements Of Cash Flows - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended 12 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2024
Mar. 31, 2024
Jun. 30, 2025
Jun. 30, 2024
Dec. 31, 2024
Cash flows from operating activities:              
Net income $ 57,635 $ 49,438 $ 61,163 $ 36,545 $ 107,073 $ 97,708  
Adjustments to reconcile net income to cash flows provided by operating activities:              
Depreciation and amortization         59,865 64,728  
Stock-based compensation expense         10,949 9,301  
Loss on extinguishment of debt 0   0   8,053 0  
Other non-cash items         6,514 2,238  
Changes in assets and liabilities, net of acquisitions of businesses:              
Accounts receivable, net         (168,012) (118,962)  
Inventories, net         62,977 96,351  
Prepaid expenses and other assets         (4,899) (2,746)  
Accounts payable, trade         33,012 18,977  
Accrued expenses and other liabilities         39,405 17,687  
Net cash flows provided by operating activities         154,937 185,282  
Cash flows from investing activities:              
Capital expenditures         (21,774) (21,328)  
Acquisitions of businesses         (98,187) (19,957)  
Other investing activities         (3,389) 552  
Net cash flows used in investing activities         (123,350) (40,733)  
Cash flows from financing activities:              
Vesting of stock-based awards, net of shares tendered for payment of taxes         (4,858) (9,111)  
Proceeds from revolving credit facility         0 86,248  
Repayments under revolving credit facility         (19,261) (87,766)  
Proceeds from term loan borrowings         391,000 0  
Repayments under term loan and other borrowings         (281,525) (15,007)  
Proceeds from issuance of convertible notes         448,500 0  
Repurchase of convertible notes         (368,920) 0  
Purchases of convertible note hedge contracts         (67,574) 0  
Proceeds from issuance of warrants concurrent with note hedge contracts         27,600 0  
Partial unwind of convertible note hedge and warrants   1,378     1,378 0  
Payment of debt issuance costs         (4,821) 0  
Payment of dividends         (58,388) (53,455)  
Payments for Repurchase of Common Stock         (66,338) 0  
Other financing activities         (895) (2)  
Net cash flows used in financing activities         (4,102) (79,093)  
Effect of exchange rate changes on cash and cash equivalents         (1,310) (1,195)  
Net increase in cash and cash equivalents         26,175 64,261  
Cash and cash equivalents at end of period $ 191,931   $ 130,418   191,931 130,418 $ 165,756
Cash and cash equivalents at beginning of period   $ 165,756   $ 66,157 165,756 66,157 $ 66,157
Supplemental disclosure of cash flow information:              
Interest         15,432 17,364  
Income taxes, net of refunds         24,676 16,561  
Purchase of property and equipment in accrued expenses         $ 168 $ 429