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CONDENSED CONSOLIDATED STATEMENTS OF INCOME AND COMPREHENSIVE INCOME - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 6 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Mar. 31, 2026
Mar. 31, 2025
Total revenues $ 691,677 $ 498,735 $ 1,203,636 $ 938,703
Operating expenses:        
Cost of revenues 91,199 87,630 178,460 174,975
Research and development 53,916 45,037 103,828 90,182
Selling, general and administrative 144,097 120,420 284,834 248,370
Total operating expenses 289,212 253,087 567,122 513,527
Operating income 402,465 245,648 636,514 425,176
Interest expense, net (44,579) (31,378) (86,585) (60,866)
Other expense, net (1,857) (1,254) (1,969) (1,165)
Income before income taxes 356,029 213,016 547,960 363,145
Provision for income taxes 91,571 50,401 125,129 48,002
Net income 264,458 162,615 422,831 315,143
Other comprehensive income (loss):        
Foreign currency translation adjustments (3,428) 6,407 (3,495) (9,647)
Comprehensive income $ 261,030 $ 169,022 $ 419,336 $ 305,496
Earnings per share:        
Basic (in dollars per share) $ 11.19 $ 6.67 $ 17.86 $ 12.92
Diluted (in dollars per share) $ 11.14 $ 6.59 $ 17.73 $ 12.73
Shares used in computing earnings per share:        
Basic (in shares) 23,628 24,389 23,676 24,383
Diluted (in shares) 23,748 24,685 23,854 24,756
On-premises and SaaS software        
Total revenues $ 199,231 $ 183,826 $ 387,452 $ 369,837
Professional services        
Total revenues 17,473 17,870 36,677 36,152
Scores        
Total revenues $ 474,973 $ 297,039 $ 779,507 $ 532,714