Quarterly report [Sections 13 or 15(d)]

Stock-Based Compensation

v3.26.1
Stock-Based Compensation
6 Months Ended
Jun. 30, 2026
Share-Based Payment Arrangement [Abstract]  
Stock-Based Compensation
NOTE 4 — SHARE-BASED COMPENSATION
SHARE-BASED COMPENSATION EXPENSE

Share-based compensation expense, which is primarily recorded in Selling, general, and administrative ("SG&A") expenses, consisted of the following:
Three Months Ended June 30,
Six Months Ended June 30,
(in thousands) 2026 2025 2026 2025
Share-based compensation expense - equity awards
$ 6,854  $ 6,575  $ 13,514  $ 11,799 
Share-based compensation expense - liability awards
290  163  480  446 
Total
$ 7,144  $ 6,738  $ 13,994  $ 12,245 
STOCK OPTIONS
During the six months ended June 30, 2026, the Company granted a total of 252,530 stock options at a weighted average grant date fair value of $12.95 per option. As of June 30, 2026, unrecognized costs related to outstanding stock options, which are net of estimated forfeitures, totaled $6.2 million, before any related tax benefit. These unrecognized costs related to stock options are expected to be recognized over a weighted average period of 2.69 years.
RESTRICTED STOCK UNITS

Time-Based Restricted Stock Units
During the six months ended June 30, 2026, the Company granted 498,398 time-based restricted stock units ("time-based RSUs") at a weighted average grant date fair value of $57.64 per time-based RSU. As of June 30, 2026, unrecognized costs related to outstanding time-based RSUs, which are net of estimated forfeitures, totaled $46.4 million, before any related tax benefit. These unrecognized costs related to time-based RSUs are expected to be recognized over a weighted average period of 2.92 years.

Performance-Based Restricted Stock Units

During the six months ended June 30, 2026, the Company granted 41,856 performance-based restricted stock units (“performance-based RSUs”), at a weighted average grant date fair value of $58.81 per performance-based RSU. As of June 30, 2026, unrecognized costs related to outstanding performance-based RSUs, which are net of estimated forfeitures and reflect achievement of performance forecasted as of the balance sheet date, totaled $2.1 million, before any related tax benefit. These unrecognized costs related to performance-based RSUs are expected to be recognized over a weighted average period of 1.70 years.

Market-Based Restricted Stock Units

During the six months ended June 30, 2026, the Company granted 36,587 market-based restricted stock units (“market-based RSUs”) at a weighted average grant date fair value of $75.82 per market-based RSU. As of June 30, 2026, unrecognized costs related to outstanding market-based RSUs, which are net of estimated forfeitures, totaled $3.5 million, before any related tax benefit. These unrecognized costs related to market-based RSUs are expected to be recognized over a weighted average period of 1.71 years.

Market-Based Long-Term Cash Awards
During the six months ended June 30, 2026, the Company issued long-term cash awards to certain of its executive officers with a target value of $1.6 million that includes both a market and time-based vesting condition. As of June 30, 2026, the fair value of all outstanding market-based long-term cash awards was $3.3 million and the Company had unrecognized compensation costs of $2.0 million. These unrecognized costs are expected to be recognized over a weighted average period of 1.72 years.