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SEGMENT AND GEOGRAPHIC INFORMATION (Tables) | 9 Months Ended
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Sep. 30, 2025
Segment Reporting [Abstract] |
Schedule of Segment Reporting Information, by Segment | The following table presents selected financial information with respect to the Company’s single reportable segment:
| Three Months Ended September 30, |  | Nine Months Ended September 30,
(in thousands) | 2025 |  | 2024 |  | 2025 |  | 2024
Revenue | $ | 1,026,106 |  |  | $ | 916,270 |  |  | $ | 2,848,137 |  |  | $ | 2,556,539 |
Less: |  |  |  |  |  |  |
Cost of services provided (exclusive of depreciation and amortization below): |  |  |  |  |  |  |
Employee expenses | 312,249 |  |  | 278,296 |  |  | 872,326 |  |  | 784,868 |
Materials and supplies | 62,933 |  |  | 56,675 |  |  | 170,924 |  |  | 158,502 |
Insurance and claims | 11,127 |  |  | 16,649 |  |  | 48,385 |  |  | 49,327 |
Fleet expenses | 38,997 |  |  | 33,650 |  |  | 117,688 |  |  | 99,000 |
Other cost of services provided (1) | 42,144 |  |  | 36,622 |  |  | 120,122 |  |  | 106,038 |
Total cost of services provided (exclusive of depreciation and amortization below) | $ | 467,450 |  |  | $ | 421,892 |  |  | $ | 1,329,445 |  |  | $ | 1,197,735 |
Sales, general and administrative: |  |  |  |  |  |  |
Selling and marketing expenses | 138,881 |  |  | 124,388 |  |  | 377,309 |  |  | 332,749 |
Administrative employee expenses | 88,601 |  |  | 79,507 |  |  | 259,384 |  |  | 234,701 |
Insurance and claims | 6,929 |  |  | 10,045 |  |  | 29,872 |  |  | 29,659 |
Fleet expenses | 9,502 |  |  | 8,297 |  |  | 29,348 |  |  | 25,257 |
Other sales, general and administrative (2) | 57,491 |  |  | 52,681 |  |  | 163,600 |  |  | 147,156 |
Total sales, general and administrative | $ | 301,404 |  |  | $ | 274,918 |  |  | $ | 859,513 |  |  | $ | 769,522 |
Depreciation and amortization | 32,231 |  |  | 27,664 |  |  | 93,177 |  |  | 82,685 |
Interest expense, net | 7,942 |  |  | 7,150 |  |  | 21,118 |  |  | 22,650 |
Other (income) expense, net | (350) |  |  | (582) |  |  | (1,334) |  |  | (933) |
Income tax expense | 53,902 |  |  | 48,315 |  |  | 135,954 |  |  | 124,176 |
Net income | $ | 163,527 |  |  | $ | 136,913 |  |  | $ | 410,264 |  |  | $ | 360,704 |
1) Other cost of services provided includes facilities costs, professional services, maintenance and repairs, software license costs, and other expenses directly related to providing services. 2) Other sales, general and administrative includes facilities costs, professional services, maintenance and repairs, software license costs, bad debt expense, and other administrative expenses.
Schedule of Revenue from External Customers and Long-Lived Assets by Geographical Areas | The Company's long-lived tangible assets, as well as the Company's operating lease right-of-use assets recognized in the condensed consolidated statements of financial position were located as follows:
(in thousands) | September 30, 2025 |  | December 31, 2024
United States | $ | 509,593 |  |  | $ | 503,767 |
International | 42,138 |  |  | 35,546 |

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- Definition Tabular disclosure of information concerning material long-lived assets (excluding financial instruments, customer relationships with financial institutions, mortgage and other servicing rights, deferred policy acquisition costs, and deferred taxes assets) located in identified geographic areas and/or the amount of revenue from external customers attributed to that country from which revenue is material. An entity may also provide subtotals of geographic information about groups of countries. + References Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef -Topic 220 -SubTopic 10 -Name Accounting Standards Codification -Section S99 -Paragraph 2 -Subparagraph (SX 210.5-03(1)) -Publisher FASB -URI https://asc.fasb.org/1943274/2147483621/220-10-S99-2 Reference 2: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 41 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-41 + Details
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- Definition Tabular disclosure of the profit or loss and total assets for each reportable segment. An entity discloses certain information on each reportable segment if the amounts (a) are included in the measure of segment profit or loss reviewed by the chief operating decision maker or (b) are otherwise regularly provided to the chief operating decision maker, even if not included in that measure of segment profit or loss. + References Reference 1: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 25 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-25 Reference 2: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 22 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-22 Reference 3: http://fasb.org/us-gaap/role/ref/legacyRef -Name Accounting Standards Codification -Topic 280 -SubTopic 10 -Section 50 -Paragraph 30 -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-30 + Details
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