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Condensed Consolidated Statements of Operations and Comprehensive Income - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Revenues:        
Total revenues $ 4,136,846 $ 4,644,641 $ 12,320,129 $ 13,540,300
Costs and expenses:        
Personnel expenses 349,302 361,559 1,033,177 1,101,868
Other selling, general, and administrative expenses 135,939 193,575 425,611 493,181
Total costs and expenses 3,916,010 4,464,522 11,706,521 13,054,958
Income from operations 220,836 180,119 613,608 485,342
Interest and other income/expense, net (15,602) (36,282) (57,679) (74,587)
Income before provision for income taxes 205,234 143,837 555,929 410,755
Provision for income taxes 42,247 46,608 105,169 94,371
Net income 162,987 97,229 450,760 316,384
Other comprehensive (loss) income (2,772) 29,494 35,748 8,691
Comprehensive income $ 160,215 $ 126,723 $ 486,508 $ 325,075
Basic net income per share (in dollars per share) $ 1.36 $ 0.81 $ 3.75 $ 2.65
Diluted net income per share (in dollars per share) $ 1.34 $ 0.80 $ 3.71 $ 2.63
Basic weighted average shares outstanding (shares) 119,887 119,860 120,363 119,542
Dilutive effect of outstanding stock awards (shares) 1,462 1,319 1,050 613
Diluted weighted average shares outstanding (shares) 121,349 121,179 121,413 120,155
Transportation        
Revenues:        
Total revenues $ 3,783,535 $ 4,278,300 $ 11,252,110 $ 12,482,818
Costs and expenses:        
Purchased products and services 3,112,683 3,575,983 9,286,694 10,501,362
Sourcing        
Revenues:        
Total revenues 353,311 366,341 1,068,019 1,057,482
Costs and expenses:        
Purchased products and services $ 318,086 $ 333,405 $ 961,039 $ 958,547