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Share-based awards (Tables)
9 Months Ended
Sep. 30, 2025
Share-Based Payment Arrangement [Abstract]  
Schedule of Stock Option Activity
The following table summarizes option activity for the nine months ended September 30, 2025:
 Options
Outstanding
Number of Shares 
Weighted
Average
Exercise
Price
Weighted
Average
Remaining
Contractual
Life
Outstanding at December 31, 2024622,292 $170.52 3.91
Granted118,902 $185.18 
Exercised(65,894)$111.04 
Forfeited/Expired(15,576)$252.40 
Outstanding at September 30, 2025659,724 $177.17 4.10
Exercisable at September 30, 2025424,978 $152.58 2.85
Schedule of Weighted Average Fair Values and Assumptions Used The weighted average grant date fair values and assumptions used were as follows:
Nine Months Ended
September 30,
2025
September 30,
2024
Weighted average grant date fair value$64.42 $115.76 
Assumptions: 
Expected volatility35 %36 %
Dividend yield— %— %
Risk-free interest rate4.00 %4.20 %
Expected life4.4 years4.3 years
Schedule of RSU and PSU Activity The following table summarizes RSU and PSU activity for the nine months ended September 30, 2025:
PSU
Outstanding
Number of
Shares
PSU
Weighted
Average Grant Date
Fair Value
RSU
Outstanding
Number of
Shares
RSU
Weighted
Average Grant Date
Fair Value
Outstanding at December 31, 202419,721 $280.76 647,589 $251.36 
Granted41,359 $185.18 1,160,760 $130.85 
Shares vested(8,191)$231.68 (33,317)$273.99 
Forfeited(31,255)$232.28 (125,578)$216.40 
Outstanding at September 30, 202521,634 $186.66 1,649,454 $168.76 
Schedule of Non-Cash Stock Compensation Expense
Stock compensation expense for the three and nine months ended September 30, 2025 and September 30, 2024 has been allocated as follows:
Three Months EndedNine Months Ended
September 30,
2025
September 30,
2024
September 30,
2025
September 30,
2024
(in thousands)
Direct costs$21,479 $7,745 $36,150 $21,765 
Selling, general and administrative24,712 5,293 37,768 19,418 
Total$46,191 $13,038 $73,918 $41,183