Quarterly report [Sections 13 or 15(d)]

Condensed Consolidated Statements of Stockholders' Equity

v3.26.1
Condensed Consolidated Statements of Stockholders' Equity - USD ($)
shares in Thousands, $ in Thousands
Total
Common Stock and Capital in Excess of Par Value, Shares
Common Stock and Capital in Excess of Par Value, Amount
Retained Earnings
Accumulated Other Comprehensive Income (Loss)
Beginning balance (in shares) at Jun. 30, 2024   134,425      
Beginning balance at Jun. 30, 2024 $ 3,368,328   $ 2,280,133 $ 1,137,270 $ (49,075)
Increase (Decrease) in Stockholders' Equity          
Net income 945,851     945,851  
Other comprehensive income (loss) 23,571       23,571
Net issuance under employee stock plans (in shares)   134      
Net issuance under employee stock plans (72,245)   (72,245)    
Repurchase of common stock (in shares)   (740)      
Repurchase of common stock (570,936)   (12,536) (558,400)  
Cash dividends and dividend equivalents declared (196,555)     (196,555)  
Stock-based compensation expense 61,700   61,700    
Ending balance (in shares) at Sep. 30, 2024   133,819      
Ending balance at Sep. 30, 2024 3,559,714   2,257,052 1,328,166 (25,504)
Beginning balance (in shares) at Jun. 30, 2024   134,425      
Beginning balance at Jun. 30, 2024 3,368,328   2,280,133 1,137,270 (49,075)
Increase (Decrease) in Stockholders' Equity          
Net income 2,858,794        
Other comprehensive income (loss) $ 6,442        
Repurchase of common stock (in shares) (2,430)        
Ending balance (in shares) at Mar. 31, 2025   132,241      
Ending balance at Mar. 31, 2025 $ 4,004,739   2,401,317 1,646,055 (42,633)
Beginning balance (in shares) at Sep. 30, 2024   133,819      
Beginning balance at Sep. 30, 2024 3,559,714   2,257,052 1,328,166 (25,504)
Increase (Decrease) in Stockholders' Equity          
Net income 824,527     824,527  
Other comprehensive income (loss) (20,882)       (20,882)
Net issuance under employee stock plans (in shares)   104      
Net issuance under employee stock plans 43,931   43,931    
Repurchase of common stock (in shares)   (979)      
Repurchase of common stock (655,973)   (16,478) (639,495)  
Cash dividends and dividend equivalents declared (228,609)     (228,609)  
Stock-based compensation expense 61,841   61,841    
Ending balance (in shares) at Dec. 31, 2024   132,944      
Ending balance at Dec. 31, 2024 3,584,549   2,346,346 1,284,589 (46,386)
Increase (Decrease) in Stockholders' Equity          
Net income 1,088,416     1,088,416  
Other comprehensive income (loss) 3,753       3,753
Net issuance under employee stock plans (in shares)   8      
Net issuance under employee stock plans $ (2,680)   (2,680)    
Repurchase of common stock (in shares) (711) (711)      
Repurchase of common stock $ (511,703)   (12,550) (499,153)  
Cash dividends and dividend equivalents declared (227,797)     (227,797)  
Stock-based compensation expense 70,201   70,201    
Ending balance (in shares) at Mar. 31, 2025   132,241      
Ending balance at Mar. 31, 2025 4,004,739   2,401,317 1,646,055 (42,633)
Beginning balance (in shares) at Jun. 30, 2025   132,023      
Beginning balance at Jun. 30, 2025 4,692,453   2,511,922 2,179,330 1,201
Increase (Decrease) in Stockholders' Equity          
Net income 1,121,040     1,121,040  
Other comprehensive income (loss) (530)       (530)
Net issuance under employee stock plans (in shares)   116      
Net issuance under employee stock plans (81,122)   (81,122)    
Repurchase of common stock (in shares)   (623)      
Repurchase of common stock (564,400)   (11,861) (552,539)  
Cash dividends and dividend equivalents declared (252,552)     (252,552)  
Stock-based compensation expense 70,182   70,182    
Ending balance (in shares) at Sep. 30, 2025   131,516      
Ending balance at Sep. 30, 2025 4,985,071   2,489,121 2,495,279 671
Beginning balance (in shares) at Jun. 30, 2025   132,023      
Beginning balance at Jun. 30, 2025 4,692,453   2,511,922 2,179,330 1,201
Increase (Decrease) in Stockholders' Equity          
Net income 3,467,712        
Other comprehensive income (loss) $ (33,181)        
Repurchase of common stock (in shares) (1,523)        
Ending balance (in shares) at Mar. 31, 2026   130,710      
Ending balance at Mar. 31, 2026 $ 5,830,495   2,675,013 3,187,462 (31,980)
Beginning balance (in shares) at Sep. 30, 2025   131,516      
Beginning balance at Sep. 30, 2025 4,985,071   2,489,121 2,495,279 671
Increase (Decrease) in Stockholders' Equity          
Net income 1,145,682     1,145,682  
Other comprehensive income (loss) 289       289
Net issuance under employee stock plans (in shares)   87      
Net issuance under employee stock plans 49,826   49,826    
Repurchase of common stock (in shares)   (460)      
Repurchase of common stock (537,553)   (8,717) (528,836)  
Cash dividends and dividend equivalents declared (251,531)     (251,531)  
Stock-based compensation expense 73,947   73,947    
Ending balance (in shares) at Dec. 31, 2025   131,143      
Ending balance at Dec. 31, 2025 5,465,731   2,604,177 2,860,594 960
Increase (Decrease) in Stockholders' Equity          
Net income 1,200,990     1,200,990  
Other comprehensive income (loss) (32,940)       (32,940)
Net issuance under employee stock plans (in shares)   7      
Net issuance under employee stock plans $ (4,361)   (4,361)    
Repurchase of common stock (in shares) (440) (440)      
Repurchase of common stock $ (631,913)   (8,741) (623,172)  
Cash dividends and dividend equivalents declared (250,950)     (250,950)  
Stock-based compensation expense 83,938   83,938    
Ending balance (in shares) at Mar. 31, 2026   130,710      
Ending balance at Mar. 31, 2026 $ 5,830,495   $ 2,675,013 $ 3,187,462 $ (31,980)