Earnings Per Share
The following table shows the computation of basic and diluted earnings per share for 2025, 2024 and 2023 (net income in millions and shares in thousands):
202520242023
Numerator:
Net income$112,010 $93,736 $96,995 
Denominator:
Weighted-average basic shares outstanding14,948,500 15,343,783 15,744,231 
Effect of dilutive share-based awards56,197 64,312 68,316 
Weighted-average diluted shares15,004,697 15,408,095 15,812,547 
Basic earnings per share$7.49 $6.11 $6.16 
Diluted earnings per share$7.46 $6.08 $6.13 
Approximately 24 million restricted stock units (“RSUs”) were excluded from the computation of diluted earnings per share for 2023 because their effect would have been antidilutive.

Historical Timeline

Fiscal YearFiled
2025Oct 31, 2025Showing above
2024Nov 1, 2024
2023Nov 3, 2023

About Earnings Per Share Disclosures

The earnings per share disclosure breaks down the calculation from net income to both basic and diluted EPS, revealing the full impact of a company's capital structure on per-share economics. The reconciliation between basic and diluted share counts exposes how many stock options, RSUs, convertible securities, and warrants are potentially dilutive to existing shareholders.

Key signals: a widening gap between basic and diluted shares indicates growing dilution from equity compensation or convertible instruments. Anti-dilutive securities excluded from the diluted calculation deserve attention — they represent latent dilution that will materialize if the stock price rises. Watch for the effect of share buybacks on per-share metrics: EPS growth driven primarily by repurchases rather than income growth signals weakening fundamentals. Compare year-over-year changes in the diluted share count against equity compensation expense to assess whether management is effectively managing dilution.