18. Earnings Per Share

The following table presents the amounts used in computing our basic and diluted earnings per share (in thousands, except share and per share amounts):

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Numerator:

 

 

 

 

 

 

 

 

 

Net income (loss) attributable to controlling interest
   — basic

 

$

69,806

 

 

$

(37,812

)

 

$

(71,469

)

Adjustment for net income (loss) attributable to
   nonvested equity compensation

 

 

(6

)

 

 

 

 

 

 

Net income (loss) attributable to controlling interest
   — diluted

 

$

69,800

 

 

$

(37,812

)

 

$

(71,469

)

Denominator:

 

 

 

 

 

 

 

 

 

Denominator for basic earnings per share —
   weighted average shares

 

 

166,055,466

 

 

 

130,637,539

 

 

 

66,047,114

 

Effect of dilutive securities:

 

 

 

 

 

 

 

 

 

Nonvested restricted common stock and stock units

 

 

793,500

 

 

 

 

 

 

 

ESPP

 

 

637

 

 

 

 

 

 

 

Denominator for diluted earnings per share — adjusted
   weighted average shares

 

 

166,849,603

 

 

 

130,637,539

 

 

 

66,047,114

 

Basic earnings per share:

 

 

 

 

 

 

 

 

 

Net income (loss) attributable to controlling interest

 

$

0.42

 

 

$

(0.29

)

 

$

(1.08

)

Diluted earnings per share:

 

 

 

 

 

 

 

 

 

Net income (loss) attributable to controlling interest

 

$

0.42

 

 

$

(0.29

)

 

$

(1.08

)

 

Basic earnings (loss) per share for all periods presented are computed by dividing net income (loss) applicable to Common Stock by the weighted average number of shares of our Common Stock outstanding during the period. Diluted earnings (loss) per share are computed based on the weighted average number of shares of our Common Stock and all dilutive securities, if any. TBUs, RSAs, limited OP units, as well as Common Stock issued pursuant to the ESPP and forward sale agreements, give rise to potentially dilutive shares of our Common Stock.

The following securities were excluded from the computation of diluted earnings (loss) per share because such securities were anti-dilutive during the periods presented below:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Nonvested TBUs

 

 

75,087

 

 

 

341,098

 

 

 

157,329

 

Nonvested RSAs

 

 

 

 

 

1,002,153

 

 

 

147,044

 

OP units

 

 

1,998,458

 

 

 

2,004,216

 

 

 

3,501,976

 

Forward sale agreements

 

 

7,639,187

 

 

 

 

 

 

 

 

For the years ended December 31, 2025, 2024 and 2023, 498,522, 309,254 and 70,751 nonvested PBUs, respectively, were treated as contingently issuable shares pursuant to Accounting Standards Codification Topic 718, Compensation — Stock Compensation. Such contingently issuable shares were excluded from the computation of diluted earnings (loss) per share because they were anti-dilutive during the period.

Historical Timeline

Fiscal YearFiled
2025Feb 27, 2026Showing above
2024Feb 28, 2025

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.