17. EARNINGS PER SHARE

Basic EPS is computed by dividing net income available to common shareholders by the weighted average number of common shares outstanding during the period. Diluted EPS is computed using the weighted average number of common shares outstanding during the period, including the effect of dilutive potential common shares outstanding attributable to stock awards and incremental shares related to the Forward Sale Agreements, while excluding any anti-dilutive weighted shares outstanding. Refer to Note 12 “Stockholder’s Equity” in this Form 10-K for more information on the Forward Sale Agreements.

The following table presents basic and diluted EPS calculations for the years ended December 31, (in thousands except per share data):

  ​ ​ ​

2025

  ​ ​ ​

2024

  ​ ​ ​

2023

Net Income:

 

  ​

 

  ​

 

  ​

Net income

$

273,715

$

209,131

$

201,818

Less: Preferred stock dividends

11,868

11,868

11,868

Net income available to common shareholders

$

261,847

$

197,263

$

189,950

Weighted average shares outstanding, basic

 

128,777

 

86,150

 

74,961

Dilutive effect of stock awards and Forward Sale Agreements

 

384

 

1,759

 

1

Weighted average shares outstanding, diluted

 

129,161

 

87,909

 

74,962

Earnings per common share, basic

$

2.03

$

2.29

$

2.53

Earnings per common share, diluted

$

2.03

$

2.24

$

2.53

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Feb 22, 2024
2022Feb 24, 2023
2021Feb 25, 2022
2020Feb 26, 2021
2019Feb 25, 2020
2018Feb 27, 2019
2017Feb 27, 2018
2016Feb 28, 2017
2015Feb 25, 2016

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.