Note 11. Net Income Per Share

 

Basic net income per share is calculated by dividing Net income by the weighted-average number of shares of the Company's common stock outstanding. Diluted net income per share is similarly calculated, except that the calculation includes the dilutive effect of the assumed issuance of shares under stock-based compensation plans, unless the inclusion of such shares would have an anti-dilutive impact. As part of the DealerClub Acquisition, the Company may pay up to $88.0 million of performance-based consideration in shares of the Company's stock at a future date if mutually agreed upon. Those potential shares have been excluded from the computations below as they are contingently issuable shares, and the contingency to which the issuance relates was not met at the end of the reporting period. The computation of net income per share is as follows (in thousands, except per share amounts):

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Net income (1)

 

$

20,052

 

 

$

48,188

 

 

$

118,442

 

Basic weighted-average common shares outstanding

 

 

62,386

 

 

 

66,006

 

 

 

66,742

 

Effect of dilutive stock-based compensation awards (2)

 

 

878

 

 

 

1,381

 

 

 

1,485

 

Diluted weighted-average common shares outstanding

 

 

63,264

 

 

 

67,387

 

 

 

68,227

 

Net income per share, basic (1)

 

$

0.32

 

 

$

0.73

 

 

$

1.77

 

Net income per share, diluted (1)

 

 

0.32

 

 

 

0.72

 

 

 

1.74

 

(1)
During the year ended December 31, 2023 the Company released a significant portion of its valuation allowance for deferred tax assets that had been recorded as a result of the 2020 goodwill and indefinite-lived intangible asset impairments. For more information, see Note 12 (Income Taxes).
(2)
There were 1,408, 31 and 290 potential common shares excluded from diluted weighted-average common shares outstanding for the years ended December 31, 2025, 2024 and 2023, respectively, as their inclusion would have had an anti-dilutive effect.

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Feb 22, 2024
2022Feb 23, 2023
2020Feb 25, 2021
2019Feb 26, 2020
2018Feb 28, 2019
2017Mar 6, 2018

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.