Note 11 - Earnings Per Share
The following tables set forth the computation of basic and diluted net income per share of common stock:
Year Ended December 31,
(in millions, except shares and per share amounts)202520242023
Basic net income per share attributable to common stockholders
Numerator:
Net income$124.2 $29.1 $107.3 
Denominator:
Weighted average number of shares of common stock outstanding324,014,369 361,953,130 396,987,015 
Basic net income per share attributable to common stockholders$0.38 $0.08 $0.27 
Diluted net income per share attributable to common stockholders
Numerator:
Net income$124.2 $29.1 $107.3 
Denominator:
Number of shares used in basic computation324,014,369 361,953,130 396,987,015 
Add: weighted-average effect of dilutive securities exchangeable for common stock:
Restricted stock awards— 62,996 323,619 
Exercise of common stock options— — 25,630 
Employee Stock Purchase Plan— 173,018 144,167 
Weighted average shares of common stock outstanding used to calculate diluted net income per share324,014,369 362,189,144 397,480,431 
Diluted net income per share attributable to common stockholders$0.38 $0.08 $0.27 
In periods of loss, the number of shares used to calculate diluted net income (loss) per share is the same as basic net income (loss) per share. The following securities were evaluated under the treasury stock method for potentially dilutive effects and have been excluded from diluted net income per share in the periods presented due to their anti-dilutive effect:
Year Ended December 31,
202520242023
Restricted stock units15,914,276 15,341,169 13,179,013 
CEO Premium-Priced Performance Option9,678,000 — — 
Exercise of common stock options208,367 162,484 — 
Total anti-dilutive securities25,800,643 15,503,653 13,179,013 

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.