18. Net Income Per Common Share

Basic and diluted net income per share was as follows (in thousands except per share amounts):

 

Year Ended December 31,

 

2025

2024

2023

Net income

$

123,880

  ​ ​ ​

$

94,879

  ​ ​ ​

$

91,462

Less income allocated to non-controlling interests

 

(5,908)

 

(3,839)

 

(1,727)

Less income allocated to participating securities:

Non-forfeitable dividends on participating securities

 

(626)

 

(682)

 

(587)

Income allocated to participating securities

 

(70)

 

 

Total net income allocated to participating securities

 

(696)

 

(682)

 

(587)

Net income available to common stockholders

 

117,276

 

90,358

 

89,148

Effect of dilutive securities:

Participating securities (1)

(1)

(2)

(2)

Net (income for diluted net income per share

$

117,276

$

90,358

$

89,148

Shares for basic net income per share

 

46,230

 

43,743

 

41,272

Effect of dilutive securities:

Performance-based stock units

330

498

86

Participating securities (1)

(2)

(2)

(2)

Total effect of dilutive securities

 

330

 

498

 

86

Shares for diluted net income per share

 

46,560

 

44,241

 

41,358

Basic net income per share

$

2.54

$

2.07

$

2.16

Diluted net income per share

$

2.52

$

2.04

$

2.16

(1)For the year ended December 31, 2025, the participating securities were excluded from the computation of diluted net income per share as such inclusion would be anti-dilutive.

(2)For the years ended December 31, 2024, and 2023, the participating securities and stock options were excluded from the computation of diluted net income per share as such inclusion would be anti-dilutive.

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Feb 24, 2025
2023Feb 15, 2024
2022Feb 16, 2023
2021Feb 17, 2022
2020Feb 18, 2021
2019Feb 20, 2020
2018Feb 28, 2019

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.