Earnings Per Share
The table below presents a reconciliation between basic and diluted weighted average shares outstanding, net income available to common shareholders and basic and diluted income per share for the years ended December 31, 2025, 2024 and 2023:
Year Ended December 31,
(In thousands, except per share amounts)202520242023
NUMERATOR
Net income$402,941 $563,725 $465,365 
DENOMINATOR
Basic weighted average shares outstanding26,730 27,777 27,769 
Effect of dilutive securities:
Stock option awards475 719 639 
Deferred compensation awards133 104 308 
Diluted weighted average shares outstanding - adjusted for assumed conversions27,338 28,600 28,716 
Earnings per common share
Basic$15.07 $20.29 $16.76 
Diluted$14.74 $19.71 $16.21 
Anti-dilutive equity awards not included in the calculation of diluted earnings per common share — — 

Historical Timeline

Fiscal YearFiled
2025Feb 13, 2026Showing above
2024Feb 14, 2025
2023Feb 16, 2024
2022Feb 17, 2023
2021Feb 17, 2022
2020Feb 19, 2021
2019Feb 21, 2020
2018Feb 22, 2019
2017Feb 16, 2018
2016Feb 17, 2017
2015Feb 26, 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.