18. Earnings Per Share

The following table sets out earnings per share of common stock:

 

 

 

Year ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

 

 

(in thousands, except shares and per share data)

 

Net income

 

$

197,070

 

 

$

117,573

 

 

$

79,201

 

Weighted average common shares outstanding:

 

 

 

 

 

 

 

 

 

Basic

 

 

26,639,733

 

 

 

25,520,343

 

 

 

24,822,004

 

Common Share equivalents

 

 

845,517

 

 

 

703,499

 

 

 

505,087

 

Diluted

 

 

27,485,250

 

 

 

26,223,842

 

 

 

25,327,091

 

 

 

 

 

 

 

 

 

 

 

Earnings per share:

 

 

 

 

 

 

 

 

 

Basic

 

$

7.40

 

 

$

4.61

 

 

$

3.19

 

Diluted

 

$

7.17

 

 

$

4.48

 

 

$

3.13

 

 

Common share equivalents relate primarily to outstanding stock options, RSUs and PSUs under the 2019 Plan and unpurchased shares under the 2019 ESPP and are calculated using the treasury stock method.

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Feb 25, 2025
2023Feb 23, 2024
2022Mar 1, 2023
2021Feb 25, 2022
2020Mar 9, 2021

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.