4. Earnings Per Share

During the years ended December 31, 2025, 2024 and 2023, basic and diluted net income (loss) per common share is the same since the inclusion of the assumed exchange of all Post-Merger Repay Units, unvested share-based awards, outstanding stock options, outstanding ESPP purchase rights and the Company’s convertible senior notes would have been anti-dilutive.

The following table summarizes net income (loss) attributable to the Company and the weighted average basic and diluted shares outstanding:

 

 

 

Year Ended December 31,

 

($ in thousands, except per share data)

 

2025

 

 

2024

 

 

2023

 

Net loss attributable to the Company

 

$

(256,724

)

 

$

(10,156

)

 

$

(110,490

)

 

 

 

 

 

 

 

 

 

 

Weighted average shares of Class A common stock outstanding - basic and diluted

 

 

85,558,300

 

 

 

89,915,137

 

 

 

90,048,638

 

 

 

 

 

 

 

 

 

 

 

Loss per share of Class A common stock outstanding - basic and diluted

 

$

(3.00

)

 

$

(0.11

)

 

$

(1.23

)

 

For the years ended December 31, 2025, 2024 and 2023, the following common stock equivalent shares were excluded from the computation of the diluted loss per share, since their inclusion would have been anti-dilutive:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Post-Merger Repay Units exchangeable for Class A common stock

 

 

5,285,883

 

 

 

5,379,543

 

 

 

5,844,095

 

Unvested share-based awards of Class A common stock

 

 

6,053,304

 

 

 

5,981,100

 

 

 

5,204,540

 

Outstanding stock options for Class A common stock

 

 

802,723

 

 

 

1,089,930

 

 

 

1,148,822

 

Outstanding ESPP purchase rights for Class A common stock

 

 

18,940

 

 

 

14,171

 

 

 

12,747

 

Senior notes convertible into Class A common stock

 

 

4,360,357

 

 

 

6,547,619

 

 

 

13,095,238

 

Share equivalents excluded from earnings (loss) per share

 

 

16,521,207

 

 

 

19,012,363

 

 

 

25,305,442

 

 

 

 

 

 

 

 

 

 

 

Shares of the Company’s Class V common stock do not participate in the earnings or losses of the Company and, therefore, are not participating securities. As such, separate presentation of basic and diluted earnings per share of Class V common stock under the two-class method has not been presented. Each share of the Company’s Class V common stock gives the holder the right to vote the number of shares corresponding to the number of Post-Merger Repay Units held by that holder, but shares of Class V common stock have no economic rights.

Historical Timeline

Fiscal YearFiled
2025Mar 9, 2026Showing above
2024Mar 3, 2025
2023Feb 29, 2024
2022Mar 1, 2023
2021Mar 1, 2022
2020Mar 1, 2021
2019Mar 16, 2020

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.