19) Earnings per Limited Partner Units

The following table presents the net income allocation and per unit data:

 

Basic and Diluted Earnings Per Limited Partner:

 

Years Ended September 30,

 

(in thousands, except per unit data)

 

2025

 

 

2024

 

 

2023

 

Net income

 

$

73,495

 

 

$

35,223

 

 

$

31,945

 

Less General Partners’ interest in net income

 

 

677

 

 

 

311

 

 

 

288

 

Net income available to limited partners

 

 

72,818

 

 

 

34,912

 

 

 

31,657

 

Less dilutive impact of theoretical distribution of
   earnings *

 

 

10,352

 

 

 

3,125

 

 

 

2,600

 

Limited Partner’s interest in net income

 

$

62,466

 

 

$

31,787

 

 

$

29,057

 

Per unit data:

 

 

 

 

 

 

 

 

 

Basic and diluted net income available to limited partners

 

$

2.12

 

 

$

0.99

 

 

$

0.89

 

Less dilutive impact of theoretical distribution of
   earnings *

 

 

0.30

 

 

 

0.09

 

 

 

0.08

 

Limited Partner’s interest in net income

 

$

1.82

 

 

$

0.90

 

 

$

0.81

 

Weighted average number of Limited Partner units outstanding

 

 

34,276

 

 

 

35,273

 

 

 

35,694

 

 

* In any accounting period where the Company’s aggregate net income exceeds its aggregate distribution for such period, the Company is required to present net income per limited partner unit as if all of the earnings for the period were distributed, based on the terms of the Partnership agreement, regardless of whether those earnings would actually be distributed during a particular period from an economic or practical perspective. This allocation does not impact the Company’s overall net income or other financial results.

Historical Timeline

Fiscal YearFiled
2025Dec 9, 2025Showing above
2024Dec 4, 2024
2023Dec 6, 2023
2022Dec 7, 2022
2021Dec 8, 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.