Note 20. Earnings Per Share

 

The Company calculates earnings per share using the treasury stock method for its options and non-vested restricted stock units, and the if-converted method for its Convertible Senior Notes.

 

The following is a reconciliation of the numerators and denominators of the basic and diluted EPS computations:

 

  

December 31, 2025

  

December 31, 2024

  

December 31, 2023

 
  

Income (Loss)

  

Shares

  

Per Share

  

Income (Loss)

  

Shares

  

Per Share

  

Income (Loss)

  

Shares

  

Per Share

 

Basic EPS:

                                    

Numerator

                                    

Income from continuing operations less non-controlling interest

 $58,165      $3.18  $47,326      $2.67  $38,747      $2.20 

Loss from discontinued operations, net of tax

  -       -   (7,517)      (0.43)  (285)      (0.01)

Net income attributable to Turning Point Brands, Inc.

 $58,165      $3.18  $39,809      $2.24  $38,462      $2.19 
                                     

Denominator

                                    

Weighted average

      18,314,047           17,734,239           17,578,270     
                                     

Diluted EPS:

                                    

Numerator

                                    

Income from continuing operations less non-controlling interest

 $58,165          $47,326          $38,747         

Interest expense related to Convertible Senior Notes, net of tax

  -           1,597           2,667         

Diluted income from continuing operations

 $58,165      $3.11  $48,923      $2.53  $41,414      $2.02 

Loss from discontinued operations, net of tax

  -       -   (7,517)      (0.39)  (285)      (0.01)

Diluted net income

 $58,165      $3.11  $41,406      $2.14  $41,129      $2.01 
                                     

Denominator

                                    

Basic weighted average

      18,314,047           17,734,239           17,578,270     

Convertible Senior Notes (1)

      -           1,192,597           2,533,201     

Stock options and restricted stock units (2)

      416,588           435,970           355,935     
       18,730,635           19,362,806           20,467,406     

 

(1)There were 0.0 million, 0.2 million and 0.2 million outstanding stock options not included in the computation of diluted earnings per share for the years ended December 31, 2025, 2024 and 2023, respectively, because the effect would have been antidilutive. 

 

Historical Timeline

Fiscal YearFiled
2025Mar 2, 2026Showing above
2024Mar 6, 2025
2023Feb 28, 2024
2022Mar 15, 2023

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.