v3.26.1
Earnings Per Share (Tables)
6 Months Ended
Jun. 30, 2026
Earnings Per Share [Abstract]  
Summary of Reconciliation of Basic Earnings Per Share and Diluted Earnings Per Share

The following table sets forth the reconciliation of basic earnings per share and diluted earnings per share from net income for the three and six months ended June 30, 2026 and 2025:

 

 

 

Three Months Ended June 30,

 

 

Six Months Ended June 30,

 

(in thousands except per share amounts)

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Numerator for earnings per common share:

 

 

 

 

 

 

 

 

 

 

 

 

Net income

 

$

139,404

 

 

$

58,734

 

 

$

251,544

 

 

$

120,709

 

Preferred stock dividends

 

 

(10,018

)

 

 

(9,673

)

 

 

(19,788

)

 

 

(9,673

)

Net income attributable to preferred stockholders

 

 

(23,969

)

 

 

(2,985

)

 

 

(40,743

)

 

 

(5,334

)

Income attributable to common stockholders for basic earnings per share(1)

 

$

105,417

 

 

$

46,076

 

 

$

191,013

 

 

$

105,702

 

Allocation adjustment to income attributable to preferred stockholders(2)

 

 

183

 

 

 

26

 

 

 

343

 

 

 

62

 

Income attributable to common stockholders for diluted earnings per share

 

$

105,600

 

 

$

46,102

 

 

$

191,356

 

 

$

105,764

 

Denominator for earnings per common share:

 

 

 

 

 

 

 

 

 

 

 

 

Basic: weighted average number of shares outstanding

 

 

62,151

 

 

 

67,239

 

 

 

62,889

 

 

 

65,484

 

Plus: Incremental shares from assumed conversion of dilutive instruments

 

 

631

 

 

 

741

 

 

 

704

 

 

 

874

 

Diluted: Weighted average number of shares outstanding

 

 

62,782

 

 

 

67,980

 

 

 

63,593

 

 

 

66,358

 

Earnings per share

 

 

 

 

 

 

 

 

 

 

 

 

Basic:

 

$

1.70

 

 

$

0.69

 

 

$

3.04

 

 

$

1.61

 

Diluted:

 

$

1.68

 

 

$

0.68

 

 

$

3.01

 

 

$

1.59

 

 

(1)
Under the two-class method, total dividends provided to and undistributed earnings allocated to the preferred stockholders are subtracted from net income in determining income attributable to common stockholders.
(2)
This amount reflects the impact of reversing undistributed earnings allocated to preferred stockholders in the basic earnings per share calculation and reallocating undistributed earnings to preferred stockholders and common stockholders including the impact of dilutive instruments.