| Earnings Per Share The following table sets forth the computation of basic and diluted earnings per share ("EPS") for the periods presented ($ in millions except per share data; share data in thousands): | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | Nine Months Ended September 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Net income | $ | 489 | | | $ | 374 | | | $ | 1,381 | | | $ | 1,084 | | | Net (income) loss attributable to non-controlling interests | — | | | — | | | 2 | | | 1 | | | Net income attributable to common stockholders | $ | 489 | | | $ | 374 | | | $ | 1,383 | | | $ | 1,085 | | | | | | | | | | | Weighted-average shares used to calculate basic EPS | 98,787 | | | 97,982 | | | 98,607 | | | 97,777 | | | Effect of dilutive securities: | | | | | | | | | Employee equity awards | 490 | | | 192 | | | 440 | | | 260 | | | Weighted-average shares used to calculate diluted EPS | 99,277 | | | 98,174 | | | 99,047 | | | 98,037 | | | | | | | | | | | EPS attributable to common stockholders: | | | | | | | | | Basic EPS | $ | 4.95 | | | $ | 3.82 | | | $ | 14.03 | | | $ | 11.10 | | | Diluted EPS | $ | 4.93 | | | $ | 3.81 | | | $ | 13.96 | | | $ | 11.07 | |
The following table sets forth potential shares of common stock that are not included in the diluted EPS calculation above because to do so would be anti-dilutive for the periods presented (in thousands): | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended September 30, | | Nine Months Ended September 30, | | 2026 | | 2025 | | 2026 | | 2025 | | Common stock related to employee equity awards | 10 | | | 272 | | | 75 | | | 187 | | | Forward equity sale agreements | 465 | | | — | | | 210 | | | — | |
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