811 material Form 8-K filings that 685 companies we cover made with the SEC in April 2025, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
FTI Consulting reported first-quarter 2025 revenue of $898.3 million, down 3.3% from $928.6 million a year earlier, and GAAP net income of $61.8 million, down from $80.0 million. Adjusted earnings per diluted share rose 2.7% to $2.29, excluding $25.3 million of special charges, and free cash flow was negative $483.0 million, compared with negative $279.5 million a year earlier.
Revenue was $898.3 million, down 3.3% from $928.6 million in Q1 2024 and up 0.4% from $894.9 million in Q4 2024.
GAAP earnings per diluted share were $1.74, down 22.0% from $2.23; adjusted EPS was $2.29, up 2.7% from $2.23.
Adjusted EBITDA was $115.2 million, up 3.7% from $111.1 million a year earlier; special charges totaled $25.3 million.
Free cash flow was negative $483.0 million, and the company repurchased and retired $182.6 million of common stock in the quarter.
Park National Corporation reported first-quarter 2025 net income of $42.2 million, up 19.8% from $35.2 million a year earlier, with diluted earnings per share of $2.60 versus $2.17. The company also declared a quarterly cash dividend of $1.07 per common share, payable June 10, 2025, to shareholders of record as of May 16, 2025.
Diluted EPS was $2.60, compared with $2.17 in Q1 2024.
Net interest income rose 9.2% to $104.4 million from $95.6 million a year earlier.
Other income fell 17.1% from the fourth quarter of 2024, to $25.7 million.
Quarterly dividend of $1.07 per share is payable June 10, 2025, to holders of record May 16, 2025.
Gaming and Leisure Properties reported first-quarter 2025 revenue of $395.2 million, up from $376.0 million a year earlier, and AFFO of $272.0 million, up from $258.6 million. Net income fell to $170.4 million from $179.5 million, and diluted net income per share was $0.60 versus $0.64, so shareholders see higher cash-flow measures alongside lower reported profit. The company also updated its full-year 2025 AFFO guidance to $1.109 billion to $1.118 billion, or $3.84 to $3.87 per diluted share and OP/LTIP unit, from a prior range of $1.105 billion to $1.121 billion, or $3.83 to $3.88.
Total revenue rose to $395.2 million from $376.0 million; AFFO per diluted share rose to $0.96 from $0.92.
Net income fell to $170.4 million from $179.5 million; the provision for credit losses was $39.2 million versus $23.3 million.
2025 AFFO guidance is $1.109 billion to $1.118 billion, or $3.84 to $3.87 per share, compared with the prior $1.105 billion to $1.121 billion, or $3.83 to $3.88 per share.
Provident Financial Services reported first-quarter 2025 net income of $64.0 million, or $0.49 per share, up from $48.5 million, or $0.37 per share, in the fourth quarter of 2024 and $32.1 million, or $0.43 per share, a year earlier. The company also declared a quarterly cash dividend of $0.24 per share, and non-performing loans rose to $103.2 million, which matters to shareholders for both earnings and credit quality.
Net income was $64.0 million, or $0.49 per basic and diluted share, for the quarter ended March 31, 2025, compared with $0.37 in the prior quarter and $0.43 a year earlier.
Net interest margin rose six basis points to 3.34% from 3.28% in the prior quarter.
Non-performing loans increased to $103.2 million, or 0.54% of total loans, from $72.1 million at December 31, 2024.
The board declared a $0.24 per share quarterly dividend, payable May 30, 2025 to holders of record on May 16, 2025.
Landstar System rescheduled its first quarter 2025 earnings release from April 29 to May 13, 2025, and expects to delay its Form 10-Q to the same date. The delay relates to the accounting and internal control review of a supply chain fraud in its international freight forwarding operations, which the company says is limited to one independent commission sales agency. Before recoveries and fees, the company does not expect the fraud to reduce net income by more than $15 million, or about $0.43 per share after tax.
Q1 2025 total revenue was $1.153 billion, in the upper half of guidance.
EPS before the fraud impact was $0.95, at the upper end of updated guidance.
The fraud impact is not expected to exceed $15 million of net income, about $0.43 per share after tax, before legal fees and possible insurance recoveries.
Cash and short-term investments were about $473 million as of March 29, 2025.
Phillips 66 reported first-quarter 2025 earnings of $487 million, or $1.18 per diluted share, compared with $8 million in the fourth quarter of 2024. Reported results include a $1.085 billion pre-tax net gain on asset dispositions; excluding special items, the company posted an adjusted loss of $368 million, or $0.90 per share, versus an adjusted loss of $61 million in the prior quarter, and adjusted EBITDA fell to $736 million from $1,130 million. The company's refining segment posted an adjusted pre-tax loss of $937 million, which it attributed largely to its spring turnaround program, and shareholders received $716 million through dividends and buybacks.
Reported earnings $487 million ($1.18 per diluted share); adjusted loss $368 million ($0.90 per share)
Adjusted EBITDA $736 million, down from $1,130 million in Q4 2024; refining adjusted pre-tax loss $937 million
Returned $716 million to shareholders and received $2.0 billion in cash proceeds from equity interest sales
Announced Iron Mesa gas plant in the Permian, expected to start in Q1 2027; quarterly dividend to rise $0.05 per share
Tompkins Financial reported first-quarter 2025 diluted earnings per share of $1.37, up 16.1% from $1.18 a year earlier, and net income of $19.7 million, up 16.6% from $16.9 million. The increase was mainly driven by higher net interest income, partly offset by a higher provision for credit losses. The board also declared a $0.62 per share dividend, payable May 16, 2025.
Diluted EPS of $1.37 for Q1 2025, versus $1.18 in Q1 2024 and unchanged from Q4 2024
Net income of $19.7 million, up 16.6% from $16.9 million a year earlier
Net interest margin of 2.98%, up from 2.73% in Q1 2024; provision for credit losses was $5.3 million versus $854,000
Dividend of $0.62 per share declared April 24, 2025, payable May 16, 2025, to holders of record on May 9, 2025
Portland General Electric reported first-quarter 2025 GAAP net income of $100 million, or $0.91 per diluted share, down from $109 million, or $1.08, a year earlier. Total revenues were $928 million, compared with $929 million, and the company reaffirmed its 2025 adjusted earnings guidance of $3.13 to $3.33 per diluted share. The lower profit and unchanged guidance matter to shareholders because the company's first-quarter earnings fell year over year while its full-year outlook was held.
Q1 2025 GAAP net income was $100 million, or $0.91 per diluted share, versus $109 million, or $1.08, in Q1 2024
Q1 2024 non-GAAP net income, excluding January 2024 storm costs, was $123 million, or $1.21 per diluted share
2025 adjusted EPS guidance of $3.13 to $3.33 was reaffirmed; the company also declared a quarterly dividend of $0.525 per share payable by July 15, 2025
Earnings call and webcast are scheduled for 11 a.m. ET on April 25, 2025
Moog reported fiscal second quarter 2025 net sales of $935 million, up from $930 million a year earlier, while diluted earnings per share fell to $1.75 from $1.86 and adjusted diluted EPS fell to $1.92 from $2.19. The company cut its full-year 2025 diluted EPS guidance to $7.89 from $8.06 and reiterated its sales and adjusted EPS guidance, while noting potential tariff risk to operating profit of $10 million to $20 million.
Q2 net sales $935 million vs. $930 million; diluted EPS $1.75 vs. $1.86; adjusted diluted EPS $1.92 vs. $2.19
FY2025 diluted EPS guidance lowered to $7.89 from $8.06; operating margin guidance lowered to 12.7% from 12.9%
Sales guidance ($3.7 billion) and adjusted EPS guidance ($8.20) unchanged; current guidance excludes potential net tariff risk
Board declared $0.29 quarterly dividend, payable May 27, 2025 to holders of record May 9, 2025
Gentex reported first-quarter 2025 net sales of $576.8 million, down 2% from $590.2 million a year earlier, and net income of $94.9 million, down from $108.2 million. The company cut its 2025 revenue guidance for its primary markets and withdrew its 2026 revenue guidance, citing tariffs and a halt to production for the China market, which lowers the outlook for shareholders.
Q1 diluted EPS was $0.42 versus $0.47 a year earlier; auto-dimming mirror unit shipments fell 7%.
2025 primary-market revenue guidance was lowered to $2.10 billion to $2.2 billion from $2.40 billion to $2.45 billion, plus $50 million to $120 million from China.
The company halted production of mirrors for the China market, and many China-based customers have canceled or paused orders.
Calendar 2026 revenue guidance was withdrawn; the company will provide an update once there is more clarity on tariffs.
Colgate-Palmolive reported first-quarter 2025 results with net sales down 3.1% to $4,911 million, mainly because foreign exchange was a 4.4% headwind, while organic sales rose 1.4%. GAAP diluted EPS rose 2% to $0.85, and the company updated its full-year 2025 guidance, now expecting organic sales growth of 2% to 4% and EPS up low single digits on a GAAP basis.
Net sales were $4,911 million, down 3.1% from $5,065 million; foreign exchange was a 4.4% headwind.
GAAP diluted EPS was $0.85 versus $0.83; Base Business (non-GAAP) EPS was $0.91 versus $0.86.
For full-year 2025, the company now expects organic sales growth of 2% to 4% and GAAP EPS up low single digits.
Hill's operating profit rose 30% to $258 million, while Latin America net sales fell 8.7%.
HCA Healthcare reported first-quarter 2025 revenue of $18.321 billion, up from $17.339 billion a year earlier, and net income attributable to the company of $1.610 billion, or $6.45 per diluted share, versus $5.93 in the first quarter of 2024. The prior-year quarter included $0.57 per share in facility sale gains, so the earnings comparison is stronger on an adjusted basis. The company reaffirmed its 2025 guidance and declared a $0.72 quarterly dividend.
Revenue $18.321 billion in Q1 2025 vs. $17.339 billion in Q1 2024
Diluted EPS $6.45 vs. $5.93; Q1 2024 included $0.57 per share from facility sale gains
Same facility admissions up 2.6 percent; operating cash flow $1.651 billion vs. $2.469 billion
2025 diluted EPS guidance of $24.05 to $25.85 reaffirmed; $0.72 dividend payable June 30, 2025
Saia reported first quarter 2025 results on April 25, 2025, with revenue up 4.3% to $787.6 million on higher shipment and tonnage volumes. Operating income fell 40.5% to $70.2 million, and diluted earnings per share dropped to $1.86 from $3.38, as the company cited weaker-than-expected revenue, severe winter weather, and higher labor and depreciation costs tied to its network expansion. Shareholders face lower profitability in the quarter, and the company expects 2025 net capital expenditures of approximately $650 million.
Revenue was $787.6 million, up 4.3% from the first quarter of 2024
Operating income was $70.2 million, down 40.5%; operating ratio rose to 91.1% from 84.4%
Diluted earnings per share were $1.86, compared with $3.38 a year earlier
Net capital expenditures were $202.1 million in the first quarter, with about $650 million expected for 2025
PHINIA reported first-quarter 2025 net sales of $796 million, down 7.8% from $863 million a year earlier, and net earnings of $26 million, down from $29 million. Adjusted EBITDA fell to $103 million from $131 million, and adjusted diluted EPS was $0.94 versus $1.08. The company reaffirmed its full-year 2025 guidance, which calls for net sales of $3.23 billion to $3.43 billion.
Net sales were $796 million, down 7.8%; excluding currency and ended contract manufacturing agreements, sales fell $34 million or 4.1% on lower OEM sales in all regions.
Adjusted EBITDA was $103 million, down $28 million, with an adjusted EBITDA margin of 12.9%, citing lower sales, a nonrecurring supplier settlement, higher stand-alone costs and tariff impacts.
Diluted EPS was $0.63 versus $0.62; adjusted diluted EPS was $0.94 versus $1.08 in Q1 2024.
Returned $111 million to shareholders, including $100 million of share repurchases; cash and equivalents ended the quarter at $373 million and total debt at $989 million.
SLB reported first-quarter 2025 revenue of $8.49 billion, down 3% year on year, with GAAP diluted EPS of $0.58, down 22%, and net income attributable to SLB of $797 million, down 25%. The company said it remains committed to returning a minimum of $4 billion to shareholders in 2025 through dividends and share repurchases and declared a quarterly dividend of $0.285 per share.
Adjusted EBITDA was $2.02 billion, down 2% year on year, with an adjusted EBITDA margin of 23.8%, up 18 bps year on year.
Diluted EPS excluding charges and credits was $0.72, down 4% year on year; cash flow from operations was $660 million, up $333 million year on year.
Digital & Integration revenue rose 6% year on year to $1.01 billion, while Well Construction revenue fell 12% to $2.98 billion.
The quarterly dividend of $0.285 per share is payable on July 10, 2025, to holders of record on June 4, 2025.
Virtus Investment Partners reported first-quarter 2025 results on April 25, 2025, showing revenue of $217.9 million, down 2% from a year earlier, and GAAP diluted earnings per share of $4.05, down from $4.10. Adjusted diluted EPS was $5.73, up from $5.41, and ending assets under management fell to $167.5 billion, which shareholders may watch as a measure of future fee income.
Total revenues $217.9 million, down 2% from $222.0 million in Q1 2024 and down 7% from $233.5 million in Q4 2024
GAAP diluted EPS $4.05 vs $4.10 a year earlier; adjusted diluted EPS $5.73 vs $5.41
Ending assets under management $167.5 billion, down 7% from $179.3 billion a year earlier; net outflows of $3.0 billion
Cash dividends declared of $2.25 per common share for the quarter, vs $1.90 a year earlier
AutoNation reported first quarter 2025 revenue of $6.7 billion, up 4% on a same-store basis, with new vehicle revenue up 10%. GAAP diluted EPS fell 1% to $4.45 and net income fell 8% to $175.5 million, while adjusted EPS rose 4% to $4.68. The company repurchased $225 million of stock in the quarter and has more than $607 million of repurchase authorization remaining.
Revenue of $6.7 billion, up 3% reported and 4% same-store; new vehicle revenue up 10% to $3.2 billion.
Diluted EPS $4.45 vs. $4.49 a year ago; adjusted diluted EPS $4.68 vs. $4.49, up 4%.
Repurchased 1.4 million shares for $225 million; acquired a Ford store and a Mazda store in Colorado for $70 million.
Lakeland Financial reported first-quarter 2025 net income of $20.1 million, down 14% from a year earlier, and diluted EPS of $0.78 versus $0.91. Revenue rose 6% and net interest income grew 12%, but a higher provision for credit losses, mainly tied to one $43.3 million nonperforming credit, weighed on profit. The board also set a $0.50 per share dividend, up 4% from the prior year, and extended the share repurchase program through April 30, 2027.
Net income was $20.1 million, down $3.3 million or 14% from $23.4 million in Q1 2024; diluted EPS was $0.78 versus $0.91.
Net interest income rose 12% to $52.9 million, and net interest margin improved to 3.40% from 3.15%.
Provision for credit losses was $6.8 million versus $1.5 million, mainly due to an increase in the specific allocation for a $43.3 million nonperforming credit to an industrial company in Northern Indiana.
Cash dividend of $0.50 per share is payable May 5, 2025; the repurchase program runs through April 30, 2027 with $30.0 million of remaining authority.
Rithm Capital reported first quarter 2025 results for the quarter ended March 31, 2025, in a press release furnished as Exhibit 99.1. GAAP net income attributable to common stockholders was $36.5 million, or $0.07 per diluted share, down from $263.2 million, or $0.50, in the fourth quarter of 2024. Earnings available for distribution, a non-GAAP measure, was $275.3 million, or $0.52 per diluted share, versus $0.60 in the prior quarter, while the quarterly common dividend held at $0.25 per share.
GAAP net income attributable to common stockholders: $36.5 million, or $0.07 per diluted share, versus $263.2 million, or $0.50, in Q4 2024
Earnings available for distribution: $275.3 million, or $0.52 per diluted share, versus $315.8 million, or $0.60, in Q4 2024
Common dividend of $0.25 per share, totaling $132.5 million, unchanged from the prior quarter; book value per common share was $12.39
Newrez pre-tax income excluding MSR mark-to-market and hedge impact was $270.1 million, down from $280.2 million in Q4 2024
LyondellBasell reported first quarter 2025 net income of $177 million, or $0.54 per diluted share, down from $473 million, or $1.44 per share, in the first quarter of 2024. Sales fell to $7,677 million from $8,304 million, and the company announced a $500 million Cash Improvement Plan to strengthen results amid ongoing industry weakness.
Sales and other operating revenues were $7,677 million, versus $8,304 million in Q1 2024 and $7,808 million in Q4 2024.
EBITDA was $655 million, or $576 million excluding identified items, versus $1,046 million in Q1 2024.
Cash used by operating activities was $579 million; the company returned $543 million to shareholders through dividends and buybacks.
The 2025 Cash Improvement Plan targets $500 million in strengthened financial results.
Lazard reported first-quarter 2025 results on April 25, 2025. U.S. GAAP net revenue fell 15% from a year earlier to $648 million, while GAAP net income rose 69% to $60 million, or $0.56 per diluted share. On an adjusted basis, diluted EPS fell 15% to $0.56 from $0.66, and the company declared a $0.50 quarterly dividend.
Net revenue of $648 million was down 15% from $765 million; adjusted net revenue of $643 million was down 14%.
U.S. GAAP net income of $60 million, or $0.56 per diluted share, compared with $36 million, or $0.35, a year earlier; adjusted diluted EPS was $0.56 versus $0.66.
Ending assets under management were $227 billion at March 31, 2025, down 9% from $250 billion a year earlier.
Quarterly dividend of $0.50 per share, payable May 16, 2025, to holders of record on May 5, 2025.
Carter's reported first quarter fiscal 2025 results with net sales of $629.8 million, down 4.8% from $661.5 million a year earlier, and GAAP diluted EPS of $0.43 versus $1.04. The company suspended its forward guidance, citing its recent CEO transition and uncertainty over proposed new tariffs, so shareholders have no updated outlook for the year.
Net sales $629.8 million, down 4.8% from $661.5 million; operating income $26.1 million versus $55.0 million, with operating margin of 4.1% versus 8.3%
Diluted EPS $0.43 versus $1.04; adjusted diluted EPS $0.66, excluding $6.1 million of leadership transition costs and $3.2 million of operating model improvement costs
Forward guidance suspended, citing the CEO transition and tariff uncertainty
Dividends paid totaled $29.0 million; no shares were repurchased and net cash used in operations was $48.6 million
Flagstar Financial reported a first-quarter 2025 GAAP net loss attributable to common stockholders of $108 million, or $0.26 per diluted share, compared with $0.47 per share in the fourth quarter of 2024 and $1.36 per share in the first quarter of 2024. Total revenues fell to $490 million and total non-accrual loans, including held-for-sale, rose to $3.3 billion, while operating expenses declined and the CEO said the company has set a path to profitability by the fourth quarter of 2025.
GAAP net loss attributable to common stockholders was $108 million, or $0.26 per diluted share, versus $196 million ($0.47) in Q4 2024 and $335 million ($1.36) in Q1 2024.
Total revenues were $490 million, down from $625 million in Q4 2024 and $633 million in Q1 2024; net interest income was $410 million.
Total non-accrual loans, including held-for-sale, were $3.3 billion, up $363 million or 12% from December 31, 2024, mostly tied to one borrower relationship.
CET1 capital ratio improved to 11.9% from 11.83% at December 31, 2024; the CEO cited a path to profitability by fourth quarter 2025.
Aon reported first-quarter 2025 results for the three months ended March 31, 2025. Total revenue rose 16% to $4.7 billion, helped by the NFP acquisition, while diluted EPS fell 17% to $4.43 and adjusted EPS was flat at $5.67. Aon reaffirmed its 2025 guidance and raised its quarterly dividend by 10%.
Total revenue rose 16% to $4.7 billion; Organic revenue growth was 5%.
Diluted EPS was $4.43 versus $5.35 a year earlier; adjusted EPS was $5.67 versus $5.66.
Operating income was $1.5 billion, flat versus the prior year; free cash flow fell 68% to $84 million.
Aon reaffirmed 2025 guidance and announced a 10% increase to its quarterly dividend.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.