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).
Wyndham reported first-quarter 2025 results on April 30, 2025, with diluted EPS of $0.78 versus $0.19 a year earlier and fee-related and other revenues of $316 million, up 4%. The company also lowered its full-year 2025 outlook, citing a softer-than-expected RevPAR environment, with global RevPAR growth now expected at (2%) to 1% versus 2% to 3% previously. For shareholders, higher first-quarter earnings are offset by a weaker expected full-year outlook.
Diluted EPS was $0.78 versus $0.19; adjusted diluted EPS rose 10% to $0.86
Fee-related and other revenues rose 4% to $316 million from $304 million
2025 adjusted EBITDA outlook is $730 million to $745 million, down from $745 million to $755 million
2025 adjusted diluted EPS outlook is $4.57 to $4.74, down from $4.66 to $4.78
Magnolia Oil & Gas reported first quarter 2025 net income of $106.6 million, or $0.54 per diluted share, up from $97.6 million, or $0.46, a year earlier. The company raised its full-year 2025 production growth guidance to 7% to 9% from 5% to 7%, and lowered its drilling and completions capital budget to $430 million to $470 million from $460 million to $490 million.
Q1 2025 total revenues were $350.3 million, compared with $319.4 million in Q1 2024.
Average daily production reached 96.5 thousand barrels of oil equivalent per day, up 14% from a year earlier.
The company repurchased 2.2 million Class A shares for $52.0 million in the quarter and declared a $0.15 per share dividend payable June 2, 2025.
Second quarter 2025 production is estimated at approximately 97 thousand barrels of oil equivalent per day.
GE HealthCare reported first quarter 2025 revenue of $4.8 billion, up 3%, and diluted EPS of $1.23 versus $0.81 a year earlier. The company also cut its full-year 2025 guidance, including adjusted EPS of $3.90 to $4.10 versus prior guidance of $4.61 to $4.75, and said the outlook includes about $0.85 of tariff impact. The Board also authorized a $1 billion share repurchase program with no expiration date.
Q1 2025 revenue $4.8 billion, up 3% reported and 4% organic; diluted EPS $1.23 versus $0.81; adjusted EPS $1.01 versus $0.90
2025 adjusted EPS guidance lowered to $3.90-$4.10 from $4.61-$4.75, including about $0.85 of tariff impact
Free cash flow guidance lowered to at least $1.2 billion from at least $1.75 billion; Q1 free cash flow was $98 million versus $274 million
Board authorized up to $1 billion in share repurchases with no expiration date
Kadant reported first quarter 2025 revenue of $239 million, down 4% from a year earlier, and GAAP EPS of $2.04, down 3%. The company lowered its full-year 2025 guidance, citing tariff costs of $5 million to $6 million and customers delaying large capital projects into 2026, which lowers the outlook for shareholders.
Q1 2025 revenue fell 4% to $239.2 million; bookings rose 3% to $256.2 million
Q1 GAAP EPS fell 3% to $2.04; adjusted EPS fell 12% to $2.10
2025 revenue guidance cut to $1.020 billion to $1.040 billion from $1.040 billion to $1.065 billion
2025 GAAP EPS guidance cut to $8.97 to $9.17 from $9.63 to $9.98; adjusted EPS guidance cut to $9.05 to $9.25 from $9.70 to $10.05
Ensign Group reported first quarter 2025 GAAP diluted earnings per share of $1.37, up from $1.19 a year earlier, and revenue of $1.17 billion, up 16.1%. The company raised its full-year 2025 earnings guidance to $6.22 to $6.38 per diluted share from $6.16 to $6.34, and its revenue guidance to $4.89 billion to $4.94 billion from $4.83 billion to $4.91 billion.
GAAP diluted EPS was $1.37 versus $1.19 a year earlier; adjusted diluted EPS was $1.52 versus $1.30
Total revenue was $1.17 billion, up 16.1%, and GAAP net income was $80.3 million, up 16.6%
2025 EPS guidance raised to $6.22 to $6.38 per diluted share; revenue guidance raised to $4.89 billion to $4.94 billion
Cash on hand was approximately $282.7 million at March 31, 2025, with $572.1 million of available line-of-credit capacity
First Solar reported first quarter 2025 net sales of $0.8 billion and diluted earnings of $1.95 per share, down from $2.20 a year earlier. The company cut its 2025 guidance to reflect the expected impact of new tariffs implemented in April 2025, lowering its earnings per diluted share outlook to $12.50 to $17.50 from $17.00 to $20.00. For shareholders, the lower outlook and a drop in net cash to $0.4 billion from $1.2 billion at year end signal reduced expected profitability and cash in 2025.
Q1 2025 net sales were $0.8 billion, down $0.7 billion from the fourth quarter of 2024 but up from $794 million in Q1 2024
Q1 2025 diluted EPS was $1.95, versus $3.65 in Q4 2024 and $2.20 in Q1 2024
2025 EPS guidance cut to $12.50 to $17.50 from $17.00 to $20.00; net sales guidance cut to $4.5 billion to $5.5 billion from $5.3 billion to $5.8 billion
Net cash balance fell to $0.4 billion from $1.2 billion at year end, driven by Louisiana manufacturing capital expenditures and higher inventories
JetBlue reported a first-quarter 2025 net loss of $208 million, or $(0.59) per share, compared with a net loss of $716 million, or $(2.11) per share, a year earlier, when results included special items. Operating revenue fell 3.1% to $2.1 billion, and the company said it is not reaffirming its prior full-year guidance because of macroeconomic uncertainty, while providing weaker second-quarter revenue and higher unit cost outlooks.
Q1 2025 net loss of $208 million, or $(0.59) per share, versus $716 million, or $(2.11) per share, in Q1 2024
Operating revenue of $2.1 billion, down 3.1% year over year; operating margin of (8.2)%
Full-year 2025 guidance not reaffirmed; Q2 2025 RASM guided to a decline of 3.5% to 7.5% year over year
Ended the quarter with $3.8 billion in liquidity, excluding an undrawn $600 million revolving credit facility
NETSTREIT reported first quarter 2025 results, with diluted net income of $0.02 per share, up from $0.01 a year earlier, and AFFO of $0.32 per share, up from $0.31. The company raised the low end of its 2025 AFFO per share guidance to $1.28 to $1.30 and kept its net investment guidance at $75.0 million to $125.0 million, which matters to shareholders because it changes the company's stated earnings outlook.
Total revenues were $45.9 million for the quarter, compared with $37.7 million a year earlier.
Diluted AFFO per share was $0.32, compared with $0.31 in the first quarter of 2024.
The company completed $90.7 million of investments at a 7.7% cash yield during the quarter.
The board declared a quarterly dividend of $0.21 per share, payable June 16, 2025, an annualized increase of $0.02 per share.
Crown Holdings reported first-quarter 2025 results on April 28, 2025, with diluted earnings per share of $1.65 versus $0.56 a year earlier and net sales of $2,887 million versus $2,784 million. The company raised its full-year 2025 adjusted diluted EPS guidance to $6.70 to $7.10 and reaffirmed its long-term net leverage target of 2.5x. The company also said it is monitoring the potential impact of tariffs on consumers and industrial activity.
Q1 2025 diluted EPS was $1.65 versus $0.56 in Q1 2024; adjusted diluted EPS rose 64% to $1.67.
Net sales were $2,887 million versus $2,784 million; income from operations was $365 million versus $245 million.
Full-year 2025 adjusted diluted EPS guidance raised to $6.70 to $7.10; second-quarter adjusted diluted EPS expected at $1.80 to $1.90.
Returned $233 million to shareholders in Q1, including $203 million of share repurchases.
F5 reported second-quarter fiscal 2025 revenue of $731 million, up 7% from $681 million a year earlier, and GAAP diluted earnings per share of $2.48, up from $2.00. It raised its fiscal 2025 revenue and non-GAAP earnings per share growth guidance, and separately disclosed that director Peter Klein resigned from the board effective April 25, 2025.
Q2 revenue of $731 million, up 7% from $681 million; systems revenue up 27% and software revenue flat at $158 million.
GAAP net income of $146 million, or $2.48 per diluted share, versus $119 million, or $2.00 per diluted share, a year earlier.
Fiscal 2025 revenue growth guidance raised to 6.5% to 7.5% from 6% to 7%; non-GAAP EPS growth guidance raised to 8% to 10% from 6.5% to 8.5%.
Director Peter Klein resigned effective April 25, 2025; Julie Gonzalez was named Audit Committee chair and the board was reduced from twelve to eleven members.
Cadence reported first quarter 2025 revenue of $1.242 billion, up from $1.009 billion a year earlier, and non-GAAP diluted EPS of $1.57, up from $1.17. The company raised its full-year 2025 revenue and non-GAAP EPS outlook, and GAAP net income rose to $273.6 million from $247.6 million.
Q1 revenue $1.242 billion vs $1.009 billion in Q1 2024; GAAP diluted EPS $1.00 vs $0.91
FY 2025 revenue outlook raised to $5.15 billion to $5.23 billion from $5.14 billion to $5.22 billion; non-GAAP EPS outlook raised to $6.73 to $6.83 from $6.65 to $6.75
Q2 2025 revenue outlook of $1.25 billion to $1.27 billion; non-GAAP EPS of $1.55 to $1.61
Repurchased $350 million of common stock in Q1 2025
Revvity reported first-quarter 2025 revenue of $665 million, up from $650 million a year earlier, and GAAP EPS of $0.35 versus $0.21. Adjusted EPS from continuing operations was $1.01 versus $0.98. The company raised its full-year 2025 revenue guidance to $2.83-$2.87 billion, citing currency changes, and reaffirmed its organic growth and adjusted EPS guidance.
Q1 2025 revenue of $665 million, up 2% reported and 4% organic, versus $650 million a year earlier.
GAAP EPS of $0.35 versus $0.21; adjusted EPS from continuing operations of $1.01 versus $0.98.
Full-year 2025 revenue guidance raised to $2.83-$2.87 billion; organic growth guidance of 3-5% and adjusted EPS guidance of $4.90-$5.00 reaffirmed.
Diagnostics adjusted operating margin fell to 22.8% from 24.3%, while Life Sciences margin rose to 31.1% from 30.0%.
Sensient reported first-quarter 2025 revenue up 2.0% to $392.3 million and reported earnings per share up 11.0% to 81 cents, with operating income up 8.3% to $53.5 million. The company raised its full-year 2025 GAAP diluted EPS guidance to between $3.13 and $3.23 from $3.05 to $3.15, and reaffirmed its other 2025 guidance metrics.
Q1 2025 revenue $392.3 million, up 2.0% reported and 4.1% in local currency
2025 GAAP diluted EPS guidance raised to $3.13-$3.23 from $3.05-$3.15; includes about 15 cents of Portfolio Optimization Plan costs
Net debt to credit adjusted EBITDA was 2.5x at March 31, 2025, versus 2.6x a year earlier; operating cash flow was negative $9.0 million
Merit Medical reported first-quarter 2025 revenue of $355.4 million, up 9.8%, and non-GAAP EPS of $0.86, up 14.8%. It kept its 2025 net sales guidance unchanged but lowered its 2025 non-GAAP EPS guidance, citing the projected impact of recently implemented trade policies, which matters to shareholders because it reduces expected full-year earnings even as first-quarter results beat expectations.
Q1 2025 net sales of $355.4 million, up 9.8% from $323.5 million a year earlier; GAAP net income of $30.1 million, or $0.49 per diluted share, versus $0.48 a year earlier
Non-GAAP EPS of $0.86 in Q1 2025, versus $0.75 in Q1 2024
2025 non-GAAP EPS guidance lowered to $3.29 to $3.42 from $3.58 to $3.70, citing trade policies
2025 net sales guidance reaffirmed at $1.470 billion to $1.490 billion
MarineMax reported fiscal second-quarter 2025 results for the period ended March 31, 2025, with record revenue of $631.5 million, up 8.3% year over year, and net income of $3.3 million, or $0.14 per diluted share, versus $1.6 million, or $0.07, a year earlier. The company lowered its fiscal 2025 adjusted EPS and adjusted EBITDA guidance, citing tariff-related uncertainty and a slowdown in new sales since early April, which matters to shareholders because it reduces the earnings outlook even as current results improved.
Q2 revenue rose 8.3% to $631.5 million from $582.9 million; gross profit margin fell to 30.0% from 32.7%.
Net income was $3.3 million, or $0.14 per diluted share, compared with $1.6 million, or $0.07, in the prior-year quarter.
Fiscal 2025 adjusted EPS guidance cut to $1.40 to $2.40 from $1.80 to $2.80; adjusted EBITDA guidance cut to $140 million to $170 million from $150 million to $180 million.
CEO Brett McGill said the level of new sales has slowed since the start of April, citing consumer concern about tariffs.
West Pharmaceutical Services reported first-quarter 2025 net sales of $698.0 million, up 0.4%, but adjusted-diluted EPS fell to $1.45 from $1.56 a year earlier. The company raised its full-year 2025 net sales and adjusted-diluted EPS guidance and declared a third-quarter dividend of $0.21 per share, so shareholders see higher expected results for the year alongside weaker first-quarter profit.
Q1 2025 net sales were $698.0 million, up 0.4%; organic net sales grew 2.1%.
Reported-diluted EPS was $1.23 versus $1.55 a year earlier; adjusted-diluted EPS was $1.45 versus $1.56.
Full-year 2025 net sales guidance rose to $2.945 billion-$2.975 billion from $2.875 billion-$2.905 billion.
Full-year 2025 adjusted-diluted EPS guidance rose to $6.15-$6.35 from $6.00-$6.20; the guidance includes an estimate of $20 million to $25 million in tariff costs.
Tractor Supply reported first-quarter 2025 net sales up 2.1% to $3.47 billion, but comparable store sales fell 0.9% and diluted EPS dropped 8.0% to $0.34. The company lowered its full-year 2025 earnings per share range to $2.00 to $2.18 from $2.10 to $2.22, citing new tariffs and increased market uncertainty.
Q1 net sales rose 2.1% to $3.47 billion; comparable store sales decreased 0.9%
Net income fell 9.5% to $179.4 million; diluted EPS was $0.34 versus $0.37 a year earlier
FY2025 EPS guidance cut to $2.00 to $2.18 from $2.10 to $2.22; net sales growth range raised to 4% to 8% from 5% to 7%
Q2 2025 guidance: EPS of $0.79 to $0.81 and comparable store sales flat to up 1%
L3Harris reported first quarter 2025 revenue of $5.1 billion, down 2% from a year earlier, and diluted EPS of $2.04, up from $1.48. It lowered its 2025 non-GAAP diluted EPS guidance to $10.30 to $10.50 from $10.55 to $10.85 and cut its revenue guidance to $21.4 billion to $21.7 billion, citing the completed sale of its Commercial Aviation Solutions business. The company repurchased $569 million of shares in the quarter.
Q1 revenue was $5.1 billion, down 2% from $5.2 billion; organic revenue was flat.
Q1 diluted EPS was $2.04 versus $1.48; non-GAAP diluted EPS was $2.41, up 7%.
2025 non-GAAP diluted EPS guidance cut to $10.30 to $10.50 from $10.55 to $10.85; the CAS divestiture accounts for about $0.55 of the change.
2025 revenue guidance lowered to $21.4 billion to $21.7 billion from $21.8 billion to $22.2 billion.
Century Communities reported first quarter 2025 total revenues of $903.2 million and net income of $39.4 million, or $1.26 per diluted share, compared with $948.5 million and $64.3 million a year earlier. The company also reduced its full-year 2025 guidance to 10,400 to 11,000 home deliveries and $4.0 to $4.2 billion in home sales revenues, citing economic uncertainty, interest rate volatility and lower consumer confidence.
Q1 2025 net income was $39.4 million, or $1.26 per diluted share, versus $64.3 million, or $2.00 per diluted share, in Q1 2024
Adjusted net income was $42.2 million, or $1.36 per diluted share, versus $71.4 million, or $2.22 per diluted share, a year earlier
Q1 2025 deliveries were 2,284 homes and net new home contracts were 2,692, down 6.1% year over year
Full-year 2025 guidance now calls for 10,400 to 11,000 home deliveries and $4.0 to $4.2 billion in home sales revenues
PROG Holdings reported first-quarter 2025 revenue of $684.1 million, up 6.6% from a year earlier, and diluted EPS of $0.83 versus $0.49. The company lowered its full-year 2025 outlook for revenue, net earnings and EPS, citing a weaker macroeconomic environment, and gave second-quarter guidance. For shareholders, the higher first-quarter GAAP profit is offset by the lower full-year forecast.
Q1 2025 revenue $684.1 million, up 6.6%; net earnings $34.7 million vs $22.0 million a year earlier
Non-GAAP diluted EPS $0.90, essentially flat vs $0.91; adjusted EBITDA $70.3 million vs $72.6 million
Wabtec reported first-quarter 2025 sales of $2.61 billion, up 4.5%, with GAAP diluted earnings per share of $1.88, up 22.9%, and adjusted diluted EPS of $2.28, up 20.6%. The company raised the midpoint of its full-year 2025 adjusted EPS guidance by $0.10 and widened the range to $8.35 to $8.95, citing economic uncertainty, while its revenue guidance of $10.725 billion to $11.025 billion was unchanged.
Q1 2025 sales were $2.61 billion, up 4.5% from $2.497 billion a year earlier; GAAP operating margin was 18.2% versus 16.5%.
Adjusted diluted EPS guidance midpoint rose $0.10, with the range widened to $8.35 to $8.95.
Revenue guidance remained at $10.725 billion to $11.025 billion; full-year operating cash flow conversion is expected to exceed 90%.
Q1 operating cash flow fell to $191 million from $334 million, mainly due to higher accounts receivable; the company returned $141 million to shareholders via dividends and buybacks.
Agree Realty reported first-quarter 2025 net income per share down 2.0% to $0.42, while Core FFO per share rose 3.1% to $1.04 and AFFO per share rose 3.0% to $1.06. The company raised its full-year 2025 investment volume guidance to $1.3 billion to $1.5 billion and its AFFO per share guidance to $4.27 to $4.30. For shareholders, the higher AFFO guidance points to a higher expected cash earnings per share, although GAAP net income per share fell slightly.
Q1 2025 total revenues were $169.2 million, compared with $149.5 million in Q1 2024.
Net income attributable to common stockholders rose 5.0% to $45.1 million, but net income per diluted share fell to $0.42 from $0.43.
2025 AFFO per share guidance was revised to $4.27 to $4.30 from $4.26 to $4.30.
2025 investment volume guidance was raised to $1.3 billion to $1.5 billion from $1.1 billion to $1.3 billion.
Kimberly-Clark reported first quarter 2025 net sales of $4.8 billion, down 6.0 percent, and diluted EPS of $1.70 versus $1.91 a year earlier, with adjusted EPS of $1.93, down 4.0 percent. The company lowered its 2025 outlook, now expecting adjusted operating profit to be flat to positive on a constant-currency basis, down from high single-digit growth, citing higher global supply chain costs.
Net sales $4.8 billion, down 6.0 percent; organic sales down 1.6 percent
Diluted EPS $1.70 vs. $1.91 prior year; adjusted EPS $1.93, down 4.0 percent
2025 adjusted operating profit now flat to positive on constant-currency basis, versus prior expectation of high single-digit growth
2025 adjusted free cash flow now approximately $2 billion, versus previously more than $2 billion
Hexcel reported first-quarter 2025 sales of $457 million, down 3.3% from a year earlier, and GAAP diluted EPS of $0.35 versus $0.43. The company lowered its full-year 2025 guidance for sales, adjusted EPS, and free cash flow, citing supply chain delays in commercial aircraft production rate ramps, particularly on the Airbus A350. Lower guidance means shareholders should expect weaker 2025 results than previously forecast.
Q1 2025 net sales were $456.5 million, down from $472.3 million; Commercial Aerospace sales fell 6.4% to $280.1 million.
Q1 2025 adjusted diluted EPS was $0.37, versus $0.44 a year earlier; GAAP diluted EPS was $0.35, versus $0.43.
2025 sales guidance was cut to $1.88 billion to $1.95 billion from $1.95 billion to $2.05 billion.
2025 adjusted diluted EPS guidance was cut to $1.85 to $2.05 from $2.05 to $2.25; free cash flow guidance was lowered to approximately $190 million from greater than $220 million.
Delta reported March quarter 2025 GAAP net income of $240 million, or $0.37 per diluted share, up from $0.06 a year earlier, with operating revenue up 2% to $14.0 billion. The company guided June quarter operating margin of 11% to 14% and EPS of $1.70 to $2.30, and said it will not reaffirm full-year 2025 guidance and is reducing planned second-half capacity growth to flat year over year.
March quarter GAAP operating income fell 7% to $569 million; adjusted EPS was $0.46 versus $0.45 a year earlier
June quarter total revenue guided down 2% to up 2% year over year; June quarter profitability expected at $1.5 billion to $2 billion
Full-year 2025 guidance not reaffirmed; update to come later in the year
Gross leverage of 2.6x at quarter end; company expects to repay at least $3 billion of debt this year
Greenbrier reported second-quarter fiscal 2025 results for the quarter ended February 28, 2025, with GAAP diluted EPS of $1.56, up from $1.03 a year earlier, while revenue fell to $762.1 million from $862.7 million. The company cut its fiscal 2025 revenue and delivery guidance, raised its aggregate gross margin guidance, and increased its quarterly dividend 7% to $0.32 per share.
GAAP diluted EPS was $1.56 and core diluted EPS was $1.69, including $0.13 per share of European facility rationalization costs.
FY2025 revenue guidance was lowered to $3.15 billion to $3.35 billion from $3.35 billion to $3.65 billion, and deliveries to 21,500 to 23,500 units from 22,500 to 25,000 units.
FY2025 aggregate gross margin guidance was raised to 17.0% to 17.5% from 16.0% to 16.5%.
The quarterly dividend rises to $0.32 per share, payable May 13, 2025, to holders of record as of April 22, 2025.
At its April 4, 2025 Investor Day, DigitalOcean reaffirmed its guidance for the quarter ended March 31, 2025 and the year ending December 31, 2025, as first issued in its February 25, 2025 earnings release. The filing reports no new financial figures, so the outlook is unchanged and shareholders get no updated numbers from this filing.
Guidance for the quarter ended March 31, 2025 and fiscal year 2025 was reaffirmed, not changed.
Guidance was originally issued in the February 25, 2025 press release on fiscal Q4 and full-year 2024 results.
A webcast replay and presentation materials are available on the investor relations website until April 3, 2026.
Landstar said it now expects first-quarter 2025 earnings per share of $0.90 to $0.95, replacing its prior $1.05 to $1.25 range, due to highly elevated insurance and claims costs. It also said a supply chain fraud, still under investigation, may reduce first-quarter EPS by a further $0.35 to $0.50 before any insurance recoveries. Shareholders face a sharply lower earnings outlook for the quarter, though revenue is expected near the midpoint of prior guidance.
Q1 2025 EPS now expected at $0.90 to $0.95, replacing the prior $1.05 to $1.25 guidance
Q1 2025 revenue expected at or near the midpoint of the prior $1.075 billion to $1.175 billion guidance
Possible additional EPS hit of $0.35 to $0.50 from a supply chain fraud tied to an impairment of a trade receivable on the December 28, 2024 balance sheet
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.