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).
Packaging Corp of America reported first-quarter 2025 net income of $204 million, or $2.26 per share, up from $147 million, or $1.63 per share, a year earlier. Excluding special items, EPS was $2.31, beating the company's $2.21 guidance, and the company expects second-quarter earnings of $2.41 per share excluding special items.
Net sales were $2.1 billion for the quarter, compared with $2.0 billion in the first quarter of 2024.
Diluted EPS excluding special items was $2.31, versus $1.72 a year earlier and $0.10 above the company's first-quarter guidance of $2.21.
Packaging segment operating income excluding special items was $284.0 million, up from $207.7 million.
The company expects second-quarter earnings of $2.41 per share excluding special items, and cited higher costs from an accelerated outage and rail rate increases.
Monarch Casino & Resort reported first quarter 2025 net revenue of $125.4 million, up 3.1% year over year, with net income up 8.7% and diluted EPS of $1.05 compared with $0.93 a year earlier. The company also declared a $0.30 per share cash dividend payable June 15, 2025, part of a previously announced annual dividend of $1.20 per share paid quarterly. The filing also references a $74.6 million judgment in construction litigation that the company expects to appeal.
Net revenue $125.4 million, up 3.1% from $121.7 million; net income $19.9 million, up 8.7%
Diluted EPS $1.05 versus $0.93; Adjusted EBITDA $41.1 million, up 6.7%
Cash dividend of $0.30 per share payable June 15, 2025 to holders of record June 1, 2025
Cash and cash equivalents $75.1 million at March 31, 2025, with no borrowings under the credit facility; filing cites a $74.6 million judgment in favor of PCL Construction Services that the company anticipates appealing
Trustmark Corporation reported first quarter 2025 net income of $53.6 million, or $0.88 diluted earnings per share, and revenue of $194.6 million, up 13.0% from the same quarter a year earlier but down 1.1% from the prior quarter. The company also declared a quarterly cash dividend of $0.24 per share and said it repurchased $15.0 million of its shares during the quarter under a $100.0 million program running through December 31, 2025.
Net income was $53.6 million, or $0.88 per diluted share, versus $0.92 per diluted share in the fourth quarter of 2024 and $0.62 from continuing operations a year earlier.
Revenue was $194.6 million, up 13.0% year over year and down 1.1% linked-quarter.
Net charge-offs were 0.04% of average loans, and the allowance for credit losses was 1.26% of loans held for investment at March 31, 2025.
The board declared a $0.24 per share dividend payable June 15, 2025, to shareholders of record on June 1, 2025.
Mueller Industries reported first quarter 2025 results for the quarter ended March 29, 2025. Net sales rose to $1.0 billion from $849.7 million, net income attributable to the company rose to $157.4 million from $138.4 million, and diluted EPS was $1.39 versus $1.21 a year earlier. The CEO said tariff and trade policies present new challenges, and the company is taking price actions where required.
Net sales of $1.0 billion vs $849.7 million, aided by two recently acquired businesses and higher selling prices
Net income of $157.4 million vs $138.4 million; diluted EPS of $1.39 vs $1.21
Repurchased just over 3 million shares for $243.6 million; cash balance was $830.1 million at quarter end
Dividends per share were $0.25 vs $0.20 in the prior-year quarter
Zurn Elkay Water Solutions reported first-quarter 2025 results, with net sales of $389 million, up 4% from $374 million a year earlier, and diluted EPS from continuing operations of $0.24 versus $0.19. The company affirmed its full-year 2025 guidance and said it repurchased $77 million of stock in the quarter, which matters to shareholders because profit and earnings per share both rose.
Net sales were $388.8 million versus $373.8 million, up 4%; core sales rose 5% and currency reduced net sales by 1%.
Net income from continuing operations was $41.0 million, or $0.24 diluted EPS, versus $34.0 million, or $0.19, a year earlier; adjusted EPS was $0.31 versus $0.29.
Adjusted EBITDA was $98.0 million, or 25.2% of net sales, versus $90.0 million, or 24.1%.
Full-year guidance was affirmed; second-quarter adjusted EBITDA margin is expected at 25.5% to 26.0%, based on current tariff levels.
Pathward Financial reported fiscal second-quarter results for the three months ended March 31, 2025, with net income of $74.3 million, or $3.11 per share, up from $65.3 million, or $2.56 per share, a year earlier. Total revenue rose 6% to $262.9 million, driven by higher net interest income and noninterest income, which both improved for shareholders in the quarter.
Net income of $74.3 million, or $3.11 per share, for the three months ended March 31, 2025, versus $65.3 million, or $2.56 per share, a year earlier
Total revenue of $262.9 million, up $15.6 million, or 6%, from the same quarter of fiscal 2024
Net interest margin rose to 6.50% from 6.23% a year earlier
Tax services product income, net of losses and direct product expenses, increased 29% to $47.6 million for the first six months of fiscal 2025
Pegasystems reported first-quarter 2025 results on April 22, 2025. Total revenue rose 44% to $475.6 million from $330.1 million a year earlier, and GAAP net income was $85.4 million, compared with a loss of $12.1 million in the first quarter of 2024. The company said annual contract value grew 13% and backlog grew 21%, which indicates the growth in its recurring business.
Total revenue was $475.6 million, up 44% from $330.1 million; subscription license revenue rose 195% to $186.6 million.
GAAP diluted earnings per share were $0.91, compared with a loss of $0.14 per share a year earlier; non-GAAP diluted EPS was $1.53 versus $0.48.
Annual contract value (ACV) reached $1.45 billion, up 13%; Pega Cloud ACV grew 23%.
Cash provided by operating activities was $204.2 million and free cash flow was $202.3 million for the quarter.
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.
United Community Banks reported first-quarter 2025 net income of $71.4 million and GAAP diluted EPS of $0.58, up from $0.51 a year earlier but down from $0.61 in the fourth quarter of 2024. The company said net interest margin rose to 3.36% and loans grew $249 million, and it expects to close its planned acquisition of American National Bank on May 1.
Net income $71.4 million vs $62.6 million in Q1 2024; GAAP diluted EPS $0.58 vs $0.51 a year earlier and $0.61 in Q4 2024
Operating diluted EPS $0.59, up 13% from the year-ago quarter
Net interest margin 3.36%, up 10 basis points from Q4 2024; loans grew $249 million from Q4 2024
Quarterly dividend of $0.24 per share, up 4% year over year; American National Bank acquisition expected to close May 1
Dime Community Bancshares reported first quarter 2025 net income available to common stockholders of $19.6 million, or $0.45 per diluted share, compared with a net loss in the fourth quarter of 2024 and $15.9 million in the first quarter of 2024. Results included $7.2 million of pre-tax expenses from final settlements tied to the termination of a legacy pension plan, and the company reported adjusted EPS of $0.57 excluding certain items.
Diluted EPS of $0.45 for the quarter ended March 31, 2025, versus $(0.54) for the quarter ended December 31, 2024 and $0.41 for the quarter ended March 31, 2024
Net interest margin rose to 2.95% from 2.79% in the prior quarter; net interest income was $94.2 million
Pre-tax pension settlement expense of $7.2 million; adjusted EPS (non-GAAP) of $0.57
Earnings call scheduled for 8:30 a.m. ET on April 22, 2025
Northern Trust reported first-quarter 2025 net income of $392.0 million, or $1.90 per diluted share, up from $214.7 million and $0.96 in the first quarter of 2024 but down from $455.4 million and $2.26 in the fourth quarter of 2024. Fully taxable equivalent total revenue was $1,945.6 million, up 18% from a year earlier and down 1% from the prior quarter. The company returned $435.4 million to shareholders through dividends and share repurchases.
Net income $392.0 million vs. $214.7 million in Q1 2024 and $455.4 million in Q4 2024
Diluted EPS $1.90 vs. $0.96 in Q1 2024 and $2.26 in Q4 2024; return on average common equity 13.0%
Total revenue (FTE) $1,945.6 million, up 18% year over year; noninterest expense $1,417.6 million, up 4%
Returned $435.4 million to shareholders; repurchased 2,616,238 shares at a total cost of $287.2 million
Iridium reported first-quarter 2025 net income of $30.4 million, or $0.27 per diluted share, up from $19.7 million, or $0.16, a year earlier. Total revenue rose 5% to $214.9 million and Operational EBITDA rose 6% to $122.1 million, and the company reiterated its full-year 2025 guidance. For shareholders, the quarter showed higher profit and revenue, while the CEO said new tariffs may raise equipment costs this year.
Net income was $30.4 million, or $0.27 per diluted share, versus $19.7 million, or $0.16, in Q1 2024.
Total revenue was $214.9 million, up 5%; service revenue was $154.3 million, up 4%.
Operational EBITDA was $122.1 million, up 6% from $115.0 million.
Full-year 2025 OEBITDA guidance of $490 million to $500 million was reiterated; the quarterly dividend is planned to rise to $0.15 per share in the third quarter of 2025.
Moody's reported first-quarter 2025 revenue of $1.9 billion, up 8% from the prior-year period, with diluted EPS of $3.46, up 10%. The company widened its full-year 2025 guidance, now projecting diluted EPS of $12.00 to $12.75 and adjusted diluted EPS of $13.25 to $14.00, and it cited market volatility and a lower U.S. GDP growth assumption in its outlook.
Q1 2025 revenue was $1.9 billion, up 8%; Moody's Analytics and Moody's Investors Service each rose 8%
Diluted EPS was $3.46, up 10%; adjusted diluted EPS was $3.83, up 14%
FY 2025 adjusted diluted EPS guidance is $13.25 to $14.00, versus no prior range stated in the filing
Board declared a quarterly dividend of $0.94 per share, payable June 6, 2025
MSCI reported first-quarter 2025 results on April 22, 2025, with operating revenues of $745.8 million, up 9.7%, and diluted EPS of $3.71, up 15.2%. The company also issued full-year 2025 guidance, including operating expenses of $1,405 to $1,445 million and free cash flow of $1,400 to $1,460 million, and declared a $1.80 per share dividend for the second quarter. For shareholders, the headline revenue and profit measures improved, although the filing does not compare the new guidance with any prior guidance.
Operating revenues of $745.8 million, up 9.7%; organic operating revenue growth of 9.9%
Diluted EPS of $3.71, up 15.2%; adjusted EPS of $4.00, up 13.6%
Operating margin of 50.6% versus 49.9%; net income of $288.6 million, up 12.8%
Cash dividend of $1.80 per share declared April 21, 2025, payable May 30, 2025
Quest Diagnostics reported first quarter 2025 revenue of $2.65 billion, up 12.1% from a year earlier, and reported diluted EPS of $1.94, up 12.8%. The company raised its full-year 2025 reported diluted EPS outlook to $8.62 to $8.87 from $8.34 to $8.59 and reaffirmed its revenue and adjusted EPS guidance, which matters to shareholders because the earnings outlook moved up while the top-line outlook held.
Q1 2025 net revenues $2.65 billion, up 12.1%; organic requisition volume fell 0.9%
Reported diluted EPS $1.94, up 12.8%; adjusted diluted EPS $2.21, up 8.3%
Full-year 2025 reported diluted EPS now expected at $8.62 to $8.87, up from $8.34 to $8.59
Full-year 2025 revenue guidance of $10.70 billion to $10.85 billion and adjusted diluted EPS of $9.55 to $9.80 unchanged
Invesco reported first-quarter 2025 diluted EPS of $0.38, up 22.6% from $0.31 a year earlier but down 17.4% from $0.46 in the fourth quarter of 2024. Operating revenues rose 3.7% year over year to $1,529.2 million, while the company also announced a $1 billion repurchase of its Series A Preferred Stock held by MassMutual, expected in May, and a higher quarterly common dividend of $0.21 per share.
Q1 2025 diluted EPS $0.38 vs. $0.31 in Q1 2024 and $0.46 in Q4 2024; adjusted diluted EPS $0.44
Operating revenues $1,529.2 million, up 3.7% year over year, down 4.0% from Q4 2024
Net long-term inflows of $17.6 billion; ending AUM $1,844.8 billion
$1 billion preferred stock repurchase from MassMutual expected in May; quarterly common dividend raised to $0.21 per share, payable June 3, 2025
Equifax reported first-quarter 2025 revenue of $1.442 billion, up 4%, and said it was $37 million above the midpoint of its February guidance. Net income attributable to Equifax rose 7% to $133.1 million, and diluted EPS rose 6% to $1.06. The board authorized a $3 billion share repurchase program and a 28% dividend increase to $0.50 per share, while maintaining full-year 2025 guidance.
Q1 2025 revenue $1.442 billion, up 4% reported and 5% local currency; U.S. Mortgage revenue up 7%
Net income attributable to Equifax $133.1 million, up 7%; diluted EPS $1.06, up 6%; adjusted EPS $1.53, up 2%
Board authorized up to $3 billion in share repurchases with no stated expiration date, announced April 21, 2025
Quarterly dividend raised 28% to $0.50 per share, payable June 13, 2025; full-year 2025 guidance maintained
Elevance Health reported first quarter 2025 operating revenue of $48.8 billion, up 15.4% from a year earlier, and adjusted diluted EPS of $11.97, up 10.5%. GAAP diluted EPS was $9.61, roughly flat versus $9.59, and the company reaffirmed its full-year 2025 adjusted diluted EPS outlook of $34.15 to $34.85. Shareholders should note that operating cash flow fell to $1.0 billion, and the benefit expense ratio rose 80 basis points to 86.4 percent.
Operating revenue was $48.8 billion, up 15.4%, driven by higher premium yields, acquisitions and CarelonRx product revenue.
Adjusted diluted EPS was $11.97 versus $10.83; GAAP diluted EPS was $9.61 versus $9.59.
Full-year 2025 adjusted diluted EPS outlook of $34.15 to $34.85 was reaffirmed; GAAP outlook is $28.30 to $29.00.
Operating cash flow was $1.0 billion, down about $1.0 billion year over year; the company returned $1.3 billion to shareholders in the quarter.
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.