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).
Centene reported first quarter 2025 results on April 25, 2025, with adjusted diluted EPS of $2.90, up 28% from $2.26 a year earlier, and GAAP diluted EPS of $2.63 versus $2.16. Premium and service revenues rose 17% to $42.5 billion, and the company raised its 2025 premium and service revenue guidance by $6.0 billion to a range of $164.0 billion to $166.0 billion while reiterating full-year adjusted diluted EPS guidance of greater than $7.25. For shareholders, the filing shows higher profit and a higher revenue outlook, though the health benefits ratio rose to 87.5% from 87.1%.
Adjusted diluted EPS was $2.90 versus $2.26 in Q1 2024; GAAP diluted EPS was $2.63 versus $2.16.
Premium and service revenues increased 17% to $42.5 billion from $36.3 billion.
2025 premium and service revenue guidance raised by $6.0 billion, citing $5.0 billion of additional Marketplace premium revenue and $1.0 billion from the Medicare Advantage annual enrollment period.
Full-year 2025 adjusted diluted EPS guidance of greater than $7.25 was reiterated; GAAP diluted EPS guidance of greater than $6.19 was also reiterated.
Minerals Technologies reported a first-quarter 2025 net loss attributable to the company of $144.0 million, or $4.51 per diluted share, after a $215 million reserve for talc-related claims and the Chapter 11 case of subsidiary BMI OldCo. Net sales fell 8% to $492 million, and excluding special items, earnings were $1.14 per share compared with $1.49 a year earlier. Management said sales improved in March and expects that to continue through the second quarter.
Net loss attributable to the company was $144.0 million, or $4.51 per diluted share, versus net income of $46.7 million, or $1.44 per diluted share, in the first quarter of 2024.
A $215 million provision covers estimated costs to fund a trust for talc-related claims and BMI OldCo's Chapter 11 case, including $30 million of debtor-in-possession financing.
Net sales were $492 million, down 8% year over year, with Consumer & Specialties sales down 10% and Engineered Solutions sales down 6%.
A cost savings program targets about $10 million in annualized savings, with a $5.5 million charge in the quarter and full run rate savings expected by early 2026.
Eastern Bankshares and HarborOne Bancorp signed a merger agreement on April 24, 2025, under which HarborOne will merge into Eastern, with HarborOne holders able to elect Eastern stock or $12.00 cash per share. The companies expect the merger to close in the fourth quarter of 2025, subject to regulatory and HarborOne shareholder approvals, and the filing says no vote of Eastern shareholders is required.
HarborOne holders can elect 0.765 Eastern common shares or $12.00 in cash per share, with stock making up between 75% and 85% of HarborOne shares.
Eastern's press release values the deal at about $490 million, based on its $15.48 closing price on April 23, 2025, assuming 80% stock consideration.
The merger is expected to close in the fourth quarter of 2025, with an option to defer to February 20, 2026 in some cases.
HarborOne directors and executive officers, holding about 3.92% of its common stock, signed voting agreements; HarborOne would pay a $18,900,000 termination fee in certain circumstances.
Encompass Health reported first-quarter 2025 net operating revenue of $1.46 billion, up 10.6% from a year earlier, and diluted earnings per share from continuing operations of $1.48, up from $1.11. The company raised its full-year 2025 adjusted earnings per share guidance to $4.85 to $5.10, from $4.67 to $4.96, and also named Patrick W. Tuer as Executive Vice President and Chief Operating Officer.
Q1 2025 net operating revenue was $1,455.4 million, up 10.6% from $1,316.0 million in Q1 2024.
Diluted EPS from continuing operations was $1.48 versus $1.11; adjusted EPS was $1.37 versus $1.12.
Full-year 2025 guidance raised: adjusted EPS to $4.85 to $5.10 (from $4.67 to $4.96) and adjusted EBITDA to $1,185 million to $1,220 million (from $1,160 million to $1,200 million).
Patrick W. Tuer, age 41, appointed EVP and COO with a $450,000 base salary; the earnings call is at 9:00 a.m. Eastern on April 25, 2025.
Eastern Bankshares reported a first quarter 2025 net loss of $217.7 million, or $1.08 per diluted share, driven by $269.6 million in pre-tax losses on securities sales tied to a $1.3 billion investment portfolio repositioning. Operating net income was $67.5 million, or $0.34 per diluted share, roughly flat with the prior quarter, and the board raised the quarterly dividend 8% to $0.13 per share.
Net loss of $217.7 million, or $1.08 per diluted share, versus net income of $60.8 million, or $0.30 per diluted share, in the fourth quarter of 2024.
Operating net income of $67.5 million, or $0.34 per diluted share, compared with $68.2 million in the fourth quarter of 2024.
Pre-tax losses of $269.6 million on sales of available-for-sale securities related to the portfolio repositioning; the company repurchased 2,875,530 shares for $48.7 million.
Quarterly dividend increased 8% to $0.13 per share, payable June 16, 2025 to shareholders of record as of June 3, 2025.
Digital Realty reported first-quarter 2025 revenue of $1.4 billion, up 6% from a year earlier but down 2% from the prior quarter. Net income available to common stockholders was $0.27 per diluted share, down from $0.82 a year earlier, while Core FFO rose to $1.77 per share from $1.67; the company raised its 2025 Core FFO per share outlook to $7.05 to $7.15 from $7.00 to $7.10.
Q1 2025 net income available to common stockholders of $0.27 per diluted share, versus $0.82 in Q1 2024 and $0.51 in Q4 2024
Core FFO of $1.77 per diluted share, versus $1.67 in Q1 2024 and $1.73 in Q4 2024
Adjusted EBITDA of $791 million, up 11% from Q1 2024 and 5% from Q4 2024
2025 Core FFO per share outlook raised to $7.05 to $7.15 from $7.00 to $7.10 as of February 13, 2025
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
World Kinect reported a first-quarter 2025 GAAP net loss of $21 million, or $0.37 per diluted share, compared with net income of $27 million, or $0.45 per share, a year earlier. Revenue fell 14% to $9.45 billion and gross profit fell 9% to $230 million, while adjusted diluted earnings per share rose to $0.48 from $0.47. The loss includes a $44.5 million asset impairment and $15.0 million of restructuring charges, and the company expects an additional estimated pre-tax loss of $65 million from the April 9, 2025 sale of its U.K. land fuels business.
GAAP net loss of $21 million, or $0.37 per diluted share, versus net income of $27 million, or $0.45 per diluted share, in the first quarter of 2024
Revenue of $9.45 billion, down 14%; gross profit of $230 million, down 9%
Adjusted diluted EPS of $0.48, up from $0.47; Land segment gross profit fell 19% to $79 million
U.K. land fuels business sale completed April 9, 2025, with an additional estimated pre-tax loss of $65 million expected in the second quarter of 2025
Eastman reported first-quarter 2025 sales of $2.29 billion, down 1% from a year earlier, while adjusted earnings per share rose 19% to $1.91 and GAAP diluted EPS rose to $1.57 from $1.39. Cash used in operations widened to $167 million, and the company moved to quarterly adjusted EPS guidance, forecasting second-quarter adjusted EPS of $1.70 to $1.90 amid tariff uncertainty, while cutting its capital expenditure target to around $550 million.
Adjusted EPS of $1.91 versus $1.61 a year earlier; GAAP diluted EPS of $1.57 versus $1.39
Sales revenue of $2.29 billion versus $2.31 billion, with Fibers down 13 percent
Net cash used in operating activities of $167 million versus $16 million, driven by inventory build ahead of a planned second-quarter shutdown
Second-quarter 2025 adjusted EPS guidance of $1.70 to $1.90; cost reduction target raised to approximately $75 million and capital expenditures reduced to around $550 million
Healthpeak Properties appointed Kelvin O. Moses as Chief Financial Officer and principal financial officer, effective April 24, 2025, under the company's succession plan. Mr. Moses previously served as Executive Vice President – Investments and Portfolio Management and joined the company in 2018. The filing discloses his $550,000 base salary and equity awards, a CFO change that shareholders will want to track.
Kelvin O. Moses appointed CFO and principal financial officer, effective April 24, 2025
Base salary of $550,000, plus eligibility for short-term and long-term incentive plans
Retentive equity award with grant date fair value of $380,000 and performance-based award of $570,000
Accounting, treasury and investor relations leaders remain in place, per the press release
Phillips Edison & Company reported first-quarter 2025 net income attributable to stockholders of $26.3 million, or $0.21 per diluted share, up from $17.7 million, or $0.14, a year earlier, and total revenues rose to $178.3 million from $161.3 million. The company raised its full-year 2025 net income per share guidance to $0.58 to $0.63 from $0.54 to $0.59, while its Nareit FFO and Core FFO per share guidance was unchanged, though the press release headline describes the guidance as affirmed.
Net income attributable to stockholders was $26.3 million, or $0.21 per diluted share, versus $17.7 million, or $0.14, in Q1 2024
Nareit FFO rose 11.2% to $89.0 million, or $0.64 per diluted share; Core FFO rose 11.2% to $90.8 million, or $0.65 per diluted share
2025 net income per share guidance is $0.58 to $0.63, up from $0.54 to $0.59; Nareit FFO and Core FFO per share guidance is unchanged at $2.47 to $2.54 and $2.52 to $2.59
Net debt to annualized Adjusted EBITDAre was 5.3x at March 31, 2025, up from 5.0x at December 31, 2024; conference call is April 25, 2025 at 12:00 p.m. Eastern Time
VeriSign reported first-quarter 2025 revenue of $402 million, up 4.7% from a year earlier, with net income of $199 million and diluted EPS of $2.10, compared with $194 million and $1.92 in the first quarter of 2024. The board also declared the company's first quarterly cash dividend, $0.77 per share, payable May 28, 2025, which adds a regular cash return for shareholders.
Revenue of $402 million, up 4.7% from the first quarter of 2024; operating income of $271 million, versus $259 million
Diluted EPS of $2.10, compared with $1.92 a year earlier; net income of $199 million, versus $194 million
Board declared a $0.77 per share cash dividend on April 23, 2025, with a record date of May 19, 2025 and payment on May 28, 2025
During the quarter, the company repurchased 1.0 million shares for $230 million; $793 million remained under the repurchase program as of March 31, 2025
SouthState reported first-quarter 2025 GAAP diluted EPS of $0.87, down from $1.87 in the fourth quarter of 2024, while adjusted diluted EPS (non-GAAP) rose to $2.15 from $1.93. The results reflect the Independent Bank Group acquisition, which closed in January, a $229 million securities restructuring loss offset by a $229 million sale leaseback gain, and $68.0 million in merger and restructuring expense.
GAAP diluted EPS $0.87 vs $1.87 in Q4 2024; net income $89.1 million vs $144.2 million
Adjusted diluted EPS (non-GAAP) $2.15 vs $1.93 in Q4 2024; net interest margin 3.84%
Securities portfolio restructuring net loss of $229 million offset by $229 million sale leaseback gain
Board declared $0.54 quarterly dividend, payable May 16, 2025 to holders of record May 9, 2025
Comfort Systems USA reported first-quarter 2025 net income of $169.3 million, or $4.75 per diluted share, up from $96.3 million, or $2.69, a year earlier, on revenue of $1.83 billion versus $1.54 billion. The company also raised its quarterly dividend to $0.45 per share from $0.40, payable May 27, 2025. Operating cash flow was negative $88.0 million, compared with positive $146.6 million a year earlier.
Q1 2025 diluted EPS was $4.75 versus $2.69 in Q1 2024; the tax provision included a $0.25 per share benefit from interest on a prior-year tax refund received in April 2025.
Revenue was $1.83 billion versus $1.54 billion; backlog was $6.89 billion at March 31, 2025, versus $5.91 billion a year earlier.
Operating cash outflows were $88.0 million, compared with inflows of $146.6 million in Q1 2024, which management attributed to payments to a key customer.
Quarterly dividend increased to $0.45 per share, a $0.05 increase; record date May 16, 2025 and payment date May 27, 2025.
AppFolio reported first-quarter 2025 revenue of $218 million, up 16% from a year earlier, while GAAP net income fell to $31 million and GAAP diluted earnings per share fell to $0.86 from $1.05. The board also authorized a new $300.0 million share repurchase program on April 23, 2025, which replaces a $100 million program that has been substantially exhausted.
Q1 2025 revenue was $217.7 million, up from $187.4 million in Q1 2024.
GAAP net income was $31.4 million, down from $38.7 million; GAAP diluted EPS was $0.86 versus $1.05.
Non-GAAP operating income was $53 million, or 24.3% of revenue, versus $48 million, or 25.7%, a year earlier.
The new $300.0 million repurchase program has no expiration date and no minimum purchase requirement.
Integer Holdings said CEO Joseph Dziedzic will retire and step down from the Board effective October 24, 2025, when Chief Operating Officer Payman Khales becomes President and CEO and joins the Board. Dziedzic will serve as a Special Advisor until March 31, 2026, and the filing describes a retirement arrangement that vests his outstanding equity awards. The planned succession sets a defined handover date for shareholders.
Payman Khales, age 55, succeeds Joseph Dziedzic as President and CEO effective October 24, 2025; he joined Integer on February 20, 2018.
Dziedzic will serve as a non-executive Special Advisor until March 31, 2026, and will receive base salary for that service at 100% of his annual CEO base salary rate.
Dziedzic will not receive equity awards or short-term incentive compensation for fiscal year 2026.
Dziedzic's outstanding RSUs will vest in full, and his PRSUs will vest on a prorated basis based on actual performance, in exchange for a release of claims and a 36-month restrictive covenant period.
FirstCash reported first-quarter 2025 results with revenue flat at $836 million and net income up 36% to $83.6 million, or $1.87 diluted EPS versus $1.35 a year earlier. The company raised its 2025 earnings expectation for its AFF lease-to-own segment, but it expects AFF second-quarter net revenues to fall 14% to 16% from last year.
Diluted EPS $1.87 vs. $1.35 (GAAP, up 39%); adjusted diluted EPS $2.07, up 34%
Total revenue $836.4 million, flat versus $836.4 million a year earlier
Board declared a $0.38 per share second-quarter dividend, payable May 30, 2025, to holders of record May 15, 2025
Repurchased 525,000 shares for $60 million in Q1; $55 million remains under the $200 million program authorized in July 2023
Sonic Automotive reported first-quarter 2025 revenue of $3.7 billion, up 8% year over year, and net income of $70.6 million, up 68%. The company included a $30.0 million pre-tax gain from cyber insurance proceeds in those results and said it updated or withdrew certain items of its 2025 guidance because of uncertainty about tariffs.
Diluted earnings per share were $2.04, up 70%; adjusted diluted earnings per share were $1.48, up 9%
EchoPark Segment posted an all-time record quarterly gross profit of $63.9 million and segment income of $10.3 million
Board approved a quarterly cash dividend of $0.35 per share, payable July 15, 2025 to holders of record on June 13, 2025
Valero Energy reported a first-quarter 2025 net loss attributable to stockholders of $595 million, or $1.90 per share, compared with net income of $1.2 billion, or $3.75 per share, a year earlier. The loss reflects a pre-tax $1.1 billion asset impairment tied to its West Coast assets; excluding that charge, adjusted net income was $282 million, or $0.89 per share, down from $1.3 billion, or $3.84 per share.
Net loss of $595 million, or $1.90 per share, versus net income of $1.2 billion, or $3.75 per share, in Q1 2024
Adjusted net income of $282 million, or $0.89 per share, versus $1.3 billion, or $3.84 per share, in Q1 2024
Pre-tax asset impairment loss of $1.1 billion related to West Coast assets, or $877 million after tax
Revenues of $30.3 billion versus $31.8 billion, and $633 million returned to stockholders through dividends and buybacks
Integer Holdings reported first-quarter 2025 sales up 7% to $437 million and non-GAAP adjusted EPS up $0.17 to $1.31, but GAAP results turned to a loss from continuing operations of $22 million, mainly from a $46.7 million debt conversion inducement expense tied to exchanging 2028 convertible notes. The company reiterated its 2025 sales growth outlook of 8% to 10% and raised its adjusted net income growth outlook to 19% to 26%. It also said CEO Joseph Dziedzic will retire effective October 24, 2025, with COO Payman Khales succeeding him.
Sales increased 7% to $437 million; organic growth was 6%
GAAP loss from continuing operations of $22 million, or $0.66 per diluted share, versus income of $20.6 million a year earlier
Non-GAAP adjusted EPS rose $0.17 to $1.31; 2025 adjusted net income growth outlook raised to 19% to 26%
Payman Khales will become President and CEO on October 24, 2025, replacing Joseph Dziedzic
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 said CFO Bernard Birkett intends to retire later this year and will stay until a successor is found, then advise through December 31, 2025. The company also named Shane Campbell, formerly of Carlisle Companies, as Senior Vice President, Chief Proprietary Segment Officer, effective May 5, 2025, with a $600,000 base salary.
Bernard Birkett notified the company on April 22, 2025 of his intention to retire as SVP and CFO later this year; a search for a successor has started
Birkett will remain in his role until a successor is found, then serve in an advisory role until December 31, 2025
Shane Campbell joins May 5, 2025 with a $600,000 base salary, a 75% target bonus, a $1,000,000 LTI grant and a $400,000 sign-on RSU award
Campbell previously was Chief Commercial Officer of Carlisle Companies' Construction Materials business and spent 20 years at DuPont
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.
Dow reported first-quarter 2025 net sales of $10.4 billion, down 3% year-over-year, and a GAAP net loss of $290 million, or $0.44 per share. Operating earnings per share were $0.02, compared with $0.56 a year earlier. The company also announced cost cuts, a delayed Canadian project, a broader European asset review, and about $6 billion in planned cash support, which shareholders should weigh against the weaker results.
Net sales were $10.4 billion, down 3% year-over-year, while volume rose 2% and local price fell 3%.
GAAP net loss was $290 million ($0.44 per share), compared with net income of $538 million a year earlier.
Operating EPS was $0.02 versus $0.56 a year earlier; Op. EBIT was $230 million, down $444 million.
A first tranche of $2.4 billion from a minority stake sale to Macquarie Asset Management is anticipated at closing on May 1.
Ameriprise Financial reported first-quarter 2025 results on April 24, 2025. Adjusted operating earnings per diluted share rose 13% to $9.50, while GAAP net income per diluted share fell to $5.83 from $9.46, which the company attributed to unfavorable market impacts on derivatives and market risk benefits. The company also authorized a new $4.5 billion share repurchase through June 30, 2027 and raised its quarterly dividend 8%.
Total net revenues rose 5% to $4.35 billion from $4.15 billion a year earlier.
GAAP net income was $583 million, down 41% from $990 million in the first quarter of 2024.
The company returned $765 million to shareholders in the quarter, about 81% of adjusted operating earnings.
A new $4.5 billion share repurchase authorization runs through June 30, 2027, and the quarterly dividend rose 8%.
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%
American Airlines reported first-quarter 2025 revenue of $12.6 billion, down 0.2% from a year earlier, and a GAAP net loss of $473 million, or $0.72 per share, versus a $312 million loss a year earlier. The company withdrew its full-year 2025 guidance and expects second-quarter adjusted earnings of $0.50 to $1.00 per diluted share, which matters to shareholders because the loss widened and the outlook for the rest of the year is now unspecified.
Q1 2025 total operating revenues were $12.55 billion, down 0.2% from $12.57 billion in Q1 2024.
GAAP net loss was $473 million ($0.72 per share) versus $312 million ($0.48 per share) a year earlier; excluding net special items, the loss was $386 million ($0.59 per share).
Q2 2025 adjusted EPS is expected to be $0.50 to $1.00 per diluted share; full-year 2025 guidance was withdrawn, with a full-year update to follow as the economic outlook clears.
Free cash flow was $1.7 billion in the quarter, total debt fell $1.2 billion, and total available liquidity ended the quarter at $10.8 billion.
Visteon reported first quarter 2025 net sales of $934 million, up slightly from $933 million a year earlier, and net income attributable to the company of $65 million, up from $42 million. The company did not reaffirm its full-year 2025 guidance, citing uncertainty from tariffs, and said it will update guidance once visibility improves.
Net income attributable to Visteon was $65 million, or $2.36 per diluted share, versus $42 million, or $1.50 per diluted share, in Q1 2024
Adjusted EBITDA was $129 million, up from $102 million; sales were $934 million versus $933 million
Visteon is not reaffirming full-year 2025 guidance and will update it once visibility improves
Cash ended the quarter at $658 million and debt at $315 million, a net cash position of $343 million
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.
Bread Financial reported first-quarter 2025 net income of $138 million, or $2.78 per diluted share, up from $134 million and $2.70 a year earlier. Revenue fell 2% to $970 million, while income from continuing operations rose 5% to $142 million, and the company lowered its 2025 loan outlook to flat to slightly down. The company also declared a $0.21 quarterly dividend.
Q1 2025 net income $138 million and diluted EPS $2.78, versus $134 million and $2.70 in Q1 2024.
Revenue fell to $970 million from $991 million; provision for credit losses fell to $296 million from $321 million.
2025 average credit card and other loans now expected flat to slightly down versus full-year 2024, reflecting slower expected retail sales growth.
Quarterly dividend of $0.21 per share payable June 13, 2025, to holders of record on May 9, 2025.
TechnipFMC reported first-quarter 2025 revenue of $2.2 billion, up 9.4% from a year earlier but down 5.6% from the fourth quarter. Net income attributable to the company fell to $142.0 million, or $0.33 per diluted share, compared with $157.1 million a year earlier, while the company raised its 2025 free cash flow guidance to $1.0 billion to $1.15 billion.
Revenue $2,233.6 million, up 9.4% year over year and down 5.6% sequentially
Net income $142.0 million and diluted EPS $0.33, versus $0.35 a year earlier and $0.52 in the fourth quarter
Free cash flow of $379.9 million; 2025 free cash flow guidance raised to $1.0 billion to $1.15 billion from $850 million to $1 billion
Share repurchases of $250.1 million in the quarter; total shareholder distributions of $271.1 million
Atlantic Union Bankshares reported first-quarter 2025 net income available to common shareholders of $46.9 million, or $0.52 per diluted share, down from $0.60 in the fourth quarter of 2024 and $0.62 in the first quarter of 2024. The company also completed its $0.9 share-ratio merger with Sandy Spring Bancorp on April 1, 2025, which adds 53 branches and is not reflected in the reported quarter.
Diluted EPS was $0.52 versus $0.60 in Q4 2024 and $0.62 in Q1 2024; adjusted diluted operating EPS was $0.57.
Net interest income rose $916,000 to $184.2 million, while noninterest income fell $6.0 million to $29.2 million.
Noninterest expense rose $4.5 million to $134.2 million, and the provision for credit losses was $17.6 million.
Sandy Spring merger closed April 1, 2025, and the company received about $385.0 million in net proceeds from forward sale settlement.
Curbline Properties reported first-quarter 2025 net income attributable to the company of $10.6 million, or $0.10 per diluted share, up from $8.0 million, or $0.08, a year earlier. It raised its 2025 Operating FFO per-share guidance to $0.99 to $1.02 from $0.97 to $1.01, but lowered its 2025 net income per-share guidance to $0.43 to $0.50 from $0.48 to $0.56. Shareholders get higher reported earnings and a higher Operating FFO outlook, but a lower net income outlook.
Q1 2025 net income attributable to Curbline was $10.6 million, or $0.10 per diluted share, versus $8.0 million, or $0.08, in Q1 2024.
Q1 2025 Operating FFO was $25.1 million, or $0.24 per diluted share, versus $20.3 million, or $0.19, in Q1 2024.
2025 net income guidance was revised to $0.43 to $0.50 per diluted share from $0.48 to $0.56.
2025 Operating FFO guidance was raised to $0.99 to $1.02 per diluted share from $0.97 to $1.01.
RPC reported first-quarter 2025 revenue of $332.9 million, down 1% from the prior quarter, and net income of $12.0 million, or $0.06 per diluted share, down 6% in net income from the prior quarter. The company also closed its $245 million acquisition of Pintail Completions on April 1, 2025, and declared a regular quarterly dividend of $0.04 per share, which shareholders should weigh against the softer quarterly earnings and the cash used for the deal.
Revenue was $332.9 million, down 1% sequentially and down from $377.8 million in the first quarter of 2024.
Net income was $12.0 million and diluted EPS was $0.06, versus $0.13 in the first quarter of 2024.
EBITDA was $48.9 million, up 6% sequentially, with an EBITDA margin of 14.7%.
Pintail Completions closed April 1, 2025 for $245 million, including a $170 million cash payment; the Board declared a $0.04 dividend payable June 10, 2025 to holders of record on May 9, 2025.
Brunswick reported first quarter 2025 net sales of $1,221.8 million, down 10.5% from a year earlier, with GAAP diluted EPS of $0.30 and adjusted diluted EPS of $0.56, both sharply lower than the prior year. The company also issued updated full-year 2025 guidance of $5.0 billion to $5.4 billion in net sales and adjusted diluted EPS of $2.50 to $4.00, and second-quarter guidance of $1.1 billion to $1.3 billion in revenue. The filing does not state the prior guidance, so the direction of the update cannot be determined from this document.
Q1 2025 net sales of $1,221.8 million, down from $1,365.0 million in Q1 2024
GAAP diluted EPS of $0.30 vs. $1.00 a year earlier; adjusted diluted EPS of $0.56 vs. $1.35
Updated 2025 guidance: net sales $5.0 billion to $5.4 billion; adjusted diluted EPS $2.50 to $4.00; free cash flow above $350 million
Q2 2025 guidance: revenue of $1.1 billion to $1.3 billion and adjusted diluted EPS of $0.80 to $1.10
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