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).
Old Republic International reported first-quarter 2025 results, with GAAP net income of $245.0 million, down from $316.7 million a year earlier, mainly because investment gains fell. Excluding investment gains, net operating income rose 9.2% to $201.7 million, and diluted operating EPS rose 20.9% to $0.81, which matters to shareholders because the company says that measure better reflects its insurance operations.
GAAP net income was $245.0 million, or $0.98 per diluted share, versus $316.7 million, or $1.15, in Q1 2024.
Net income excluding investment gains was $201.7 million, up 9.2%; diluted operating EPS was $0.81 versus $0.67.
Net premiums and fees earned were over $1.8 billion, up 12.1%; combined ratio was 93.7% versus 94.3%.
Book value per share was $24.19 at March 31, 2025, up from $22.84 at December 31, 2024; $93 million was returned to shareholders in the quarter.
Seacoast Banking Corporation of Florida reported first-quarter 2025 net income of $31.5 million, or $0.37 per diluted share, up from $26.0 million a year earlier but down from $34.1 million in the fourth quarter of 2024. Net revenues rose 12% from a year earlier to $140.7 million, while adjusted net income fell from the prior quarter, and the company also disclosed a proposed acquisition of Heartland Bancshares expected to close in the third quarter of 2025.
Net income $31.5 million, or $0.37 per diluted share, versus $34.1 million, or $0.40, in Q4 2024 and $26.0 million, or $0.31, in Q1 2024
Adjusted net income $32.1 million, or $0.38 per diluted share, versus $40.6 million, or $0.48, in Q4 2024
Net revenues $140.7 million, up 6% from Q4 2024 and up 12% from Q1 2024; net interest margin rose nine basis points to 3.48%
Provision for credit losses $9.3 million versus $3.7 million in Q4 2024; proposed Heartland Bancshares acquisition expected to close in Q3 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
Glacier Bancorp reported first-quarter 2025 net income of $54.6 million, or $0.48 per diluted share, down from the prior quarter but up sharply from the same quarter a year earlier. The company also said its acquisition of Bank of Idaho Holding Co., which had $1.3 billion in total assets, is scheduled to close on April 30, 2025.
Net income was $54.6 million, down $7.2 million (12%) from $61.8 million in the fourth quarter of 2024 and up $21.9 million (67%) from $32.6 million in the first quarter of 2024.
Diluted earnings per share were $0.48, compared with $0.54 in the prior quarter and $0.29 a year earlier.
Net interest margin was 3.04%, up from 2.97% in the prior quarter and 2.59% a year earlier.
The Bank of Idaho acquisition is scheduled to close April 30, 2025; the quarterly dividend was $0.33 per share.
Principal Financial Group reported first quarter 2025 results on April 24, 2025. GAAP net income attributable to the company fell to $48.1 million, or $0.21 per diluted share, from $532.5 million, or $2.22, a year earlier, while non-GAAP operating earnings per diluted share rose 10% to $1.81. The company also raised its second quarter 2025 common stock dividend to $0.76 per share, a 1-cent increase over the first quarter dividend.
GAAP net income attributable to PFG was $48.1 million ($0.21 per diluted share) in 1Q25, versus $532.5 million ($2.22) in 1Q24.
Non-GAAP operating earnings per diluted share were $1.81, up 10% from $1.65; non-GAAP operating earnings were $414.5 million, up 5%.
Non-GAAP net income attributable to PFG, excluding exited business, was $299.4 million ($1.31 per diluted share), down 20% from $376.4 million.
Returned $369 million to shareholders in the quarter, including $200 million of share repurchases and $169 million of common stock dividends; the dividend is payable June 27, 2025, to holders of record as of June 2, 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
First Financial Bancorp reported first quarter 2025 net income of $51.3 million, or $0.54 per diluted share, compared with $64.9 million, or $0.68 per share, in the fourth quarter of 2024. The results include a $9.9 million loss on sales of investment securities, and adjusted diluted EPS was $0.63; the company's diluted EPS was $0.53 in the first quarter of 2024. Management said it expects the net interest margin to expand in the near term.
Net income of $51.3 million, or $0.54 per diluted share, versus $64.9 million, or $0.68, in Q4 2024
Adjusted diluted EPS of $0.63; noninterest income of $51.1 million includes a $9.9 million loss on investment securities sales
Net interest margin of 3.84% (3.88% fully tax-equivalent), a 6 basis point decline from Q4 2024
Conference call scheduled for Friday, April 25, 2025 at 8:30 a.m. Eastern Time
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
The Hartford reported first quarter 2025 net income available to common stockholders of $625 million, or $2.15 per diluted share, down from $748 million a year earlier. The decline was mainly driven by $467 million in property and casualty catastrophe losses before tax, including $325 million net of reinsurance from the January 2025 California Wildfire Event, and a shift from net realized gains to net realized losses. Shareholders received $550 million in capital returns during the quarter.
Net income available to common stockholders was $625 million ($2.15 per diluted share), versus $748 million ($2.47 per diluted share) in Q1 2024.
Core earnings were $639 million ($2.20 per diluted share), down 10% from $709 million.
Property and casualty current accident year catastrophe losses were $467 million before tax, including $325 million net of reinsurance from the January 2025 California Wildfire Event.
Property and casualty written premiums rose 9%, and the company returned $550 million to stockholders, including $400 million of share repurchases.
Kinsale Capital Group reported first-quarter 2025 net income of $89.2 million, or $3.83 per diluted share, down from $98.9 million, or $4.24, a year earlier. Net operating earnings, a non-GAAP measure that excludes investment fair-value changes and gains, rose to $3.71 per diluted share from $3.50, while gross written premiums grew 7.9% to $484.3 million, though the company cited about $17.8 million in after-tax catastrophe losses, mainly from the Palisades Fire.
Net income $89.2 million, $3.83 per diluted share, versus $98.9 million, $4.24 in Q1 2024
Diluted operating earnings per share $3.71, up 6.0% from $3.50
Gross written premiums rose 7.9% to $484.3 million; Commercial Property Division fell 18.4%
Combined ratio 82.1% versus 79.5%; after-tax catastrophe losses $17.8 million
Weyerhaeuser reported first quarter 2025 net earnings of $83 million, or $0.11 per diluted share, on net sales of $1.8 billion, compared with $114 million, or $0.16 per share, a year earlier. Adjusted EBITDA was $328 million, up 12 percent from the fourth quarter of 2024 but below $352 million a year earlier, and the company raised its quarterly base dividend by 5 percent.
Net earnings were $83 million, or $0.11 per diluted share, versus $114 million, or $0.16, in Q1 2024 and $81 million in Q4 2024.
Net sales were $1,763 million, compared with $1,796 million in Q1 2024 and $1,708 million in Q4 2024.
Adjusted EBITDA was $328 million, versus $352 million in Q1 2024 and $294 million in Q4 2024.
The company increased its quarterly base dividend by 5 percent and expects Q2 2025 Timberlands earnings and Adjusted EBITDA to be about $15 million lower than Q1.
Boyd Gaming reported first-quarter 2025 revenue of $991.6 million, up from $960.5 million a year earlier. Net income attributable to the company fell to $111.4 million, or $1.31 per share, from $136.5 million, or $1.40 per share, while the company's non-GAAP adjusted earnings rose to $137.7 million, or $1.62 per share, from $1.51 per share. The filing contains no updated full-year guidance.
Revenue: $991.6 million in Q1 2025 versus $960.5 million in Q1 2024.
Net income: $111.4 million, or $1.31 per diluted share, versus $136.5 million, or $1.40 per share, a year earlier.
Adjusted earnings per share: $1.62 versus $1.51 a year earlier; Adjusted EBITDAR rose to $337.5 million from $330.5 million.
Quarterly dividend of $0.18 per share paid April 15, 2025, up from $0.17; $328 million of shares repurchased in Q1, with about $312 million remaining under the authorization.
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
Knowles reported first-quarter 2025 revenue of $132.2 million, down from $133.3 million a year earlier, and a GAAP net loss of $2.0 million after a $1.6 million loss from discontinued operations. The company guided second-quarter revenue to $135 million to $145 million, which it says is up 4% year over year, and non-GAAP diluted EPS of $0.21 to $0.25.
Q1 2025 revenue was $132.2 million, versus $133.3 million in Q1 2024 and $142.5 million in Q4 2024.
GAAP net loss was $2.0 million, or $(0.02) per diluted share, versus net earnings of $2.5 million in Q1 2024.
Non-GAAP diluted EPS was $0.18, unchanged from Q1 2024.
Q2 2025 guidance: revenue of $135 million to $145 million and non-GAAP diluted EPS of $0.21 to $0.25; Investor Day is set for May 13.
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.
First BanCorp. (NYSE: FBP) reported first-quarter 2025 net income of $77.1 million, or $0.47 per diluted share, up from $75.7 million, or $0.46 per share, in the fourth quarter of 2024 and $73.5 million, or $0.44 per share, a year earlier. Net interest margin widened to 4.52% and the efficiency ratio improved to 49.58%, while the provision for credit losses rose to $24.8 million and non-performing assets increased to $129.4 million.
Net income of $77.1 million, or $0.47 per diluted share, versus $75.7 million, or $0.46 per share, in Q4 2024
Net interest margin rose 19 basis points to 4.52%; non-interest expenses fell to $123.0 million from $124.5 million
Provision for credit losses rose to $24.8 million from $20.9 million, mainly for commercial and construction loans
Non-performing assets increased $11.1 million to $129.4 million, mainly from a $12.6 million Florida hospitality loan
Tootsie Roll Industries reported first quarter 2025 net sales of $146.5 million, down 3% from $151.5 million a year earlier, while net earnings rose to $18.1 million and earnings per share rose to $0.25 from $0.22. Management said customers are more resistant to higher prices and expects higher cocoa and chocolate costs for the rest of 2025 and into 2026, which will increasingly weigh on gross margins because of the company's LIFO inventory accounting.
Net sales were $146.5 million ($146,521,000) versus $151.5 million ($151,464,000), down $4.9 million or 3%.
Net earnings were $18.1 million ($18,058,000) versus $15.8 million ($15,834,000); EPS was $0.25 versus $0.22, up 14%.
Earnings benefited from higher investment income and an insurance recovery; the effective tax rate was 21.6% versus 21.4%.
Management expects even higher cocoa and chocolate costs during the balance of 2025 and into 2026 as older supply contracts expire.
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
Valley reported first quarter 2025 net income of $106.1 million, or $0.18 per diluted share, up from $96.3 million a year earlier but down from $115.7 million, or $0.20 per share, in the fourth quarter of 2024. Per-share earnings were flat year over year, and the CEO said lower credit provisions and a better funding base helped the quarter. The filing also furnishes investor presentation materials for the first quarter 2025 investor conference.
Net income was $106.1 million, or $0.18 per diluted share, versus $115.7 million, or $0.20, in Q4 2024 and $96.3 million, or $0.18, in Q1 2024.
Net interest margin on a tax equivalent basis rose to 2.96% from 2.92% in Q4 2024.
Provision for credit losses was $62.7 million, down from $107.0 million in Q4 2024; net loan charge-offs were $41.9 million.
Total loans fell $142.6 million to $48.7 billion and total deposits fell $110.0 million to $50.0 billion from December 31, 2024.
United Bankshares reported first-quarter 2025 net income of $84.3 million, or $0.59 per diluted share, compared with $86.8 million, or $0.64 per share, a year earlier. Net interest income reached a record $260.1 million, but the quarter included $11.3 million in merger-related noninterest expenses tied to the completed Piedmont Bancorp acquisition, which also lifted average balances and credit provisions.
Diluted EPS was $0.59, versus $0.64 in Q1 2024 and $0.69 in Q4 2024.
Net interest income was a record $260.1 million, up 17% from Q1 2024.
Merger-related noninterest expenses totaled $11.3 million, and the provision for credit losses was $29.1 million, including $18.7 million on Piedmont loans.
The company repurchased about 567 thousand shares at an average price of $34.93 and declared a $0.37 per share dividend.
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.
Comcast reported first-quarter 2025 results for the three months ended March 31, 2025. Revenue was $29.9 billion, down 0.6% from a year earlier, and GAAP earnings per share fell 7.7% to $0.89, while adjusted EPS rose 4.5% to $1.09. Free cash flow rose 19.4% to $5.4 billion, and the company returned $3.2 billion to shareholders through dividends and share repurchases.
Revenue was $29,887 million versus $30,058 million a year earlier, a 0.6% decline.
Net income attributable to Comcast was $3,375 million, down 12.5%; diluted EPS was $0.89 versus $0.97.
Adjusted EPS was $1.09 versus $1.04, up 4.5%; free cash flow was $5,421 million, up 19.4%.
Comcast returned $3.2 billion to shareholders: $1.2 billion in dividends and $2.0 billion in share repurchases.
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%
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
ADT reported first-quarter 2025 revenue of $1,267 million, up 7%, but GAAP income from continuing operations fell $21 million to $142 million, or $0.16 per diluted share. Adjusted income from continuing operations rose $15 million to $186 million, or $0.21 per share, and the company reiterated its 2025 financial guidance and declared a $0.055 per share dividend.
Total revenue rose 7% to $1,267 million; GAAP income from continuing operations fell 13% to $142 million, mainly due to an unrealized loss on interest rate swaps
Adjusted income from continuing operations rose 9% to $186 million, or $0.21 per diluted share, versus $0.19 a year earlier
2025 guidance reiterated: total revenue $5,025 million to $5,225 million; Adjusted EPS $0.77 to $0.85
Dividend of $0.055 per share, of record June 12, 2025, payable July 8, 2025
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
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.
Group 1 Automotive reported first quarter 2025 results, with total revenues up 23.1% to $5.5 billion while diluted earnings per share from continuing operations fell 10.4% to $9.64. The company also recorded $11.1 million in restructuring charges tied to integrating its U.K. dealerships, and it repurchased $122.8 million of its shares during the quarter.
Diluted EPS from continuing operations was $9.64, down from $10.76 a year earlier; adjusted diluted EPS (non-GAAP) was $10.17, up from $9.49.
Net income from continuing operations was $127.7 million, down 13.3% from $147.4 million.
Restructuring charges of $11.1 million were recognized in the quarter related to the U.K. integration plan.
The company repurchased 286,731 shares for $122.8 million and had $353.3 million remaining on its buyback authorization as of March 31, 2025.
Dover reported first-quarter 2025 revenue of $1.9 billion, down 1% (up 1% organically), and GAAP diluted EPS from continuing operations of $1.73, down 60% mainly because of a prior-year gain on the De-Sta-Co sale. Adjusted diluted EPS rose 19% to $2.05, and the company set 2025 GAAP EPS guidance of $8.04 to $8.24 on expected revenue growth of 2% to 4%.
Revenue of $1,866 million vs. $1,884 million a year earlier, down 1%; organic revenue up 1%
GAAP diluted EPS from continuing operations of $1.73 vs. $4.30, down 60%, principally due to the $529.9 million De-Sta-Co gain in Q1 2024
Adjusted diluted EPS from continuing operations of $2.05 vs. $1.72, up 19%
2025 guidance: GAAP EPS of $8.04 to $8.24 and adjusted EPS of $9.20 to $9.40; results call held April 24, 2025 at 8:30 a.m. Central time
LKQ reported first quarter 2025 revenue of $3.5 billion, down 6.5% from $3.7 billion a year earlier, with GAAP diluted EPS up 10.2% to $0.65 and adjusted diluted EPS down 3.7% to $0.79. The company left its full-year 2025 outlook unchanged and said it excludes potential effects of tariffs, which it cannot yet quantify.
Revenue $3.5 billion vs. $3.7 billion in Q1 2024, down 6.5%; parts and services organic revenue fell 4.3%
Diluted EPS $0.65 vs. $0.59; adjusted diluted EPS $0.79 vs. $0.82, down 3.7%
2025 guidance unchanged, including adjusted diluted EPS of $3.40 to $3.70 and free cash flow of $0.75 to $0.90 billion
Returned $118 million to stockholders in Q1; quarterly dividend of $0.30 per share payable May 29, 2025
Euronet Worldwide reported first quarter 2025 results on April 23, 2025, with revenue of $915.5 million, up 7%, and operating income of $75.2 million, up 18%. Reported diluted EPS rose to $0.85 from $0.55, but adjusted EPS fell to $1.13 from $1.28, which the company says includes a one-time operating tax charge of $0.20 per share. Management reaffirmed its full-year expectation of 12% to 16% earnings growth.
Revenue of $915.5 million, up 7% from $857.0 million; operating income of $75.2 million, up 18% from $64.0 million
Diluted EPS of $0.85 versus $0.55 a year earlier; adjusted EPS of $1.13 versus $1.28, or $1.33 excluding a $0.20 one-time operating tax charge
Repurchased 0.6 million shares for $59.6 million and $492 million of convertible notes during the quarter
Management reaffirmed expected full-year earnings growth of 12% to 16%
WTW reported first-quarter 2025 results for the period ended March 31, 2025. Reported revenue fell 5% to $2.2 billion, mainly because of the sale of TRANZACT, while organic revenue grew 5%. Diluted EPS rose 27% to $2.33, but adjusted diluted EPS was flat at $3.13, and free cash flow was negative $86 million.
Revenue was $2,223 million, down 5% from $2,341 million a year earlier; organic revenue rose 5%.
Diluted EPS was $2.33, up 27%; adjusted diluted EPS was $3.13, flat year over year.
Free cash flow was $(86) million versus $(36) million in the prior-year quarter, mainly due to the absence of TRANZACT cash collections.
WTW repurchased 607,221 shares for $200 million in the quarter and expects share repurchases of about $1.5 billion in 2025.
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