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).
Asbury Automotive Group filed a transcript of its first-quarter 2025 earnings call, held April 29, 2025, reporting $4.1 billion in revenue, $724 million in gross profit and adjusted EPS of $6.82. Management cited a sales miss tied to weather and tariff-related uncertainty, and the filing gives no prior-year totals for comparison, so the direction of overall earnings cannot be confirmed from the filing alone.
Q1 2025 revenue of $4.1 billion, gross profit of $724 million, gross margin of 17.5%, and adjusted EBITDA of $240 million
Adjusted net income of $134 million and adjusted EPS of $6.82; adjusted operating margin of 5.8%
Used retail unit volume fell 8% year over year; same-store parts and service gross profit rose 5%
Pending $1.34 billion acquisition of Herb Chambers Automotive Group, with a stated plan to reduce leverage over 18 to 24 months
Littelfuse reported first-quarter 2025 net sales of $554 million, up 3.5% from a year earlier, and adjusted diluted EPS of $2.19, up from $1.76. GAAP diluted EPS fell to $1.75 from $1.93, as restructuring, impairment and other charges rose to $9.0 million from $3.2 million. For the second quarter, the company guided to net sales of $565 million to $595 million and adjusted diluted EPS of $2.10 to $2.40.
Q1 net sales $554 million, up 3.5%; organic growth 2.9%
GAAP diluted EPS $1.75 vs. $1.93 a year earlier; adjusted diluted EPS $2.19 vs. $1.76
Q2 2025 guidance: net sales $565 million to $595 million; adjusted diluted EPS $2.10 to $2.40
Quarterly dividend of $0.70 per share, payable June 5, 2025, to holders of record May 22, 2025
Sonoco reported first quarter 2025 results on April 29, 2025, with net sales up 31% to $1.7 billion, driven mainly by the Eviosys acquisition. GAAP net income attributable to Sonoco fell 16% to $54 million, while adjusted EPS rose 23% to $1.38, and the company reaffirmed its full-year 2025 adjusted EPS and adjusted EBITDA guidance. Shareholders get a mixed picture: higher sales and adjusted earnings, lower GAAP profit, and debt reduced after the $1.8 billion sale of its Thermoformed and Flexibles Packaging business.
Net sales rose 30.6% to $1.7 billion; GAAP operating profit rose 75% to $127 million
GAAP diluted EPS was $0.55, down from $0.66; adjusted diluted EPS was $1.38, up from $1.12
Full-year 2025 guidance reaffirmed: adjusted EPS $6.00 to $6.20 and adjusted EBITDA $1,300 million to $1,400 million
Cash used in operating activities was $208 million, compared with $166 million provided a year earlier; total debt was $7.2 billion as of March 30, 2025
Acadia Realty Trust reported first-quarter 2025 NAREIT FFO of $44.6 million, or $0.34 per share, up from $31.0 million, or $0.28, a year earlier, and revenue of $104.4 million versus $91.4 million. GAAP net income fell to $1.3 million, or $0.01 per share, from $3.0 million, or $0.03, partly because of a $9.6 million non-cash loss on change in control, and the company cut its 2025 net earnings per share guidance to $0.12-$0.16 from $0.22-$0.27 while raising its NAREIT FFO guidance to $1.22-$1.26.
NAREIT FFO of $44.6 million, or $0.34 per share, versus $31.0 million, or $0.28, in Q1 2024
Net income of $1.3 million, or $0.01 per share, versus $3.0 million, or $0.03; includes a $9.6 million non-cash charge ($0.08 per share) from change in control accounting for Georgetown Renaissance Portfolio
2025 net earnings per share guidance cut to $0.12-$0.16 from $0.22-$0.27; NAREIT FFO guidance raised to $1.22-$1.26 from $1.19-$1.24
Core same-property NOI rose 4.1%, with the Street Portfolio up 6.8%; full-year same-property NOI guidance of 5-6% was reaffirmed
Unum Group reported first-quarter 2025 net income of $189.1 million ($1.06 per diluted share), down from $395.2 million ($2.04) a year earlier, mainly due to a net after-tax investment loss of $163.4 million. Adjusted operating income fell to $365.5 million ($2.04 per diluted share) from $409.9 million ($2.12), while premium income rose and the company restated its full-year 2025 outlook of 6% to 10% growth in after-tax adjusted operating income per share.
Net income was $189.1 million ($1.06 per diluted share) versus $395.2 million ($2.04) in Q1 2024.
After-tax adjusted operating income was $365.5 million ($2.04 per diluted share) versus $409.9 million ($2.12).
Total revenue was $3,091.6 million versus $3,200.3 million, with a net investment loss of $206.8 million before tax.
Full-year 2025 outlook: after-tax adjusted operating income per share up 6% to 10% versus 2024.
CoStar Group reported first-quarter 2025 revenue of $732 million, up 12% from $656 million a year earlier, but swung to a net loss of $15 million, or $0.04 per diluted share, compared with net income of $7 million in the prior-year quarter. The company said the quarter included a $31 million negative impact tied to the Matterport acquisition, and it set full-year 2025 revenue guidance of $3.115 billion to $3.155 billion and adjusted EBITDA guidance of $355 million to $385 million.
Q1 2025 revenue was $732 million, up 12% from $656 million; adjusted EBITDA was $66 million, up 429% from Q1 2024.
Net loss was $15 million, or $0.04 per diluted share, including a $31 million negative impact associated with Matterport.
Full-year 2025 revenue outlook is $3.115 billion to $3.155 billion; Q2 2025 revenue outlook is $770 million to $775 million.
Full-year 2025 adjusted EBITDA outlook is $355 million to $385 million, including Matterport; Q2 2025 adjusted EBITDA outlook is $50 million to $60 million.
Essex Property Trust reported first quarter 2025 results on April 29, 2025. Core FFO per diluted share rose 3.7% from a year earlier to $3.97, beating the midpoint of its guidance by $0.05, while net income per diluted share fell 25.6% to $3.16 because of gains recognized in the first quarter of 2024. The company reaffirmed its full-year 2025 Core FFO guidance of $15.56 to $16.06 per diluted share.
Core FFO per diluted share was $3.97 versus $3.83 in Q1 2024; net income per diluted share was $3.16 versus $4.25.
Same-property revenue grew 3.4% year over year and same-property NOI grew 3.3%.
Full-year 2025 net income per diluted share guidance was raised to $9.19 to $9.69 from $5.79 to $6.29, while Core FFO guidance was unchanged at $15.56 to $16.06.
The annual dividend was increased 4.9% to $10.28 per common share, the company's 31st consecutive annual increase.
Equity Residential reported first quarter 2025 results on April 29, 2025, with diluted earnings per share down 13.0% from a year earlier while funds from operations (FFO) per share rose 8.0%. The company said results exceeded its first quarter guidance expectations and set second quarter 2025 guidance, while not revising its annual guidance; the filing identifies the company as NYSE: EQR, not VMRK.
Diluted EPS was $0.67 versus $0.77 a year earlier, a decline of 13.0%, due primarily to lower property sale gains and higher depreciation expense.
FFO per share was $0.94 versus $0.87 (up 8.0%); Normalized FFO per share was $0.95 versus $0.93 (up 2.2%).
Rental income was $760.8 million versus $730.8 million; same store revenues rose 2.2% and same store NOI rose 1.3% year over year.
Second quarter 2025 guidance: EPS $0.49 to $0.53, FFO per share $0.95 to $0.99, and Normalized FFO per share $0.96 to $1.00.
Artisan Partners reported first-quarter 2025 results for the three months ended March 31, 2025. Revenue rose 5% from a year earlier to $277.1 million but fell 7% from the December 2024 quarter, and GAAP diluted earnings per share were $0.82, compared with $0.97 a quarter earlier and $0.84 a year earlier. The company also declared a variable quarterly dividend of $0.68 per share, payable May 30, 2025.
Revenue of $277.1 million, up 5% from $264.4 million a year earlier and down 7% from $297.0 million in the December 2024 quarter, which included $14.7 million of performance fees.
GAAP net income of $61.1 million, or $0.82 per diluted share, versus $0.84 a year earlier; adjusted net income of $67.0 million, or $0.83 per adjusted share, versus $0.76 a year earlier.
Ending AUM was $162.4 billion at March 31, 2025, up from $160.4 billion a year earlier, with $2.8 billion of net client cash outflows in the quarter.
Board declared a $0.68 per share variable dividend for the March 2025 quarter, payable May 30, 2025, to holders of record on May 16, 2025.
ONEOK reported first quarter 2025 net income attributable to ONEOK of $636 million, or $1.04 per diluted share, down from $639 million, or $1.09, a year earlier. Adjusted EBITDA rose to $1.78 billion from $1.44 billion, helped by the EnLink acquisition, and the company affirmed its full-year 2025 financial guidance. Shareholders get higher operating scale but slightly lower per-share earnings this quarter, with transaction costs from the EnLink deal weighing on results.
Net income attributable to ONEOK was $636 million, or $1.04 per diluted share, versus $639 million, or $1.09, in Q1 2024.
Adjusted EBITDA was $1.78 billion versus $1.44 billion; total revenues were $8.04 billion versus $4.78 billion.
EnLink acquisition closed Jan. 31, 2025; $42 million of related transaction costs reduced diluted EPS by 5 cents.
Company affirmed full-year 2025 financial guidance and declared a quarterly dividend of $1.03 per share in April 2025.
American Assets Trust reported first-quarter 2025 net income attributable to common stockholders of $42.5 million, or $0.70 per diluted share, up from $19.3 million, or $0.32, a year earlier. The increase was driven mainly by a $44.5 million gain on the sale of Del Monte Center, while FFO per diluted share excluding lease termination fees and litigation income fell 10% to $0.52, and the company affirmed its full-year 2025 FFO guidance.
Net income attributable to common stockholders was $42.5 million, or $0.70 per diluted share, versus $19.3 million, or $0.32, in the first quarter of 2024, mainly due to a $44.5 million gain on the sale of Del Monte Center.
FFO per diluted share excluding lease termination fees and litigation income was $0.52, down 10% from $0.58 a year earlier, which excluded $10.0 million of litigation income.
The company affirmed its 2025 FFO per diluted share guidance range of $1.87 to $2.01, with a midpoint of $1.94.
At March 31, 2025, liquidity was $543.9 million, including $143.9 million of cash and cash equivalents.
BXP, Inc. reported first-quarter 2025 net income attributable to BXP of $61.2 million, or $0.39 per diluted share, compared with a loss of $230.0 million in the fourth quarter of 2024, which included about $341.3 million of impairment charges on unconsolidated joint ventures. Diluted FFO per share fell to $1.64 from $1.79, and the company also issued guidance for the second quarter and full year 2025, with full-year diluted EPS projected at $1.60 to $1.72 and FFO per share at $6.80 to $6.92.
Q1 2025 revenue was $865.2 million, up from $858.6 million in Q4 2024.
Net income attributable to BXP was $61.2 million ($0.39 per diluted share), versus a loss of $230.0 million ($1.45 per share) in Q4 2024.
Diluted FFO per share was $1.64, down from $1.79 in Q4 2024; in-service occupancy was 86.9%, versus 87.5%.
Guidance: Q2 2025 diluted EPS of $0.38 to $0.40 and FFO of $1.65 to $1.67 per share; full-year 2025 EPS of $1.60 to $1.72 and FFO of $6.80 to $6.92 per share.
W. P. Carey reported first quarter 2025 results on April 29, 2025. Revenues, including reimbursable costs, rose 5.2% to $409.9 million, and AFFO per diluted share rose 2.6% to $1.17, but net income attributable to the company fell 21.0% to $125.8 million, or $0.57 per diluted share, from a year earlier. The company reaffirmed its 2025 AFFO guidance of $4.82 to $4.92 per diluted share.
Revenues, including reimbursable costs, were $409.9 million, up 5.2% from $389.8 million in the first quarter of 2024.
Net income attributable to W. P. Carey was $125.8 million, down 21.0% from $159.2 million, mainly due to higher foreign debt remeasurement losses and a higher credit loss allowance.
AFFO per diluted share was $1.17, up from $1.14, and 2025 AFFO guidance of $4.82 to $4.92 per diluted share was reaffirmed.
The quarterly dividend was $0.890 per share, and year-to-date investment volume reached $448.6 million.
Mondelēz International reported first-quarter 2025 results with net revenues of $9,313 million, up 0.2%, while diluted EPS fell 70.2% to $0.31 and operating income fell to $680 million from $2,727 million. The company said the profit decline was driven mainly by unfavorable year-over-year mark-to-market impacts from commodity and currency derivatives, and it reaffirmed its 2025 outlook, including Adjusted EPS expected to decline about 10% on a constant currency basis due to cocoa cost inflation.
Net revenues were $9,313 million, up 0.2%; organic net revenue grew 3.1%, with volume/mix down 3.5 points
Diluted EPS was $0.31 versus $1.04 a year earlier; Adjusted EPS was $0.74, down 18.3% on a constant currency basis
Operating income was $680 million versus $2,727 million; the company returned $2.1 billion to shareholders in the quarter
2025 outlook reaffirmed: organic net revenue growth of about 5%, Adjusted EPS down about 10% constant currency, and free cash flow of $3+ billion
AMERISAFE reported first-quarter 2025 results, with net income falling 47.1% to $8.9 million and diluted earnings per share falling to $0.47 from $0.88. Net premiums earned rose 0.6% to $68.9 million, and gross premiums written rose 4.6% to $83.8 million, but lower investment results, including $3.2 million of net unrealized losses on equity securities, drove the profit decline. The board also declared a quarterly dividend of $0.39 per share.
Net income was $8.9 million versus $16.9 million a year earlier; operating earnings per share were $0.60 versus $0.69, down 13.0%.
Net combined ratio was 89.1% versus 87.3% in the first quarter of 2024; the underwriting expense ratio rose to 29.9% from 27.3%.
Book value per share was $13.69 at March 31, 2025, up 1.3% from $13.51 at December 31, 2024.
The board declared a quarterly cash dividend of $0.39 per share, payable June 20, 2025, to holders of record as of June 13, 2025.
Edison International reported first-quarter 2025 GAAP net income of $1,436 million, or $3.73 per share, and core earnings of $528 million, or $1.37 per share, up from $1.13 a year earlier. Operating revenue fell to $3,811 million from $4,078 million, and the company affirmed its 2025 core EPS guidance of $5.94 to $6.34. Management also said it is probable that the company will incur material losses related to the Eaton Fire, with the investigation ongoing.
GAAP EPS of $3.73 included $908 million, or $2.36 per share, of non-core items, mainly from the TKM Settlement Agreement.
Core EPS of $1.37 compared with $1.13 in the first quarter of 2024; SCE core EPS was $1.61 and Parent and Other was a loss of $0.24 per share.
2025 core EPS guidance of $5.94 to $6.34 was affirmed as of April 29, 2025.
Management stated that, in light of pending litigation, it is probable EIX and SCE will incur material losses in connection with the Eaton Fire.
Visa reported fiscal second-quarter 2025 results for the period ended March 31, 2025. Net revenue rose 9% to $9.6 billion, but GAAP net income fell 2% to $4.6 billion because of a $992 million litigation provision, while non-GAAP earnings per share rose 10% to $2.76. The board also authorized a new $30.0 billion multi-year share repurchase program and declared a quarterly dividend of $0.590 per share.
Net revenue of $9.6 billion, up 9% (11% on a constant-dollar basis)
GAAP net income of $4.6 billion, down 2%; GAAP EPS of $2.32, up 1%, including a $992 million litigation provision
Non-GAAP net income of $5.4 billion, or $2.76 per share, up 6% and 10%
New $30.0 billion share repurchase program; $0.590 dividend payable June 2, 2025 to holders of record as of May 13, 2025
UMB Financial reported first-quarter 2025 GAAP net income available to common shareholders of $79.3 million, or $1.21 per diluted share, down from $2.44 in the fourth quarter but up from $2.25 a year earlier. Results include $53.2 million of acquisition-related and other nonrecurring costs and an $86.0 million provision for credit losses, following the January 31, 2025 merger with Heartland Financial, while operating earnings rose to $2.58 per share. The company also declared a $0.40 quarterly dividend and authorized repurchase of up to one million common shares.
GAAP net income available to common shareholders was $79.3 million, or $1.21 per diluted share, versus $120.0 million, or $2.44, in Q4 2024 and $110.3 million, or $2.25, in Q1 2024.
Operating earnings per diluted share were $2.58, compared with $2.49 in the linked quarter and $2.47 in Q1 2024.
Total revenue rose to $563.8 million from $434.2 million in Q4 2024 and $398.7 million in Q1 2024.
The board declared a $0.40 per share dividend payable July 1, 2025, to holders of record on June 10, 2025, and authorized repurchase of up to 1,000,000 shares.
NOV Inc. reported first-quarter 2025 revenue of $2.10 billion, down 2% from a year earlier, and net income of $73 million, or $0.19 per share, down 39%. Adjusted EBITDA rose 5% to $252 million, and the company guided to second-quarter revenue down 1% to 4% year over year, with Adjusted EBITDA of $250 million to $280 million. For shareholders, lower profit and a softer revenue outlook sit alongside higher cash flow and $109 million returned through buybacks and dividends.
Q1 2025 revenue was $2.10 billion, down 2%; operating profit fell 6% to $152 million
Net income was $73 million, or $0.19 per share, versus $119 million in Q1 2024
Q2 2025 guidance: consolidated revenue down 1% to 4% year over year; Adjusted EBITDA $250 million to $280 million
Returned $109 million to shareholders in Q1, including $81 million of share repurchases
ACM Research said preliminary first-quarter 2025 revenue is expected to be $165 million to $170 million, up 8.4% to 11.7% year over year, while preliminary total shipments are expected to be $154 million to $157 million, down 36% to 37%. The company said the shipments decline is partly due to customer pull-ins into the fourth quarter of 2024 and reaffirmed its full-year 2025 revenue outlook of $850 million to $950 million, which the company said would represent growth of 9% to 21%.
Preliminary Q1 2025 revenue of $165 million to $170 million, up 8.4% to 11.7% year over year.
Preliminary Q1 2025 total shipments of $154 million to $157 million, down 36% to 37%, partly due to Q4 2024 customer pull-ins.
Full-year 2025 revenue outlook of $850 million to $950 million reaffirmed; the company expects a return to year-over-year shipment growth in Q2 2025.
Full first-quarter results and revenue outlook to be discussed on an earnings call on May 8, 2025.
NexPoint Residential Trust reported a first quarter 2025 net loss attributable to common stockholders of $6.9 million, or $0.27 per diluted share, compared with net income of $26.3 million, or $1.00 per diluted share, a year earlier. The prior-year result included a $31.7 million gain on sales of real estate, and total revenues fell to $63.2 million from $67.6 million. The company raised the midpoint of its 2025 Core FFO per diluted share guidance to $2.75 from $2.70, while the midpoint of its full-year loss per diluted share guidance moved to $(1.22) from $(1.19).
Q1 2025 net loss attributable to common stockholders was $(6.9) million, or $(0.27) per diluted share, versus net income of $26.3 million, or $1.00 per diluted share, in Q1 2024
Total revenues were $63.2 million versus $67.6 million; FFO was $17.4 million ($0.68 per diluted share) versus $18.9 million; Core FFO was $19.1 million ($0.75 per diluted share) versus $19.4 million ($0.74)
2025 Core FFO per diluted share guidance midpoint raised to $2.75 from $2.70; loss per diluted share guidance midpoint set at $(1.22) versus a prior $(1.19)
Board approved a quarterly dividend of $0.51 per share on April 28, 2025, payable June 30, 2025
Insperity reported first-quarter 2025 results and updated its 2025 outlook. Revenues rose 3% to $1.9 billion, but net income fell 35% to $51 million, driven by higher-than-expected healthcare costs. The updated full-year guidance projects adjusted EPS of $2.23 to $3.28, a year-over-year decrease of 8% to 38%, which points to lower earnings for shareholders in 2025.
Q1 2025 net income was $51 million, down 35% from $79 million; diluted EPS was $1.35 versus $2.08 a year earlier.
Revenues rose 3% to $1.9 billion, but gross profit fell 10% to $310 million on higher-than-expected benefits costs.
Full-year 2025 guidance: adjusted EPS of $2.23 to $3.28 and adjusted EBITDA of $190 million to $245 million, both down year over year.
Q2 2025 adjusted EPS guidance is $0.29 to $0.67, a year-over-year decrease of 66% to 22%.
Ecolab reported first quarter 2025 net sales of $3.7 billion, down 2%, and reported diluted EPS of $1.41, down 1% from $1.43. Adjusted diluted EPS rose 12% to $1.50, and the company kept its full-year 2025 adjusted EPS outlook of $7.42 to $7.62, an increase of 12% to 15%.
Net sales $3,695.0 million, down 2%; organic sales up 3%
Reported diluted EPS $1.41 vs. $1.43; adjusted diluted EPS $1.50 vs. $1.34
2025 adjusted diluted EPS outlook maintained at $7.42 to $7.62; Q2 2025 outlook $1.84 to $1.94
Commvault reported fourth-quarter fiscal 2025 results for the quarter ended March 31, 2025. Revenue rose 23% to $275 million and full-year revenue rose 19% to $996 million, but GAAP net income fell to $31 million from $126 million a year earlier, when the company recorded a large income tax benefit. The company also issued fiscal 2026 revenue guidance of $1,130 million to $1,140 million.
Q4 subscription revenue was $173 million, up 45% year over year.
Q4 GAAP net income was $31 million, or $0.69 per diluted share, versus $126 million, or $2.81, a year earlier.
Q4 non-GAAP diluted EPS was $1.03, compared with $0.79 a year earlier.
On April 17, 2025, the Board increased the share repurchase program to $250 million.
General Motors reported first-quarter 2025 revenue of $44.0 billion, up 2.3% from a year earlier, while net income attributable to stockholders fell 6.6% to $2.8 billion and EBIT-adjusted fell 9.8% to $3.5 billion. GM moved its investor call to Thursday, May 1 to discuss updated 2025 full-year guidance, and said its initial 2025 guidance does not include potential tariff impacts.
Revenue of $44.0 billion, up $1.0 billion or 2.3% from $43.0 billion in the first quarter of 2024
Net income attributable to stockholders of $2.8 billion, down 6.6%; EBIT-adjusted of $3.5 billion, down 9.8%
Diluted EPS of $3.35 included a $593 million return from preferred shareholders; EPS-diluted-adjusted rose 6.1% to $2.78
Investor call moved to 8:30 a.m. ET on Thursday, May 1 to discuss results and updated 2025 guidance
Sherwin-Williams reported first quarter 2025 net sales of $5.31 billion, down 1.1% from a year earlier, while diluted net income per share rose 1.5% to $2.00. The company reaffirmed its full-year 2025 diluted and adjusted EPS guidance, so shareholders have an unchanged outlook until the company updates it with second quarter results in July.
Net sales were $5.31 billion versus $5.37 billion; Paint Stores Group sales rose 2.3% to $2.94 billion, while Consumer Brands Group and Performance Coatings Group sales fell.
Adjusted diluted EPS rose 3.7% to $2.25 from $2.17; diluted EPS was $2.00 versus $1.97.
Full-year 2025 guidance was reaffirmed: diluted EPS of $10.70 to $11.10 and adjusted diluted EPS of $11.65 to $12.05.
The company invested $351.7 million in share repurchases and increased its dividend by 10.5% in the quarter.
PJT Partners reported first-quarter 2025 results on April 29, 2025. Revenues fell 1% to $325 million from $329 million, while GAAP diluted EPS rose to $1.99 from $1.22, which the company called a record, and GAAP pretax income was roughly flat at $53 million. The board also declared a $0.25 quarterly dividend and the company reported $151 million of remaining repurchase authorization.
Total revenues were $324.5 million versus $329.4 million a year earlier, down 1%; advisory fees fell 2% and placement fees rose 4%.
GAAP diluted EPS was $1.99 versus $1.22; adjusted EPS was $1.05 versus $0.98.
GAAP pretax income was $52.6 million versus $53.9 million in the prior-year quarter.
Quarterly dividend of $0.25 per Class A share is payable June 18, 2025 to holders of record as of June 4, 2025.
Tenet Healthcare reported first quarter 2025 results on April 29, 2025. Adjusted diluted EPS rose 35.4% to $4.36 and Adjusted EBITDA rose 13.6% to $1.163 billion, while net operating revenues fell 2.7% to $5.223 billion and net income available to common shareholders fell to $406 million from $2.151 billion, a period that included a $2.5 billion pre-tax divestiture gain. The company also issued a full-year 2025 Adjusted EBITDA outlook of $3.975 billion to $4.175 billion and repurchased 2,629,195 shares for $348 million.
Net income available to common shareholders was $406 million, or $4.27 per diluted share, versus $2.151 billion, or $21.38, in Q1 2024, which included a $2.5 billion pre-tax gain tied to hospital divestitures.
Adjusted diluted EPS rose 35.4% to $4.36 from $3.22 in the prior-year quarter.
Net operating revenues fell 2.7% to $5.223 billion from $5.368 billion; Adjusted EBITDA rose 13.6% to $1.163 billion.
FY 2025 Adjusted EBITDA outlook is $3.975 billion to $4.175 billion; the filing does not state a prior outlook for comparison.
Easterly Government Properties reported first-quarter 2025 revenue of $78.7 million, up from $72.8 million a year earlier, and Core FFO of $33.1 million, or $0.73 per diluted share, versus $0.71. Net income fell to $3.3 million, or $0.07 per share, from $4.9 million, or $0.11. The board also cut the quarterly dividend by about 32% to $0.18 per share before a 1-for-2.5 reverse stock split, which the filing says is equal to $0.45 per share after the split.
Revenue was $78.7 million versus $72.8 million; net income was $3.3 million ($0.07 per diluted share) versus $4.9 million ($0.11).
Core FFO was $33.1 million ($0.73 per diluted share) versus $30.8 million ($0.71).
The board cut the quarterly dividend by $0.085, or about 32%, to $0.18 per share before the reverse split, which took effect April 28, 2025; the post-split dividend is $0.45, payable May 17, 2025.
The company raised the lower end of its 2025 Core FFO per share guidance, which is now $2.98 to $3.03.
Regeneron reported first quarter 2025 total revenues of $3.03 billion, down 4% from a year earlier, driven by a 20% drop in net product sales, mainly EYLEA. GAAP diluted EPS rose 16% to $7.27, while non-GAAP diluted EPS fell 14% to $8.22, and the company lowered its full-year 2025 gross margin guidance.
Total revenues $3.03 billion vs. $3.15 billion in Q1 2024; Sanofi collaboration revenue rose 30% to $1.18 billion.
Non-GAAP diluted EPS $8.22 vs. $9.55 a year earlier (down 14%); GAAP diluted EPS $7.27 vs. $6.27 (up 16%).
2025 guidance: GAAP gross margin on net product sales cut to 83%–84% from 84%–85%; non-GAAP to 86%–87% from 87%–88%; capital expenditures narrowed to $850–$950 million.
Repurchased $1.052 billion of stock in Q1 2025; $3.874 billion remained under repurchase programs as of March 31, 2025; quarterly dividend of $0.88 per share payable June 6, 2025.
UPS reported first-quarter 2025 revenue of $21.5 billion, down 0.7% from a year earlier, while operating profit rose 3.3% to $1.7 billion and diluted EPS was $1.40 versus $1.30. Non-GAAP adjusted diluted EPS was $1.49, up 4.2%, and the company did not update its full-year 2025 outlook, saying it would provide second-quarter expectations on its earnings call.
Revenue was $21.5 billion, down 0.7% from $21.7 billion in Q1 2024, with Supply Chain Solutions revenue down 14.8% mainly due to the divestiture of Coyote.
Operating profit was $1.7 billion, up 3.3%; GAAP results include a net charge of $83 million, or $0.09 per diluted share.
The company is not updating its previously issued consolidated full-year 2025 outlook, citing macro-economic uncertainty.
UPS expects about 20,000 operational workforce reductions in 2025 and closing 73 buildings by the end of June 2025.
ArcBest reported unaudited first quarter 2025 results on April 29, 2025. Revenue fell to $967.1 million from $1.0 billion a year earlier, and operating income dropped to $6.6 million from $22.4 million, but GAAP net income from continuing operations swung to $3.1 million, or $0.13 per diluted share, from a loss of $2.9 million a year earlier. Non-GAAP diluted EPS was $0.51, down from $1.34.
Revenue was $967.1 million versus $1,036.4 million in Q1 2024; Asset-Based revenue was $646.3 million and Asset-Light revenue was $356.0 million.
GAAP diluted EPS from continuing operations was $0.13, versus a loss of $0.12 in Q1 2024; non-GAAP diluted EPS was $0.51, versus $1.34.
Asset-Based operating ratio rose to 95.9 percent from 92.0 percent; Asset-Light operating loss narrowed to $4.4 million from $15.3 million.
Net cash used in operating activities was $22.3 million, compared with $6.5 million provided in Q1 2024.
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