AI filing briefs · archive

8-K filings in April 2025, explained

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).

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32 of 811 briefs match

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ABGASBURY AUTOMOTIVE GROUP INC Apr 29, 6:00 PM ET

Asbury Automotive reports Q1 2025 adjusted EPS of $6.82 on $4.1 billion revenue

Mixed earnings Written later 2.027.01

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
Read the filing on SEC.gov ↗
LFUSLITTELFUSE INC /DE Apr 29, 5:06 PM ET

Littelfuse Q1 sales rise 3.5% to $554 million; GAAP EPS falls to $1.75

Mixed earnings Written later 2.027.01

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
Read the filing on SEC.gov ↗
SONSONOCO PRODUCTS CO Apr 29, 4:42 PM ET

Sonoco Q1 sales rise 30.6% to record $1.7 billion; GAAP profit falls 16.5%

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
AKRACADIA REALTY TRUST Apr 29, 4:41 PM ET

Acadia Realty Trust Q1 FFO rises to $0.34 a share; GAAP net earnings fall to $0.01

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
UNMUnum Group Apr 29, 4:40 PM ET

Unum Group Q1 net income falls to $189.1 million from $395.2 million

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
CSGPCOSTAR GROUP, INC. Apr 29, 4:34 PM ET

CoStar Group Q1 revenue rises 12% to $732 million; net loss of $15 million

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
ESSESSEX PROPERTY TRUST, INC. Apr 29, 4:33 PM ET

Essex Q1 Core FFO up 3.7% to $3.97 a share; net income down 25.6% to $3.16

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
VMRKVIVMARK RESIDENTIAL Apr 29, 4:24 PM ET

Equity Residential Q1 EPS falls to $0.67; FFO per share rises 8% to $0.94

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

Artisan Partners Q1 revenue $277.1 million; GAAP EPS $0.82 vs $0.97 prior quarter

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
OKEONEOK INC /NEW/ Apr 29, 4:22 PM ET

ONEOK Q1 2025 diluted EPS $1.04 vs. $1.09; adjusted EBITDA rises; guidance affirmed

Mixed earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
AATAmerican Assets Trust, Inc. Apr 29, 4:21 PM ET

American Assets Trust Q1 net income rises to $42.5 million; FFO per share falls 10%

Mixed earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
BXPBXP, Inc. Apr 29, 4:18 PM ET

BXP posts Q1 2025 EPS of $0.39 and FFO of $1.64 per share, down from $1.79

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
WPCW. P. Carey Inc. Apr 29, 4:09 PM ET

W. P. Carey revenue rises 5.2% in Q1 2025 while net income falls 21.0%

Mixed earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗

Mondelēz Q1 diluted EPS falls 70.2% to $0.31; revenue rises 0.2% to $9.3 billion

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
AMSFAMERISAFE INC Apr 29, 4:06 PM ET

AMERISAFE Q1 2025 net income falls 47% to $8.9 million; premiums earned up 0.6%

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
EIXEDISON INTERNATIONAL Apr 29, 4:06 PM ET

Edison International Q1 core EPS $1.37 vs $1.13 a year ago; 2025 guidance affirmed

Mixed earnings Written later 2.027.01

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.
Read the filing on SEC.gov ↗
VVISA INC. Apr 29, 4:05 PM ET

Visa Q2 revenue rises 9% to $9.6 billion; GAAP profit falls 2% on litigation charge

Mixed earnings Written later 2.028.01

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
Read the filing on SEC.gov ↗
UMBFUMB FINANCIAL CORP Apr 29, 4:05 PM ET

UMB Financial Q1 GAAP profit falls to $1.21 a share on merger costs

Mixed earnings Written later 2.028.01

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.
Read the filing on SEC.gov ↗
NOVNOV Inc. Apr 29, 9:00 AM ET

NOV net income falls 39% to $73 million as first-quarter revenue slips 2%

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
ACMRACM Research, Inc. Apr 29, 8:28 AM ET

ACM Research sees Q1 2025 revenue up 8.4% to 11.7%; shipments down 36% to 37%

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

NexPoint Residential swings to Q1 net loss of $6.9 million; raises Core FFO guidance

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
NSPINSPERITY, INC. Apr 29, 8:16 AM ET

Insperity Q1 net income falls 35% as revenue rises 3%; updates 2025 guidance

Mixed earnings Written later 2.02

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%.
Read the filing on SEC.gov ↗
ECLECOLAB INC. Apr 29, 8:07 AM ET

Ecolab Q1 2025 reported EPS falls 1% to $1.41; adjusted EPS rises 12% to $1.50

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
CVLTCOMMVAULT SYSTEMS INC Apr 29, 7:47 AM ET

Commvault Q4 revenue rises 23% to $275 million; GAAP profit falls sharply

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
GMGeneral Motors Co Apr 29, 7:30 AM ET

General Motors Q1 revenue rose 2.3% to $44.0 billion; EBIT-adjusted fell 9.8%

Mixed earnings Written later 2.02

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
Read the filing on SEC.gov ↗
SHWSHERWIN WILLIAMS CO Apr 29, 7:12 AM ET

Sherwin-Williams Q1 sales fall 1.1%; diluted EPS rises 1.5% to $2.00, guidance kept

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
PJTPJT Partners Inc. Apr 29, 6:50 AM ET

PJT Partners Q1 revenue dips 1% to $325 million; GAAP diluted EPS rises to $1.99

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
THCTENET HEALTHCARE CORP Apr 29, 6:46 AM ET

Tenet Q1 adjusted EPS rises 35% to $4.36; revenue falls 2.7% to $5.22 billion

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

Easterly Government Properties Q1 Core FFO rises to $0.73; dividend cut 32%

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

Regeneron Q1 revenue falls 4% to $3.0 billion; GAAP EPS rises to $7.27

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
UPSUNITED PARCEL SERVICE INC Apr 29, 6:09 AM ET

UPS Q1 revenue falls 0.7% to $21.5 billion as diluted EPS rises to $1.40

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗
ARCBARCBEST CORP /TX/ Apr 29, 6:00 AM ET

ArcBest Q1 revenue falls to $967.1 million; GAAP net income turns positive

Mixed earnings Written later 2.02

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.
Read the filing on SEC.gov ↗

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Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.