1,080 material Form 8-K filings that 839 companies we cover made with the SEC in May 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).
Abercrombie & Fitch reported first quarter net sales of $1.1 billion, up 8% from a year earlier, but diluted earnings per share fell to $1.59 from $2.14 and operating margin fell to 9.3% from 12.7%. The company lowered its full-year fiscal 2025 net income per diluted share outlook to $9.50 to $10.50 from $10.40 to $11.40, and cut its operating margin outlook to 12.5% to 13.5% from 14% to 15%.
Net sales of $1.1 billion, up 8%, with comparable sales up 4%; Hollister brands up 22% and Abercrombie brands down 4%
Diluted EPS of $1.59 versus $2.14 a year earlier; operating income of $102 million versus $130 million
Full-year fiscal 2025 EPS outlook lowered to $9.50 to $10.50 from $10.40 to $11.40; net sales growth outlook of 3% to 6% versus 3% to 5% previously
Repurchased 2.6 million shares for $200 million in the quarter, with $1.1 billion remaining on the authorization set in March 2025
Universal Corporation reported fiscal 2025 revenue of $2.9 billion, up 7%, and operating income of $232.8 million, up 5%. Net income attributable to the company fell 21% to $95.0 million, and fourth-quarter net income dropped 77% to $9.3 million, which included a $14.1 million pension settlement charge.
Fiscal 2025 diluted EPS was $3.78 versus $4.78 a year earlier; adjusted diluted EPS was $4.63 versus $5.08.
Fourth-quarter revenue fell 9% to $702.3 million, and diluted EPS was $0.37 versus $1.61.
The company's outlook expects fiscal 2026 flue-cured and burley tobacco crops outside China to rise 20% and 30%, respectively.
Kohl's reported first-quarter fiscal 2025 results for the quarter ended May 3, 2025, with net sales down 4.1% and a net loss of $15 million, compared with $27 million a year earlier. The company affirmed its full-year 2025 outlook, while the presentation says the Board reduced the annual dividend to $0.50 per share and Michael Bender is serving as Interim CEO.
Net sales decreased 4.1% to $3.0 billion; comparable sales fell 3.9%.
Net loss was $15 million, or ($0.13) per diluted share, versus $27 million, or ($0.24) per share, a year earlier.
Full-year 2025 guidance was affirmed, including diluted EPS of $0.10 to $0.60.
Quarterly dividend of $0.125 per share is payable June 25, 2025, to holders of record on June 11, 2025.
Hormel Foods reported second-quarter fiscal 2025 results for the quarter ended April 27, 2025, with net sales of $2.90 billion, up 0.4% from a year earlier, while diluted earnings per share were $0.33 compared with $0.34. The company narrowed its fiscal 2025 outlook, lowering the top of its diluted EPS range to $1.59 from $1.63 and raising the bottom of its net sales range to $12.0 billion from $11.9 billion, so shareholders face a narrower profit expectation with a lower ceiling.
Net sales of $2.90 billion, up 0.4%; organic net sales up 1%
Operating income of $248 million vs. $252 million a year earlier; adjusted operating income of $265 million vs. $276 million
Diluted EPS of $0.33 vs. $0.34; adjusted diluted EPS of $0.35 vs. $0.38
Fiscal 2025 diluted EPS range narrowed to $1.49 to $1.59 from $1.49 to $1.63; net sales range set at $12.0 to $12.2 billion from $11.9 to $12.2 billion
Nordson reported fiscal second-quarter 2025 sales of $683 million, up 5% from a year earlier, with acquisitions adding 8% and organic sales falling 2%. GAAP diluted earnings per share fell to $1.97 from $2.05, while adjusted EPS rose 3% to $2.42. The company forecast third-quarter sales of $710 million to $750 million and adjusted EPS of $2.55 to $2.75.
Sales were $683 million versus $651 million a year earlier; the Atrion acquisition added 8% and organic sales fell 2%.
Net income was $112 million, or $1.97 per diluted share, versus $118 million, or $2.05, a year earlier.
Adjusted EPS was $2.42 versus $2.34; EBITDA was $217 million, or 32% of sales.
Third-quarter guidance: sales of $710 million to $750 million and adjusted EPS of $2.55 to $2.75; management will comment further on a webcast on May 29, 2025 at 8:30 a.m. ET.
HP reported fiscal 2025 second-quarter net revenue of $13.2 billion, up 3.3% from a year earlier, while GAAP diluted EPS fell 31% to $0.42 and non-GAAP diluted EPS fell 13% to $0.71, below its previously provided outlook. CFO Karen Parkhill said the company adjusted its outlook for moderated demand and trade-related costs, and it now expects non-GAAP diluted EPS of $3.00 to $3.30 for fiscal 2025.
Q2 net revenue $13.2 billion, up 3.3%; GAAP diluted EPS $0.42, down from $0.61; non-GAAP diluted EPS $0.71, down from $0.82
Non-GAAP diluted EPS was below the previously provided outlook of $0.75 to $0.85; GAAP EPS was below $0.62 to $0.72
Q3 fiscal 2025 non-GAAP diluted EPS estimated at $0.68 to $0.80; full-year non-GAAP diluted EPS $3.00 to $3.30 and free cash flow $2.6 to $3.0 billion
Q2 free cash flow was $(95) million; $100 million spent on share repurchases and $273 million on dividends
Agilent reported second-quarter fiscal 2025 revenue of $1.67 billion for the quarter ended April 30, 2025, up 6.0% from a year earlier. GAAP earnings per share fell 29% to $0.75, while non-GAAP EPS rose 7% to $1.31, and the company gave new full-year and third-quarter outlooks that include non-GAAP EPS ranges of $5.54 to $5.61 and $1.35 to $1.37.
Q2 revenue was $1.67 billion, up 6.0% reported; GAAP net income was $215 million, or $0.75 per share, versus $1.05 a year earlier
Non-GAAP net income was $373 million, or $1.31 per share, versus $1.22 a year earlier; GAAP results included $56 million in restructuring and other related costs
Full-year fiscal 2025 revenue outlook is $6.73 billion to $6.81 billion, with non-GAAP EPS of $5.54 to $5.61
Q3 revenue outlook is $1.645 billion to $1.675 billion, with non-GAAP EPS of $1.35 to $1.37
DICK'S Sporting Goods reported first-quarter results for the period ended May 3, 2025, with net sales up 5.2% to $3,175 million and comparable sales up 4.5%. GAAP diluted earnings per share fell to $3.24 from $3.30, while non-GAAP diluted EPS rose to $3.37, and the company reaffirmed its 2025 outlook, which excludes the planned Foot Locker acquisition.
Net sales of $3,175 million versus $3,018 million a year earlier, up 5.2%; comparable sales rose 4.5%
Diluted EPS of $3.24 versus $3.30 a year earlier; non-GAAP diluted EPS of $3.37 versus $3.30
2025 outlook reaffirmed: diluted EPS of $13.80 to $14.40 and comparable sales growth of 1.0% to 3.0%
Quarterly dividend of $1.2125 per share, payable June 27, 2025 to holders of record on June 13, 2025
Box reported fiscal first-quarter 2026 results for the period ended April 30, 2025, with revenue of $276.3 million, up 4% year over year, and remaining performance obligations of $1.469 billion, up 21%. Profit per share declined: GAAP diluted EPS was $0.02 versus $0.08, and non-GAAP diluted EPS was $0.30 versus $0.39, with both periods affected by non-cash deferred tax expense. The company also set full-year fiscal 2026 revenue guidance of $1.165 billion to $1.170 billion and non-GAAP EPS guidance of $1.22 to $1.26.
Revenue of $276.3 million, up 4% (5% in constant currency); billings of $242.3 million, up 27%
GAAP diluted EPS of $0.02 versus $0.08; non-GAAP diluted EPS of $0.30 versus $0.39
Fiscal 2026 guidance: revenue of $1.165 billion to $1.170 billion; non-GAAP EPS of $1.22 to $1.26
About 1.6 million shares repurchased for about $50 million; about $152 million of buyback capacity remained as of April 30, 2025
AutoZone reported third-quarter results for the 12 weeks ended May 10, 2025, with net sales up 5.4% to $4.5 billion. Diluted earnings per share fell 3.6% to $35.36 and net income fell 6.6% to $608.4 million, as gross margin declined 77 basis points to 52.7% of sales.
Total company same store sales rose 5.4% on a constant currency basis, and domestic same store sales rose 5.0%.
Gross margin fell 77 basis points to 52.7%, and operating profit fell 3.8% to $866.2 million.
Diluted EPS fell 3.6% to $35.36 and net income fell 6.6% to $608.4 million.
The company repurchased $250.3 million of its stock in the quarter and had $1.1 billion left under its current authorization.
ePlus reported fourth-quarter and fiscal 2025 results for the period ended March 31, 2025. In the quarter, net earnings and diluted EPS grew while net sales fell, and gross margin widened. For the full fiscal year, net sales, net earnings and EPS all declined, and the company initiated fiscal 2026 guidance for low single-digit net sales growth and mid-single-digit gross profit and adjusted EBITDA growth.
Q4 net sales fell 10.2% to $498.1 million, while net earnings rose 14.6% to $25.2 million and diluted EPS rose 15.9% to $0.95.
Fiscal 2025 net sales fell 7.0% to $2,068.8 million, net earnings fell 6.7% to $108.0 million, and diluted EPS fell 6.5% to $4.05.
Fiscal 2026 guidance calls for net sales growth of low single digits and gross profit and adjusted EBITDA growth in the mid-single digits.
Cash and cash equivalents were $389.4 million at March 31, 2025, up from $253.0 million a year earlier.
StepStone Group reported fourth-quarter and full fiscal 2025 results for the period ended March 31, 2025, and declared a $0.24 quarterly dividend plus a $0.40 supplemental dividend. Revenue grew in both periods, but GAAP results weakened: the company posted a net loss attributable to StepStone of $179.6 million for the year, compared with net income of $58.1 million a year earlier. Adjusted net income per share rose, which the company highlights as a measure of core operating performance.
Full-year total revenues were $1.17 billion, up 65% from $711.6 million; full-year GAAP diluted loss per share was $2.52, versus $0.91 of income in fiscal 2024.
Fourth-quarter total revenues were $377.7 million, up from $356.8 million; net loss attributable to StepStone was $18.5 million, versus $30.8 million of net income a year earlier.
Fourth-quarter adjusted net income per share was $0.68, up from $0.33; fee-related earnings were $94.1 million, up from $50.9 million.
Dividends are payable June 30, 2025, to holders of record as of June 13, 2025.
Workday reported fiscal 2026 first-quarter revenue of $2.240 billion, up 12.6% year over year, while GAAP diluted earnings per share fell to $0.25 from $0.40 after $166 million in restructuring expenses. The company also reiterated its fiscal 2026 subscription revenue guidance of $8.8 billion, raised its non-GAAP operating margin guidance to approximately 28.5%, and authorized a new $1.0 billion share repurchase program.
Total revenues were $2.240 billion, up 12.6%; non-GAAP diluted EPS was $2.23 versus $1.74 a year earlier.
GAAP operating income was $39 million, down from $64 million, including $166 million of restructuring expenses.
Fiscal 2026 subscription revenue guidance of $8.8 billion was reiterated; non-GAAP operating margin guidance was raised to approximately 28.5%.
The Board authorized repurchases of up to $1.0 billion of Class A common stock with no expiration date.
Autodesk reported first-quarter fiscal 2026 revenue of $1,633 million, up 15% from a year earlier, and non-GAAP diluted EPS of $2.29, up $0.42. GAAP diluted EPS fell to $0.70 from $1.16 as net income dropped to $152 million from $252 million, with a $105 million restructuring charge among the factors. The company also said its chief accounting officer, Stephen W. Hope, will step down, with CFO Janesh Moorjani taking on the principal accounting officer role.
Q1 fiscal 2026 revenue of $1,633 million, up 15% (16% in constant currency); GAAP diluted EPS $0.70, down $0.46 year over year
Net income $152 million versus $252 million a year earlier; restructuring, other exit costs, and facility reductions were $105 million in the quarter
Q2 fiscal 2026 revenue guidance $1,720 million to $1,730 million; full-year revenue guidance $6,925 million to $6,995 million
Stephen W. Hope to step down as principal accounting officer after the Form 10-Q filing and leave the company at the end of August 2025; CFO Janesh Moorjani to also serve as principal accounting officer
Williams-Sonoma reported first-quarter 2025 net revenues of $1.73 billion, up from $1.66 billion a year earlier, with comparable brand revenue up 3.4%. Diluted EPS fell to $1.85 from $1.99, though the prior-year figure included a $0.29 per-share benefit from an out-of-period freight adjustment; the company reiterated its fiscal 2025 outlook.
Net revenues $1.73 billion vs $1.66 billion a year earlier; comparable brand revenue +3.4%
Diluted EPS $1.85 vs $1.99, including a prior-year benefit of $0.29 per share from a freight adjustment
Operating margin 16.8% vs 19.1% a year earlier; company says it was up 70bps excluding the prior-year adjustment
Fiscal 2025 outlook reiterated: comps flat to +3.0% and operating margin of 17.4% to 17.8%
EnerSys reported fiscal fourth-quarter 2025 net sales of $974.8 million, up 7.0%, and GAAP diluted EPS of $2.41, up 63%. Adjusted EPS of $2.97 exceeded the company's $2.75 to $2.85 guidance range. The company paused full-year quantitative guidance, citing the evolving policy environment, and gave a first-quarter fiscal 2026 outlook with lower sales and EPS ranges, while CEO David Shaffer's successor takes over May 22, 2025.
Q4 fiscal 2025 net sales $974.8 million, up 7.0%; GAAP diluted EPS $2.41 vs. $1.48 a year earlier
Adjusted diluted EPS $2.97 vs. guidance of $2.75 to $2.85 given February 5, 2025
Q1 fiscal 2026 outlook: net sales $830 million to $870 million; adjusted diluted EPS $2.03 to $2.13; full-year guidance paused
Shawn O'Connell becomes President and CEO May 22, 2025; quarterly dividend $0.24 per share payable June 27, 2025 to holders of record June 13, 2025
LiveRamp reported fourth-quarter fiscal 2025 revenue of $189 million, up 10%, and a GAAP operating loss of $12 million, narrower than $14 million a year earlier. Its fiscal 2026 guidance calls for revenue of $787 million to $817 million but a GAAP operating loss of $178 million to $182 million, compared with GAAP operating income of $5 million in fiscal 2025, so shareholders face mixed signals on growth versus profitability.
Q4 total revenue was $189 million, up 10%; GAAP operating loss was $12 million versus $14 million a year earlier.
Q4 GAAP diluted loss per share was $0.10, compared with $0.08 a year earlier.
Fiscal 2026 guidance: revenue of $787 million to $817 million, GAAP operating loss of $178 million to $182 million, and non-GAAP operating income of $85 million to $89 million.
A workforce restructuring of about 5% of full-time employees, announced March 6, drove $7.2 million of Q4 restructuring and related charges.
Target reported first-quarter 2025 net sales of $23.8 billion, down 2.8% from $24.5 billion a year earlier, with comparable sales down 3.8%. GAAP diluted EPS rose to $2.27 from $2.03, but that includes $593 million in pre-tax gains from credit card interchange fee litigation settlements; excluding those gains, adjusted EPS was $1.30, down 35.9%. The company also gave fiscal 2025 guidance of a low-single digit sales decline and GAAP EPS of $8.00 to $10.00 (adjusted EPS $7.00 to $9.00).
Net sales were $23.8 billion, down 2.8%; comparable sales fell 3.8%, with comparable store sales down 5.7% and digital comparable sales up 4.7%.
GAAP diluted EPS was $2.27 versus $2.03; adjusted EPS, excluding $593 million in pre-tax litigation gains, was $1.30 versus $2.03.
Fiscal 2025 guidance: low-single digit sales decline, GAAP EPS of $8.00 to $10.00, adjusted EPS of $7.00 to $9.00.
An acceleration office led by Michael Fiddelke was established to speed decisions and execution of strategic initiatives.
VF Corp reported fourth-quarter fiscal 2025 revenue of $2.1 billion, down 5% from a year earlier, with a GAAP operating loss of $73 million and a loss of $0.39 per share. Adjusted operating income of $22 million exceeded the company's guidance, and the company guided to a first-quarter fiscal 2026 adjusted operating loss of $110 million to $125 million. The company also declared a $0.09 quarterly dividend.
Q4 fiscal 2025 revenue was $2.1 billion, down 5% versus last year, with The North Face and Timberland growing and Vans and Dickies declining
GAAP operating loss was $73 million versus $373 million a year earlier; adjusted operating income was $22 million, above the guidance range of a $30 million loss to breakeven
Full-year fiscal 2025 net loss was $190 million; net debt fell $1.8 billion and leverage ended at 4.1x
Quarterly dividend of $0.09 per share is payable June 18, 2025 to holders of record on June 10, 2025
Toll Brothers reported fiscal second-quarter 2025 results for the period ended April 30, 2025, with net income of $352.4 million, or $3.50 per diluted share, down from $481.6 million, or $4.55, a year earlier. The prior-year figure included a $124.1 million gain from a land sale; excluding that gain, the company's prior-year diluted EPS was $3.38. The company reaffirmed its full-year fiscal 2025 guidance, but net signed contract value fell 11% to $2.60 billion.
Home sales revenues were $2.71 billion, up 2% from the prior-year quarter; 2,899 homes were delivered, up 10%.
Net signed contract value was $2.60 billion, down 11%; contracted homes fell 13% to 2,650.
Home sales gross margin was 26.0%, up from 25.8%; adjusted home sales gross margin fell to 27.5% from 28.2%.
Full-year fiscal 2025 guidance was reaffirmed; the company repurchased about 1.6 million shares for $177.4 million in the quarter.
Viasat reported fourth quarter and fiscal 2025 results in a shareholder letter filed with the SEC. Quarterly revenue was flat year over year, and the net loss widened to $246 million, including a $169 million ViaSat-3 EMEA ground network write-down, while the full-year net loss improved to $575 million on record revenue of $4.5 billion. The company expects low single-digit revenue growth and flattish Adjusted EBITDA in fiscal 2026.
Q4 FY2025 revenue was $1.1 billion, flat year over year; Q4 net loss was $246 million versus $90 million in Q4 FY2024.
The Q4 loss included a $169 million charge tied to the ViaSat-3 EMEA ground network, of which $104 million was non-cash asset write-downs.
FY2025 revenue was a record $4.5 billion, and the net loss improved to $575 million from the prior year.
For FY2026, the company expects low single-digit revenue growth and flattish Adjusted EBITDA, with capital expenditures of approximately $1.3 billion.
Eagle Materials reported fourth-quarter fiscal 2025 results for the quarter ended March 31, 2025, with revenue of $470.2 million, down 1%, and net earnings of $66.5 million, down 14%. For the full fiscal year, revenue reached a record $2.3 billion, but net earnings fell 3% to $463.4 million while record diluted EPS of $13.77 rose 1%, helped by share repurchases of 1.2 million shares for $298 million.
Q4 revenue of $470.2 million, down 1%; diluted EPS of $2.00, down 11%; adjusted EPS of $2.08, down 7%
Management cited adverse weather in the first two months of calendar 2025 and higher production costs, including a pulled-forward maintenance outage at Texas Lehigh cement facility
Fiscal 2025 record revenue of $2.3 billion; net earnings of $463.4 million, down 3%; record diluted EPS of $13.77, up 1%
Eagle announced a $330 million investment to modernize and expand its Duke, OK Gypsum Wallboard plant, with startup scheduled for the second half of calendar 2027
Agilysys reported record fourth-quarter and full-year fiscal 2025 revenue, up 19.4% and 16.1% respectively, and expects fiscal 2026 revenue of $308 million to $312 million. Full-year GAAP net income fell to $23.2 million from $85.0 million a year earlier, which included a large prior-year tax benefit, while adjusted diluted EPS rose to $1.55 from $1.10.
Q4 fiscal 2025 total net revenue rose 19.4% to a record $74.3 million; Q4 diluted EPS was $0.14 versus $0.11
Full-year fiscal 2025 net income was $23.2 million, or $0.82 per diluted share, versus $3.17 per diluted share in fiscal 2024
Fiscal 2026 outlook: revenue of $308 million to $312 million and Adjusted EBITDA of 20% of revenue, excluding material revenue from the large-scale PMS rollout
Free cash flow was $52.3 million for fiscal 2025 versus $40.1 million; cash ended the year at $73.0 million versus $144.9 million
Brady Corporation reported fiscal 2025 third-quarter results for the period ended April 30, 2025, with sales up 11.4% to $382.6 million, helped by acquisitions, while organic sales grew 1.6%. The company narrowed its full-year adjusted diluted EPS guidance to $4.48 to $4.63 from $4.45 to $4.70, and lowered its GAAP EPS guidance to $3.95 to $4.10 from $3.99 to $4.24, so shareholders get a record adjusted quarter alongside a lower GAAP outlook.
Q3 diluted EPS rose 3.8% to $1.09; adjusted diluted EPS rose 11.9% to a record $1.22
Sales of $382.6 million included 10.5% growth from acquisitions and 1.6% organic growth; Europe & Australia organic sales fell 5.4%
Full-year adjusted EPS guidance tightened to $4.48 to $4.63; GAAP EPS guidance lowered to $3.95 to $4.10
Returned $44.5 million to shareholders in the quarter through dividends and share repurchases
Take-Two Interactive reported fourth-quarter fiscal 2025 GAAP net revenue up 13% to $1.58 billion, but a GAAP net loss of $3.73 billion, or $21.08 per share, driven by a $3.55 billion goodwill impairment. For the full fiscal year, net revenue rose 5% to $5.63 billion while the net loss widened to $4.48 billion. The initial fiscal 2026 Net Bookings outlook is $5.9 to $6.0 billion, and the company expects a GAAP net loss per share of $(2.79) to $(2.45).
Q4 net revenue rose 13% to $1.58 billion from $1.40 billion; Net Bookings grew 17% to $1.58 billion
Q4 GAAP net loss was $3.73 billion ($21.08 per share), versus $2.90 billion ($17.02 per share) a year earlier
Full-year GAAP net loss was $4.48 billion ($25.58 per share), versus $3.74 billion ($22.01 per share); goodwill impairment was $3.55 billion
Fiscal 2026 outlook: Net Bookings of $5.9 to $6.0 billion and GAAP total net revenue of $5,950 to $6,050 million
Advanced Drainage Systems (NYSE: WMS) reported unaudited results for the fourth quarter and fiscal year ended March 31, 2025, with fourth-quarter net sales down 5.8% and net income down 19.6%, while full-year net sales rose 1.0% but net income fell 11.8%. The company also gave fiscal 2026 targets of $2.825 billion to $2.975 billion in net sales and $850 million to $910 million in Adjusted EBITDA, and declared a $0.18 per share cash dividend.
Q4 net sales fell 5.8% to $615.8 million; diluted EPS was $0.99, down 18.2% from $1.21.
Fiscal 2025 net sales rose 1.0% to $2,904.2 million; diluted EPS fell 10.7% to $5.76.
Fiscal 2026 targets: net sales of $2.825 billion to $2.975 billion; Adjusted EBITDA of $850 million to $910 million.
Board declared a $0.18 per share cash dividend, payable June 16, 2025, to holders of record on May 30, 2025.
Nextracker reported fourth-quarter fiscal 2025 revenue of $924 million, up 26% from a year earlier, while GAAP net income fell to $158 million from $223 million, a comparison that includes a $121 million 45X tax credit in the prior-year period. The company also gave a fiscal 2026 revenue outlook of $3.2 to $3.4 billion and announced an all-cash acquisition of Bentek Corporation for about $78 million, while director Jonathan Coslet will leave the board after the 2025 annual meeting.
Q4 FY25 revenue $924 million vs $737 million in Q4 FY24; GAAP diluted EPS $1.05 vs $1.51 a year earlier
Adjusted diluted EPS $1.29 vs $0.96 a year earlier; Q4 FY24 GAAP results included $121 million of 45X credits
FY2026 outlook: revenue $3.2 to $3.4 billion; GAAP diluted EPS $2.91 to $3.29
Bentek acquisition for approximately $78 million in cash including contingent earnout; director Jonathan Coslet will depart after the 2025 Annual Meeting and board size falls from nine to eight
Everus Construction Group reported first quarter 2025 revenue of $826.6 million, up 32.1%, and net income of $36.7 million, up 30.1%, with diluted EPS of 72 cents versus 55 cents a year earlier. The company affirmed its full-year 2025 guidance, which calls for revenue of $3.0 billion to $3.1 billion and EBITDA of $210 million to $225 million. Operating cash flow fell to $7.1 million and free cash flow was negative $8.1 million, which shareholders may watch alongside the profit growth.
Revenue $826.6 million vs. $625.7 million; electrical and mechanical revenue up 47.0% to $648.2 million
Net income $36.7 million vs. $28.2 million; diluted EPS 72 cents vs. 55 cents
Backlog $3.1 billion at March 31, 2025, up 10.0% from Dec. 31, 2024
Operating cash flow $7.1 million vs. $21.8 million; capital expenditures $18.5 million
Acadia Healthcare reported first-quarter 2025 revenue of $770.5 million, up slightly from $768.1 million a year earlier, but net income attributable to the company fell to $8.4 million, or $0.09 per diluted share, from $76.4 million, or $0.83. The company affirmed its full-year 2025 guidance, which includes $2.50 to $2.80 in adjusted earnings per diluted share.
Revenue was $770.5 million versus $768.1 million in Q1 2024, a 0.3% increase.
Net income attributable to Acadia was $8.4 million ($0.09 per diluted share), down from $76.4 million ($0.83) a year earlier.
Adjusted EBITDA was $134.2 million versus $173.9 million, and transaction, legal and other costs were $31.1 million, including $31.0 million of government investigation costs.
Full-year 2025 guidance was affirmed, including revenue of $3.3 to $3.4 billion and adjusted EBITDA of $675 to $725 million.
Topgolf Callaway Brands reported first-quarter 2025 net revenues of $1,092.3 million, down 4.5% from a year earlier, and GAAP net income of $2.1 million, or $0.01 per diluted share, versus $6.5 million a year earlier. The company kept its full-year consolidated revenue and Adjusted EBITDA guidance but lowered its Topgolf revenue outlook because of a softer consumer environment, and the guidance remains subject to the pending sale of Jack Wolfskin.
Q1 2025 net revenues were $1,092.3 million, down 4.5%; GAAP net income was $2.1 million, or $0.01 per diluted share, versus $0.04 a year earlier.
Non-GAAP diluted EPS was $0.11 versus $0.08, and Adjusted EBITDA rose 4.0% to $167.3 million.
Full-year consolidated net revenue ($4.000 billion to $4.185 billion) and Adjusted EBITDA ($415 million to $505 million) guidance was maintained, while Topgolf revenue guidance was lowered to $1.680 billion to $1.790 billion from $1.725 bil
Q2 2025 outlook calls for consolidated net revenues of $1.075 billion to $1.115 billion and Adjusted EBITDA of $139 million to $159 million.
DaVita reported first-quarter 2025 results for the period ended March 31, 2025. Revenue rose from $3.071 billion a year earlier, but operating income fell to $439 million from $484 million and diluted EPS fell to $2.00 from $2.65. The company also reaffirmed 2025 guidance of $10.20 to $11.30 in adjusted diluted EPS and $1.0 billion to $1.25 billion in free cash flow, and repurchased 3.7 million shares for $550 million during the quarter.
Total consolidated revenues were $3.224 billion, up from $3.071 billion in the first quarter of 2024.
Operating income was $439 million, a 13.6% margin, compared with $484 million and a 15.8% margin a year earlier.
Diluted EPS was $2.00, compared with $2.65; adjusted diluted EPS was $2.00, compared with $2.26.
2025 guidance: adjusted operating income $2.010 billion to $2.160 billion; free cash flow $1.000 billion to $1.250 billion.
ZoomInfo reported first quarter 2025 GAAP revenue of $305.7 million, down 1% from a year earlier, while GAAP operating income rose to $50.3 million from $43.0 million and diluted EPS was $0.08 versus $0.04. The company raised the low end of its full-year 2025 GAAP revenue guidance to $1.195 billion-$1.205 billion from $1.185 billion-$1.205 billion, and its adjusted EPS guidance to $0.96-$0.98 from $0.95-$0.97. Shareholders also learn that the stock will begin trading under the symbol GTM on May 13, 2025.
GAAP revenue of $305.7 million, down 1% year over year; adjusted operating income of $100.9 million, down 15%
GAAP net income of $26.8 million, or $0.08 per diluted share, versus $15.1 million, or $0.04, a year earlier
Full-year 2025 GAAP revenue guidance of $1.195 billion-$1.205 billion, with the prior range at $1.185 billion-$1.205 billion
Common stock to trade on Nasdaq as GTM before market open on May 13, 2025, replacing the ZI symbol
Simon Property Group reported first-quarter 2025 net income attributable to common stockholders of $413.7 million, or $1.27 per diluted share, down from $731.7 million, or $2.25 per diluted share, a year earlier. Real Estate FFO rose to $1.113 billion, or $2.95 per diluted share, from $2.91, and the company reaffirmed its full-year 2025 Real Estate FFO guidance of $12.40 to $12.65 per diluted share. The lower net income reflects a $54.8 million loss tied to Klépierre exchangeable bonds and a prior-year gain from the sale of its Authentic Brands Group stake.
Net income attributable to common stockholders: $413.7 million ($1.27 per diluted share) versus $731.7 million ($2.25) in the first quarter of 2024.
Real Estate FFO: $1.113 billion ($2.95 per diluted share) versus $1.090 billion ($2.91), a 1.4% increase per share.
Total revenue: $1.473 billion versus $1.443 billion a year earlier.
Full-year 2025 Real Estate FFO guidance reaffirmed at $12.40 to $12.65 per diluted share; quarterly common dividend declared at $2.10, up 5.0% year over year, payable June 30, 2025.
Brink's reported first-quarter 2025 revenue of $1,247 million, up 1% on a GAAP basis and 6% on a constant-currency basis. Non-GAAP adjusted EBITDA was $215 million, down 1%, and non-GAAP EPS was $1.62, down 2%, though the company said both exceeded the top end of its guidance range. The company affirmed its 2025 framework and introduced second-quarter 2025 guidance, and has repurchased over 1.3 million shares year to date.
Q1 2025 GAAP revenue $1,247 million, up 1%; GAAP operating profit $119 million, down 1%
Non-GAAP adjusted EBITDA $215 million, down 1%; GAAP EPS $1.19, up 9%; non-GAAP EPS $1.62, down 2%
Q2 2025 guidance: revenue $1,250 million to $1,300 million, adjusted EBITDA $205 million to $225 million, non-GAAP EPS $1.25 to $1.65
Share repurchases exceeded $110 million year to date through the first quarter
RadNet reported first-quarter 2025 revenue of $471.4 million, up 9.2%, but Adjusted EBITDA fell 20.6% to $46.4 million and the company posted a net loss attributable to RadNet of $37.9 million, compared with a $2.8 million loss a year earlier. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance ranges, citing the Southern California wildfires and severe winter weather that it said reduced first-quarter revenue by about $22 million.
Total Company revenue rose to $471.4 million from $431.7 million; Adjusted EBITDA fell to $46.4 million from $58.5 million.
Net loss per share was $(0.51) versus $(0.04) a year earlier; adjusted diluted loss per share was $(0.35) versus adjusted earnings of $0.07.
Imaging Center revenue guidance was raised to $1,835 million to $1,885 million from $1,825 million to $1,875 million; Adjusted EBITDA guidance was raised to $268 million to $276 million from $265 million to $273 million.
RadNet signed a definitive agreement on April 15, 2025 to acquire iCAD, Inc., subject to customary closing conditions.
Fox Corporation reported results for the quarter ended March 31, 2025. Revenue rose 27% to $4.37 billion, driven by Super Bowl LIX advertising, but net income attributable to Fox stockholders fell to $346 million ($0.75 per share) from $666 million ($1.40 per share). Adjusted EPS was $1.10 versus $1.09 a year earlier, while Adjusted EBITDA fell to $856 million from $891 million as expenses rose.
Total revenues were $4.37 billion, up $924 million or 27%, with advertising revenues up 65% on Super Bowl LIX and Tubi growth.
Net income attributable to Fox stockholders was $346 million ($0.75 per share), down from $666 million ($1.40 per share).
Adjusted EPS was $1.10 versus $1.09, and Adjusted EBITDA was $856 million versus $891 million, as higher sports rights amortization and production costs outpaced revenue growth.
The Company repurchased about $250 million of Class A stock during the quarter, with a remaining authorization of $650 million.
Fortrea reported first-quarter 2025 revenue of $651.3 million, down from $662.1 million a year earlier, and a GAAP net loss of $562.9 million that includes a non-cash goodwill impairment charge of $488.8 million. Adjusted EBITDA rose to $30.3 million from $27.1 million, and the company reiterated its full-year 2025 guidance. Chairman and CEO Thomas Pike will step down on May 13, 2025, and Lead Independent Director Peter M. Neupert will serve as interim CEO and Board Chair.
Revenue was $651.3 million in the quarter, compared with $662.1 million in the first quarter of 2024.
GAAP net loss was $562.9 million, or $6.25 per diluted share, including the $488.8 million goodwill impairment; adjusted EPS was $0.02 versus $(0.05) a year earlier.
Adjusted EBITDA was $30.3 million, compared with $27.1 million in the first quarter of 2024.
Full-year 2025 guidance was reiterated at revenue of $2.45 billion to $2.55 billion and adjusted EBITDA of $170 million to $200 million; Peter M. Neupert becomes interim CEO on May 13, 2025.
Sally Beauty reported fiscal second-quarter results for the period ended March 31, 2025, with net sales down 2.8% to $883.1 million and comparable sales down 1.3%. GAAP diluted EPS rose to $0.38 from $0.27, and adjusted diluted EPS rose 20% to $0.42, while the company updated its full-year fiscal 2025 guidance and extended its share repurchase program to September 30, 2029.
Net sales of $883.1 million, down 2.8%; comparable sales down 1.3%, which the company attributed to weather, an unusually harsh flu season and macro uncertainty
GAAP diluted EPS of $0.38 versus $0.27 a year earlier; adjusted diluted EPS of $0.42 versus $0.35, a 20% increase
Full-year fiscal 2025 guidance: comparable sales flat to down 1%; adjusted operating margin of 8.0% to 8.5%
Board approved extending the share repurchase program to September 30, 2029, with $501.1 million remaining under the authorization
Hawaiian Electric Industries reported first-quarter 2025 net income for common stock of $27 million, or $0.15 per share, versus $42 million, or $0.38, a year earlier; the 2024 figure included $21 million from discontinued operations. Core diluted EPS, which excludes Maui wildfire costs and the Hamakua Energy sale loss, was $0.23 versus $0.26, while core net income rose to $40 million from $28 million. The company also said it cut holding company debt by $384 million in April and that Hawaii legislation affecting wildfire liability and the Maui settlement has passed and awaits the governor's signature.
Net income for common stock was $27 million, or $0.15 per share, versus $42 million, or $0.38, in Q1 2024
Core diluted EPS was $0.23 versus $0.26 a year earlier; core net income was $40 million versus $28 million
Pacific Current recorded a $13 million pre-tax loss on the sale of Hamakua Energy
In April, holding company debt was reduced by $384 million using proceeds from the American Savings Bank sale
Koppers reported first-quarter 2025 sales of $456.5 million, down from $497.6 million, and a net loss attributable to Koppers of $13.9 million, compared with net income of $13.0 million a year earlier. The results include a $29.0 million loss on pension settlement and $20.0 million of impairment, restructuring and plant closure costs. The company lowered its 2025 sales forecast to $2.0 billion to $2.2 billion from $2.17 billion but kept its adjusted EBITDA goal of approximately $280 million and adjusted EPS goal of $4.75.
Adjusted EPS was $0.71 versus $0.62 a year earlier, while diluted EPS was $(0.68) versus $0.59
2025 sales forecast cut to $2.0 billion to $2.2 billion from $2.17 billion; adjusted EBITDA and adjusted EPS goals maintained
At the May 8, 2025 annual meeting, shareholders approved the amended 2020 Long Term Incentive Plan with 12,093,826 votes for and 5,231,663 against
Starwood Property Trust reported first-quarter 2025 results for the quarter ended March 31, 2025, with GAAP net income of $112.3 million, or $0.33 per diluted share, and Distributable Earnings of $156.3 million, or $0.45 per diluted share. The filing does not give prior-period comparisons, and Distributable Earnings were below the $0.48 per share quarterly dividend the company paid, so shareholders should weigh both the profit and the dividend coverage.
GAAP net income attributable to the company was $112.3 million, or $0.33 per diluted share.
Distributable Earnings were $156.3 million, or $0.45 per diluted share, versus a quarterly dividend of $0.48 per share.
The company invested $2.3 billion in the quarter, including a record $0.7 billion in infrastructure lending, and closed $1.3 billion after quarter end.
The company issued $500 million of corporate debt, extending average maturity to 3.7 years, and reported current liquidity of $1.5 billion.
Essent Group reported first-quarter 2025 net income of $175.4 million, or $1.69 per diluted share, down from $181.7 million, or $1.70 per diluted share, a year earlier. Total revenues rose to $317.6 million from $298.4 million, and the board declared a $0.31 quarterly dividend, so shareholders see higher revenue alongside slightly lower profit.
Net income was $175.4 million versus $181.7 million in Q1 2024; diluted EPS was $1.69 versus $1.70
Total revenues were $317.6 million versus $298.4 million in Q1 2024
Quarterly cash dividend of $0.31 per share, payable June 10, 2025, to holders of record on May 30, 2025
Through April 30, 2025, Essent repurchased 3.9 million shares for about $218 million; $429 million remains under the $500 million plan
Ziff Davis reported unaudited first-quarter 2025 results, with revenue up 4.5% to $328.6 million and GAAP net income up 128.1% to $24.2 million. Adjusted EBITDA and adjusted diluted EPS both declined from a year earlier, and the company reaffirmed its 2025 guidance.
Q1 2025 revenue rose 4.5% to $328.6 million from $314.5 million; income from operations fell to $35.1 million from $35.9 million.
GAAP diluted EPS was $0.56 versus $0.23; adjusted diluted EPS was $1.14 versus $1.27.
Adjusted EBITDA was $100.2 million versus $100.8 million; free cash flow was $(5.0) million versus $47.4 million, which the company attributed to working capital usage by TDS Gift Cards.
2025 guidance was reaffirmed: revenues of $1,442 million to $1,502 million and adjusted EBITDA of $505 million to $542 million; the earnings call is on May 9, 2025 at 8:30 a.m. ET.
TKO Group Holdings filed recast historical financials for fiscal 2022 through 2024 that include the IMG business, On Location and Professional Bull Riders, acquired from Endeavor affiliates on February 28, 2025, as if the deal had closed January 1, 2022. For 2024, revenue rose 51% to $4,884.2 million, but operating income fell to $30.9 million from $375.8 million, while net income attributable to TKO Group Holdings was $9.3 million compared with a loss of $35.2 million in 2023. The filing does not amend or restate prior annual reports.
Revenue for the year ended December 31, 2024 was $4,884.2 million, up from $3,224.8 million in 2023.
Operating income was $30.9 million in 2024, down from $375.8 million in 2023.
Net income attributable to TKO Group Holdings, Inc. was $9.3 million in 2024, versus a net loss of $35.2 million in 2023; net loss attributable to non-controlling interests was $255.1 million.
The recast reflects the Endeavor asset acquisition closed February 28, 2025, and does not revise the company's Form 10-K filings for 2022 through 2024.
Post Holdings reported fiscal second-quarter 2025 results for the period ended March 31, 2025. Net sales fell 2.3% to $1,952.1 million and diluted earnings per share fell to $1.03 from $1.48, while Adjusted EBITDA rose 0.4% to $346.5 million. The company raised its fiscal 2025 Adjusted EBITDA guidance to $1,430-$1,470 million, so shareholders get weaker reported sales and profit alongside a higher profit outlook.
Q2 net sales were $1,952.1 million, down 2.3% from $1,999.0 million a year earlier
Net earnings were $62.6 million, down 35.6%; diluted EPS was $1.03 versus $1.48
Adjusted EBITDA was $346.5 million, up 0.4% from $345.2 million
Fiscal 2025 Adjusted EBITDA guidance raised to $1,430-$1,470 million from $1,420-$1,460 million
Synaptics reported fiscal third-quarter 2025 revenue of $266.6 million, up from $237.3 million a year earlier, with non-GAAP diluted EPS of $0.90 versus $0.53. GAAP net loss widened to $21.8 million, or $0.56 per share, from $18.1 million, or $0.46 per share, after a $13.8 million intangible asset impairment charge. The company guided fourth-quarter revenue to $280 million plus or minus $15 million and non-GAAP EPS to $1.00 plus or minus $0.20.
Q3 revenue of $266.6 million, up from $237.3 million a year earlier; Core IoT sales grew 43% year over year
GAAP net loss of $21.8 million, or $0.56 per share, versus $18.1 million, or $0.46 per share, a year earlier
Q4 fiscal 2025 guidance: revenue of $280 million plus or minus $15 million; GAAP loss per share of $0.68 plus or minus $0.30; non-GAAP EPS of $1.00 plus or minus $0.20
Repurchased approximately 546,000 shares for $37.9 million in the quarter
Monster Beverage reported first-quarter 2025 results on May 8, 2025. Reported net sales fell 2.3% to $1.85 billion, while operating income rose 5.1% to $569.7 million and diluted earnings per share rose 7.4% to $0.45, helped by a higher gross profit margin. The company attributed the sales decline mainly to bottler and distributor ordering patterns, currency changes, and adverse weather.
Net sales were $1.85 billion, down 2.3% from $1.90 billion in the first quarter of 2024.
Gross profit as a percentage of net sales rose to 56.5% from 54.1%.
Operating income was $569.7 million and net income was $443.0 million, versus $542.0 million and $442.0 million a year earlier.
No shares were repurchased in the first quarter, and about $500.0 million remained available under the repurchase program as of May 8, 2025.
Brighthouse Financial reported a first-quarter 2025 net loss available to shareholders of $294 million, or $5.04 per diluted share, narrowing from a $519 million loss a year earlier. Adjusted earnings were $235 million, or $4.01 per diluted share, compared with an adjusted loss of $98 million in the first quarter of 2024. Annuity sales fell 21% from the prior quarter, a decline shareholders may weigh against the improved profit figures.
Net loss available to shareholders of $294 million, or $5.04 per diluted share, versus a net loss of $519 million, or $8.22 per share, in Q1 2024.
Adjusted earnings of $235 million, or $4.01 per diluted share, versus an adjusted loss of $98 million a year earlier; includes a $10 million unfavorable notable item.
Annuity sales decreased 21% quarter-over-quarter to $2.3 billion; life sales rose 24% quarter-over-quarter to $36 million.
Repurchased $59 million of common stock in Q1 2025 and a further $26 million through May 6, 2025; holding company liquid assets were $1.0 billion.
Alarm.com reported first-quarter 2025 results for the period ended March 31, 2025, with total revenue up 7.0% to $238.8 million and GAAP net income up 18.4% to $27.7 million. Diluted EPS rose to $0.52 from $0.44, but operating cash flow fell to $24.1 million from $49.9 million. The company also issued full-year 2025 guidance, including total revenue of $975.8 million to $991.2 million.
Total revenue rose 7.0% to $238.8 million from $223.3 million; SaaS and license revenue rose 9.0% to $163.8 million.
GAAP net income rose 18.4% to $27.7 million; diluted EPS was $0.52 versus $0.44 a year earlier.
Operating cash flow was $24.1 million versus $49.9 million; non-GAAP free cash flow was $17.9 million versus $46.8 million.
Full-year 2025 guidance: total revenue of $975.8 million to $991.2 million and non-GAAP adjusted EBITDA of $190.0 million to $193.0 million.
Rocket Lab reported first-quarter 2025 revenue of $122.6 million, up from $92.8 million a year earlier, but its net loss widened to $60.6 million from $44.3 million. The company also guided second-quarter revenue to $130 million to $140 million and said it plans a holding company reorganization, expected to take effect by June 1, 2025, with shares continuing to trade as RKLB.
Q1 2025 total revenues were $122.6 million, versus $92.8 million in Q1 2024.
Q1 2025 net loss was $60.6 million, or $0.12 per share, compared with $44.3 million, or $0.09 per share, a year earlier.
Q2 2025 guidance: revenue of $130 million to $140 million; Adjusted EBITDA loss of $28 million to $30 million.
Holding company reorganization planned to be effective by June 1, 2025; Rocket Lab Corporation would succeed the company and keep the RKLB symbol.
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