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).
NetApp reported fourth-quarter fiscal 2025 net revenues of $1.73 billion, up 4% from a year earlier, and GAAP net income of $340 million, or $1.65 per share, compared with $291 million and $1.37 a year earlier. The company guided fiscal 2026 net revenues to $6.625 billion to $6.875 billion and authorized up to an additional $1.1 billion in share repurchases, while Executive Vice President and Chief Product Officer Harvinder Bhela plans to leave that role by June 20, 2025.
Q4 fiscal 2025 net revenues $1.73 billion, up 4% year over year; GAAP EPS $1.65 vs. $1.37
Fiscal 2026 net revenue guidance $6.625 billion to $6.875 billion; GAAP EPS guidance $5.80 to $6.10
Board authorized up to an additional $1.1 billion in stock repurchases on May 22, 2025, with no expiration date
Chief Product Officer Harvinder Bhela to transition out of his role by June 20, 2025
Bath & Body Works reported first quarter 2025 net sales of $1,424 million, up 2.9%, and earnings of $0.49 per diluted share, up from $0.38, with EPS above the high end of its guidance range. The company maintained its full-year 2025 guidance and gave second quarter EPS guidance of $0.33 to $0.38, and it said the CEO transition could reduce 2025 EPS by about $0.05, which its guidance excludes.
Q1 net sales $1,424 million, up 2.9% from $1,384 million; diluted EPS $0.49 vs. $0.38, above the high end of guidance.
Full-year 2025 guidance maintained: net sales growth of 1% to 3% and diluted EPS of $3.25 to $3.60, including current tariff rates.
Q2 2025 guidance: net sales flat to up 2%; diluted EPS of $0.33 to $0.38, vs. $0.37 adjusted EPS in Q2 2024.
Daniel Heaf appointed CEO effective May 16, 2025; the company estimates the transition could reduce 2025 EPS by about $0.05.
Pure Storage reported first quarter fiscal 2026 revenue of $778.5 million, up 12% year over year, and a GAAP net loss of $14.0 million, narrower than the $35.0 million loss a year earlier. The company also said Chief Financial Officer Kevan Krysler will leave, and that he will stay until a successor is named and that the departure does not relate to financial statement or accounting issues.
Revenue $778.5 million, up 12% year over year; subscription services revenue $406.3 million, up 17%
GAAP operating loss of $31.2 million, versus $41.8 million a year earlier; non-GAAP operating income $82.7 million
Guidance: second quarter revenue of $845 million; fiscal 2026 revenue of $3.515 billion, up 11%
CFO Kevan Krysler to leave; he remains until a successor is named
Cavco Industries reported fiscal fourth-quarter 2025 net revenue of $508 million, up 21% from a year earlier, and diluted earnings per share of $4.47 versus $4.03. The board also approved a new $150 million stock repurchase program on May 20, 2025, which the company expects to fund from existing cash.
Q4 net revenue was $508 million, up 21% from $420 million; GAAP diluted EPS was $4.47 versus $4.03.
Adjusted diluted EPS was $5.40, excluding a $10.0 million non-cash charge tied to legacy brand intangibles.
The board approved a new $150 million stock repurchase program on May 20, 2025; timing and amount are at the company's discretion and it may be suspended at any time.
Deckers reported fiscal 2025 net sales up 16.3% to $4.986 billion and diluted EPS up 30% to $6.33, and gave a first-quarter fiscal 2026 outlook but no full-year guidance because of trade policy uncertainty. The board also raised the share repurchase authorization by $2.25 billion to about $2.5 billion and named Cynthia Davis Chair, succeeding Michael Devine III, who is retiring.
Fiscal 2025 net sales rose 16.3% to $4.986 billion; diluted EPS rose to $6.33 from $4.86.
Fourth-quarter net sales rose 6.5% to $1.022 billion; diluted EPS was $1.00 versus $0.82.
First-quarter fiscal 2026 outlook: net sales of $890 million to $910 million and diluted EPS of $0.62 to $0.67; no full-year fiscal 2026 guidance was given.
Buyback authorization increased by $2.25 billion to about $2.5 billion; Cynthia Davis became Chair effective May 22, 2025.
Intuit reported revenue of $7.8 billion for the fiscal third quarter ended April 30, 2025, up 15 percent, and raised its full-year fiscal 2025 guidance across total company metrics. The company also declared a quarterly dividend of $1.04 per share.
Q3 revenue of $7.8 billion, up 15 percent; GAAP diluted EPS of $10.02, up 19 percent; non-GAAP diluted EPS of $11.65, up 18 percent
Fiscal 2025 revenue guidance of $18.723 billion to $18.760 billion, growth of about 15 percent, up from prior guidance of 12 to 13 percent
Fiscal 2025 non-GAAP diluted EPS guidance of $20.07 to $20.12, up from prior growth guidance of 13 to 14 percent
Dividend of $1.04 per share payable July 18, 2025, to holders of record as of July 10, 2025
Ralph Lauren reported fourth-quarter and full-year fiscal 2025 results, with revenue and reported earnings per share both higher than a year earlier. The company also raised its quarterly dividend 10% and approved a new $1.5 billion share repurchase program, and it gave a preliminary fiscal 2026 outlook calling for low-single-digit constant-currency revenue growth.
Q4 revenue rose 8% to $1.7 billion on a reported basis and 10% in constant currency
Q4 reported EPS was $2.03 versus $1.38 a year earlier; adjusted EPS was $2.27 versus $1.71
Full-year fiscal 2025 revenue rose 7% to $7.1 billion; reported EPS was $11.61 versus $9.71
Quarterly dividend increased 10% to $0.9125 per share; new $1.5 billion repurchase program authorized
Keysight reported second-quarter fiscal 2025 revenue of $1.31 billion, up from $1.22 billion a year earlier, and non-GAAP earnings of $1.70 per share, up from $1.41. The company said revenue and EPS were above the high end of its guidance and raised its full-year growth expectations to the midpoint of its long-term 5-7% target. Separately, director Robert A. Rango retired from the board effective May 15, 2025, for personal reasons.
Q2 revenue was $1.31 billion versus $1.22 billion in Q2 2024; GAAP diluted EPS was $1.49 versus $0.72.
Non-GAAP diluted EPS was $1.70 versus $1.41 a year earlier; free cash flow was $457 million versus $74 million.
Third-quarter fiscal 2025 revenue is expected at $1.305 billion to $1.325 billion, with non-GAAP EPS of $1.63 to $1.69.
Director Robert A. Rango retired from the board effective May 15, 2025, for personal reasons, not due to a disagreement with the company.
CAVA Group reported fiscal first-quarter 2025 results for the 16 weeks ended April 20, 2025, with restaurant revenue up 28.2% and net income more than doubling to $25.7 million. The company also raised its fiscal 2025 guidance for adjusted EBITDA to $152.0 million to $159.0 million and for net new restaurant openings to 64 to 68.
CAVA restaurant revenue was $328.5 million, up 28.2% from $256.3 million, with same restaurant sales growth of 10.8%.
Net income was $25.7 million, or $0.22 per diluted share, compared with $14.0 million, or $0.12 per diluted share, a year earlier. Net income included a $10.7 million income tax benefit related to equity-based compensation.
Restaurant-level profit margin was 25.1%, compared with 25.2% a year earlier, as input costs and wage investments offset higher sales.
Fiscal 2025 adjusted EBITDA guidance was raised to $152.0 million to $159.0 million from $150.0 million to $157.0 million on May 15, 2025.
Boot Barn reported fourth-quarter and fiscal 2025 results for the periods ended March 29, 2025, with net sales up 16.8% to $453.7 million and net income of $37.5 million, or $1.22 per diluted share, versus $0.96 a year earlier. The board also authorized up to $200 million in share repurchases, and the company gave fiscal 2026 guidance with diluted EPS of $5.50 to $6.40 against $5.88 in fiscal 2025.
Q4 net sales rose 16.8% to $453.7 million; consolidated same store sales rose 6.0%.
Fiscal 2025 net income was $180.9 million, or $5.88 per diluted share, up from $4.80.
Board authorized repurchases of up to $200 million of common stock with no expiration date.
Fiscal 2026 guidance: total sales of $2.070 billion to $2.150 billion and diluted EPS of $5.50 to $6.40.
Arrowhead Pharmaceuticals reported fiscal second-quarter 2025 results for the period ended March 31, 2025, with revenue of $542.7 million versus none a year earlier and net income attributable to the company of $370.4 million, compared with a loss of $125.3 million in the prior-year quarter. The company also said it expects to be funded into 2028 following its Sarepta Therapeutics agreement, and that its CFO, Ken Myszkowski, will retire effective May 13, 2025, succeeded by Daniel Apel.
Net income attributable to Arrowhead was $370.4 million, or $2.75 per diluted share, versus a loss of $1.02 per share a year earlier.
Research and development expenses rose to $133.1 million from $101.1 million.
CFO Ken Myszkowski retires effective May 13, 2025; Daniel Apel succeeds him.
HCI Group reported first quarter 2025 pre-tax income of $100.3 million and net income after noncontrolling interests of $69.7 million, up from $47.6 million a year earlier. The board is pursuing a potential tax-free spin-off of its Exzeo Group unit to existing HCI shareholders, targeted for completion by the end of 2025, subject to customary conditions.
Diluted EPS was $5.35 in Q1 2025 versus $3.81 in Q1 2024
Gross premiums earned rose 17.0% to $300.4 million, driven mainly by policies assumed from Citizens Property Insurance Corporation
Losses and loss adjustment expenses fell to $59.3 million from $79.9 million; gross loss ratio was 19.7% versus 31.1%
Potential Exzeo spin-off targeted for completion by the end of 2025; IRS tax-free treatment is not assured
Progyny reported first quarter 2025 revenue of $324.0 million, up 16.5% from a year earlier, and raised its full year 2025 outlook, projecting revenue of $1.185 billion to $1.235 billion. GAAP net income fell to $15.1 million from $16.9 million, while adjusted earnings per diluted share rose to $0.48 from $0.39, so shareholders get a mixed profit picture alongside stronger sales and guidance.
Q1 2025 revenue was $324.0 million, up 16.5%; excluding a large client that did not renew, revenue rose 19%
Net income was $15.1 million, or $0.17 per diluted share, versus $16.9 million, or $0.17, a year earlier, due mainly to a higher tax provision
Adjusted EBITDA rose 15% to $57.8 million; operating cash flow was $49.8 million versus $25.7 million
Full year 2025 guidance: revenue $1.185 billion to $1.235 billion, adjusted EBITDA $190.0 million to $203.0 million; Q2 2025 revenue projected at $310.0 million to $325.0 million
Adtalem Global Education Inc. (NYSE: ATGE) reported third-quarter fiscal 2025 revenue of $466.1 million, up 12.9%, and diluted EPS of $1.59 versus $0.93 a year earlier, and raised its fiscal 2025 guidance. The Board also authorized a new $150 million share repurchase program through May 2028. Note that the filing is from Adtalem, not Covista Inc. (CVSA) as the request header states.
Revenue of $466.1 million, up 12.9% year over year; net income of $60.8 million versus $36.8 million
Adjusted EPS of $1.92 versus $1.50 a year earlier; diluted EPS of $1.59 versus $0.93
Fiscal 2025 guidance raised to revenue of $1,760 million to $1,775 million and adjusted EPS of $6.40 to $6.60
New $150 million share repurchase program through May 2028, following completion of a $300 million program on May 5, 2025
Toast reported first-quarter 2025 net income of $56 million, compared with a net loss of $83 million a year earlier, and Adjusted EBITDA of $133 million, up from $57 million. The company raised its full-year 2025 Adjusted EBITDA outlook to $540 million to $560 million from $510 million to $530 million, which signals higher expected profitability for shareholders.
Q1 2025 net income was $56 million versus a net loss of $83 million in Q1 2024.
Total revenue was $1.34 billion in Q1 2025 versus $1.08 billion in Q1 2024.
Full-year 2025 Adjusted EBITDA outlook raised to $540 million to $560 million from $510 million to $530 million.
Toast signed Dine Brands' Applebee's, which it describes as its largest deal to date.
Lyft reported first-quarter 2025 revenue of $1.5 billion, up 14% from a year earlier, and net income of $2.6 million, compared with a net loss of $31.5 million in the first quarter of 2024. Its board also raised the share repurchase authorization by $250 million to a total of $750 million, and the company guided to second-quarter Gross Bookings of $4.41 billion to $4.57 billion.
Revenue of $1.5 billion, up 14% year over year; Gross Bookings of $4.2 billion, up 13%
Net income of $2.6 million versus a net loss of $31.5 million in Q1 2024
Adjusted EBITDA of $106.5 million versus $59.4 million; free cash flow of $280.7 million versus $127.1 million
Repurchase authorization increased by $250 million to $750 million; the company intends to use $500 million within 12 months
Federal Realty Investment Trust reported first quarter 2025 results on May 8, 2025. FFO was $146.5 million, or $1.70 per diluted share, up from $136.7 million, or $1.64, a year earlier, and net income available for common shareholders was $61.8 million, or $0.72 per diluted share, versus $0.66. The company raised its 2025 FFO per diluted share guidance to $7.11 to $7.23 from $7.10 to $7.22 and kept its 2025 earnings per diluted share guidance at $3.00 to $3.12.
Q1 2025 FFO of $146.5 million, or $1.70 per diluted share, compared with $1.64 in Q1 2024
Net income available for common shareholders of $61.8 million, or $0.72 per diluted share, compared with $0.66
2025 FFO per diluted share guidance raised to $7.11 to $7.23; 2025 EPS guidance unchanged at $3.00 to $3.12
Comparable portfolio occupancy was 93.6% at March 31, 2025, up 180 basis points year over year
Yelp reported first-quarter 2025 net revenue of $359 million, up 8% from a year earlier, with net income of $24 million, or $0.36 per diluted share, versus $0.20 a year earlier. The company also updated its 2025 outlook to net revenue of $1.465 billion to $1.485 billion and adjusted EBITDA of $345 million to $365 million, which matters to shareholders because it sets the company's full-year targets.
Q1 2025 net revenue was $359 million, up 8% year over year and $4 million above the high end of the company's first-quarter outlook range.
Net income was $24 million, up 72% from $14 million, with diluted earnings of $0.36 per share versus $0.20 a year earlier.
Adjusted EBITDA was $85 million, up 32%, and $15 million above the high end of the company's outlook range.
2025 outlook: net revenue of $1.465 billion to $1.485 billion and adjusted EBITDA of $345 million to $365 million.
TransMedics reported first quarter 2025 revenue of $143.5 million, up 48% from $96.9 million a year earlier, and net income of $25.7 million, or $0.70 per diluted share, versus $12.2 million in the prior-year quarter. The company raised its full-year 2025 revenue guidance to $565 million to $585 million from the previous $530 million to $552 million range, which both headline measures and the outlook point to stronger results for shareholders.
Q1 2025 total revenue was $143.5 million, a 48% increase from $96.9 million in Q1 2024.
Net income was $25.7 million, or $0.70 per fully diluted share, compared with $12.2 million, or $0.35 per diluted share, a year earlier.
Full-year 2025 revenue guidance was raised to $565 million to $585 million from $530 million to $552 million, as reported February 27, 2025; gross margin was 61% versus 62% a year earlier.
APA reported first-quarter 2025 net income attributable to common stock of $347 million, or $0.96 per diluted share, compared with $132 million, or $0.44, a year earlier, and total revenues of $2.6 billion versus $1.95 billion. The company cut its 2025 development capital guidance by $150 million and agreed to sell its New Mexico Permian assets to Permian Resources for $608 million, with proceeds expected mainly to reduce debt.
Q1 2025 adjusted earnings were $385 million, or $1.06 per diluted share, versus $237 million, or $0.78, in Q1 2024
2025 development capital guidance reduced by $150 million; full-year U.S. oil production guidance of 125,000 to 127,000 barrels per day maintained
Expected 2025 cost savings raised to $130 million from $60 million previously; annualized run-rate target of $225 million by year-end
New Mexico asset sale to Permian Resources Corporation (NYSE: PR) for $608 million, expected to close late in the second quarter
ACI Worldwide reported first-quarter 2025 revenue of $395 million, up 25% from a year earlier, and net income of $59 million compared with a net loss of $8 million in the prior-year quarter. The company raised its full-year 2025 revenue guidance, while keeping its adjusted EBITDA outlook unchanged, and CFO Scott Behrens announced his retirement, with no effective date set yet and a successor still being sought.
Q1 2025 revenue was $395 million, up 25%, and net income was $59 million, including a $22 million after-tax gain on the sale of a minority interest in Mindgate
Full-year 2025 revenue guidance raised to $1.690 billion to $1.720 billion from $1.685 billion to $1.715 billion; adjusted EBITDA guidance unchanged at $480 million to $495 million
Q2 2025 guidance: revenue of $375 million to $385 million and adjusted EBITDA of $55 million to $65 million
Scott Behrens will retire as EVP, CFO and Chief Accounting Officer, effective on a date to be determined; the company is identifying a successor
US Foods reported fiscal first-quarter 2025 net sales of $9.4 billion, up 4.5%, and net income of $115 million, up 40.2% from a year earlier. The company reaffirmed its fiscal 2025 guidance and authorized a new $1 billion share repurchase program, which it expects to use for more meaningful buybacks starting in the second quarter.
Net sales rose 4.5% to $9.4 billion; independent restaurant case volume rose 2.5%
Diluted EPS was $0.49, up 48.5%; Adjusted Diluted EPS was $0.68, up 25.9%
Board authorized a new $1 billion share repurchase program on May 7, 2025; about $52 million remained under the prior program at quarter end
Fiscal 2025 guidance reaffirmed: Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 8% to 12%, Adjusted Diluted EPS growth of 17% to 23%
Warby Parker reported first-quarter 2025 net revenue of $223.8 million, up 11.9% from a year earlier, and GAAP net income of $3.5 million, its first quarter of positive net income as a public company. The company also revised its full-year 2025 guidance to net revenue of $869 million to $886 million and Adjusted EBITDA of $91 million to $97 million; the filing does not state the prior guidance figures.
Net revenue rose $23.8 million, or 11.9%, to $223.8 million; Active Customers rose 8.7% to 2.57 million.
GAAP net income was $3.5 million, compared with a net loss of $2.7 million in the first quarter of 2024.
Adjusted EBITDA rose to $29.2 million, with a margin of 13.1%, up 1.9 points.
2025 guidance: net revenue of $869 million to $886 million and Adjusted EBITDA of $91 million to $97 million, assuming the company largely mitigates tariffs at current rates.
Dutch Bros reported first quarter 2025 total revenues of $355.2 million, up 29.1% from $275.1 million a year earlier, and net income of $22.5 million versus $16.2 million. The company said 2025 total revenues, system same shop sales growth and adjusted EBITDA are trending toward the top half of the ranges it gave last quarter, which points to stronger expected results for shareholders.
Q1 2025 total revenues rose 29.1% to $355.2 million from $275.1 million
Diluted net income per share was $0.13 versus $0.08; adjusted EBITDA grew 19.7% to $62.9 million
Company-operated shops contribution margin was 29.4%, down 40 bps year over year
2025 guidance: total revenues $1.555 billion to $1.575 billion; adjusted EBITDA $265 million to $275 million, now trending toward the top half
Permian Resources reported first-quarter 2025 results showing higher oil and gas sales and net income attributable to Class A shares than a year earlier, and lowered the midpoint of its 2025 capital budget by $50 million. The company also agreed to buy APA Corporation's Northern Delaware Basin assets for $608 million, which is not included in its revised standalone guidance.
Oil and gas sales were $1.38 billion for Q1 2025, up from $1.24 billion a year earlier; net income attributable to Class A Common Stock was $329 million, up from $147 million, and diluted EPS was $0.44 versus $0.25.
Cash capital expenditure guidance was narrowed to $1.9 billion to $2.0 billion from $1.9 billion to $2.1 billion, while oil and total production guidance ranges were maintained.
The APA acquisition covers about 13,320 net acres and is expected to add about 12,000 Boe/d in the second half of 2025; it is expected to close by the end of the second quarter of 2025.
The board declared a $0.15 per share second quarter base dividend, and the company repurchased 4.1 million shares for $43 million in April at a weighted average price of $10.52.
OPENLANE reported first-quarter 2025 results, with revenue up 7% to $460.1 million and income from continuing operations of $36.9 million, up 99% from $18.5 million a year earlier. The company maintained its 2025 guidance and board approved a new share repurchase authorization of up to $250 million through December 31, 2026. For shareholders, profit growth and a larger buyback authorization stand out, though management said tariffs remain an open question for the industry.
Total operating revenues were $460.1 million, up from $429.9 million, an increase of 7%.
Income from continuing operations was $36.9 million, compared with $18.5 million; diluted EPS was $0.18, compared with $0.05.
Adjusted EBITDA was $82.8 million, up from $74.8 million a year earlier.
2025 guidance was maintained, with income from continuing operations of $100 million to $114 million and diluted EPS of $0.38 to $0.48; a new $250 million buyback runs through December 31, 2026.
ADMA Biologics reported first-quarter 2025 revenue of $114.8 million, up 40% from a year earlier, and GAAP net income of $26.9 million, up 51%. The company raised its 2025 total revenue guidance to more than $500 million and its 2026 guidance to $625 million or more, and its board authorized a share repurchase program of up to $500 million with no expiration date.
Q1 2025 revenue was $114.8 million versus $81.9 million in Q1 2024; GAAP net income was $26.9 million versus $17.8 million.
FY 2025 total revenue guidance was raised to more than $500 million; FY 2026 total revenue guidance was raised to $625 million or more.
The board authorized a share repurchase program of up to $500 million, which the filing says has no expiration date.
On May 5, 2025 the company borrowed $30.0 million under its Ares revolving credit facility and used it to repay $30.0 million of its term loan; $2.5 million of the term loan remains outstanding.
Veracyte reported first-quarter 2025 total revenue of $114.5 million, up 18% from a year earlier, and net income of $7.0 million, compared with a net loss of $1.9 million in the same quarter of 2024. The company reiterated its 2025 testing revenue guidance of $470 million to $480 million and raised its adjusted EBITDA margin outlook to 22.5% from 21.6%, but it also said its French subsidiary Veracyte SAS has entered collective proceedings in a Marseille commercial court and that the parent will no longer fund that entity.
Total revenue $114.5 million, up 18%; testing revenue $107.3 million, up 19%
Net income $7.0 million, or $0.09 diluted per share, versus a net loss of $1.9 million a year earlier
2025 adjusted EBITDA margin guidance raised to 22.5% from 21.6%; testing revenue guidance reiterated at $470 million to $480 million
Veracyte SAS court process expected to finish by end of 2025; the company recorded $3.8 million of related expense in the quarter
Universal Technical Institute reported fiscal second-quarter 2025 revenue of $207.4 million, up 12.6%, and net income of $11.4 million, up 47.0%, with diluted EPS of $0.21 versus $0.14. The company raised its full-year fiscal 2025 guidance across its key metrics, including revenue of $825 million to $835 million, which points to stronger expected results for shareholders.
Q2 revenue of $207.4 million, up from $184.2 million; net income of $11.4 million, up from $7.8 million
Diluted EPS of $0.21 for the quarter ended March 31, 2025, compared with $0.14 a year earlier
FY2025 revenue guidance raised to $825 million-$835 million from $810 million-$820 million; diluted EPS guidance raised to $1.00-$1.08 from $0.96-$1.04
FY2025 adjusted EBITDA guidance raised to $124 million-$128 million from $122 million-$126 million
LegalZoom reported first-quarter 2025 revenue of $183.1 million, up 5% year-over-year, and net income of $5.1 million, up 8%. The company reiterated its full-year 2025 outlook of about 5% revenue growth and Adjusted EBITDA of about $165 million, and its board raised the stock repurchase authorization by $100.0 million to $315.0 million in total.
Revenue of $183.1 million, up 5%; subscription revenue of $116.3 million, up 8%
Net income of $5.1 million, up 8% from $4.7 million; Adjusted EBITDA of $37.0 million, up 33%
Board approved a $100.0 million buyback increase; about $150.0 million remained available as of May 7, 2025
Q2 2025 revenue outlook of $181 million to $185 million; full-year guidance reiterated, not changed
BGC Group reported first-quarter 2025 results with record revenues of $664.2 million, up 14.8% from a year earlier, and GAAP fully diluted EPS of $0.11 versus $0.10. Adjusted EBITDA fell 4.1% to $199.8 million because the prior-year period included a $36.6 million mark-to-market gain, and the company said it completed its OTC Global Holdings acquisition on April 1, 2025.
Q1 2025 revenues $664.2 million vs. $578.6 million in Q1 2024; GAAP net income for fully diluted shares $52.8 million vs. $46.4 million
Post-tax Adjusted Earnings per share $0.29 vs. $0.25, up 16.0%
Q2 2025 guidance: revenues $715 million to $765 million; pre-tax Adjusted Earnings $156 million to $171 million
Quarterly dividend of $0.02 per share declared May 6, 2025, payable June 10, 2025 to holders of record May 27, 2025
Qualys reported first-quarter 2025 revenue of $159.9 million, up 10% from a year earlier, and GAAP net income of $47.5 million, or $1.29 per diluted share, up from $1.05. The company raised its full-year 2025 revenue and per-share earnings guidance, which is a positive signal for shareholders, though the filing notes that reconciling items are likely to significantly affect GAAP earnings.
Q1 2025 revenue was $159.9 million, up 10% from $145.8 million in Q1 2024.
GAAP diluted EPS was $1.29 vs. $1.05 a year earlier; non-GAAP diluted EPS was $1.67 vs. $1.45.
Full-year 2025 revenue guidance is $648.0 million to $657.0 million, up from a prior range of $645.0 million to $657.0 million.
Full-year 2025 GAAP EPS guidance is $4.27 to $4.57, up from $3.62 to $4.02; non-GAAP EPS guidance is $6.00 to $6.30, up from $5.50 to $5.90.
XPEL reported first-quarter 2025 revenue of $103.8 million, up 15.2%, and net income of $8.6 million, up 28.8%, with EPS of $0.31 versus $0.24. The board authorized a stock repurchase of up to $50 million, and the company expects second-quarter 2025 revenue of approximately $117 million to $119 million. The results are preliminary and unaudited until the Form 10-Q, expected on or before May 9, 2025.
Revenue rose 15.2% to $103.8 million; net income rose 28.8% to $8.6 million
Diluted EPS was $0.31 versus $0.24 in the first quarter of 2024
Board authorized repurchases of up to $50 million of common stock
Company expects second-quarter 2025 revenue of approximately $117 million to $119 million
DoorDash reported first-quarter 2025 results, with revenue up 21% year over year to $3.0 billion and GAAP net income attributable to common stockholders of $193 million, compared with a loss of $23 million a year earlier. The company also agreed to acquire SevenRooms for about $1.2 billion in cash and made a recommended final offer for Deliveroo, which it expects to close in Q4 2025, subject to approvals, so the deals could shape shareholder dilution and spending in the coming quarters.
Total Orders rose 18% to 732 million and Marketplace GOV rose 20% to $23.1 billion in Q1 2025.
Q2 2025 outlook: Marketplace GOV of $23.3 billion to $23.7 billion and Adjusted EBITDA of $600 million to $650 million.
SevenRooms acquisition for approximately $1.2 billion in an all-cash deal, expected to close in the second half of 2025.
Deliveroo offer at 180 pence per share, equal to an equity value of £2.9 billion, expected to close in Q4 2025.
Zoetis reported first-quarter 2025 revenue of $2.2 billion, up 1% on a reported basis and 9% on an organic operational basis, and net income of $631 million, or $1.41 per diluted share. The company raised its full-year 2025 revenue and adjusted diluted EPS guidance, but lowered its organic operational growth outlook for adjusted net income to 5% to 7% due to enacted tariffs.
Q1 2025 net income was $631 million, or $1.41 per diluted share, up 5% and 8% on a reported basis; adjusted diluted EPS was $1.48.
Full-year 2025 revenue guidance raised to $9.425 billion to $9.575 billion from $9.225 billion to $9.375 billion, reflecting foreign exchange.
Adjusted diluted EPS guidance raised to $6.20 to $6.30 from $6.00 to $6.10, reflecting foreign exchange and enacted tariffs.
Organic operational growth guidance for adjusted net income cut to 5% to 7% from 6% to 8%, reflecting enacted tariffs.
DigitalOcean reported first quarter 2025 revenue of $211 million, up 14% year-over-year, and net income of $38 million, up 170%. It also entered a new five-year credit agreement on May 5, 2025, that replaces its 2022 credit facility and provides a $300 million revolver and a $500 million delayed draw term loan, which may be used only to refinance its 0% convertible notes due 2026.
Q1 2025 revenue was $211 million, up 14% year-over-year; diluted net income per share was $0.39.
Adjusted free cash flow was negative $821 thousand, compared with $34 million in the first quarter of 2024.
Q2 2025 revenue guidance is $215.5 million to $217.5 million; full-year 2025 revenue outlook of $870 million to $890 million was reiterated.
The credit agreement matures on the fifth anniversary of May 5, 2025, with a springing maturity tied to the 2026 convertible notes.
Archrock reported first-quarter 2025 revenue of $347.2 million, up from $268.5 million a year earlier, and net income of $70.9 million, or $0.40 per share, compared with $40.5 million, or $0.26 per share, in the first quarter of 2024. The company raised its full-year 2025 adjusted EBITDA guidance to $790 million to $830 million and increased its share repurchase program by $50 million, which signals higher expected earnings and continued capital returns to shareholders.
Q1 2025 adjusted EBITDA was $197.8 million, compared with $131.0 million in Q1 2024.
Full-year 2025 adjusted EBITDA guidance was raised to $790 million to $830 million.
The NGCS acquisition closed on May 1, 2025, and the Board approved an additional $50 million for the share repurchase program, with $65.2 million of capacity as of May 1, 2025.
Hims & Hers reported first quarter 2025 revenue of $586.0 million, up 111% from a year earlier, and net income of $49.5 million, compared with $11.1 million. The company affirmed its full-year 2025 revenue guidance of $2.3 billion to $2.4 billion and raised its full-year Adjusted EBITDA guidance to $295 million to $335 million. Gross margin fell to 73% from 82%, and second-quarter revenue guidance of $530 million to $550 million was below the first-quarter result.
Q1 2025 revenue was $586.0 million, up 111% year over year; net income was $49.5 million versus $11.1 million; diluted EPS was $0.20 versus $0.05.
Adjusted EBITDA was $91.1 million in Q1 2025, compared with $32.3 million a year earlier.
Full-year 2025 Adjusted EBITDA guidance was raised to $295 million to $335 million; full-year revenue guidance of $2.3 billion to $2.4 billion was affirmed.
The company set 2030 targets of at least $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA.
Palomar Holdings reported first quarter 2025 net income of $42.9 million, or $1.57 per diluted share, up from $26.4 million, or $1.04, a year earlier. The company also raised its full-year 2025 adjusted net income outlook to $186 million to $200 million, from $180 million to $192 million, which is favorable for shareholders.
Net income was $42.9 million, or $1.57 per diluted share, versus $26.4 million, or $1.04, in Q1 2024
Adjusted net income rose 84.6% to $51.3 million; gross written premiums grew 20.1% to $442.2 million
Full-year 2025 adjusted net income outlook raised to $186 million to $200 million from $180 million to $192 million
Expenses associated with transactions were $2.1 million in the quarter, tied to the acquisition of Advanced AgProtection
Upwork reported first-quarter 2025 revenue of $192.7 million, up 1% from a year earlier, and net income of $37.7 million, more than double the $18.4 million reported in the first quarter of 2024. The company reiterated its full-year 2025 revenue guidance of $740 million to $760 million and raised its full-year adjusted EBITDA guidance to $190 million to $200 million, which matters to shareholders because profit is growing faster than revenue.
Revenue was $192.7 million, up 1% from $190.9 million in Q1 2024.
Net income was $37.7 million, or $0.27 per diluted share, versus $18.4 million, or $0.13 per diluted share, a year earlier.
Adjusted EBITDA was $56.0 million, compared with $33.3 million in Q1 2024.
Full-year 2025 adjusted EBITDA guidance is $190 million to $200 million; Q2 2025 revenue guidance is $184 million to $189 million.
Inspire Medical Systems reported first quarter 2025 revenue of $201.3 million, up 23% from a year earlier, and diluted earnings of $0.10 per share compared with a loss of $0.34 per share in the prior-year quarter. The company maintained its full year 2025 revenue guidance of $940 million to $955 million and raised its diluted EPS guidance to $2.20 to $2.30 from $2.10 to $2.20.
Q1 2025 revenue was $201.3 million, up 23% from $164.0 million; U.S. revenue rose 24% to $193.6 million, while revenue outside the U.S. fell 6% to $7.7 million
Q1 2025 net income was $3.0 million, compared with a net loss of $10.0 million a year earlier; operating loss narrowed to $1.5 million from $15.2 million
Full year 2025 revenue guidance of $940 million to $955 million was maintained; diluted EPS guidance was raised to $2.20 to $2.30
Cash, cash equivalents and investments were $414.0 million at March 31, 2025, versus $516.5 million at December 31, 2024
TG Therapeutics reported first quarter 2025 total revenue of $120.9 million, up from $63.5 million a year earlier, and net income of $5.1 million compared with a net loss of $10.7 million. The company raised its full-year 2025 BRIUMVI U.S. net product revenue target to $560 million and its global revenue target to $575 million.
Total revenue of $120.9 million for the three months ended March 31, 2025, versus $63.5 million a year earlier
Net income of $5.1 million, or $0.03 per diluted share, versus a net loss of $10.7 million in the prior-year quarter
Full-year 2025 BRIUMVI U.S. net product revenue target raised to $560 million from $525 million; global revenue target raised to $575 million from $540 million
Total research and development expense rose to $46.4 million and selling, general and administrative expense to $50.3 million
Cboe Global Markets reported record first-quarter 2025 net revenue of $565.2 million, up 13% from a year earlier, and diluted EPS of $2.37, up 21%. The company raised its 2025 organic total net revenue growth target to mid to high single digits from mid single digits, which signals stronger expected top-line growth for shareholders.
Net revenue of $565.2 million, up 13% from $502.1 million in Q1 2024; the release describes this as a record
Diluted EPS of $2.37, up 21%; adjusted diluted EPS of $2.50, up 16%
2025 organic total net revenue growth target raised to mid to high single digits from mid single digits; adjusted operating expense guidance reaffirmed at $837 to $852 million
Paid $66.4 million in cash dividends ($0.63 per share) and repurchased $30.0 million of stock in Q1; about $649.8 million of repurchase authorization remained at March 31, 2025
nVent reported first-quarter 2025 net sales of $809 million, up 11%, with reported EPS from continuing operations of $0.52, up 2%, and adjusted EPS of $0.67, up 10%. The company raised full-year 2025 reported sales growth guidance to 19% to 21% from 8% to 10%, and adjusted EPS guidance to $3.03 to $3.13 from $2.98 to $3.08, with the raised sales range including the Avail Electrical Products Group acquisition. Organic sales grew 2% and operating income fell 1%, so the higher guidance rests partly on acquisitions and currency-neutral growth was modest.
Q1 net sales of $809 million, up 11%; organic sales up 2%
Reported EPS from continuing operations of $0.52, up 2%; adjusted EPS of $0.67, up 10%
Full-year 2025 adjusted EPS guidance raised to $3.03 to $3.13 from $2.98 to $3.08
Q1 operating income of $130 million, down 1%; free cash flow of $44 million, up 32%
MasTec reported first-quarter 2025 results, with revenue up 6% to $2.8 billion and diluted EPS of $0.13, compared with a loss of $0.53 a year earlier. The company raised its full-year 2025 guidance, with adjusted diluted EPS guidance increased about 9% from the prior midpoint, and its board authorized an additional $250 million share repurchase program.
Q1 2025 revenue of $2.8 billion rose 6%, while Pipeline Infrastructure revenue fell 43.8%
Diluted EPS was $0.13 versus a loss of $0.53 a year earlier; adjusted diluted EPS was $0.51 versus a loss of $0.17
Full-year 2025 adjusted diluted EPS guidance is $5.90 to $6.25, and adjusted EBITDA guidance is $1.12 billion to $1.16 billion
Board authorized an additional $250 million share repurchase program
Hecla Mining reported record first-quarter 2025 sales of $261.3 million, up 5% from the fourth quarter of 2024, and net income applicable to common stockholders of $28.7 million, or $0.05 per share, compared with $11.8 million in the prior quarter. Free cash flow was negative $18.4 million, and the company revised 2025 cost guidance at two mines in opposite directions, which shareholders may want to track.
Sales of $261.3 million; net income applicable to common stockholders of $28.7 million, or $0.05 per share, versus $11.8 million in the fourth quarter of 2024
Free cash flow was negative $18.4 million, compared with positive $6.7 million in the prior quarter; cash provided by operating activities was $35.7 million
Lucky Friday 2025 cost of sales guidance raised to $165 million from $135 million; Greens Creek 2025 cash cost guidance lowered to $0.25-$0.75 per silver ounce from $2.00-$2.50
Board-declared common dividend of $0.00375 per share, with a record date of May 23, 2025, payable on or about June 10, 2025
Healthcare Realty reported a first-quarter 2025 net loss attributable to common stockholders of $44.9 million, or $0.13 per diluted share, compared with a $106.8 million loss ($0.31 per share) in the fourth quarter of 2024. The company reaffirmed its 2025 guidance, including normalized FFO of $1.56 to $1.60 per share, and said Peter A. Scott becomes President and CEO on April 15, 2025.
Q1 2025 net loss attributable to common stockholders was $44.9 million, or $0.13 per diluted share, versus a $310.8 million loss ($0.82 per share) in Q1 2024
Normalized FFO was $0.39 per share in Q1 2025, versus $0.40 in Q4 2024 and $0.39 in Q1 2024
Peter A. Scott appointed President and CEO effective April 15, 2025; Connie Moore served as interim CEO from November 2024 until April 14, 2025
Quarterly dividend of $0.31 per share payable May 23, 2025, to holders of record on May 12, 2025
A10 Networks reported first-quarter 2025 revenue of $66.1 million, up 9% from a year earlier, while GAAP net income was $9.5 million, slightly below the prior-year $9.7 million, with GAAP EPS flat at $0.13. Non-GAAP EPS rose to $0.20 from $0.17, and the board approved a $0.06 quarterly dividend and a new $75 million share repurchase program, which shareholders should weigh against the company's $355.8 million in cash and marketable securities.
Revenue of $66.1 million, up 9% from $60.7 million in Q1 2024
GAAP net income of $9.5 million, or $0.13 per diluted share, versus $9.7 million and $0.13 a year earlier
Non-GAAP net income of $15.0 million, or $0.20 per diluted share, versus $0.17 a year earlier
Quarterly dividend of $0.06 per share payable June 2, 2025 to holders of record May 15, 2025; new $75 million buyback authorized with no specified term
CareTrust REIT reported first quarter 2025 net income attributable to the company of $65.8 million, or $0.35 per diluted share, up from $28.7 million, or $0.22 per share, a year earlier. The company raised its 2025 guidance and increased its quarterly dividend from $0.29 to $0.335 per share, while also reporting that shareholders of Care REIT plc approved its planned acquisition for about $856 million.
Q1 2025 total revenues were $96.6 million, up from $63.1 million in Q1 2024; normalized FFO was $77.8 million, or $0.42 per share, versus $0.35 a year earlier.
2025 guidance was increased: net income of $1.36 to $1.40 per diluted share, normalized FFO of $1.69 to $1.73, and normalized FAD of $1.73 to $1.77.
Quarterly dividend increased from $0.29 to $0.335 per common share.
Care REIT plc shareholders approved the acquisition on April 29, 2025; the company expects to close on or around May 9, 2025, subject to approval by the English Court.
Twilio reported first quarter 2025 revenue of $1.17 billion, up 12% year-over-year, and GAAP income from operations of $23 million, compared with a loss of $43.5 million a year earlier. The company raised its full-year 2025 organic revenue growth guidance to 7.5% to 8.5% from 7% to 8%, and raised its non-GAAP income from operations and free cash flow targets to $850 million to $875 million from $825 million to $850 million.
Q1 2025 revenue of $1.17 billion, up 12% year-over-year; GAAP net income of $20 million, or $0.12 per diluted share, versus a net loss of $0.31 per share a year earlier
Non-GAAP income from operations of $213.4 million in Q1 2025, compared with $159.6 million in Q1 2024
Full-year 2025 organic revenue growth guidance raised to 7.5% to 8.5%; non-GAAP income from operations and free cash flow targets raised to $850 million to $875 million
Q2 2025 revenue guidance of $1.18 billion to $1.19 billion, or 9% to 10% growth
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