1,059 material Form 8-K filings that 826 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).
Ulta Beauty reported first-quarter fiscal 2025 results for the period ended May 3, 2025, with net sales up 4.5% to $2.8 billion and diluted earnings per share of $6.70, versus $6.47 a year earlier. Net income fell to $305.1 million from $313.1 million, and operating margin declined to 14.1% from 14.7%. The company raised its fiscal 2025 diluted EPS outlook to $22.65 to $23.20 from $22.50 to $22.90.
Net sales rose 4.5% to $2.8 billion; comparable sales increased 2.9%, driven by a 2.3% rise in average ticket and a 0.6% rise in transactions.
Diluted EPS was $6.70 versus $6.47, while net income declined to $305.1 million from $313.1 million and the effective tax rate rose to 24.6% from 23.2%.
Fiscal 2025 outlook: diluted EPS raised to $22.65 to $23.20 from $22.50 to $22.90; net sales raised to $11.5 billion to $11.7 billion; comparable sales raised to 0% to 1.5%.
Share repurchases of $358.7 million in the quarter; $2.3 billion remained under the $3.0 billion program as of May 3, 2025.
Best Buy reported first-quarter fiscal 2026 revenue of $8.77 billion, down from $8.85 billion a year earlier, with comparable sales down 0.7%. Diluted EPS fell to $0.95 from $1.13, and adjusted diluted EPS fell to $1.15 from $1.20, after $109 million of restructuring charges tied to its Best Buy Health business. The company also lowered its full-year fiscal 2026 adjusted diluted EPS guidance to $6.15 to $6.30 from $6.20 to $6.60, citing tariffs, which weighs on shareholder returns.
Q1 revenue was $8.77 billion versus $8.85 billion; enterprise comparable sales fell 0.7%
Diluted EPS was $0.95 versus $1.13; adjusted diluted EPS was $1.15 versus $1.20
FY26 revenue guidance cut to $41.1 billion to $41.9 billion from $41.4 billion to $42.2 billion
Board declared a quarterly dividend of $0.95 per share, payable July 10, 2025
Macy's reported first-quarter 2025 results for the 13 weeks ended May 3, 2025. Net sales fell 5.1% to $4.6 billion, which exceeded the company's prior guidance, but GAAP diluted EPS was $0.13 versus $0.22 a year earlier and adjusted diluted EPS was $0.16 versus $0.27. The company cut its 2025 adjusted diluted EPS guidance to $1.60 to $2.00 from $2.05 to $2.25, citing tariffs, moderating consumer discretionary spending and a heightened promotional landscape, while its net sales guidance was unchanged.
Net sales of $4.6 billion, down 5.1% year over year; comparable owned-plus-licensed-plus-marketplace sales down 1.2%
GAAP diluted EPS of $0.13 versus $0.22 a year earlier; adjusted diluted EPS of $0.16 versus $0.27
2025 adjusted diluted EPS guidance cut to $1.60 to $2.00 from $2.05 to $2.25; net sales guidance unchanged at $21.0 billion to $21.4 billion
Quarterly dividend of 18.24 cents per share payable July 1, 2025; $101 million of share repurchases in the first quarter
Ross Stores reported first-quarter fiscal 2025 diluted earnings per share of $1.47, up from $1.46, on sales of $5.0 billion, though net income fell to $479 million from $488 million and comparable store sales were flat. The company withdrew its annual sales and earnings guidance, citing tariff and macroeconomic uncertainty, and projected second-quarter EPS of $1.40 to $1.55 versus $1.59 a year earlier. Shareholders no longer have a full-year outlook, and the company said it expects profitability pressure if tariffs stay at elevated levels.
Q1 diluted EPS $1.47 vs $1.46 a year earlier; net income $479 million vs $488 million; sales $5.0 billion; comparable store sales flat
Annual sales and earnings guidance withdrawn; outlook provided for the 13 weeks ending August 2, 2025 only
Q2 comparable store sales projected flat to up 3%; Q2 EPS projected $1.40 to $1.55, including a $0.11 to $0.16 per share tariff cost impact
Repurchased $263 million of stock in Q1 under a $2.1 billion authorization; still on track to buy back $1.05 billion in fiscal 2025
ANI Pharmaceuticals filed an investor presentation for the H.C. Wainwright BioConnect conference on May 20, 2025, where CEO Nikhil Lalwani is scheduled to present. The deck restates the revised full-year 2025 guidance issued May 9, 2025, which raised net revenue to $768-793 million from $756-776 million and adjusted EBITDA to $195-205 million from $190-200 million, and describes this as the second guidance raise this year.
Full-year 2025 net revenue guidance is $768-793 million, up from $756-776 million; the deck calls this the second guidance raise in 2025.
Adjusted non-GAAP diluted EPS guidance is $6.27-6.62, up from $6.12-6.49.
Q1 2025 total revenue was $197 million, up 43% year over year; Q1 adjusted non-GAAP EBITDA was $51 million, up 35%.
CEO Nikhil Lalwani will present on May 20, 2025 at the H.C. Wainwright 3rd Annual BioConnect Investor Conference in New York.
American Eagle Outfitters preliminarily reported first-quarter results for the period ended May 3, 2025, with revenue expected at about $1.1 billion, down roughly 5% from a year earlier, and a GAAP operating loss of about $85 million. The company attributed the loss to a roughly $75 million inventory write-down on spring and summer merchandise, higher promotional activity, and about $17 million in impairment and restructuring charges. It also withdrew its fiscal 2025 guidance, citing macro uncertainty and a review of its forward plans, and the preliminary figures are unaudited and could change.
Revenue expected at about $1.1 billion, down roughly 5% year over year; comparable sales down about 3% (American Eagle down 2%, Aerie down 4%)
GAAP operating loss of about $85 million; adjusted operating loss of about $68 million
Inventory charge of roughly $75 million on spring and summer merchandise, plus about $17 million in impairment and restructuring charges tied to closing two fulfillment centers
Fiscal 2025 guidance withdrawn; final first-quarter results and earnings call scheduled for May 29, 2025
Exelixis reported first-quarter 2025 total revenues of $555.4 million, up from $425.2 million a year earlier, and GAAP diluted earnings per share of $0.55, up from $0.12. The company raised its 2025 total revenue guidance by $100 million, to $2.25 billion to $2.35 billion, and net product revenue guidance to $2.05 billion to $2.15 billion, citing growth in CABOMETYX demand.
Q1 2025 total revenues were $555.4 million, versus $425.2 million in Q1 2024; net product revenues were $513.3 million.
GAAP diluted EPS was $0.55 and non-GAAP diluted EPS was $0.62, versus GAAP diluted EPS of $0.12 in Q1 2024.
2025 total revenue guidance is now $2.25 billion to $2.35 billion, up from $2.15 billion to $2.25 billion.
Stock repurchases totaled $494.5 million through March 31, 2025, at an average price of $34.87 per share.
StandardAero reported first-quarter 2025 revenue of $1.4 billion, up 16.2% from a year earlier, and net income of $62.9 million, compared with $3.2 million in the prior-year quarter. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance, which now includes an estimated $15 million net impact from announced tariffs.
Revenue of $1,435.6 million, up 16.2% from $1,235.7 million; diluted EPS of $0.19 versus $0.01 a year earlier
Net income of $62.9 million, helped by $33.8 million lower interest expense than the prior-year quarter
2025 revenue guidance raised to $5.8 billion to $6.0 billion (from $5.8 billion to $6.0 billion prior range); Adjusted EBITDA guidance raised to $775 million to $795 million from $770 million to $790 million
Construction Partners reported fiscal second-quarter revenue of $571.7 million, up 54% from a year earlier, and net income of $4.2 million, or $0.08 per diluted share, compared with a net loss of $1.1 million in the same quarter last year. The company raised its fiscal 2025 outlook, citing the expected contribution of the recently acquired PRI and its second-quarter results. The filing also reports a May 8 executive reorganization that changed some officer titles, with Gregory A. Hoffman taking on the principal accounting officer role in addition to his CFO duties.
Q2 revenue was $571.7 million, up from $371.4 million; acquisitions completed since March 31, 2024 contributed $173.1 million of the $200.3 million increase.
Net income was $4.2 million, or $0.08 per diluted share, versus a net loss of $1.1 million a year earlier.
Fiscal 2025 revenue outlook was raised to $2.77 billion to $2.83 billion; net income outlook was raised to $106.0 million to $117.0 million.
Gregory A. Hoffman became principal accounting officer in addition to CFO; Fred J. (Jule) Smith, III remains President and CEO, and the filing states no compensation changes.
Illumina reported first-quarter 2025 results, with core Illumina revenue of $1.04 billion, down 1% from a year earlier, and GAAP diluted EPS of $0.82 versus a loss of $0.79 in the prior-year period. The company lowered its full-year outlook, now expecting non-GAAP diluted EPS of $4.20-$4.30, down from about $4.50 in March, mainly due to tariffs. For shareholders, the guidance cut lowers expected earnings for 2025 even though the quarter's GAAP profit improved.
Core Illumina Q1 2025 revenue was $1.04 billion, down 1% from Q1 2024 (flat on a constant currency basis).
GAAP diluted EPS was $0.82 versus a loss of $0.79 a year earlier; non-GAAP diluted EPS was $0.97.
2025 non-GAAP diluted EPS guidance is $4.20-$4.30, down from about $4.50 in March, with $85 million in tariff-related costs cited.
Core Illumina revenue is now expected to decline 1% to 3% on a constant currency basis in 2025, down from low single digit growth previously.
American Healthcare REIT reported first quarter 2025 total revenues of $540.6 million, up from $499.5 million a year earlier, and raised its full-year 2025 guidance. GAAP net loss attributable to controlling interest widened to $6.8 million, or $(0.04) per diluted share, from $3.9 million a year earlier, mainly due to a $21.7 million impairment of a real estate investment. Shareholders get higher expected 2025 normalized FFO, but a larger GAAP loss in the quarter.
Total revenues were $540.6 million for the quarter ended March 31, 2025, compared with $499.5 million for the same period in 2024.
Normalized FFO attributable to common stockholders was $0.38 per diluted share, up from $0.30 a year earlier.
Full-year 2025 normalized FFO guidance was raised to $1.58 to $1.64 per diluted share from $1.56 to $1.60; total portfolio same-store NOI growth guidance rose to 9.0% to 13.0% from 7.0% to 10.0%.
Net loss attributable to controlling interest was $(6.8) million, compared with $(3.9) million a year earlier, after a $21.7 million impairment of a real estate investment.
TKO reported first quarter 2025 revenue of $1.27 billion, up 4%, and net income of $165.5 million, compared with a net loss of $234.5 million a year earlier, which included a $335.0 million legal settlement charge in the prior-year period. The company raised its full-year 2025 revenue and Adjusted EBITDA targets for UFC and WWE, excluding the acquired IMG, On Location and PBR businesses, and separately set combined targets that include those businesses.
Q1 2025 revenue was $1,268.8 million, up from $1,222.4 million; Adjusted EBITDA rose 23% to $417.4 million
Excluding the acquired businesses, 2025 revenue guidance rose to $3.005 billion to $3.075 billion from $2.930 billion to $3.000 billion
Including the acquired businesses, 2025 guidance is revenue of $4.490 billion to $4.560 billion and Adjusted EBITDA of $1.490 billion to $1.530 billion
Cash and cash equivalents were $470.9 million and gross debt was $2.776 billion as of March 31, 2025
Maximus reported fiscal second-quarter 2025 revenue of $1.36 billion, up 1.0%, and diluted EPS of $1.69, up from $1.31 a year earlier. The company raised its fiscal 2025 revenue guidance to $5.25 billion to $5.4 billion and its adjusted diluted EPS guidance to $6.30 to $6.60, its second consecutive guidance raise. Shareholders also receive a $0.30 quarterly dividend payable May 31, 2025.
Q2 revenue rose 1.0% to $1.36 billion, with organic growth of 3.0% led by U.S. Federal Services.
Diluted EPS was $1.69 vs. $1.31 a year earlier; adjusted diluted EPS was $2.01 vs. $1.57.
FY25 guidance: revenue $5.25 billion to $5.4 billion; adjusted diluted EPS $6.30 to $6.60; free cash flow $355 million to $385 million (unchanged).
U.S. Services revenue fell 9.0% to $442.4 million, and days sales outstanding rose to 73 days from 62 days.
Crocs reported first-quarter 2025 revenue of $937 million, roughly flat from a year earlier, and GAAP diluted earnings per share of $2.83, up from $2.50. The company withdrew its full-year 2025 financial outlook, citing macroeconomic uncertainty from global trade policies, so shareholders no longer have company guidance for the year.
Q1 2025 revenue was $937 million, down 0.1% as reported and up 1.4% on a constant currency basis.
GAAP diluted EPS was $2.83 versus $2.50; adjusted diluted EPS was $3.00, approximately flat.
The full-year 2025 outlook provided on February 13, 2025 was withdrawn, with no replacement outlook given.
Crocs repurchased about 0.6 million shares for $61 million in the quarter, with about $1.3 billion of authorization remaining.
Life Time Group Holdings reported first-quarter 2025 results on May 8, 2025, with total revenue of $706.0 million, up 18.3% from a year earlier, and net income of $76.1 million, up 205.6%. The company raised its full-year 2025 outlook, including revenue guidance of $2,940 million to $2,980 million and net income guidance of $286 million to $293 million, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2025 diluted EPS was $0.34, up from $0.12 in Q1 2024; net income included a $14.6 million tax benefit from stock option exercises
Adjusted EBITDA rose 31.2% to $191.6 million; net debt leverage ratio fell to 2.0 times from 3.6 times a year earlier
2025 guidance: revenue of $2,940 million to $2,980 million and Adjusted EBITDA of $792 million to $808 million; comparable center revenue growth raised to 8.5% to 9.5% from 7% to 8%
Life Time signed a letter of intent on May 6, 2025 for a sale-leaseback of three properties for approximately $150 million in gross proceeds
Tapestry reported third-quarter fiscal 2025 results for the period ended March 29, 2025, with net sales of $1.58 billion, up 7% from a year earlier, and non-GAAP diluted EPS of $1.03, up 27%. The company raised its fiscal 2025 outlook, now expecting EPS in the area of $5.00 versus prior guidance of $4.85 to $4.90, and revenue of about $6.95 billion. The raised outlook and the reaffirmed plan to return over $2 billion to shareholders in fiscal 2025 are the main points for shareholders.
Q3 net sales of $1.58 billion, up 7% (8% constant currency); Coach revenue rose 13%
Q3 GAAP diluted EPS was $0.95, up from $0.60; non-GAAP diluted EPS was $1.03, up from $0.81
Fiscal 2025 EPS outlook raised to about $5.00 from $4.85 to $4.90; revenue outlook about $6.95 billion
Pending sale of Stuart Weitzman expected to close in summer 2025; quarterly dividend of $0.35 per share payable June 23, 2025
Enovis reported first-quarter 2025 net sales of $559 million, up 8% on a reported basis, and a net loss from continuing operations of $56 million, or $0.98 per share, compared with a loss of $1.32 per share a year earlier. The company raised its 2025 revenue outlook to $2.22-2.25 billion but cut its adjusted EBITDA forecast to $385-395 million from $405-415 million and its adjusted EPS forecast to $2.95-3.10 from $3.10-3.25, with the EBITDA outlook including $20 million of tariff-related impact.
Net sales of $559 million grew 8% on a reported basis and 9% on a comparable basis; Reconstructive sales rose 11%.
Adjusted EBITDA was $99 million, or 17.7% of sales, up 160 basis points from the prior-year quarter.
Adjusted EPS was $0.81 versus $0.50 a year earlier; GAAP net loss per share narrowed to $0.98 from $1.32.
2025 revenue outlook raised to $2.22-2.25 billion; adjusted EBITDA outlook cut to $385-395 million and adjusted EPS outlook cut to $2.95-3.10.
Wolverine World Wide reported first-quarter 2025 revenue of $412.3 million, up 4.4% from $394.9 million a year earlier, and diluted earnings per share of $0.13 versus a loss of $0.19. The company withdrew its full-year 2025 guidance, citing uncertainty around tariffs and macroeconomic conditions, while forecasting second-quarter revenue of $440 million to $450 million.
Q1 2025 diluted EPS of $0.13 versus a loss of $0.19 in Q1 2024; adjusted diluted EPS of $0.18 versus $0.05
Q1 2025 revenue of $412.3 million, up 4.4%; gross margin 47.3% versus 45.9%
Full-year 2025 outlook withdrawn; prior guidance issued February 19, 2025 is withdrawn
Second-quarter 2025 revenue expected at $440 million to $450 million; diluted EPS $0.17 to $0.22
YETI reported first-quarter 2025 net sales up 3% to $351.1 million and GAAP earnings per diluted share up 11% to $0.20, while adjusted EPS fell 9% to $0.31. The company cut its fiscal 2025 adjusted EPS outlook to $1.96-$2.02 from $2.90-$2.95, citing higher tariff costs and supply disruptions, and lowered its free cash flow outlook to $100 million-$125 million from $200 million.
Q1 net sales rose 3% to $351.1 million; Coolers & Equipment sales rose 17% to $140.2 million while Drinkware fell 4% to $205.6 million.
Adjusted operating income fell 11% to $35.2 million, or 10.0% of adjusted sales, versus $39.6 million a year earlier.
2025 outlook: adjusted sales growth of 1% to 4% (previously 5% to 7%) and adjusted operating margin of about 12.0% (previously 16.9%).
Free cash flow outlook cut to $100 million-$125 million from $200 million; cash was $259.0 million at quarter end.
Privia Health reported first-quarter 2025 revenue of $480.1 million, up 15.6% from a year earlier, and net income attributable to the company of $4.2 million, up from $3.0 million. The company raised its full-year 2025 outlook to the mid-to-high end of most guidance ranges, with attributed lives unchanged, and said it entered Arizona through a $95 million cash acquisition of Integrated Medical Services.
Q1 2025 total revenue was $480.1 million, up from $415.2 million; operating income was $5.2 million, compared with $0.8 million
Net income per share was $0.03, compared with $0.02 in Q1 2024; non-GAAP adjusted net income per share was $0.22, compared with $0.18
Full-year 2025 GAAP revenue guidance is $1.8 billion to $1.9 billion, with most metrics raised to the mid-to-high end of ranges; attributed lives guidance is unchanged
On April 9, 2025, the company entered Arizona with the $95 million cash acquisition of Integrated Medical Services, which is expected to be profitable starting in Q4 2025
Kodiak Gas Services reported first-quarter 2025 revenue of $329.6 million and net income attributable to common shareholders of $30.4 million, both up from the fourth quarter of 2024. The company raised its full-year 2025 adjusted EBITDA guidance and increased its quarterly dividend by 10%, which benefits shareholders through higher expected cash generation and capital returns. Diluted EPS of $0.33 was below the $0.39 reported a year earlier.
Total revenues were $329.6 million, up from $309.5 million in the fourth quarter of 2024 and $215.5 million in the first quarter of 2024.
Net income attributable to common shareholders was $30.4 million; diluted EPS was $0.33, versus $0.21 in the prior quarter and $0.39 a year earlier.
Full-year 2025 adjusted EBITDA guidance was raised to $695 million to $725 million, a $10 million increase to the low end of the range.
The quarterly dividend was raised 10% to $0.45 per share, and about $10 million of common stock was repurchased at an average price of $36.87.
Atmos Energy reported results for its fiscal 2025 second quarter, which ended March 31, 2025, and raised its fiscal 2025 earnings per diluted share guidance to $7.20-$7.30 from $7.05-$7.25. The board also declared a quarterly dividend of $0.87 per share, with an indicated fiscal 2025 annual dividend of $3.48, an 8.1% increase over fiscal 2024.
Fiscal year-to-date diluted EPS of $5.26 on net income of $837.4 million
Fiscal 2025 EPS guidance raised to $7.20-$7.30 from $7.05-$7.25 per diluted share
Quarterly dividend of $0.87 per share; indicated fiscal 2025 annual dividend of $3.48, up 8.1%
Fiscal 2025 capital expenditure guidance of approximately $3.7 billion; conference call May 8, 2025 at 10:00 a.m. Eastern
Tutor Perini reported first-quarter 2025 revenue of $1.25 billion, up 19% from a year earlier, and diluted EPS of $0.53, up from $0.30. The company raised its 2025 EPS guidance to $1.60 to $1.95 from $1.50 to $1.90, and said it expects 2026 and 2027 EPS to be more than double its 2025 guidance. Operating cash flow fell to $22.9 million from $98.3 million a year earlier, which the company attributed to prior-year dispute collections.
Revenue $1.25 billion, up 19% from $1.05 billion; income from construction operations $65.3 million, up 34%
Diluted EPS $0.53 versus $0.30 a year earlier; net income attributable to the company $28.0 million
2025 EPS guidance raised to $1.60 to $1.95 from $1.50 to $1.90
Backlog record $19.4 billion at March 31, 2025, up 94%; operating cash flow $22.9 million versus $98.3 million
ESCO Technologies reported fiscal second-quarter 2025 results for the quarter ended March 31, 2025, with sales up 7% to $265.5 million and adjusted EPS up 24% to $1.35. The company raised its FY 2025 adjusted EPS guidance by $0.10 to $5.65-$5.85 excluding Maritime, and it closed the SM&P acquisition, now ESCO Maritime Solutions, on April 25.
Q2 sales were $265.5 million, up from $249.1 million; entered orders were $290.8 million, a book-to-bill of 1.10x
GAAP EPS was $1.20 versus $0.90 a year earlier; adjusted EPS was $1.35 versus $1.09
FY 2025 adjusted EPS guidance was raised to $5.65-$5.85 excluding Maritime, or $5.85-$6.15 including Maritime, from $5.55-$5.75
Q3 2025 adjusted EPS guidance excluding Maritime is $1.50-$1.60; the $0.08 quarterly dividend is payable July 17, 2025
EPR Properties reported first-quarter 2025 total revenue of $175.0 million, up 4.7% from a year earlier, and diluted earnings per share of $0.78 versus $0.75. The company raised its 2025 FFOAA per diluted share guidance to $5.00 to $5.16 from $4.94 to $5.14, and raised its disposition proceeds guidance to $80.0 million to $120.0 million, which matters to shareholders because it points to higher expected earnings for the full year.
Total revenue was $175.0 million, up 4.7% from $167.2 million; net income available to common shareholders was $59.8 million.
Diluted EPS was $0.78 versus $0.75; FFOAA per diluted share was $1.19 versus $1.13, up 5.3%.
2025 FFOAA per diluted share guidance rose to $5.00 to $5.16 from $4.94 to $5.14; investment spending guidance was kept at $200.0 million to $300.0 million.
The monthly dividend was raised 3.5% to $0.295 per share, payable April 15, 2025; after quarter-end the company repaid $300.0 million of notes due April 1, 2025 using its credit facility.
Remitly reported first quarter 2025 revenue of $361.6 million, up 34% from a year earlier, and net income of $11.4 million, compared with a net loss of $21.1 million in the first quarter of 2024. The company raised its full-year 2025 revenue outlook to $1.574 billion to $1.587 billion and its Adjusted EBITDA outlook to $195 million to $210 million, and it guided to a GAAP net loss for the second quarter.
Q1 2025 revenue was $361.6 million, up 34%; send volume rose 41% to $16.2 billion.
Q1 2025 net income was $11.4 million, versus a net loss of $21.1 million a year earlier; Adjusted EBITDA was $58.4 million, up 157%.
Full-year 2025 revenue outlook raised to $1.574 billion to $1.587 billion, from $1.565 billion to $1.580 billion.
Second-quarter 2025 guidance calls for revenue of $383 million to $385 million and a GAAP net loss.
EVERTEC reported first-quarter 2025 revenue of $228.8 million, up 11% from $205.3 million a year earlier, and GAAP net income attributable to common shareholders of $32.7 million, or $0.50 per diluted share, compared with $0.24 a year earlier. The company raised its constant currency revenue and constant currency adjusted earnings per share outlook for 2025, which matters to shareholders because it signals higher expected results for the full year.
Revenue rose 11% to $228.8 million; constant currency revenue was $235.5 million, up 15%
GAAP net income attributable to common shareholders was $32.7 million, or $0.50 per diluted share, versus $16.0 million, or $0.24, a year earlier
Adjusted earnings per common share was $0.87, up 21% from $0.72
2025 constant currency revenue outlook is $903 million to $911 million; constant currency adjusted EPS outlook is $3.44 to $3.53
Payoneer reported first-quarter 2025 revenue of $246.6 million, up 8% from a year earlier, while net income fell 29% to $20.6 million. The company suspended its previously issued full-year 2025 guidance, citing macroeconomic uncertainty, so shareholders no longer have a company forecast for the year.
Revenue was $246.6 million, up 8% year over year; revenue excluding interest income was $188.6 million, up 16%.
Net income was $20.6 million versus $29.0 million a year earlier; diluted EPS was $0.05 versus $0.08.
Adjusted EBITDA was $65.4 million, flat year over year, and interest income fell 11% to $58.0 million.
Full-year 2025 guidance was suspended, with the company citing the current macroeconomic uncertainty.
Bruker reported first quarter 2025 revenue of $801.4 million, up 11.0% year over year, but non-GAAP diluted EPS fell 11.3% to $0.47 and GAAP diluted EPS was $0.11, down from $0.35. The company lowered its full-year 2025 organic revenue growth and non-GAAP EPS guidance, citing academic market and tariff dynamics, which points to a weaker profit outlook for shareholders.
Johnson Controls reported fiscal second-quarter 2025 results for the three months ended March 31, 2025. Sales rose 1% to $5.7 billion (7% organically), and GAAP EPS was $0.71 versus a loss of $0.41 a year earlier, while the company raised its full-year fiscal 2025 adjusted EPS guidance to about $3.60.
Q2 sales of $5.7 billion rose 1% as reported and 7% organically; GAAP EPS was $0.71 and adjusted EPS was $0.82
Full-year fiscal 2025 adjusted EPS guidance raised to about $3.60, from about $3.50 to $3.60 previously
Fiscal Q3 guidance includes adjusted EPS of about $0.97 to $1.00 and adjusted segment EBITA margin of about 17.5%
Edgewell Personal Care reported second-quarter fiscal 2025 net sales of $580.7 million, down 3.1% from the prior year, and GAAP diluted EPS of $0.60 versus $0.72. The company lowered its full-year fiscal 2025 outlook, including GAAP EPS of $2.09 to $2.29 (previously $2.54 to $2.74) and free cash flow of $130 million to $140 million (previously $185 million), which weighs on shareholder returns.
Q2 net sales $580.7 million, down 3.1%; organic net sales down 1.5%
GAAP diluted EPS $0.60 vs $0.72 a year earlier; adjusted EPS $0.87 vs $0.88
Full-year adjusted EPS now $2.85 to $3.05, versus previously towards the lower end of $3.15 to $3.35
Full-year free cash flow now $130 million to $140 million, down from $185 million; six-month operating cash flow was negative $70.5 million
National Vision reported first quarter 2025 results for the quarter ended March 29, 2025, with net revenue up 5.7% to $510.3 million and diluted EPS from continuing operations of $0.18, compared with $0.15 a year earlier. The company also raised certain elements of its fiscal 2025 outlook, including adjusted diluted EPS guidance of $0.59 to $0.67, up from $0.52 to $0.64.
Net revenue rose 5.7% to $510.3 million; comparable store sales grew 4.1% and adjusted comparable store sales grew 5.5%
Diluted EPS from continuing operations was $0.18 versus $0.15; adjusted diluted EPS was $0.34 versus $0.29
Fiscal 2025 adjusted operating income outlook raised to $81 million to $92 million from $73 million to $88 million
Cash balance was $80.0 million as of March 29, 2025, with total debt of $346.1 million
Allegiant Travel reported first-quarter 2025 revenue of $699.1 million, up 6.5% from a year earlier, and GAAP diluted earnings of $1.73 per share versus a loss of $0.07 per share in the prior-year quarter. The company withdrew its full-year 2025 guidance, citing difficulty predicting near-term demand amid economic uncertainty, and said Tyler Hollingsworth became chief operating officer effective May 1, 2025.
Q1 2025 total operating revenue $699.1 million, up 6.5% year over year; GAAP diluted EPS $1.73 vs. loss of $0.07 a year earlier
Adjusted diluted EPS $1.81 vs. $0.57 in Q1 2024
Full-year 2025 guidance withdrawn; Q2 2025 adjusted airline-only EPS guidance of $0.50 to $1.50 remains in the filing
Tyler Hollingsworth designated chief operating officer as of May 1, 2025; he had served as interim COO since March 2025
Sunstone Hotel Investors reported first-quarter 2025 net income of $5.3 million, down from $13.0 million a year earlier, while Adjusted FFO per diluted share rose 16.7% to $0.21. The company lowered its full-year 2025 outlook, with net income now expected at $33 million to $58 million, down from $46 million to $71 million, citing recent volatility in operating trends. Shareholders also elected eight directors at the May 1, 2025 annual meeting.
Net income was $5.3 million in Q1 2025 versus $13.0 million in Q1 2024; income per diluted share was $0.01 versus $0.05.
Adjusted FFO attributable to common stockholders per diluted share rose 16.7% to $0.21; total portfolio RevPAR rose 2.2% to $221.63.
2025 net income guidance was cut to $33 million to $58 million from $46 million to $71 million.
2025 Adjusted FFO per diluted share guidance was lowered to $0.82 to $0.94 from $0.86 to $0.98.
AdaptHealth reported first-quarter 2025 net revenue of $777.9 million, down 1.8% from a year earlier, and a net loss attributable to the company of $7.2 million, compared with a $2.1 million loss in the prior-year quarter. Adjusted EBITDA fell 19.3% to $127.9 million. The company also lowered its fiscal 2025 net revenue and adjusted EBITDA guidance to account for the disposition of certain incontinence assets, reducing its outlook for shareholders.
Net revenue was $777.9 million, down from $792.5 million in the first quarter of 2024, a decrease of 1.8%.
Net loss attributable to AdaptHealth Corp. was $7.2 million, compared with a net loss of $2.1 million a year earlier.
Fiscal 2025 net revenue guidance was lowered to $3.18 billion to $3.32 billion from $3.22 billion to $3.36 billion; adjusted EBITDA guidance was lowered to $665 million to $705 million from $670 million to $710 million.
Free cash flow guidance of $180 million to $220 million was unchanged; first-quarter cash flow from operations was $95.5 million.
ADM reported first quarter 2025 diluted EPS of $0.61, down 57% from the prior year quarter, and adjusted EPS of $0.70, down 52%. The company reaffirmed its 2025 adjusted EPS guidance of $4.00 to $4.75 but said it now expects results at the lower end of that range.
Net earnings attributable to ADM were $295 million, versus $729 million a year earlier; adjusted net earnings were $338 million.
Total segment operating profit was $747 million, down 38%; Ag Services and Oilseeds profit fell 52% to $412 million.
Cash flows used in operating activities were $(342) million in the quarter, versus cash provided of $700 million a year earlier.
2025 adjusted EPS guidance of $4.00 to $4.75 was affirmed, with results now expected at the lower end of the range.
Omnicell reported first-quarter 2025 total revenue of $270 million, up 10% from a year earlier, and a GAAP net loss of $7 million, narrower than the $16 million loss a year earlier. The company lowered its full-year 2025 non-GAAP EBITDA and non-GAAP earnings per share guidance, citing higher potential supply chain costs tied to tariffs, which matters to shareholders because the profit outlook is now lower.
Q1 2025 total revenue was $270 million, up $24 million or 10% year over year, and above previously issued Q1 guidance.
Q1 2025 non-GAAP net income was $12 million, or $0.26 per diluted share, compared with $1 million, or $0.03, a year earlier.
Full-year 2025 non-GAAP EBITDA guidance is now $100 million to $145 million, and non-GAAP EPS guidance is $1.00 to $1.65, both reduced.
Q1 2025 cash flow from operations was $26 million, compared with $50 million in Q1 2024.
Waters reported first-quarter 2025 sales of $662 million, up 4% as reported and 7% in constant currency, and GAAP diluted EPS of $2.03 versus $1.72 a year earlier. The company raised its full-year 2025 non-GAAP EPS guidance to $12.75 to $13.05 and its constant currency sales growth guidance to 5.0% to 7.0%, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2025 sales were $662 million, compared with $637 million in Q1 2024.
GAAP diluted EPS was $2.03 versus $1.72; non-GAAP EPS was $2.25, up 2% from $2.21.
Full-year 2025 non-GAAP EPS guidance raised to $12.75 to $13.05; reported sales growth guidance raised to 4.0% to 6.0%.
Second-quarter 2025 non-GAAP EPS is expected at $2.88 to $2.98.
Mueller Water Products reported fiscal second-quarter 2025 net sales of $364.3 million, up 3.1% from a year earlier, and net income per diluted share of $0.33 versus $0.28. The company raised its fiscal 2025 net sales guidance to $1,390 million to $1,400 million but kept its adjusted EBITDA guidance at $310 million to $315 million, citing expected higher costs from recently enacted tariffs.
Q2 net sales rose 3.1% to $364.3 million; adjusted EBITDA rose 2.8% to $84.5 million
Adjusted net income per diluted share was $0.34, up from $0.30 a year earlier
Fiscal 2025 net sales guidance raised to $1,390 million to $1,400 million; adjusted EBITDA guidance reaffirmed at $310 million to $315 million
Company repurchased $5.0 million of common stock in the quarter; results to be discussed on a May 6, 2025 call
HealthStream reported first-quarter 2025 revenue of $73.5 million, up 1.0%, but net income fell 17.1% to $4.3 million and diluted EPS fell to $0.14 from $0.17. The company lowered its 2025 revenue, net income and adjusted EBITDA guidance, citing technology scaling issues with CredentialStream and macroeconomic conditions affecting renewals and purchasing, so shareholders face higher revenue alongside lower profit and a reduced outlook.
Q1 2025 revenue of $73.5 million, up 1.0% from $72.8 million; net income of $4.3 million, down 17.1% from $5.2 million
Diluted EPS of $0.14 versus $0.17 a year earlier; operating income of $4.4 million, down 23.1%
2025 revenue guidance cut to $297.5 million to $303.5 million from $302.0 million to $307.0 million
2025 adjusted EBITDA guidance lowered to $68.5 million to $72.5 million from $70.0 million to $74.0 million; quarterly dividend of $0.031 per share payable May 30, 2025
New Jersey Resources reported fiscal second-quarter 2025 net income of $204.3 million, or $2.04 per share, up from $120.8 million, or $1.23 per share, a year earlier. The company raised its fiscal 2025 net financial earnings per share (NFEPS) guidance by $0.10 to $3.15-$3.30, citing outperformance from Energy Services during the winter period, which raises the outlook for shareholders.
Q2 fiscal 2025 net income was $204.3 million ($2.04 per share), versus $120.8 million ($1.23 per share) in Q2 fiscal 2024.
Q2 fiscal 2025 net financial earnings (non-GAAP) were $178.3 million ($1.78 per share), versus $138.6 million ($1.41 per share).
Fiscal 2025 NFEPS guidance raised to $3.15-$3.30 from $3.05-$3.20; the 7 to 9 percent long-term growth target was maintained.
Management will present via live public webcast on May 6, 2025, at 10 a.m. ET.
Matson reported first-quarter 2025 net income of $72.3 million, or $2.18 per diluted share, up from $36.1 million, or $1.04, a year earlier, on revenue of $782.0 million. The company lowered its outlook, expecting second-quarter 2025 consolidated operating income to be meaningfully lower than the $124.6 million of the second quarter of 2024 and full-year 2025 operating income to be lower than the $551.3 million reported for 2024, citing tariff and trade uncertainty and a sharp April decline in Transpacific demand.
Net income $72.3 million, or $2.18 per diluted share, vs. $36.1 million, or $1.04, in Q1 2024
Revenue $782.0 million vs. $722.1 million; operating income $82.1 million vs. $36.9 million
Q2 2025 consolidated operating income expected to be meaningfully lower than $124.6 million in Q2 2024
Since tariffs were implemented in April, container volume has declined approximately 30 percent year-over-year
Ford reported first-quarter 2025 revenue of $40.7 billion, down 5% from a year earlier, with net income of $471 million and diluted EPS of $0.12, versus $0.33 a year ago. The company suspended its full-year 2025 financial guidance, including adjusted EBIT and adjusted free cash flow, citing tariff-related uncertainty and estimating a tariff-related net adverse adjusted EBIT impact of about $1.5 billion for 2025.
Q1 2025 revenue was $40.7 billion, down 5%; net income was $471 million versus $1.3 billion a year earlier.
Company adjusted EBIT was $1.0 billion, compared with $2.8 billion in the first quarter of 2024.
Full-year 2025 guidance is suspended; the company estimates a tariff-related net adverse adjusted EBIT impact of about $1.5 billion.
Ford will provide an update during its Q2 earnings call; the conference call is at 5:00 p.m. ET on May 5, 2025.
Mattel reported first quarter 2025 net sales of $827 million, up 2% as reported, while its net loss widened to $40 million, an increase of $12 million from the prior year. The company paused its full-year 2025 guidance because of the volatile macro-economic environment and the evolving U.S. tariff situation, and it kept its $600 million share repurchase target for 2025, which matters to shareholders because no full-year outlook is currently provided.
Net sales were $827 million, up 2% as reported and 4% in constant currency.
Net loss was $40 million, or $0.12 per share, compared with a loss of $0.08 per share a year earlier; adjusted loss per share was $0.03 versus $0.05.
Mattel repurchased $160 million of shares in the quarter and maintained its $600 million share repurchase target for 2025.
Full-year 2025 guidance is paused until Mattel has sufficient visibility.
Sterling Infrastructure reported first quarter 2025 revenue of $430.9 million, up 7% excluding the deconsolidated RHB joint venture, and net income attributable to common stockholders of $39.5 million, or $1.28 per diluted share, up 27% and 28%. The company raised its full year 2025 guidance, citing the quarter's results, backlog and share repurchases, which matters to shareholders because it signals higher expected profit for the year.
Q1 revenue of $430.9 million; up 7% excluding RHB, which was deconsolidated on December 31, 2024
Q1 net income of $39.5 million, or $1.28 per diluted share; adjusted diluted EPS of $1.63, up 29%
Full year 2025 adjusted diluted EPS guidance of $8.40 to $8.90; adjusted EBITDA of $410 million to $432 million
Drake Concrete acquired for $25 million in cash plus a four year earn-out; results call on May 6, 2025 at 9:00 a.m. ET
Cummins reported first-quarter 2025 revenue of $8.2 billion, down 3% from a year earlier, and net income attributable to Cummins of $824 million, or $5.96 per diluted share, compared with $2.0 billion, or $14.03 per share, in the prior-year quarter. The prior-year figure included a $1.3 billion gain from the Atmus separation. The company withdrew its full-year forecast, citing growing economic uncertainty driven by tariffs, so shareholders have no revenue or profitability outlook for the rest of 2025.
First-quarter revenue was $8.2 billion, down 3%; EBITDA was $1.5 billion, or 17.9% of sales, versus 30.6% a year earlier
Net income attributable to Cummins was $824 million, or $5.96 per diluted share, versus $2.0 billion, or $14.03 per share, in 2024
The 2024 quarter included a $1.3 billion Atmus separation gain, or $9.08 per diluted share
Power Systems sales rose 19% to $1.6 billion, while the Accelera segment posted an EBITDA loss of $86 million
Park Hotels & Resorts reported a first-quarter 2025 net loss of $57 million, or $0.29 per diluted share, compared with net income attributable to stockholders of $28 million, or $0.13 per diluted share, a year earlier. The company also lowered its full-year 2025 outlook, with projected net income now ranging from a $8 million loss to $52 million, down from $87 million to $147 million in its February outlook.
Q1 2025 net loss of $57 million, or $0.29 per diluted share, versus net income attributable to stockholders of $28 million, or $0.13, in Q1 2024.
Total revenues were $630 million, down from $639 million, and Comparable RevPAR fell 0.7% to $177.67.
Impairment and casualty loss was $70 million in Q1 2025, compared with $6 million in Q1 2024.
Full-year 2025 Adjusted FFO per share outlook lowered to $1.79 to $2.09 from $1.90 to $2.20; quarterly dividend of $0.25 per share declared for the second quarter.
Freshpet reported first-quarter 2025 net sales of $263.2 million, up 17.6% from a year earlier, but posted a net loss of $12.7 million compared with net income of $18.6 million in the prior-year quarter. The company cut its full-year 2025 net sales and Adjusted EBITDA guidance and lowered its capital expenditure forecast, which bears on shareholders' expectations for growth and profit this year.
Net sales were $263.2 million, up from $223.8 million, driven by volume gains of 14.9%.
Net loss was $12.7 million, or $(0.26) per diluted share, versus net income of $18.6 million, or $0.37 per diluted share, a year earlier; SG&A included $16.9 million of non-recurring charges.
2025 net sales outlook was lowered to $1.12 billion to $1.15 billion from $1.18 billion to $1.21 billion.
2025 Adjusted EBITDA outlook is $190 million to $210 million, versus at least $210 million previously; capital expenditures are now about $225 million, down from about $250 million.
Zimmer Biomet reported first-quarter 2025 net sales of $1.909 billion, up 1.1% from a year earlier, and GAAP diluted EPS of $0.91 versus $0.84. Adjusted diluted EPS was $1.81, down from $1.94 in the prior-year period. The company raised its full-year reported revenue guidance to 5.7% to 8.2%, mainly to include the Paragon 28 acquisition, but lowered its adjusted EPS guidance to $7.90 to $8.10 from $8.15 to $8.35.
Q1 net sales were $1.909 billion, up 1.1% reported and 2.3% in constant currency.
GAAP diluted EPS was $0.91 versus $0.84 a year earlier; adjusted diluted EPS was $1.81 versus $1.94.
2025 reported revenue change guidance rose to 5.7% to 8.2% from 1.0% to 3.5%, including Paragon 28.
2025 adjusted EPS guidance fell to $7.90 to $8.10 from $8.15 to $8.35, including Paragon 28, currency and tariff proposals.
Five Below raised its first-quarter fiscal 2025 guidance on May 2, 2025, expecting net sales of about $967 million and diluted EPS of $0.69 to $0.71, both above prior ranges. Co-founder and Executive Chair Tom Vellios will not stand for re-election at the June 12, 2025 annual meeting and will move to an advisory role through the end of 2025, while director Mike Devine is expected to become non-executive Chair.
Q1 net sales now expected at about $967 million, up from prior guidance of $905 million to $925 million
Q1 diluted EPS now expected at $0.69 to $0.71, up from $0.44 to $0.55; adjusted EPS $0.82 to $0.84, up from $0.50 to $0.61
Comparable sales now expected to rise about 6.7%, versus prior guidance of flat to 2% growth
Vellios's Executive Chair role ends at the June 12, 2025 annual meeting; Mike Devine is expected to be appointed non-executive Chair if re-elected
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