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).
Mettler-Toledo reported first-quarter 2025 sales of $883.7 million, down 5% from the prior year, and adjusted EPS of $8.19, down 8%. The company cut its full-year 2025 adjusted EPS forecast to $41.25 to $42.00 from $42.35 to $43.00, citing higher tariff costs and shipping delays from 2023 that shifted sales.
Q1 2025 reported sales were $883.7 million, down 5%; local currency sales fell 3%, or rose 3% excluding delayed shipments from the prior year.
Q1 2025 GAAP diluted EPS was $7.81 versus $8.24; adjusted EPS was $8.19 versus $8.89.
Full-year 2025 local currency sales growth guidance is 1% to 2%, versus prior guidance of about 3%.
Management estimates gross incremental global tariff costs of about $115 million on an annualized basis, with mitigating actions expected to fully offset them next year.
Ingersoll Rand reported first quarter 2025 revenue of $1,716.8 million, up 2.8%, and orders of $1.88 billion, up 10%. Diluted GAAP EPS fell to $0.46 from $0.50, and adjusted EPS was $0.72 versus $0.78, while the company lowered its full-year 2025 adjusted EBITDA range to $2,070 million to $2,130 million and its adjusted EPS range to $3.28 to $3.40, and raised its share repurchase authorization by $1 billion.
Q1 2025 revenue was $1,716.8 million, up 2.8%; adjusted EBITDA was $459.7 million, flat, with a margin of 26.8%, down 70 basis points.
Net income attributable to Ingersoll Rand was $186.5 million, or $0.46 per diluted share, versus $0.50 a year earlier.
Full-year 2025 adjusted EBITDA guidance was cut to $2,070 million to $2,130 million from $2,130 million to $2,190 million; adjusted EPS guidance was cut to $3.28 to $3.40 from $3.38 to $3.50.
The board authorized a $1 billion increase to the share repurchase program, and the company is targeting up to $750 million of repurchases over the remainder of 2025.
Bio-Rad reported first-quarter 2025 net sales of $585.4 million, down 4.2% from a year earlier, and GAAP net income of $64.0 million, down from $383.9 million, when large investment gains boosted results. The company also lowered its full-year 2025 outlook, cutting its non-GAAP operating margin estimate to 10.0% to 12.0% from 13.0% to 13.5% and revising revenue growth to a range of a 1.0% decline to 1.5% growth. The lower outlook signals weaker expected profitability and growth for 2025.
Q1 2025 net sales were $585.4 million, down 4.2% from $610.8 million; currency-neutral sales fell 1.5%, led by Life Science.
Q1 2025 GAAP net income was $64.0 million, or $2.29 per diluted share, versus $383.9 million, or $13.45, in Q1 2024; non-GAAP diluted EPS was $2.54 versus $2.30.
Full-year 2025 non-GAAP currency-neutral revenue is now expected to range from a 1.0% decline to 1.5% growth, down from a prior estimate of 1.5% to 3.5% growth.
Estimated full-year 2025 non-GAAP operating margin was cut to 10.0% to 12.0%, from a prior expectation of 13.0% to 13.5%.
Cousins Properties reported first-quarter 2025 net income available to common stockholders of $20.9 million, or $0.12 per share, up from $13.3 million, or $0.09 per share, a year earlier. Funds from operations (FFO) rose to $124.8 million, or $0.74 per share, from $99.5 million, or $0.65 per share. The company raised its full-year 2025 FFO guidance to $2.75 to $2.83 per share from $2.73 to $2.83, which matters to shareholders because it lifts the lower end of the range it expects for the year.
Q1 2025 net income available to common stockholders was $20.9 million, or $0.12 per share, versus $13.3 million, or $0.09 per share, in Q1 2024.
Q1 2025 FFO was $124.8 million, or $0.74 per share, versus $99.5 million, or $0.65 per share, in Q1 2024.
2025 FFO guidance is $2.75 to $2.83 per share, up from $2.73 to $2.83; the company says the increase is driven mainly by higher parking income and lower real-estate taxes.
2025 net income guidance was narrowed to $0.26 to $0.34 per share from $0.25 to $0.35.
Omega Healthcare Investors reported first quarter 2025 results, with revenues of $276.8 million and net income of $112.1 million, up from $69.3 million a year earlier. The REIT raised its full-year 2025 Adjusted FFO per share guidance to $2.95-$3.01 from $2.90-$2.98, but Genesis missed its March rent payment and Omega drew on a letter of credit to cover the shortfall.
Q1 2025 revenues $276.8 million, up from $243.3 million in Q1 2024; diluted EPS $0.33 versus $0.27
Q1 2025 Adjusted FFO $221 million, or $0.75 per share, versus $0.68 per share in Q1 2024
2025 Adjusted FFO guidance raised to $2.95-$3.01 per share from $2.90-$2.98
Genesis failed to pay $4.2 million of March rent; it paid full contractual rent in April 2025
Block reported first-quarter 2025 gross profit of $2.29 billion, up 9% year over year, and said growth came in below its expectations, mainly due to softer Cash App inflows and card spend. It now expects 2025 gross profit of $9.96 billion, up 12%, reflecting a more cautious view of the macro environment. GAAP net income fell to $190 million from $472 million and diluted EPS fell to $0.30 from $0.74, while adjusted EPS rose 19% to $0.56, so the results point in different directions for shareholders.
Q1 2025 gross profit was $2.29 billion, up 9%: Cash App $1.38 billion (up 10%) and Square $898 million (up 9%).
Net income attributable to common stockholders was $190 million, versus $472 million in Q1 2024; diluted EPS was $0.30, versus $0.74; adjusted EPS was $0.56, up 19%.
The 2025 outlook is $9.96 billion in gross profit (12% growth); Q2 gross profit is expected at $2.45 billion (9.5% growth), with mid-teens growth expected in Q4.
In Q1 the company repurchased 6.8 million Class A shares for $445 million, and $2.2 billion remained on its $4 billion authorization as of March 31, 2025.
SPX Technologies reported first-quarter 2025 revenue of $482.6 million, up 3.7%, and raised its full-year 2025 guidance for revenue, adjusted EBITDA and adjusted EPS. The company linked the higher adjusted EBITDA range to its strong first quarter and the April acquisition of Sigma & Omega, partly offset by tariffs and mitigation efforts. For shareholders, the higher profit outlook is accompanied by negative first-quarter operating cash flow and total debt that rose to $960.3 million.
Q1 2025 revenue was $482.6 million, up 3.7%; GAAP EPS was $1.10, up 4.8%; adjusted EPS was $1.38, up 10.4%.
2025 revenue guidance raised to $2.20 billion to $2.26 billion from $2.13 billion to $2.19 billion; adjusted EBITDA guidance raised to $470 million to $495 million from $460 million to $490 million.
Q1 net operating cash flow from continuing operations was negative $10.4 million, compared with positive $10.7 million a year earlier.
Total debt was $960.3 million at March 29, 2025, up from $614.7 million at December 31, 2024.
LeMaitre Vascular reported first-quarter 2025 net sales of $59.9 million, up 12% from a year earlier, and diluted earnings per share of $0.48, up from $0.44. The company raised its full-year 2025 sales guidance to $242 million to $249 million, from a prior $239 million, which gives shareholders a higher revenue outlook.
Q1 2025 net sales $59.9 million, up 12% (13% organic); gross margin 69.2%, up 60 basis points
Diluted EPS $0.48 vs. $0.44 a year earlier; income from operations $12.6 million, up 6%
Full-year 2025 sales guidance $242 million to $249 million, up from prior $239 million; Q2 sales guidance $61.5 million to $63.5 million
Quarterly dividend of $0.20 per share, payable May 29, 2025 to holders of record on May 15, 2025
DiamondRock Hospitality reported first quarter 2025 net income attributable to common stockholders of $9.4 million, or $0.04 per diluted share, up 59.3% from a year earlier, while actual total revenues were $254.9 million, down 0.6%. The company lowered its 2025 comparable RevPAR growth range to (1.0)% to 1.0% from 1.0% to 3.0% and cut its Adjusted EBITDA midpoint by $5.0 million, citing macroeconomic uncertainty, but kept its Adjusted FFO per share outlook at $0.94 to $1.06. Shareholders also elected all nine directors, approved executive pay on an advisory basis, and ratified KPMG LLP as auditor at the April 29, 2025 annual meeting.
Q1 2025 net income attributable to common stockholders was $9.4 million, or $0.04 per diluted share, up 59.3% from Q1 2024.
Comparable RevPAR rose 2.0% to $186.20; actual total revenues were $254.9 million, down 0.6%.
2025 comparable RevPAR growth guidance lowered to (1.0)% to 1.0% from 1.0% to 3.0%; Adjusted EBITDA guidance now $270 million to $295 million, versus $275 million to $300 million previously.
Adjusted FFO per share guidance held at $0.94 to $1.06; all nine director nominees were elected at the April 29, 2025 annual meeting.
Columbia Sportswear reported first quarter 2025 net sales of $778.5 million, up 1 percent, and diluted earnings per share of $0.75, up from $0.71. The company withdrew its full year 2025 outlook, given on February 4, 2025, citing macroeconomic uncertainty from global trade policies, and did not provide a new full year outlook.
Net sales rose 1 percent (3 percent constant-currency) to $778.5 million; operating income rose 4 percent to $46.5 million
Full year 2025 financial outlook provided February 4, 2025 is withdrawn; no new full year outlook given
Second quarter 2025 net sales expected at $575 million to $600 million, growth of 1 to 5 percent
Net cash used in operating activities was $32.0 million; cash and short-term investments totaled $658.4 million at March 31, 2025
Duolingo reported first-quarter 2025 revenue of $230.7 million, up 38% from a year earlier, and net income of $35.1 million, up from $27.0 million. The company raised its full-year 2025 bookings growth guidance to about 29% and its Adjusted EBITDA margin guidance midpoint to 28%, which signals stronger expected growth and profitability for shareholders.
Q1 total bookings were $271.6 million, up 38%; paid subscribers reached 10.3 million, up 40%.
Q1 gross margin fell to 71.1% from 73.0%, mainly due to higher generative AI costs tied to Duolingo Max.
Full-year 2025 revenue guidance is $987 million to $996 million, and full-year Adjusted EBITDA margin guidance midpoint is 28%.
Schneider National reported first-quarter 2025 income from operations of $42.1 million, up 47% from $28.7 million a year earlier, and diluted earnings per share of $0.15 versus $0.10. The company also cut its full-year 2025 adjusted diluted EPS guidance to $0.75 to $1.00 from $0.90 to $1.20, citing increasing economic uncertainty, so shareholders face a weaker outlook even as quarterly results improved.
Operating revenues rose 6% to $1.4 billion; income from operations rose 47% to $42.1 million.
Diluted EPS was $0.15 versus $0.10 a year earlier; adjusted diluted EPS was $0.16 versus $0.11.
Full-year 2025 adjusted diluted EPS guidance was lowered to $0.75 to $1.00 from $0.90 to $1.20.
Net capital expenditure guidance was reduced to $325 million to $375 million from $400 million to $450 million.
OSI Systems reported fiscal third-quarter 2025 revenue of $444.4 million, up 10% from a year earlier, with GAAP diluted EPS of $2.40 versus $1.95. The company raised its fiscal 2025 revenue guidance to $1.690 billion to $1.715 billion and non-GAAP diluted EPS guidance to $9.15 to $9.45, both modestly higher than prior ranges.
Q3 FY25 revenue $444.4 million, up 10% from $405.4 million; GAAP net income $41.1 million, or $2.40 per diluted share, versus $1.95 a year earlier
Q3 non-GAAP diluted EPS $2.44, versus $2.16 in the prior-year quarter
Fiscal 2025 guidance raised: revenue $1.690 billion to $1.715 billion (previously $1.685 billion to $1.710 billion); non-GAAP diluted EPS $9.15 to $9.45 (previously $9.10 to $9.40)
Quarter-end backlog over $1.8 billion; operating cash flow $81.6 million versus cash used of $52.1 million a year earlier
National Fuel Gas reported second-quarter fiscal 2025 GAAP net income of $216 million, or $2.37 per share, up 32% per share from the prior year. The company raised its fiscal 2025 adjusted earnings per share guidance to $6.75 to $7.05 from $6.50 to $7.00, citing the second-quarter results and higher expected production in its Exploration and Production segment. The guidance assumes NYMEX natural gas prices average $3.50 per MMBtu for the remaining six months of the fiscal year.
GAAP net income of $216 million, or $2.37 per share, versus $1.80 per share a year earlier; adjusted operating results were $2.39 per share, up 34%.
Fiscal 2025 adjusted EPS guidance raised to $6.75 to $7.05 from $6.50 to $7.00, a $0.15 increase at the midpoint.
Seneca produced a record 105.5 Bcf of natural gas, up 3% from the prior year.
Utility segment net income rose 44% per share to $0.70, driven by the New York jurisdiction's 2024 rate settlement.
Fortive reported first-quarter 2025 revenue down 3% year-over-year to $1.47 billion, including a 2% core revenue decline, and GAAP diluted EPS of $0.50 versus $0.58 a year earlier. The company updated its full-year 2025 adjusted EPS guidance to $3.80 to $4.00, citing moderated demand in Precision Technologies and the net impact of tariffs, and it is targeting completion of the Ralliant separation by the end of the second quarter.
Q1 2025 revenue fell 3% to $1.47 billion, with core revenue down 2%
GAAP diluted EPS was $0.50 and adjusted diluted EPS was $0.85; net earnings were $172 million
Full-year 2025 adjusted diluted EPS guidance is $3.80 to $4.00; GAAP diluted EPS guidance is $2.23 to $2.43
Separation of Precision Technologies (to be named Ralliant) targeted by end of Q2 2025
Quanta Services reported first-quarter 2025 revenue of $6.23 billion, up from $5.03 billion a year earlier, and diluted earnings per share of $0.96, up from $0.79. The company raised the midpoint of its full-year 2025 revenue, adjusted EBITDA and EPS expectations, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2025 revenue of $6.23 billion vs. $5.03 billion in Q1 2024
Net income attributable to common stock of $144.3 million, vs. $118.4 million a year earlier; diluted EPS $0.96 vs. $0.79
Full-year 2025 diluted EPS now expected at $6.90 to $7.50; revenue $26.7 billion to $27.2 billion
Repurchased about $135 million of common stock from January 1 through April 29, 2025; $365.1 million authorization remaining
Biogen reported first-quarter 2025 total revenue of $2.4 billion, up 6% from a year earlier, but non-GAAP diluted EPS fell 18% to $3.02 and GAAP diluted EPS fell 39% to $1.64. The company lowered its 2025 non-GAAP EPS guidance to $14.50 to $15.50 from $15.25 to $16.25, mainly due to a $165 million upfront payment to Stoke Therapeutics.
Q1 2025 total revenue was $2,431 million, up 6% year over year; product revenue was $1.7 billion, up 1% at actual currency.
Q1 2025 non-GAAP diluted EPS was $3.02 versus $3.67 a year earlier; GAAP diluted EPS was $1.64 versus $2.70.
Full-year 2025 non-GAAP diluted EPS guidance is $14.50 to $15.50, down from $15.25 to $16.25 in February 2025, reflecting a roughly $0.95 hit from the Stoke payment partly offset by a $0.20 foreign exchange benefit.
Biogen expects 2025 total revenue to decline by a mid-single digit percentage at constant currency versus 2024.
IDEXX reported first-quarter 2025 revenue of $998 million, up 4% as reported and 5% organic, and diluted EPS of $2.96, up 5% as reported. The company raised its full-year 2025 revenue guidance to $4,095 million-$4,210 million and its EPS outlook to $11.93-$12.43, though part of the EPS gain came from a $0.08 litigation accrual adjustment.
Q1 2025 revenue was $998 million, up 4% as reported and 5% organic.
Diluted EPS was $2.96, up 5% as reported and 7% on a comparable basis, which excludes a $0.08 benefit from a discrete litigation expense accrual adjustment.
2025 revenue guidance was raised to $4,095 million-$4,210 million from $4,055 million-$4,170 million; EPS outlook rose to $11.93-$12.43 from $11.74-$12.24.
Organic revenue growth guidance of 6%-9% was maintained.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.