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).
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.
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.