1,062 material Form 8-K filings that 827 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).
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
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.