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).
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
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.