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).
MasTec reported first-quarter 2025 results, with revenue up 6% to $2.8 billion and diluted EPS of $0.13, compared with a loss of $0.53 a year earlier. The company raised its full-year 2025 guidance, with adjusted diluted EPS guidance increased about 9% from the prior midpoint, and its board authorized an additional $250 million share repurchase program.
Q1 2025 revenue of $2.8 billion rose 6%, while Pipeline Infrastructure revenue fell 43.8%
Diluted EPS was $0.13 versus a loss of $0.53 a year earlier; adjusted diluted EPS was $0.51 versus a loss of $0.17
Full-year 2025 adjusted diluted EPS guidance is $5.90 to $6.25, and adjusted EBITDA guidance is $1.12 billion to $1.16 billion
Board authorized an additional $250 million share repurchase program
Chicago Rivet & Machine Co. said James T. Tanner joined as Senior Vice President of Sales and Marketing effective immediately, replacing Bill Stlaske, who left earlier in 2025. The filing describes Tanner's more than 30 years of sales and leadership experience in manufacturing, and it does not include financial results or guidance.
James T. Tanner, age 56, takes the role effective May 1, 2025, and replaces Bill Stlaske, who departed earlier in 2025.
Tanner has over 30 years of sales and leadership experience in manufacturing, with prior executive roles at Bosch, MacLean-Fogg, KSR International, and Speedgrip Chuck Co.
Tanner holds a Bachelor of Science in Electrical Engineering from Lawrence Technological University and has more than 10 years in the fastener industry.
The filing states no family relationships with any director or executive officer and no related party transactions requiring disclosure.
Corning said President and Chief Operating Officer Eric Musser will retire in mid-2025 after 39 years with the company. The board named Avery H. (Hal) Nelson III as Executive Vice President and, effective at Musser's retirement, Chief Operating Officer, and reinstated Chairman and CEO Wendell P. Weeks as President.
Eric S. Musser, President and Chief Operating Officer, will retire in mid-2025, per notice given April 30, 2025.
Avery H. (Hal) Nelson III, age 57, becomes Chief Operating Officer at Musser's retirement and will manage the Market-Access Platforms.
Wendell P. Weeks, age 65, will reassume the President role at Musser's retirement while remaining Chairman and CEO.
Lewis A. Steverson, age 61, was named Vice Chairman, and John Z. Zhang, age 52, was named Executive Vice President and Chief Corporate Development Officer, both effective immediately.
AptarGroup reported first-quarter 2025 net sales of $887.3 million, down 3% from the prior year, and diluted EPS of $1.17 versus $1.23, while core sales were flat. The company guided second-quarter 2025 adjusted EPS to $1.56 to $1.64, compared with $1.37 in the prior-year quarter, which points to higher expected earnings for shareholders.
Reported net sales $887.3 million, down from $915.4 million; core sales flat
Diluted EPS $1.17 vs. $1.23; adjusted EPS $1.20 vs. $1.22, with a 26% effective tax rate vs. 20%
Q2 2025 adjusted EPS guidance of $1.56 to $1.64 vs. $1.37 in the prior-year quarter
Repurchased 548 thousand shares for $80 million; quarterly dividend of $0.45 per share payable May 22, 2025
Murphy USA's board declared a quarterly cash dividend of $0.50 per share, a 2% increase from the prior quarter, payable June 2, 2025, to holders of record as of May 12, 2025. The company also appointed David C. Haley, former President Emeritus of HBK Capital Management, as an independent director, which adds a board member with capital management and corporate leadership experience.
Quarterly dividend of $0.50 per share, or $2.00 annualized, a 2% increase from the prior quarter
Dividend payable June 2, 2025, to stockholders of record as of May 12, 2025
David C. Haley appointed to the Board, serving on the Nominating and Governance and Audit Committees as a Class II Director with a term expiring at the 2027 annual meeting
Haley is President Emeritus of HBK Capital Management and previously led its High Yield and Distressed Investing team
AES reported first quarter 2025 results with a net loss of $73 million, compared with net income of $278 million a year earlier, and net income attributable to AES of $46 million versus $432 million. The company reaffirmed its 2025 Adjusted EBITDA guidance of $2,650 to $2,850 million and Adjusted EPS guidance of $2.10 to $2.26, which the company said was not cut, but the decline in earnings reflects lower prior-year Warrior Run PPA revenue, one-time restructuring costs and a 2024 Uplight dilution gain.
Q1 2025 diluted EPS was $0.07, down from $0.60 in Q1 2024; Adjusted EPS was $0.27, down from $0.50.
Total revenue was $2,926 million, down from $3,085 million; Adjusted EBITDA was $591 million, down from $640 million.
2025 guidance reaffirmed: Adjusted EBITDA of $2,650 to $2,850 million and Adjusted EPS of $2.10 to $2.26.
The company completed a $450 million sale of a minority stake in its captive insurer AGIC, meeting its 2025 asset sale proceeds target of $400 to $500 million.
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.
Hecla Mining reported record first-quarter 2025 sales of $261.3 million, up 5% from the fourth quarter of 2024, and net income applicable to common stockholders of $28.7 million, or $0.05 per share, compared with $11.8 million in the prior quarter. Free cash flow was negative $18.4 million, and the company revised 2025 cost guidance at two mines in opposite directions, which shareholders may want to track.
Sales of $261.3 million; net income applicable to common stockholders of $28.7 million, or $0.05 per share, versus $11.8 million in the fourth quarter of 2024
Free cash flow was negative $18.4 million, compared with positive $6.7 million in the prior quarter; cash provided by operating activities was $35.7 million
Lucky Friday 2025 cost of sales guidance raised to $165 million from $135 million; Greens Creek 2025 cash cost guidance lowered to $0.25-$0.75 per silver ounce from $2.00-$2.50
Board-declared common dividend of $0.00375 per share, with a record date of May 23, 2025, payable on or about June 10, 2025
American Homes 4 Rent (AMH) reported first quarter 2025 results, with rents and other single-family property revenues up 8.4% year over year to $459.3 million and Core FFO per share up 6.6% to $0.46. Net income attributable to common shareholders was $110.0 million, or $0.30 per diluted share, roughly flat with $0.30 a year earlier, as higher rents were largely offset by lower net gains on property sales. The company left its full-year 2025 Core FFO guidance of $1.80 to $1.86 per share unchanged.
Rents and other single-family property revenues rose 8.4% to $459.3 million, versus $423.6 million in Q1 2024.
Net income attributable to common shareholders was $110.0 million, or $0.30 per diluted share, versus $109.3 million, or $0.30, a year earlier.
Core FFO attributable to common share and unit holders rose 6.6% to $0.46 per share, from $0.43 in Q1 2024.
Full-year 2025 Core FFO guidance of $1.80 to $1.86 per share was unchanged.
Centerspace reported first-quarter 2025 results on May 1, 2025, with revenue up 4.0% to $67.1 million and a narrower net loss of $0.22 per diluted share versus $0.37 a year earlier. Core FFO per diluted share fell 1.6% to $1.21, which the company attributed to higher same-store property taxes, and it reaffirmed its 2025 Core FFO guidance of $4.86 to $5.10 per share.
Revenue rose $2.6 million, or 4.0%, to $67.1 million from $64.5 million in Q1 2024
Net loss was $0.22 per diluted share, compared with $0.37 in Q1 2024
Core FFO per diluted share was $1.21 versus $1.23, down 1.6%, due to a $0.06 per share increase in same-store property taxes
2025 guidance was reaffirmed, including Core FFO of $4.86 to $5.10 per diluted share and same-store NOI growth of 1.25% to 3.25%
Consolidated Edison reported first-quarter 2025 net income for common stock of $791 million, or $2.26 a share, up from $720 million, or $2.08 a share, a year earlier. The company reaffirmed its 2025 adjusted earnings per share forecast of $5.50 to $5.70.
Q1 2025 net income for common stock was $791 million, or $2.26 a share, compared with $720 million, or $2.08 a share, in Q1 2024.
Adjusted earnings per share (non-GAAP) were $2.26 in Q1 2025, compared with $2.15 in Q1 2024.
The company reaffirmed its 2025 adjusted EPS forecast of $5.50 to $5.70 a share.
The company issued over $1.3 billion in new common equity in the quarter, which CFO Kirk Andrews said satisfies its anticipated 2025 equity needs.
Pebblebrook Hotel Trust reported a first-quarter 2025 net loss of $32.2 million, compared with a $27.5 million loss a year earlier. Same-Property Hotel EBITDA fell 8.6% to $62.3 million, and Adjusted FFO per diluted share dropped to $0.16 from $0.21, while the company cut the midpoint of its full-year outlook citing rising macroeconomic uncertainty.
Q1 2025 net loss of $32.2 million vs. $27.5 million in Q1 2024; total revenues rose to $320.3 million from $314.1 million
Same-Property Hotel EBITDA of $62.3 million vs. $68.1 million a year earlier; Adjusted FFO per diluted share of $0.16 vs. $0.21
Full-year 2025 Adjusted EBITDA re outlook of $327.5 million to $348.5 million, with the midpoint revised down $10.5 million
Full-year 2025 Adjusted FFO per diluted share outlook of $1.42 to $1.59, with the midpoint revised down $0.06
Ameren reported first quarter 2025 net income attributable to common shareholders of $289 million, or $1.07 per diluted share, up from $261 million, or $0.98 per diluted share, a year earlier. The company reaffirmed its 2025 diluted EPS guidance range of $4.85 to $5.05 and said it remains on track, which gives shareholders higher quarterly earnings and an unchanged full-year outlook.
Net income attributable to common shareholders was $289 million, or $1.07 per diluted share, versus $261 million, or $0.98, in Q1 2024.
Adjusted diluted EPS was $1.07 versus $1.02 in Q1 2024; the prior-year figure excluded an $11 million net charge tied to Rush Island.
2025 diluted EPS guidance of $4.85 to $5.05 was reaffirmed and assumes normal temperatures for the last nine months of the year.
Ameren Missouri earned $42 million versus $25 million GAAP in Q1 2024; Ameren Parent posted a $13 million loss versus $2 million of earnings a year earlier.
Casella Waste Systems reported first-quarter 2025 results on May 1, 2025. Revenue rose 22.3% to $417.1 million and Adjusted EBITDA rose 21.7% to $86.4 million, but the GAAP net loss widened to $4.8 million from $4.1 million. The company reaffirmed its full-year 2025 guidance, which includes acquisitions announced to date.
Revenue of $417.1 million, up $76.1 million from $341.0 million a year earlier; acquisitions added $57.1 million of the increase.
Net loss of $4.8 million, or $0.08 per diluted share, versus $4.1 million, or $0.07 per share, in the first quarter of 2024.
Adjusted EBITDA of $86.4 million, up 21.7%; Adjusted Diluted Earnings Per Common Share of $0.19 versus $0.15.
Fiscal 2025 guidance reaffirmed: revenue of $1.775 billion to $1.805 billion and net income of $10 million to $25 million.
Quaker Houghton reported first-quarter 2025 net sales of $442.9 million, down about 6% from $469.8 million a year earlier, and net income of $12.9 million, or $0.73 per diluted share, versus $35.2 million, or $1.95, in the prior-year quarter. Management said it expects revenue and earnings in 2025 to be in line with 2024, citing ongoing weak end-market demand and tariff uncertainty.
Net sales were $442.9 million, down about 6% from $469.8 million, with sales volumes down 3%.
Net income was $12.9 million, or $0.73 per diluted share, versus $35.2 million, or $1.95; non-GAAP earnings per diluted share were $1.58 versus $2.09.
Adjusted EBITDA was $69.0 million, down 17% from $83.3 million, and net cash used by operating activities was $3.1 million versus $27.2 million provided a year earlier.
The company acquired Dipsol Chemicals for about $155.2 million in April 2025, funded with borrowings under its existing credit facility.
Camden Property Trust reported first-quarter 2025 results on May 1, 2025. Core FFO per diluted share rose to $1.72 from $1.70, while EPS fell to $0.36 from $0.77, a decline the filing ties in part to a $43.8 million gain on a property sale in the prior-year quarter. The company raised the midpoint of its 2025 Core FFO guidance to $6.78 per share from $6.75.
Q1 2025 Core FFO was $1.72 per diluted share versus $1.70 a year earlier; FFO was $1.70 versus $1.67.
Q1 2025 EPS was $0.36 versus $0.77; Q1 2024 included a $43.8 million gain on sale of an operating property.
2025 Core FFO guidance midpoint raised to $6.78 from $6.75; EPS guidance midpoint raised to $1.16 from $1.15.
Same property revenues rose 0.8% year over year and occupancy was 95.4% versus 95.0%.
Cboe Global Markets said CEO Fredric Tomczyk will retire and resign as CEO effective May 7, 2025, and that Craig Donohue, former Chairman of the Board at the Options Clearing Corporation, will succeed him as CEO and join the board on the same date. Tomczyk will stay an employee in an advisory role until June 30, 2025, and remain a director, subject to re-election at the May 6, 2025 annual meeting. The filing says his retirement was not the result of any disagreement with the company.
Fredric Tomczyk resigns as CEO effective May 7, 2025, and stays on the board subject to re-election on May 6, 2025
Craig Donohue, 63, becomes CEO and a board member effective May 7, 2025
Donohue's base salary is $1,300,000, with a 150% target bonus and a $6,000,000 sign-on equity award subject to 3-year cliff vesting
Donohue's employment agreement runs to May 7, 2030, with severance of 200% of base salary and target bonus on termination without cause or for good reason
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.
At its April 30, 2025 annual meeting, Carlisle Companies stockholders elected Jonathan R. Collins, D. Christian Koch and C. David Myers to the board. Directors Robin J. Adams, Robert G. Bohn and Gregg A. Ostrander retired under the company's age-72 director refreshment policy, and the filing says the retirements were not due to any disagreement with the company.
Robin J. Adams, Robert G. Bohn and Gregg A. Ostrander resigned from the board effective immediately, in line with the age-72 policy.
Stockholders elected Jonathan R. Collins, D. Christian Koch and C. David Myers as directors.
Stockholders approved 2024 executive compensation in an advisory vote, with 28,733,750 votes for and 8,603,713 against.
Stockholders ratified Deloitte & Touche LLP as independent auditor for the year ending December 31, 2025, with 39,707,480 votes for and 213,225 against.
Arthur J. Gallagher & Co. reported first-quarter 2025 results, with total revenues of $3.69 billion, up from $3.22 billion a year earlier, and net earnings of $709 million, up from $613 million. Reported diluted earnings per share were $2.72, slightly below $2.74 a year earlier, while adjusted diluted EPS rose to $3.67 from $3.45. The company also filed supplemental materials and CFO commentary that include estimates for 2025, which are not reproduced in the filing text.
Total reported revenues were $3,688.4 million for Q1 2025 versus $3,218.1 million for Q1 2024.
Net earnings were $708.9 million versus $612.7 million; reported diluted EPS was $2.72 versus $2.74.
Adjusted diluted EPS was $3.67 versus $3.45; the AssuredPartners acquisition is expected to close in the second half of 2025.
At its April 30, 2025 annual meeting, Pilgrim's Pride stockholders elected all ten director nominees, approved an advisory say-on-pay vote, ratified KPMG LLP as auditor for fiscal 2025, and approved the Amended and Restated 2019 Long Term Incentive Plan, which increases the number of shares authorized for issuance under the plan. The filing contains no financial results, and the plan change adds equity compensation capacity that shareholders approved.
Annual meeting held April 30, 2025; all ten director nominees elected
Say-on-pay advisory vote approved, with 217,528,144 votes for and 11,277,057 against
KPMG LLP ratified as independent auditor for fiscal year ending December 28, 2025, with 228,933,354 votes for
Restated 2019 LTIP approved with 228,051,261 votes for and 765,324 against; plan effective on approval
Mohawk Industries reported first quarter 2025 net earnings of $73 million, or $1.15 per diluted share, down from $105 million, or $1.64 per share, a year earlier. Net sales fell 5.7% as reported to $2.5 billion, and the company said conditions weakened sequentially and tariffs add uncertainty. The company also guided second quarter adjusted EPS to between $2.52 and $2.62.
Q1 2025 net earnings were $73 million and diluted EPS was $1.15, versus $105 million and $1.64 in Q1 2024
Q1 2025 net sales were $2.5 billion, down 5.7% as reported and down 0.7% adjusted for constant days and exchange rates
Second quarter 2025 adjusted EPS is expected to be between $2.52 and $2.62
At current 10% tariff rates, Mohawk estimates an annualized cost of approximately $50 million
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.
Employers Holdings reported first-quarter 2025 net income of $12.8 million, down 55% from a year earlier, as net realized and unrealized investment losses of $12.8 million weighed on results. Adjusted net income rose 24% to $21.3 million, and the board raised the quarterly dividend 7% to $0.32 per share and authorized a new buyback of up to $125.0 million through December 31, 2026.
GAAP net income was $12.8 million, or $0.52 per diluted share, versus $28.3 million, or $1.11, in Q1 2024; adjusted EPS rose to $0.87 from $0.67.
Net premiums earned were $183.0 million, down 1%; the GAAP combined ratio was 102.0% versus 101.6%.
Quarterly dividend increased to $0.32 from $0.30, payable May 28, 2025 to holders of record on May 14, 2025.
New repurchase program authorizes up to $125.0 million of common stock purchases from May 6, 2025 through December 31, 2026, replacing a program whose authorization was exhausted.
Eversource reported first-quarter 2025 earnings of $550.8 million, or $1.50 per share, up from $521.8 million, or $1.49 per share, a year earlier, and reaffirmed its 2025 EPS projection of $4.67 to $4.82. Shareholders also approved an amendment to the company's Declaration of Trust that removes supermajority voting requirements, while a shareholder proposal for an independent board chairman was not approved.
Q1 2025 earnings $550.8 million ($1.50 per share) vs. $521.8 million ($1.49 per share) in Q1 2024
Full-year 2025 EPS projection of $4.67 to $4.82 reaffirmed; long-term EPS growth of 5% to 7% through 2029 reaffirmed
Quarterly dividend of $0.7525 per share declared, payable June 30, 2025, to holders of record May 15, 2025
Shareholders approved the Declaration of Trust amendment; the independent board chairman proposal failed with 153,366,219 votes against
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
Reinsurance Group of America (RGA) reported first-quarter 2025 net income available to shareholders of $286 million, or $4.27 per diluted share, up from $210 million, or $3.16, a year earlier. Adjusted operating income fell to $378 million, or $5.66 per diluted share, from $401 million, or $6.02, and net premiums fell 25% to $4.0 billion, mainly due to a much smaller pension risk transfer contribution than in the prior-year quarter.
Net income available to RGA shareholders was $286 million ($4.27 per diluted share) versus $210 million ($3.16) a year earlier.
Adjusted operating income was $378 million ($5.66 per diluted share) versus $401 million ($6.02).
Net premiums were $4,019 million versus $5,376 million, a 25% decrease; the company said they rose 13% after adjusting for the pension risk transfer and currency effects.
The board declared a regular quarterly dividend of $0.89, payable May 27, 2025, to shareholders of record as of May 13, 2025.
VIAVI reported preliminary third-quarter fiscal 2025 results for the period ended March 29, 2025, with net revenue up 15.8% year over year and GAAP net income of $19.5 million, compared with a net loss a year earlier. The company also expects fourth-quarter net revenue of $278 million to $290 million and non-GAAP EPS of $0.10 to $0.13, below the $0.15 non-GAAP EPS it reported for the third quarter.
Net revenue was $284.8 million, up from $246.0 million a year earlier; GAAP diluted EPS was $0.09 versus a loss of $0.11 per share.
Non-GAAP diluted EPS was $0.15 for the quarter, up from $0.06 a year earlier.
Fourth-quarter fiscal 2025 outlook (quarter ending June 28, 2025): net revenue of $278 million to $290 million and non-GAAP EPS of $0.10 to $0.13.
The company reported $7.8 million of operating cash flow for the quarter and $400.2 million in total cash, short-term investments and restricted cash as of March 29, 2025. The results are preliminary because the Form 10-Q has not yet been f
Healthcare Realty reported a first-quarter 2025 net loss attributable to common stockholders of $44.9 million, or $0.13 per diluted share, compared with a $106.8 million loss ($0.31 per share) in the fourth quarter of 2024. The company reaffirmed its 2025 guidance, including normalized FFO of $1.56 to $1.60 per share, and said Peter A. Scott becomes President and CEO on April 15, 2025.
Q1 2025 net loss attributable to common stockholders was $44.9 million, or $0.13 per diluted share, versus a $310.8 million loss ($0.82 per share) in Q1 2024
Normalized FFO was $0.39 per share in Q1 2025, versus $0.40 in Q4 2024 and $0.39 in Q1 2024
Peter A. Scott appointed President and CEO effective April 15, 2025; Connie Moore served as interim CEO from November 2024 until April 14, 2025
Quarterly dividend of $0.31 per share payable May 23, 2025, to holders of record on May 12, 2025
At its April 30, 2025 annual meeting, Molina Healthcare stockholders approved the 2025 Equity Incentive Plan and elected nine directors, with holders of 85.6% of shares outstanding represented. Stockholders cast more votes against the non-binding advisory vote on executive compensation than for it, and a stockholder proposal to let holders of 10% of shares call a special meeting drew more votes for than against.
2025 Equity Incentive Plan approved: 43,316,332 for, 1,641,319 against, 12,267 abstentions
Advisory say-on-pay vote: 18,249,700 for, 26,653,672 against, 66,546 abstentions
Special meeting proposal (10% threshold): 30,991,528 for, 13,927,373 against; all nine directors elected to serve until the 2026 annual meeting
Ernst & Young LLP ratified as 2025 independent auditor: 44,537,825 for, 2,269,161 against
Old National Bancorp completed its merger with Bremer Financial Corporation on May 1, 2025, and Bremer Bank merged into Old National Bank. Each Bremer share was converted into 4.182 Old National common shares, $26.22 in cash, and cash in lieu of fractional shares, and Old National assumed about $61.9 million of Bremer's junior subordinated debt. The filing does not include updated financial results for the combined company.
Each Bremer Class A and Class B share converted into 4.182 Old National common shares plus $26.22 in cash
Old National assumed about $61.9 million in aggregate principal of junior subordinated debt due June 1, 2036
Board expanded from 15 to 16 directors; Daniel C. Reardon appointed to fill the vacancy and to the Audit Committee
Systems conversion is anticipated in mid-October 2025; Community Growth Plan commitment raised from $9.5 billion to $11.1 billion
Apple Hospitality REIT reported first quarter 2025 net income of $31.2 million, down 42.2% from $54.1 million a year earlier, and Comparable Hotels RevPAR fell 0.5%. The company lowered its 2025 outlook, reducing net income guidance by $6.5 million and Adjusted EBITDAre guidance by $14 million at the midpoint, citing a slight pullback in future bookings and greater macroeconomic uncertainty.
Net income was $31.2 million, or $0.13 per share, versus $54.1 million, or $0.22 per share, in Q1 2024.
Comparable Hotels RevPAR declined 0.5%; preliminary April 2025 Comparable Hotels RevPAR fell about 3.5% from April 2024.
Updated 2025 net income guidance is $167 million to $195 million, a $6.5 million reduction at the midpoint of prior guidance.
The company repurchased about 1.9 million shares for $26.3 million in Q1 2025 and about 0.5 million more in April 2025.
Archrock, Inc. completed its acquisition of Natural Gas Compression Systems, Inc. and NGCSE, Inc. on May 1, 2025. The company issued about 2.251 million new common shares to NGCSE and funded the $299 million cash portion with its ABL credit facility, and it said the deal is expected to be immediately accretive to 2025 earnings per share. Shareholders will see more shares outstanding, and the company said it remains committed to its 3.0 to 3.5 times target leverage ratio range.
NGCSI merger cash consideration was $266.7 million, subject to customary adjustments after closing.
NGCSE merger consideration was $90.4 million in cash and Archrock common stock combined.
About 2.251 million new Archrock common shares were issued to NGCSE Holdings, LLC at closing.
NGCSE Holdings agreed not to sell the stock for 180 days after the May 1, 2025 closing date.
Dolby Laboratories reported fiscal second-quarter 2025 revenue of $370 million, up from $365 million a year earlier, but GAAP diluted earnings per share fell to $0.94 from $1.01. The company also declared a $0.33 per share quarterly dividend and gave third-quarter and full-year fiscal 2025 estimates, which show a GAAP diluted EPS range of $0.26 to $0.41 for the quarter and $2.31 to $2.46 for the year.
Total revenue was $370 million versus $365 million in the prior-year quarter.
GAAP diluted EPS was $0.94 versus $1.01; non-GAAP diluted EPS was $1.34 versus $1.27.
Cash dividend of $0.33 per share, payable May 21, 2025, to holders of record on May 13, 2025.
Fiscal 2025 full-year GAAP diluted EPS is estimated at $2.31 to $2.46; third-quarter GAAP diluted EPS at $0.26 to $0.41.
Allison Transmission reported first-quarter 2025 net sales of $766 million, down 3% from $789 million a year earlier, while net income rose 14% to $192 million and diluted EPS rose 17% to $2.23. The company reaffirmed its full-year 2025 guidance, including net sales of $3.2 billion to $3.3 billion and net income of $735 million to $785 million, and said it repurchased over $150 million of its stock during the quarter.
Net sales were $766 million, down $23 million from $789 million; Global Off-Highway fell $28 million, while North America On-Highway rose $15 million.
Net income was $192 million, up $23 million from $169 million, and diluted EPS was $2.23 versus $1.90, with the gain driven mainly by higher gross profit and unrealized mark-to-market adjustments on marketable securities.
Full-year 2025 guidance was reaffirmed: net sales of $3.2 billion to $3.3 billion and adjusted EBITDA of $1.17 billion to $1.23 billion.
The stock repurchase authorization was increased by $1 billion, leaving nearly $1.4 billion available at the end of the first quarter.
CSW Industrials completed its acquisition of Aspen Manufacturing on May 1, 2025, for a cash purchase price of $313.5 million, subject to adjustments, funded with cash on hand and borrowings under its $500 million revolving credit facility. The company also plans to move its common stock listing from Nasdaq to the New York Stock Exchange, with NYSE trading under the symbol CSW starting June 9, 2025.
Aspen Manufacturing acquisition closed May 1, 2025; cash price $313.5 million, with $8 million placed in escrow
Company describes purchase price as approximately 11x Aspen's 2024 adjusted EBITDA of $28.5 million (preliminary, unaudited estimate)
Nasdaq trading ends at market close June 6, 2025; NYSE trading begins June 9, 2025 under the symbol CSW
Live Nation reported first-quarter 2025 revenue of $3.38 billion, down 11% from $3.80 billion a year earlier, while operating income swung to $115 million from a loss of $41 million. Adjusted operating income fell 6% to $341 million, and the company said it expects double-digit growth in operating income and adjusted operating income for 2025. Shareholders see a mixed picture: the top line and the company's key profit measure declined, but operating income and the per-share loss improved.
Revenue of $3.38 billion for the quarter ended March 31, 2025, compared with $3.80 billion a year earlier
Operating income of $115 million, compared with a loss of $41 million; adjusted operating income of $341 million, compared with $362.5 million
Basic and diluted net loss per share of $0.32, compared with $0.56 a year earlier
Concerts event-related deferred revenue of $5.4 billion, up 24% from a year earlier; the company expects double-digit growth in operating income and adjusted operating income in 2025
Floor & Decor reported first quarter fiscal 2025 results for the period ended March 27, 2025. Net sales rose 5.8% to $1,160.7 million, but comparable store sales fell 1.8%, and diluted EPS fell 2.2% to $0.45 as income tax expense rose. The company also cut its planned fiscal 2025 new store openings to 20 from 25 and gave an updated outlook that includes diluted EPS of approximately $1.70 to $2.00.
Net sales of $1,160.7 million, up 5.8% from $1,097.3 million a year earlier; comparable store sales down 1.8%
Diluted EPS of $0.45 versus $0.46; net income of $48.9 million, down 2.3%
Operating income of $64.2 million, up 8.3%; adjusted EBITDA of $129.8 million, up 5.5%
Fiscal 2025 outlook: diluted EPS of approximately $1.70 to $2.00; new store openings cut to 20 from 25
GoDaddy reported first-quarter 2025 revenue of $1.194 billion, up 7.7% year over year, and operating income of $247.3 million, up 40.6%. Net income fell to $219.5 million from $401.5 million because the prior-year period included a $267.4 million non-cash tax benefit, and the company reaffirmed its full-year 2025 revenue outlook while announcing a new $3 billion share repurchase authorization through 2027.
Total revenue $1,194.3 million, up 7.7% (8.0% in constant currency); operating income $247.3 million, up 40.6%
Net income $219.5 million vs. $401.5 million; diluted EPS $1.51 vs. $2.76, with prior-year results including a $267.4 million tax benefit
Full-year 2025 revenue guidance of $4.860 billion to $4.940 billion reaffirmed; Q2 revenue guidance $1.195 billion to $1.215 billion
New $3.0 billion repurchase authorization through 2027, following completion of the 2022 $4.0 billion program
WillScot reported first quarter 2025 revenue of $560 million, down from $587 million a year earlier, and net income of $43 million, down from $56 million. Diluted EPS was $0.23 versus $0.29, and the company reaffirmed its full-year 2025 revenue, Adjusted EBITDA and Net CAPEX outlook. For shareholders, lower quarterly profit is the key result, while the unchanged outlook and $45 million returned through buybacks and the first quarterly dividend are the main offsets.
Revenue $560 million vs. $587 million; net income $43 million vs. $56 million; diluted EPS $0.23 vs. $0.29
Adjusted EBITDA $229 million at a 40.9% margin, vs. $248 million at 42.2% a year earlier
Reaffirmed 2025 outlook: revenue $2,275 million to $2,475 million; Adjusted EBITDA $1,000 million to $1,090 million
Returned $45 million: about 1.1 million shares repurchased for $32 million and $13 million in first quarterly dividends ($0.07 per share paid March 19, 2025)
Motorola Solutions reported first-quarter 2025 results for the quarter ended March 29, 2025, with sales up 6% to $2.5 billion and GAAP EPS of $2.53, compared with a loss of $0.23 a year earlier. The company kept its full-year 2025 outlook of about 5.5% revenue growth and non-GAAP EPS of $14.64 to $14.74, and expects second-quarter non-GAAP EPS of $3.32 to $3.37.
Q1 2025 sales of $2,528 million, up 6% from $2,389 million; Software and Services sales rose 9%, Products and Systems Integration rose 4%
GAAP EPS of $2.53 versus a loss of $0.23 in Q1 2024; non-GAAP EPS of $3.18, up 13%
Full-year 2025 guidance maintained: about 5.5% revenue growth and non-GAAP EPS of $14.64 to $14.74; Q2 non-GAAP EPS expected at $3.32 to $3.37
Company repurchased $325 million of common stock and paid $182 million in dividends in the quarter; operating cash flow was $510 million
A10 Networks reported first-quarter 2025 revenue of $66.1 million, up 9% from a year earlier, while GAAP net income was $9.5 million, slightly below the prior-year $9.7 million, with GAAP EPS flat at $0.13. Non-GAAP EPS rose to $0.20 from $0.17, and the board approved a $0.06 quarterly dividend and a new $75 million share repurchase program, which shareholders should weigh against the company's $355.8 million in cash and marketable securities.
Revenue of $66.1 million, up 9% from $60.7 million in Q1 2024
GAAP net income of $9.5 million, or $0.13 per diluted share, versus $9.7 million and $0.13 a year earlier
Non-GAAP net income of $15.0 million, or $0.20 per diluted share, versus $0.17 a year earlier
Quarterly dividend of $0.06 per share payable June 2, 2025 to holders of record May 15, 2025; new $75 million buyback authorized with no specified term
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.
Reddit reported first-quarter 2025 revenue of $392.4 million, up 61% year-over-year, and net income of $26.2 million, compared with a net loss of $575.1 million a year earlier. The company also estimated second-quarter revenue of $410 million to $430 million and Adjusted EBITDA of $110 million to $130 million.
Revenue of $392.4 million rose 61% year-over-year; advertising revenue was $358.6 million.
Net income was $26.2 million, versus a net loss of $575.1 million in Q1 2024; diluted EPS was $0.13.
Adjusted EBITDA was $115.3 million, or 29.4% of revenue; operating cash flow was $127.6 million.
For Q2 2025, Reddit estimates revenue of $410 million to $430 million and Adjusted EBITDA of $110 million to $130 million.
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.
Envista reported first-quarter 2025 results for the quarter ended March 28, 2025, with sales of $617 million, down from $623.6 million a year earlier, and net income of $18 million, down from $23.6 million. The company said it is maintaining its full-year 2025 guidance, including core sales growth of 1% to 3% and adjusted EPS of $0.95 to $1.05.
Sales were $616.9 million versus $623.6 million in Q1 2024; core sales rose 0.2%.
Diluted EPS was $0.10 versus $0.14; adjusted diluted EPS was $0.24 versus $0.26.
Operating cash flow was $0.3 million and free cash flow was negative $5.1 million, compared with $40.3 million and $29.3 million a year earlier.
Full-year 2025 guidance was maintained, and $231 million remained under the repurchase program at quarter end after $19 million of Q1 buybacks.
Red Rock Resorts reported first quarter 2025 net revenues of $497.9 million, up 1.8%, and net income of $86.0 million, up 9.7%, both versus the first quarter of 2024. Adjusted EBITDA rose 2.8% to $215.1 million, and diluted earnings per share were $0.75 compared with $0.68 a year earlier. The Board also declared a $1.00 special dividend and a $0.25 quarterly dividend.
Net revenues were $497.9 million, up $9.0 million (1.8%) from $488.9 million; Las Vegas operations contributed $495.0 million.
Net income was $86.0 million, up 9.7% from $78.4 million; net income attributable to Red Rock Resorts, Inc. was $44.7 million versus $42.8 million.
Diluted EPS for Class A common stock was $0.75 versus $0.68; Adjusted EBITDA was $215.1 million, up 2.8%.
A $1.00 special dividend is payable May 21, 2025 (record date May 14, 2025); a $0.25 quarterly dividend is payable June 30, 2025 (record date June 16, 2025).
CareTrust REIT reported first quarter 2025 net income attributable to the company of $65.8 million, or $0.35 per diluted share, up from $28.7 million, or $0.22 per share, a year earlier. The company raised its 2025 guidance and increased its quarterly dividend from $0.29 to $0.335 per share, while also reporting that shareholders of Care REIT plc approved its planned acquisition for about $856 million.
Q1 2025 total revenues were $96.6 million, up from $63.1 million in Q1 2024; normalized FFO was $77.8 million, or $0.42 per share, versus $0.35 a year earlier.
2025 guidance was increased: net income of $1.36 to $1.40 per diluted share, normalized FFO of $1.69 to $1.73, and normalized FAD of $1.73 to $1.77.
Quarterly dividend increased from $0.29 to $0.335 per common share.
Care REIT plc shareholders approved the acquisition on April 29, 2025; the company expects to close on or around May 9, 2025, subject to approval by the English Court.
Roku reported first-quarter 2025 results for the period ended March 31, 2025, with total net revenue of $1.02 billion, up 16% year over year, and a net loss of $27.4 million, narrowing from $50.9 million a year earlier. The company reaffirmed its full-year 2025 outlook of $3.950 billion in Platform revenue and $350 million in Adjusted EBITDA, and it also said it has agreed to acquire Frndly TV.
Total net revenue was $1,020.7 million, up 16% YoY; Platform revenue was $880.8 million, up 17% YoY.
Net loss was $27.4 million, or $(0.19) per share, compared with a net loss of $50.9 million, or $(0.35) per share, in Q1 2024.
Adjusted EBITDA was $56.0 million, up 37% YoY; Devices gross loss was $19.3 million.
For Q2 2025, the company expects total net revenue of approximately $1.070 billion and Adjusted EBITDA of approximately $70 million.
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