AI filing briefs · archive

8-K filings in May 2025, explained

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).

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30 of 1,080 briefs match

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AROCArchrock, Inc. May 5, 6:30 PM ET

Archrock Q1 revenue rises to $347.2 million, raises 2025 EBITDA guidance

Positive earnings Written later 2.02

Archrock reported first-quarter 2025 revenue of $347.2 million, up from $268.5 million a year earlier, and net income of $70.9 million, or $0.40 per share, compared with $40.5 million, or $0.26 per share, in the first quarter of 2024. The company raised its full-year 2025 adjusted EBITDA guidance to $790 million to $830 million and increased its share repurchase program by $50 million, which signals higher expected earnings and continued capital returns to shareholders.

  • Q1 2025 adjusted EBITDA was $197.8 million, compared with $131.0 million in Q1 2024.
  • Full-year 2025 adjusted EBITDA guidance was raised to $790 million to $830 million.
  • The NGCS acquisition closed on May 1, 2025, and the Board approved an additional $50 million for the share repurchase program, with $65.2 million of capacity as of May 1, 2025.
Read the filing on SEC.gov ↗
CBTCABOT CORP May 5, 5:33 PM ET

Cabot Q2 adjusted EPS rises 7% to $1.90 as revenue falls to $936 million

Mixed earnings Written later 2.02

Cabot reported fiscal second-quarter 2025 results for the period ended March 31, 2025. Adjusted EPS rose 7% year over year to $1.90 and diluted EPS was $1.69, but net sales fell to $936 million from $1,019 million, and the company revised its fiscal 2025 Adjusted EPS guidance to $7.15 to $7.50, citing expected lower customer demand in the second half.

  • Diluted EPS was $1.69 versus $1.49 a year earlier; Adjusted EPS was $1.90 versus $1.78.
  • Reinforcement Materials segment EBIT fell 12% to $131 million, while Performance Chemicals EBIT rose 61% to $50 million.
  • Fiscal 2025 Adjusted EPS guidance was revised to $7.15 to $7.50, and the quarterly dividend was raised 5% to $0.45 per share.
Read the filing on SEC.gov ↗
CECelanese Corp May 5, 5:06 PM ET

Celanese Q1 loss of $0.15 per share; adjusted EPS $0.57, down from $2.08 a year earlier

Negative earnings Written later 2.02

Celanese reported first quarter 2025 results on May 5, 2025, with net sales of $2.4 billion, down from $2.6 billion a year earlier, and a U.S. GAAP diluted loss per share of $0.15 versus earnings of $1.10 in the prior-year quarter. The company guided to second quarter adjusted EPS of $1.30 to $1.50 and expects 2025 free cash flow of $700 to $800 million, while also announcing an intention to fully divest the Micromax business.

  • Q1 2025 net sales $2.4 billion (versus $2.6 billion in Q1 2024); operating profit $168 million (versus $210 million); free cash flow negative $73 million
  • Adjusted EPS $0.57 versus $2.08 in Q1 2024; U.S. GAAP diluted loss per share $0.15 versus $1.10 earnings
  • Q2 2025 adjusted EPS guidance of $1.30 to $1.50; 2025 free cash flow target of $700 million to $800 million
  • 2025 cost reduction target raised to approximately $120 million; intention to divest Micromax announced
Read the filing on SEC.gov ↗

Mueller Water Products raises 2025 sales outlook as second-quarter net sales rise 3.1%

Positive guidance Written later 2.02

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
Read the filing on SEC.gov ↗
ASHASHLAND INC. May 5, 5:00 PM ET

Ashland CFO J. Kevin Willis to resign effective May 16; Whitaker named interim CFO

Neutral leadership Written later 5.02

Ashland's Chief Financial Officer, J. Kevin Willis, plans to resign effective May 16, 2025, to pursue another opportunity, and the filing states the departure is not tied to any disagreement over financial statements, internal controls, operations, policies or practices. The Board named William C. Whitaker, the company's Vice President, Finance and Director, Investor Relations, as interim CFO effective May 6, 2025, and Samuel A. Richardson, the Controller, as Principal Accounting Officer, also effective May 6.

  • J. Kevin Willis notified the company on May 1, 2025 of his resignation as CFO, Principal Financial Officer and Principal Accounting Officer, effective May 16, 2025.
  • William C. Whitaker, 36, becomes Interim CFO effective May 6, 2025, with an annual base salary of $354,432 and a target cash incentive of 42% of salary.
  • Samuel A. Richardson, 46, becomes Vice President, Controller and Principal Accounting Officer effective May 6, 2025, with an annual base salary of $330,000.
  • Both appointees receive restricted stock unit grants with a fair market value of $130,000, vesting on the third anniversary of the grant date.
Read the filing on SEC.gov ↗
HSTMHEALTHSTREAM INC May 5, 4:55 PM ET

HealthStream Q1 revenue rises 1.0% to $73.5 million; cuts 2025 guidance

Mixed guidance Written later 2.027.018.01

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
Read the filing on SEC.gov ↗
TDCTERADATA CORP /DE/ May 5, 4:42 PM ET

Teradata names John Ederer chief financial officer, effective May 12, 2025

Neutral leadership Written later 5.02

Teradata's board elected John Ederer as chief financial officer, effective May 12, 2025. He previously served as CFO of Model N, and interim CFO Charles Smotherman will return to his prior role as Senior Vice President, Chief Accounting Officer.

  • Ederer's initial annual base salary is $530,000, with a target annual bonus of 100% of base salary, pro-rated for 2025.
  • On or about May 16, 2025, Ederer is to receive a new hire grant of restricted share units with a target value of $4.5 million, plus annual grants with target values of $2.25 million each in service-based and performance-based units.
  • Ederer has been CFO of Model N, Inc. since January 2021 and was previously CFO at K2 Software Inc. from August 2018 until November 2020.
  • Ederer will report to CEO Steve McMillan and lead accounting, financial planning, investor relations, tax, and treasury.
Read the filing on SEC.gov ↗
NJRNEW JERSEY RESOURCES CORP May 5, 4:30 PM ET

New Jersey Resources raises fiscal 2025 EPS guidance to $3.15-$3.30 on higher Q2 profit

Positive guidance Written later 2.027.01

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.
Read the filing on SEC.gov ↗
BOOTBoot Barn Holdings, Inc. May 5, 4:28 PM ET

Boot Barn names interim CEO John Hazen permanent CEO effective May 5, 2025

Neutral leadership Written later 5.027.01

Boot Barn's Board appointed John Hazen as Chief Executive Officer effective May 5, 2025, ending the interim period he has served since November 22, 2024. The Board also expanded itself from seven to eight directors and added Mr. Hazen to the Board, and it set his base salary at $900,000 with a target bonus of 100% of salary and a long-term equity award with an aggregate target value of $4.1 million.

  • John Hazen named CEO effective May 5, 2025, after serving as Interim CEO from November 22, 2024
  • Base salary of $900,000 with target annual bonus of 100% of base salary
  • Long-term equity award for fiscal year ending March 28, 2026 has an aggregate target value of $4.1 million, split 50% time-based RSUs and 50% performance share units
  • Peter Starrett remains Executive Chairman until December 31, 2025, then returns to nonexecutive Chairman
Read the filing on SEC.gov ↗
CLXCLOROX CO /DE/ May 5, 4:11 PM ET

Clorox Q3 sales fall 8%, adjusted EPS down 15%; keeps adjusted EPS outlook

Mixed earnings Written later 2.027.01

Clorox reported third-quarter fiscal 2025 net sales of $1.67 billion, down 8%, mainly from the VMS and Argentina divestitures, and adjusted EPS of $1.45, down 15%. The company updated its fiscal 2025 outlook to forecast net sales down 1% to flat, while keeping its adjusted EPS range at $6.95 to $7.35, and raised its GAAP diluted EPS range to $5.73 to $6.13.

  • Net sales fell 8% to $1.67 billion; organic sales declined 2% and organic volume was flat.
  • Diluted EPS was $1.50 versus a loss of $0.41 a year earlier, including cyberattack insurance recoveries; adjusted EPS was $1.45 versus $1.71.
  • Fiscal 2025 net sales are now expected to be down 1% to flat; organic sales growth is now expected at 4% to 5%.
  • Fiscal 2025 adjusted EPS range of $6.95 to $7.35 is unchanged; GAAP diluted EPS range rose to $5.73 to $6.13 from $5.52 to $5.92.
Read the filing on SEC.gov ↗
ACMAECOM May 5, 4:11 PM ET

AECOM raises fiscal 2025 guidance; Q2 revenue falls 4%, adjusted EPS rises 20%

Mixed earnings Written later 2.02

AECOM reported fiscal second-quarter 2025 results for the quarter ended March 31, 2025, with revenue down 4% to $3.77 billion while profit rose, including adjusted EPS of $1.25, up 20%. The company raised its fiscal 2025 adjusted EBITDA and adjusted EPS guidance for the second time this year, which signals higher expected earnings for shareholders.

  • Revenue was $3.77 billion, down 4%; net service revenue was $1.87 billion, up 4%
  • Net income attributable to AECOM from continuing operations was $154 million, up 38%; diluted EPS from continuing operations was $1.16 versus $0.81 a year earlier
  • Fiscal 2025 adjusted EBITDA guidance is $1,180 million to $1,210 million; adjusted EPS guidance is $5.10 to $5.20
  • Shareholders received more than $110 million through repurchases and dividends during the quarter
Read the filing on SEC.gov ↗
HIMSHims & Hers Health, Inc. May 5, 4:10 PM ET

Hims & Hers Q1 revenue rises 111% to $586.0 million; raises Adjusted EBITDA guidance

Positive earnings Written later 2.02

Hims & Hers reported first quarter 2025 revenue of $586.0 million, up 111% from a year earlier, and net income of $49.5 million, compared with $11.1 million. The company affirmed its full-year 2025 revenue guidance of $2.3 billion to $2.4 billion and raised its full-year Adjusted EBITDA guidance to $295 million to $335 million. Gross margin fell to 73% from 82%, and second-quarter revenue guidance of $530 million to $550 million was below the first-quarter result.

  • Q1 2025 revenue was $586.0 million, up 111% year over year; net income was $49.5 million versus $11.1 million; diluted EPS was $0.20 versus $0.05.
  • Adjusted EBITDA was $91.1 million in Q1 2025, compared with $32.3 million a year earlier.
  • Full-year 2025 Adjusted EBITDA guidance was raised to $295 million to $335 million; full-year revenue guidance of $2.3 billion to $2.4 billion was affirmed.
  • The company set 2030 targets of at least $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA.
Read the filing on SEC.gov ↗
MATXMatson, Inc. May 5, 4:10 PM ET

Matson Q1 EPS more than doubles to $2.18, but full-year outlook is lowered

Mixed guidance Written later 2.02

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
Read the filing on SEC.gov ↗
PLMRPalomar Holdings, Inc. May 5, 4:09 PM ET

Palomar Q1 net income rises 62.7% to $42.9 million; 2025 adjusted outlook raised

Positive earnings Written later 2.02

Palomar Holdings reported first quarter 2025 net income of $42.9 million, or $1.57 per diluted share, up from $26.4 million, or $1.04, a year earlier. The company also raised its full-year 2025 adjusted net income outlook to $186 million to $200 million, from $180 million to $192 million, which is favorable for shareholders.

  • Net income was $42.9 million, or $1.57 per diluted share, versus $26.4 million, or $1.04, in Q1 2024
  • Adjusted net income rose 84.6% to $51.3 million; gross written premiums grew 20.1% to $442.2 million
  • Full-year 2025 adjusted net income outlook raised to $186 million to $200 million from $180 million to $192 million
  • Expenses associated with transactions were $2.1 million in the quarter, tied to the acquisition of Advanced AgProtection
Read the filing on SEC.gov ↗
AORTARTIVION, INC. May 5, 4:08 PM ET

Artivion Q1 revenue up 2% to $99.0 million, GAAP net loss; raises revenue guidance

Mixed earnings Written later 2.02

Artivion reported first quarter 2025 revenue of $99.0 million, up 2% on a GAAP basis, but swung to a GAAP net loss of $0.5 million, or $(0.01) per share, from net income of $7.5 million a year earlier. The company raised the midpoint of its full year 2025 revenue guidance to $423 to $435 million, while its adjusted EBITDA outlook of $84 to $91 million was unchanged. The quarter was affected by the November 2024 cybersecurity incident, which reduced preservation services revenue by 23%.

  • Q1 2025 revenue was $99.0 million versus $97.4 million in Q1 2024, up 2% on a GAAP basis and 4% on a constant currency basis.
  • GAAP net loss was $(0.5) million, or $(0.01) per diluted share; non-GAAP net income was $2.5 million, or $0.06 per diluted share.
  • Adjusted EBITDA rose 1% to $17.5 million from $17.3 million a year earlier.
  • Full year 2025 revenue guidance is $423 to $435 million; adjusted EBITDA guidance remains $84 to $91 million.
Read the filing on SEC.gov ↗
FFORD MOTOR CO May 5, 4:07 PM ET

Ford Q1 net income falls to $471 million; company suspends 2025 guidance over tariffs

Negative guidance Written later 2.02

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.
Read the filing on SEC.gov ↗
OREALTY INCOME CORP May 5, 4:07 PM ET

Realty Income Q1 net income rises to $249.8 million; 2025 per-share net income guidance cut

Mixed earnings Written later 2.027.01

Realty Income reported first-quarter 2025 net income available to common stockholders of $249.8 million, or $0.28 per share, up from $129.7 million, or $0.16 per share, a year earlier, on total revenue of $1.38 billion versus $1.26 billion. The company lowered its 2025 net income per share guidance to $1.40-$1.46 from $1.52-$1.58, while its AFFO per share guidance of $4.22-$4.28 was unchanged.

  • Q1 2025 total revenue was $1,380.5 million, up from $1,260.5 million in Q1 2024.
  • Q1 2025 AFFO per diluted share rose 2.9% to $1.06 from $1.03.
  • 2025 net income per share guidance was revised to $1.40-$1.46 from $1.52-$1.58, as issued February 24, 2025.
  • 2025 AFFO per share guidance of $4.22-$4.28 was unchanged.
Read the filing on SEC.gov ↗
UPWKUPWORK, INC May 5, 4:06 PM ET

Upwork Q1 2025 net income more than doubles to $37.7 million; EBITDA guidance raised

Positive earnings Written later 2.02

Upwork reported first-quarter 2025 revenue of $192.7 million, up 1% from a year earlier, and net income of $37.7 million, more than double the $18.4 million reported in the first quarter of 2024. The company reiterated its full-year 2025 revenue guidance of $740 million to $760 million and raised its full-year adjusted EBITDA guidance to $190 million to $200 million, which matters to shareholders because profit is growing faster than revenue.

  • Revenue was $192.7 million, up 1% from $190.9 million in Q1 2024.
  • Net income was $37.7 million, or $0.27 per diluted share, versus $18.4 million, or $0.13 per diluted share, a year earlier.
  • Adjusted EBITDA was $56.0 million, compared with $33.3 million in Q1 2024.
  • Full-year 2025 adjusted EBITDA guidance is $190 million to $200 million; Q2 2025 revenue guidance is $184 million to $189 million.
Read the filing on SEC.gov ↗
MATMATTEL INC /DE/ May 5, 4:06 PM ET

Mattel Q1 sales rise 2% to $827 million, net loss widens; full-year guidance paused

Mixed guidance Written later 2.02

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.
Read the filing on SEC.gov ↗

Sterling Raises 2025 Guidance After Q1 Net Income Rises 27% to $39.5 Million

Positive guidance Written later 2.027.01

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
Read the filing on SEC.gov ↗

Inspire Medical Systems Q1 revenue up 23% to $201.3 million; 2025 EPS guidance raised

Positive earnings Written later 2.027.01

Inspire Medical Systems reported first quarter 2025 revenue of $201.3 million, up 23% from a year earlier, and diluted earnings of $0.10 per share compared with a loss of $0.34 per share in the prior-year quarter. The company maintained its full year 2025 revenue guidance of $940 million to $955 million and raised its diluted EPS guidance to $2.20 to $2.30 from $2.10 to $2.20.

  • Q1 2025 revenue was $201.3 million, up 23% from $164.0 million; U.S. revenue rose 24% to $193.6 million, while revenue outside the U.S. fell 6% to $7.7 million
  • Q1 2025 net income was $3.0 million, compared with a net loss of $10.0 million a year earlier; operating loss narrowed to $1.5 million from $15.2 million
  • Full year 2025 revenue guidance of $940 million to $955 million was maintained; diluted EPS guidance was raised to $2.20 to $2.30
  • Cash, cash equivalents and investments were $414.0 million at March 31, 2025, versus $516.5 million at December 31, 2024
Read the filing on SEC.gov ↗

NAPCO Q3 net sales fall 10.8% to $44.0 million; diluted EPS drops to $0.28

Negative earnings Written later 2.025.027.01

NAPCO reported fiscal third-quarter 2025 results for the three months ended March 31, 2025, with net sales down 10.8% year over year and net income down 23.3%. Recurring service revenue rose while equipment sales fell, and the board declared a $0.14 per share dividend, up from $0.125. The company also named Andrew Vuono as Chief Financial Officer, effective May 6, 2025, replacing Kevin Buchel in that role.

  • Net sales were $44.0 million, down 10.8%; equipment revenue fell 24.8% to $22.4 million while recurring service revenue rose 10.6% to $21.6 million
  • Net income was $10.1 million, down 23.3%; diluted EPS was $0.28 versus $0.36 a year earlier
  • Gross profit margin rose to 57.2% from 53.8%, and adjusted EBITDA was $13.2 million versus $15.6 million
  • Andrew Vuono becomes CFO effective May 6, 2025; Kevin Buchel remains President and Chief Operating Officer; dividend of $0.14 payable July 3, 2025 to holders of record June 12, 2025
Read the filing on SEC.gov ↗
ONON SEMICONDUCTOR CORP May 5, 8:05 AM ET

onsemi Q1 revenue fell 22% to $1.45 billion; GAAP loss of $486.1 million

Negative earnings Written later 2.02

onsemi reported first-quarter 2025 revenue of $1,445.7 million, down 22% from a year earlier and 16% from the prior quarter, and a GAAP net loss of $486.1 million, or $1.15 per diluted share, after $539.3 million in restructuring, asset impairments and other charges. For shareholders, the company guided second-quarter 2025 revenue to $1,400 million to $1,500 million and said it returned 66% of first-quarter free cash flow through share repurchases.

  • Revenue of $1,445.7 million, down 16% from Q4 2024 and 22% from Q1 2024
  • GAAP net loss attributable to ON Semiconductor of $486.1 million, or $(1.15) per diluted share; non-GAAP diluted EPS of $0.55
  • Restructuring, asset impairments and other charges, net of $539.3 million; GAAP operating margin of (39.7)%
  • Q2 2025 outlook: revenue of $1,400 million to $1,500 million and GAAP diluted EPS of $0.45 to $0.55
Read the filing on SEC.gov ↗
JBTMJBT MAREL Corp May 5, 8:01 AM ET

JBT Marel Q1 net loss $173 million on pension charge; full-year guidance suspended

Mixed earnings Written later 2.02

JBT Marel reported first quarter 2025 revenue of $854 million and orders of $916 million, but a $173 million net loss, driven largely by a $147 million non-cash pension settlement charge, weighed on results. The company suspended its full-year 2025 guidance and instead provided second quarter guidance, citing uncertainty from trade policies and tariffs.

  • Q1 2025 revenue $854 million; orders $916 million; backlog $1.3 billion
  • Net loss $173 million, or $(3.35) per diluted share, including $147 million pension settlement charge; adjusted EPS $0.97 versus $1.11 in Q1 2024 as recast
  • Full-year 2025 guidance suspended; Q2 2025 guidance is revenue $885-$915 million and adjusted EPS $1.20-$1.40
  • Company continues to expect $35-$40 million in realized cost synergies for full-year 2025
Read the filing on SEC.gov ↗
CMICUMMINS INC May 5, 7:42 AM ET

Cummins Q1 2025 net income falls to $824 million; full-year forecast withdrawn

Negative guidance Written later 2.02

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
Read the filing on SEC.gov ↗
TGTXTG THERAPEUTICS, INC. May 5, 7:31 AM ET

TG Therapeutics reports Q1 net income of $5.1 million and raises 2025 revenue targets

Positive earnings Written later 2.02

TG Therapeutics reported first quarter 2025 total revenue of $120.9 million, up from $63.5 million a year earlier, and net income of $5.1 million compared with a net loss of $10.7 million. The company raised its full-year 2025 BRIUMVI U.S. net product revenue target to $560 million and its global revenue target to $575 million.

  • Total revenue of $120.9 million for the three months ended March 31, 2025, versus $63.5 million a year earlier
  • Net income of $5.1 million, or $0.03 per diluted share, versus a net loss of $10.7 million in the prior-year quarter
  • Full-year 2025 BRIUMVI U.S. net product revenue target raised to $560 million from $525 million; global revenue target raised to $575 million from $540 million
  • Total research and development expense rose to $46.4 million and selling, general and administrative expense to $50.3 million
Read the filing on SEC.gov ↗

Integra LifeSciences Q1 revenue rises 3.7%, but cuts 2025 adjusted EPS guidance

Negative earnings Written later 2.02

Integra LifeSciences reported first-quarter 2025 results on May 5, 2025. Reported revenue rose 3.7% to $382.7 million, but organic revenue fell 3.5%, the GAAP net loss widened to $25.3 million, and adjusted earnings per diluted share fell to $0.41 from $0.55. The company reaffirmed its full-year revenue guidance but cut its full-year adjusted EPS guidance to $2.19 to $2.29, including an estimated $(0.22) per share impact from new tariffs.

  • Q1 revenue was $382.7 million, up 3.7% on a reported basis and down 3.5% on an organic basis.
  • GAAP net loss was $25.3 million, or $(0.33) per diluted share, versus a $3.3 million loss, or $(0.04), a year earlier.
  • Adjusted EPS was $0.41 versus $0.55; full-year adjusted EPS guidance was cut to $2.19 to $2.29.
  • Full-year 2025 revenue guidance of $1.650 billion to $1.715 billion was reaffirmed; second-quarter adjusted EPS is expected at $0.40 to $0.45.
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PKPark Hotels & Resorts Inc. May 5, 6:33 AM ET

Park Hotels & Resorts swings to Q1 loss of $57 million and cuts 2025 outlook

Negative guidance Written later 2.02

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.
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FRPTFreshpet, Inc. May 5, 6:30 AM ET

Freshpet Q1 net sales rise 17.6% to $263.2M, but net loss of $12.7M; 2025 outlook cut

Mixed guidance Written later 2.027.01

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.
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Zimmer Biomet Q1 sales rise 1.1% to $1.909 billion; cuts 2025 adjusted EPS guidance

Mixed guidance Written later 2.02

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.
Read the filing on SEC.gov ↗

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.