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).
Leidos reported first-quarter fiscal 2025 revenue of $4.25 billion, up 7%, and net income of $365 million, or $2.77 per diluted share, up 34% from $2.07 a year earlier. The company reaffirmed its full-year 2025 guidance, including revenue of $16.90 billion to $17.30 billion and non-GAAP diluted EPS of $10.35 to $10.75, while operating cash flow fell to $58 million from $113 million.
Revenue $4.25 billion, up 7%; net income $365 million, up 29%; GAAP diluted EPS $2.77 versus $2.07
Non-GAAP diluted EPS $2.97, up 30%; adjusted EBITDA $601 million, a 14.2% margin
Operating cash flow $58 million versus $113 million a year earlier; free cash flow $36 million
Backlog recast under a new policy to $46.3 billion; company also disclosed a pending $300 million cyber acquisition and a $500 million accelerated share repurchase
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.
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
Tidewater reported first-quarter 2025 revenue of $333.4 million, up 3.8% from $321.2 million a year earlier, but net income fell to $42.7 million ($0.83 per share) from $47.0 million ($0.89 per share). The company reiterated its 2025 revenue guidance of $1.32 to $1.38 billion and gross margin guidance of 48% to 50%, and said it repurchased 2.3 million shares for $90.0 million through April 14, 2025.
Q1 2025 revenue of $333.4 million, up from $321.2 million in Q1 2024
Net income of $42.7 million ($0.83 per diluted share), down from $47.0 million ($0.89 per share)
Free cash flow of $94.7 million and net cash from operating activities of $86.0 million
2025 revenue guidance of $1.32 to $1.38 billion reiterated, not changed
Atlas Energy Solutions reported first quarter 2025 total sales of $297.6 million, up from $192.7 million a year earlier, while net income fell to $1.2 million from $26.8 million. Management said Q2 sales volumes and Adjusted EBITDA are expected to be relatively flat to up sequentially, and that some customers are deferring planned development projects.
Total sales were $297.6 million, up 9.7% from the fourth quarter of 2024 and up from $192.7 million in the first quarter of 2024.
Net income was $1.2 million, compared with $26.8 million a year earlier. SG&A included $8.2 million in acquisition-related and other transaction costs.
Adjusted EBITDA was $74.3 million, a 25% margin, compared with $75.5 million and a 39% margin in the first quarter of 2024.
Quarterly dividend of $0.25 per share was maintained, payable May 22, 2025 to holders of record on May 15, 2025.
CRH reported first quarter 2025 results for the period ended March 31, 2025. Total revenues rose 3% to $6.8 billion, but the company posted a net loss of $98 million, compared with net income of $114 million a year earlier, as gains on prior-year divestitures did not recur. Adjusted EBITDA rose 11% to $495 million, and CRH reaffirmed its 2025 guidance, which matters to shareholders because the profit swing and the reaffirmed outlook both bear on expected full-year results.
Total revenues of $6.8 billion, up 3% from $6.5 billion in Q1 2024; net loss of $98 million versus net income of $114 million a year earlier.
Diluted loss per share of ($0.15), compared with diluted earnings per share of $0.16 in Q1 2024.
Adjusted EBITDA of $495 million, up 11%; Adjusted EBITDA margin of 7.3%, up from 6.8%.
2025 guidance reaffirmed: net income of $3.7 billion to $4.1 billion and Adjusted EBITDA of $7.3 billion to $7.7 billion. A $0.37 quarterly dividend was declared and a new $0.3 billion buyback tranche is to be completed no later than August
SiriusPoint reported first-quarter 2025 results for the period ended March 31, 2025. Net income available to common shareholders fell to $57.6 million from $90.8 million a year earlier, while total revenues rose to $727.3 million from $685.5 million, and diluted earnings per share were flat at $0.49. The company attributed the profit decline mainly to $67.9 million of catastrophe losses, primarily from the California wildfires.
Net income available to common shareholders was $57.6 million, versus $90.8 million a year earlier; diluted EPS was $0.49, flat year over year.
Core combined ratio rose to 95.4% from 91.4%, and Core income fell to $47.4 million from $62.4 million.
Catastrophe losses were $67.9 million, primarily from the California wildfires; the company cited a $59 million net impact from the wildfires.
Book value per diluted common share excluding AOCI was $15.15, up 3.5% in the quarter; AM Best and Fitch revised their outlook to Positive from Stable.
LTC Properties reported first-quarter 2025 results, with total revenues of $49.0 million, down from $51.4 million a year earlier, and net income available to common stockholders of $20.5 million, down from $24.1 million. The company also issued full-year 2025 guidance, including GAAP net income of $3.38 to $3.42 per share and diluted Core FFO of $2.65 to $2.69 per share, which shareholders can compare against future results.
Total revenues were $49.0 million versus $51.4 million, and net income available to common stockholders was $20.5 million versus $24.1 million, for the quarter ended March 31, 2025.
Diluted earnings per share were $0.45 versus $0.56; NAREIT diluted FFO per share was $0.65 versus $0.69; diluted Core FFO per share was $0.65 versus $0.64.
2025 full-year guidance: GAAP net income of $3.38 to $3.42 per share, diluted Core FFO of $2.65 to $2.69 per share, and diluted Core FAD of $2.78 to $2.82 per share.
After quarter end, 12 properties under Anthem's triple-net leases were transitioned into the new SHOP portfolio, with a combined gross book value of $176.1 million.
Ingevity reported first-quarter 2025 net sales of $284.0 million, down 17%, mainly due to repositioning of its Performance Chemicals segment. Net income was $20.5 million, or $0.56 per diluted share, compared with a net loss of $56.0 million a year earlier, and adjusted EBITDA rose 23% to $91.3 million. The company widened its full-year 2025 guidance to sales of $1.25 billion to $1.40 billion and adjusted EBITDA of $380 million to $415 million, citing lower auto production forecasts tied to trade tensions.
Q1 net sales were $284.0 million, down 17%, with Performance Chemicals sales down 35% to $95.0 million.
Net income was $20.5 million ($0.56 per diluted share) after $20.2 million in before-tax special charges; adjusted EPS was $0.99.
Adjusted EBITDA was $91.3 million, up 23%, with an adjusted EBITDA margin of 32.1%.
Full-year 2025 guidance: sales of $1.25 billion to $1.40 billion and adjusted EBITDA of $380 million to $415 million; no share repurchases were made in the quarter.
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.
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
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
Lattice Semiconductor reported first-quarter 2025 results for the period ended March 29, 2025, with revenue of $120.1 million, up 2.3% from the prior quarter but down 14.7% from a year earlier. GAAP net income was $5.0 million, or $0.04 per diluted share, down from $14.8 million a year earlier, and the company guided second-quarter 2025 revenue to between $118.5 million and $128.5 million. Revenue rose sequentially, but profit and year-over-year sales declined, so the results point in different directions for shareholders.
GAAP net income was $5.0 million, or $0.04 per diluted share, versus $14.8 million, or $0.11 per diluted share, in Q1 2024.
Non-GAAP net income per diluted share was $0.22, compared with $0.29 in Q1 2024 and $0.15 in Q4 2024.
Q2 2025 outlook: revenue of $118.5 million to $128.5 million and non-GAAP net income of $0.22 to $0.26 per share.
Free cash flow was $23.3 million, and the company repurchased $25.0 million of common stock in the quarter.
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.
Corcept reported first quarter 2025 revenue of $157.2 million, up from $146.8 million a year earlier, but net income fell to $20.5 million and diluted earnings per share fell to $0.17 from $0.25. The company reiterated its 2025 revenue guidance of $900 million to $950 million and said a specialty pharmacy vendor's capacity limits hurt first quarter results.
Revenue was $157.2 million versus $146.8 million in first quarter 2024.
Operating expenses rose to $153.8 million from $117.3 million, with selling, general and administrative expenses at $90.7 million versus $56.3 million.
2025 revenue guidance of $900 million to $950 million was reiterated.
Cash and investments were $570.8 million at March 31, 2025, down from $603.2 million at December 31, 2024.
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.
IAC Inc. (NASDAQ: IAC) reported first-quarter 2025 results on May 5, 2025. Revenue fell 9% to $570.5 million from $624.3 million, and the company swung to a net loss attributable to shareholders of $216.8 million, or $2.64 per diluted share, from net earnings of $45.0 million a year earlier, mainly because of a $324.3 million unrealized loss on its MGM Resorts stake. Operating income rose to $35.8 million from a $63.4 million loss, and the company reiterated its full-year 2025 guidance.
Net loss attributable to IAC shareholders of $216.8 million, or $2.64 per diluted share, versus net earnings of $45.0 million, or $0.51 per diluted share, in Q1 2024
Unrealized loss of $324.3 million on the MGM Resorts investment; IAC held 64.7 million MGM shares worth $2.1 billion as of May 2, 2025
Adjusted EBITDA of $50.9 million versus $5.5 million a year earlier; free cash flow was negative $4.6 million
Repurchased 4.5 million shares for $200 million between February 12 and May 2, 2025; 9.2 million shares remained under the 10 million share authorization approved March 16, 2025
Ichor Holdings reported first quarter 2025 revenue of $244.5 million, up from $201.4 million a year earlier, and a GAAP net loss of $4.6 million, or $(0.13) per diluted share, compared with a $9.0 million loss a year earlier. The company said policy uncertainty has led it to take a more conservative view of second-quarter demand, and it guided to second-quarter revenue of $225 million to $245 million.
Q1 2025 revenue was $244.5 million, compared with $233.3 million in Q4 2024 and $201.4 million in Q1 2024.
GAAP diluted EPS was $(0.13) for Q1 2025, versus $(0.30) in Q1 2024; non-GAAP diluted EPS was $0.12.
Q2 2025 outlook: revenue of $225 million to $245 million and GAAP diluted EPS of $(0.06) to $0.04.
Cash and cash equivalents were $109.3 million at March 28, 2025, with operating cash flow of $19.0 million in the quarter.
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.
Neurocrine Biosciences reported first-quarter 2025 total revenues of $572.6 million, up from $515.3 million a year earlier, while GAAP diluted earnings per share fell to $0.08 from $0.42. The company reaffirmed its full-year 2025 INGREZZA net sales guidance of $2.5 billion to $2.6 billion, but higher R&D spending and a $30.6 million unrealized loss on equity investments reduced profit.
INGREZZA first-quarter net product sales were $545.2 million, compared with $506.0 million a year earlier; CRENESSITY sales were $14.5 million.
GAAP net income was $7.9 million, versus $43.4 million in Q1 2024; non-GAAP net income was $71.5 million, versus $124.8 million.
Q1 2025 R&D expense includes $45 million of development milestones, mainly tied to starting the osavampator Phase 3 program in major depressive disorder.
Cash, cash equivalents and marketable securities totaled $1,758.8 million at March 31, 2025, and $150 million of a $500 million buyback had been repurchased by that date.
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.
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
Freshpet reported first-quarter 2025 net sales of $263.2 million, up 17.6% from a year earlier, but posted a net loss of $12.7 million compared with net income of $18.6 million in the prior-year quarter. The company cut its full-year 2025 net sales and Adjusted EBITDA guidance and lowered its capital expenditure forecast, which bears on shareholders' expectations for growth and profit this year.
Net sales were $263.2 million, up from $223.8 million, driven by volume gains of 14.9%.
Net loss was $12.7 million, or $(0.26) per diluted share, versus net income of $18.6 million, or $0.37 per diluted share, a year earlier; SG&A included $16.9 million of non-recurring charges.
2025 net sales outlook was lowered to $1.12 billion to $1.15 billion from $1.18 billion to $1.21 billion.
2025 Adjusted EBITDA outlook is $190 million to $210 million, versus at least $210 million previously; capital expenditures are now about $225 million, down from about $250 million.
Zimmer Biomet reported first-quarter 2025 net sales of $1.909 billion, up 1.1% from a year earlier, and GAAP diluted EPS of $0.91 versus $0.84. Adjusted diluted EPS was $1.81, down from $1.94 in the prior-year period. The company raised its full-year reported revenue guidance to 5.7% to 8.2%, mainly to include the Paragon 28 acquisition, but lowered its adjusted EPS guidance to $7.90 to $8.10 from $8.15 to $8.35.
Q1 net sales were $1.909 billion, up 1.1% reported and 2.3% in constant currency.
GAAP diluted EPS was $0.91 versus $0.84 a year earlier; adjusted diluted EPS was $1.81 versus $1.94.
2025 reported revenue change guidance rose to 5.7% to 8.2% from 1.0% to 3.5%, including Paragon 28.
2025 adjusted EPS guidance fell to $7.90 to $8.10 from $8.15 to $8.35, including Paragon 28, currency and tariff proposals.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.