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).
KBR reported first quarter fiscal 2025 results with revenues of $2.1 billion, up 13%, and net income attributable to KBR of $116 million, up 25% from the prior year period. The company reaffirmed its fiscal 2025 outlook and repurchased $156 million of its stock during the quarter, which lowered the diluted share count.
Revenues of $2,055 million vs. $1,818 million a year earlier, up 13%
Net income attributable to KBR of $116 million vs. $93 million; diluted EPS of $0.88 vs. $0.69
Adjusted EPS of $0.98, up 27%; Adjusted EBITDA of $243 million, up 17%
Fiscal 2025 guidance reaffirmed: revenues $8.7 billion to $9.1 billion, Adjusted EPS $3.71 to $3.95
NW Natural Holdings reported first-quarter 2025 net income of $87.9 million ($2.18 per share), up from $63.8 million ($1.69 per share) a year earlier, and adjusted EPS of $2.28 after SiEnergy transaction costs. The company reaffirmed its 2025 adjusted EPS guidance of $2.75 to $2.95 and agreed to buy Hughes Gas Resources for $60 million, which it expects to close in the second quarter of 2025.
Q1 2025 net income $87.9 million ($2.18 per share) vs. $63.8 million ($1.69 per share) in Q1 2024; adjusted EPS $2.28
Operating revenues $494.3 million vs. $433.5 million in Q1 2024
2025 adjusted EPS guidance of $2.75 to $2.95 reaffirmed; GAAP EPS guidance lowered to $2.65 to $2.85 from $2.66 to $2.86 due to Hughes transaction costs
Agreed to acquire Hughes Gas Resources from EPCOR USA for $60 million; expected to close in Q2 2025
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.
Duke Energy reported first-quarter 2025 reported and adjusted EPS of $1.76, up from $1.44 in the first quarter of 2024, with total operating revenues of $8,249 million compared with $7,671 million a year earlier. The company reaffirmed its 2025 adjusted EPS guidance range of $6.17 to $6.42, which matters to shareholders because it indicates management expects results to stay within that range for the full year.
Q1 2025 reported and adjusted EPS of $1.76, versus $1.44 in Q1 2024, with no special items in either period
Electric Utilities and Infrastructure segment income rose to $1,276 million from $1,021 million; Gas segment income rose to $349 million from $284 million
2025 adjusted EPS guidance of $6.17 to $6.42 reaffirmed; long-term adjusted EPS growth target of 5% to 7% through 2029
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
Addus HomeCare reported first quarter 2025 results for the period ended March 31, 2025, with net service revenues up 20.3% year over year to $337.7 million and net income of $21.2 million, or $1.16 per diluted share, versus $0.97 a year earlier. Results include the first full quarter of the Gentiva personal care operations, acquired December 2, 2024, and the filing does not include any change to guidance.
Net service revenues were $337.7 million, up from $280.7 million in the first quarter of 2024.
Net income was $21.2 million, or $1.16 per diluted share, compared with $15.8 million, or $0.97 per diluted share.
Adjusted net income per diluted share rose 17.4% to $1.42; adjusted EBITDA rose 25.1% to $40.6 million.
Cash at March 31, 2025 was $97.0 million and bank debt was $203.0 million.
Interparfums reported first-quarter 2025 net sales of $339 million, up 5%, and diluted earnings per share of $1.32, up 4% from $1.27 a year earlier. The company reaffirmed its 2025 guidance of $1.51 billion in net sales and $5.35 in diluted EPS, both up 4%, which signals management expects the year to track its original plan.
Operating income rose 10% to $75 million, and operating margin widened to 22.2% from 21.0%.
Gross margin improved to 63.7% from 62.5%, which the company attributed to favorable brand and channel mix.
Cash used in operating activities fell to $7 million from $52 million a year earlier.
The quarterly dividend is $0.80 per share, payable June 30, 2025, to shareholders of record on June 13, 2025.
Primoris reported first-quarter 2025 revenue of $1.6 billion, up 16.7% from a year earlier, with net income of $44.2 million, or $0.81 per diluted share, versus $0.35 a year earlier. The company maintained its full-year 2025 outlook and authorized a share purchase program of up to $150 million through April 30, 2028. The filing also covers board appointments, shareholder votes, and a quarterly dividend of $0.08 per share.
Q1 2025 revenue of $1,648.1 million, up $235.4 million, or 16.7%, led by the Energy and Utilities segments
Net income of $44.2 million, or $0.81 per diluted share, versus $18.9 million, or $0.35 per share, in Q1 2024
Full-year 2025 EPS outlook of $3.70 to $3.90 was maintained; the company did not change its guidance
Board authorized a share purchase program of up to $150 million, expiring April 30, 2028; dividend of $0.08 per share payable July 15, 2025
BWX Technologies reported first quarter 2025 results on May 5, 2025, with revenue up 13% to $682.3 million and GAAP net income up 10% to $75.5 million. The company reaffirmed its 2025 non-GAAP EPS guidance of $3.40-$3.55 and said the pending Kinectrics acquisition remains on track to close in mid-2025.
Revenue of $682.3 million, up from $604.0 million a year earlier; Government Operations rose 14% and Commercial Operations rose 10%.
Diluted GAAP EPS of $0.82 versus $0.75; non-GAAP EPS of $0.91 versus $0.76.
Commercial Operations operating income fell 25% to $6.5 million; 2025 non-GAAP EPS guidance of $3.40-$3.55 was reaffirmed.
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.
Certara reported first-quarter 2025 revenue of $106.0 million, up 10% from a year earlier, and net income of $4.7 million, compared with a net loss of $4.7 million in the prior-year quarter. The company reiterated its full-year 2025 guidance, including revenue of $415 million to $425 million, so shareholders have no new change to the outlook.
Revenue was $106.0 million, up 10% from $96.7 million in Q1 2024; software revenue rose 18% to $46.4 million.
Net income was $4.7 million, or $0.03 per diluted share, versus a net loss of $4.7 million in Q1 2024.
Adjusted EBITDA was $34.8 million, up 20% from $29.1 million.
Full-year 2025 guidance was reiterated: revenue of $415 million to $425 million and adjusted diluted EPS of $0.42 to $0.46.
Bright Horizons reported first-quarter 2025 revenue of $666 million, up 7%, and net income of $38 million, up 124%, with diluted earnings per share of $0.66 compared with $0.29. The company also updated its 2025 guidance to revenue of $2.865 billion to $2.915 billion and diluted adjusted earnings per share of $3.95 to $4.15. The filing does not state prior guidance, so the direction of the change cannot be determined from it.
Revenue of $666 million, up 7%; income from operations of $62 million, up 56%
Diluted EPS of $0.66 versus $0.29; diluted adjusted EPS of $0.77 versus $0.51
2025 revenue guidance of $2.865 billion to $2.915 billion; diluted adjusted EPS guidance of $3.95 to $4.15
Cash from operations of $86.2 million, compared with $116.3 million in the first quarter of 2024
Vornado Realty Trust reported first-quarter 2025 net income attributable to common shareholders of $86.8 million, or $0.43 per diluted share, compared with a loss of $9.0 million a year earlier. The gain was driven mainly by a $76.2 million net gain on the partial sale of 666 Fifth condominium to UNIQLO and a $17.2 million reversal of PENN 1 rent expense, so the profit swing includes one-time items. FFO as adjusted, a non-GAAP measure, rose to $126.2 million, or $0.63 per diluted share, from $108.8 million, or $0.55, a year earlier.
Net income attributable to common shareholders was $86.8 million ($0.43 per diluted share), versus a loss of $9.0 million ($0.05 per share) in Q1 2024.
FFO attributable to common shareholders plus assumed conversions, as adjusted, was $126.2 million ($0.63 per diluted share), up from $108.8 million ($0.55).
The 666 Fifth sale to UNIQLO produced a $76.2 million gain, and the PENN 1 ground rent reset led to a $17.2 million rent expense reversal, both in the first quarter.
Fabrinet reported results for its fiscal third quarter ended March 28, 2025, with revenue of $871.8 million, up from $731.5 million a year earlier, and GAAP net income of $81.3 million, up from $80.9 million. The company also issued fourth-quarter guidance of $860 million to $900 million in revenue and $2.32 to $2.47 in GAAP diluted EPS, and the quarter's free cash flow was $45.7 million compared with $87.3 million a year earlier.
Q3 revenue $871.8 million vs. $731.5 million in the prior-year quarter; the company said this was above its guidance range
GAAP diluted EPS $2.25 vs. $2.21; non-GAAP diluted EPS $2.52 vs. $2.39
Q4 fiscal 2025 guidance: revenue $860 million to $900 million; non-GAAP diluted EPS $2.55 to $2.70
Non-GAAP free cash flow $45.7 million vs. $87.3 million in the prior-year quarter
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.
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
V2X reported first-quarter 2025 results on May 5, 2025, with revenue of $1.02 billion, up slightly from $1.01 billion a year earlier, and net income of $8.1 million, up from $1.1 million. The company reaffirmed its 2025 guidance, including adjusted diluted EPS of $4.45 to $4.85. For shareholders, reported profit rose on modest revenue growth, and the unchanged guidance means no revision to the company's full-year outlook.
Revenue of $1.02 billion versus $1.01 billion in the first quarter of 2024
Net income of $8.1 million versus $1.1 million; GAAP diluted EPS of $0.25 versus $0.04
Adjusted diluted EPS of $0.98, up 9% year over year; adjusted EBITDA of $67.0 million, a 6.6% margin
2025 guidance reaffirmed: revenue of $4,375 million to $4,500 million and adjusted EBITDA of $305 million to $320 million
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.
Dorman Products reported first-quarter 2025 results for the quarter ended March 29, 2025, with net sales of $507.7 million, up 8.3% from a year earlier, and diluted EPS of $1.87, up 78%. The company reaffirmed its full-year 2025 guidance, which excludes the impact of U.S. tariffs, and management said the tariffs are expected to have a significant impact on the motor vehicle aftermarket.
Net sales were $507.7 million, up 8.3% from $468.7 million, led by Light Duty segment sales of $408.8 million, up 14%.
Diluted EPS was $1.87 versus $1.05; adjusted diluted EPS was $2.02 versus $1.31, up 54%.
Full-year 2025 guidance reaffirmed: net sales growth of 3% to 5%, diluted EPS of $7.00 to $7.30, excluding tariffs.
Operating cash flow was $51 million; the company repaid $20 million of debt and repurchased $12 million of shares.
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
Sabra Health Care REIT reported first quarter 2025 net income of $40.3 million, or $0.17 per diluted share, up from $26.3 million, or $0.11, a year earlier. Total revenues rose to $183.5 million from $166.7 million, and the company reiterated its 2025 guidance. The results show year-over-year growth in both revenue and profit, with normalized FFO per diluted share up slightly to $0.35 from $0.34.
Net income was $40.3 million ($0.17 per diluted share) for Q1 2025, versus $26.3 million ($0.11) in Q1 2024.
Total revenues were $183.5 million, versus $166.7 million in Q1 2024.
FFO per diluted share was $0.36, versus $0.32; normalized FFO per diluted share was $0.35, versus $0.34.
Board declared a quarterly cash dividend of $0.30 per share, payable May 30, 2025, to holders of record as of May 16, 2025.
Adeia reported first quarter 2025 revenue of $87.7 million, up from $83.4 million a year earlier, and GAAP net income of $11.8 million, compared with $0.9 million in the prior-year quarter. The company reiterated its full-year 2025 revenue outlook of $390.0 million to $430.0 million, so shareholders have no new guidance change to weigh.
Q1 2025 revenue was $87.7 million, compared with $83.4 million in Q1 2024
GAAP diluted EPS was $0.10 versus $0.01 a year earlier; non-GAAP diluted EPS was $0.26
Cash from operations was $57.1 million, compared with $67.2 million in Q1 2024
2025 revenue outlook of $390.0 million to $430.0 million was reiterated
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
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
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.