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).
VSE Corporation reported first-quarter 2025 revenue of $256.0 million, up 57.7%, and net income from continuing operations of $14.0 million, up 152.0%. The company still posted a net loss of $9.0 million, or $0.44 per diluted share, because of a $22.9 million loss from discontinued operations, and it reaffirmed its full-year 2025 Aviation revenue and Adjusted EBITDA margin guidance.
Revenue of $256.0 million, up 57.7%; diluted EPS from continuing operations of $0.67, up 91.4%
Net loss of $9.0 million, or $0.44 per diluted share, including a $22.9 million loss from discontinued operations
Full-year 2025 Aviation revenue growth guidance of 35% to 40% and Adjusted EBITDA margin of 16% to 17% reaffirmed
Net debt of $459 million at March 31, 2025; Fleet segment sale completed April 1, 2025 for up to $230 million
Chord Energy reported first-quarter 2025 net income of $219.8 million, up from $199.4 million a year earlier, on total revenues of $1.2 billion. Diluted earnings per share fell to $3.66 from $4.65, and diluted weighted average shares rose to 59.7 million from 42.7 million. The company cut its 2025 E&P and other capital spending guidance by $30 million to about $1.37 billion, kept its 2025 production guidance, and said the macro outlook has deteriorated.
Net income was $219.8 million in the first quarter of 2025, compared with $199.4 million in the first quarter of 2024; diluted EPS was $3.66, compared with $4.65.
Total revenues were $1.2 billion ($1,215.0 million), compared with $1.1 billion ($1,085.3 million) a year earlier.
2025 E&P and other capital spending guidance was reduced by $30 million to about $1.37 billion; FY25 production guidance was maintained.
Declared a base dividend of $1.30 per share, payable June 9, 2025 to holders of record as of May 21, 2025; repurchased $216.5 million of common stock in the quarter.
Ovintiv reported a first-quarter 2025 net loss of $159 million, or $(0.61) per diluted share, compared with net earnings of $338 million a year earlier. The loss included a non-cash ceiling test impairment of $557 million after tax, while revenue rose slightly to $2,377 million and the company kept its full-year 2025 production and capital guidance. The filing also declared a $0.30 quarterly dividend.
Q1 2025 net loss of $159 million, or $(0.61) per diluted share, versus net earnings of $338 million in Q1 2024
Non-cash ceiling test impairment of $557 million after tax; pre-tax impairments were $730 million
Cash from operating activities of $873 million and Non-GAAP Free Cash Flow of $387 million
Quarterly dividend of $0.30 per share payable June 30, 2025, to holders of record June 13, 2025
Voya Financial reported first-quarter 2025 results on May 6, 2025. Net income available to common shareholders fell to $139 million, or $1.42 per diluted share, from $234 million, or $2.24, a year earlier, while adjusted operating earnings rose to $195 million, or $2.00 per diluted share, from $185 million, or $1.77. For shareholders, the picture is mixed: the adjusted measure improved mainly due to the OneAmerica acquisition, but reported profit and total revenues declined.
Net income available to common shareholders was $139 million, or $1.42 per diluted share, versus $234 million, or $2.24, in first-quarter 2024.
Adjusted operating earnings were $195 million, or $2.00 per diluted share, versus $185 million, or $1.77; the filing cites the OneAmerica acquisition as the main driver.
Total revenues were $1,969 million versus $2,051 million, as the prior period included net investment gains that did not repeat.
Health Solutions adjusted operating earnings were $46 million, down from $59 million, and its trailing twelve-month adjusted operating margin fell to 2.7% from 23.9%.
IFF reported a first-quarter 2025 GAAP loss before taxes of $994 million and a diluted loss of $3.98 per share, driven by a $1.15 billion goodwill impairment in Food Ingredients. Reported net sales fell 2% to $2.84 billion, while adjusted EPS excluding amortization was $1.20 and the company kept its full-year 2025 guidance ranges unchanged.
Reported net sales were $2.84 billion, down 2% from the prior-year period; comparable currency neutral sales rose 3%.
Reported diluted EPS was $(3.98), versus $0.23 a year earlier; adjusted EPS excluding amortization was $1.20, versus $1.13 in the prior-year period.
Adjusted operating EBITDA was $578 million; the company maintained full-year 2025 sales guidance of $10.6 billion to $10.9 billion.
The Pharma Solutions divestiture closed on May 1, 2025, earlier than anticipated.
Arcosa reported first quarter 2025 revenue of $632.0 million, up 6% from a year earlier, and Adjusted EBITDA of $109.9 million, up 19%. GAAP net income fell 40% to $23.6 million, or $0.48 per diluted share, and free cash flow was negative $29.7 million. The company reaffirmed its full-year 2025 revenue guidance of $2.8 billion to $3.0 billion and Adjusted EBITDA guidance of $545 million to $595 million, so the outlook is unchanged even though GAAP earnings and cash flow weakened.
Revenue was $632.0 million, up 6% from $598.6 million, or 12% excluding the divested steel components business.
Adjusted EBITDA was $109.9 million, up 19% from $92.0 million; net income was $23.6 million versus $39.2 million.
Diluted EPS was $0.48 versus $0.80; adjusted diluted EPS was $0.49 versus $0.73.
Full-year 2025 guidance reaffirmed: revenue of $2.8 billion to $3.0 billion and Adjusted EBITDA of $545 million to $595 million.
Assurant reported first-quarter 2025 GAAP net income of $146.6 million, down 38% from a year earlier, after $157.0 million of reportable catastrophes, mainly California wildfires. Excluding catastrophes, adjusted earnings per diluted share rose 16% to $5.79, and the company reaffirmed its 2025 outlook for modest growth.
GAAP net income was $146.6 million versus $236.4 million in Q1 2024; diluted EPS was $2.83 versus $4.47.
Reportable catastrophes were $157.0 million pre-tax versus $13.0 million; about $125 million was from the California wildfires, including estimated subrogation recoveries.
Adjusted earnings per diluted share excluding catastrophes rose 16% to $5.79 from $4.97.
Holding company liquidity was $501 million at March 31, 2025; the company repurchased $25 million of shares from April 1 through May 2, 2025.
Safehold reported first-quarter 2025 results for the period ended March 31, 2025. Revenue rose 5% year over year to $97.7 million, but GAAP net income attributable to common shareholders fell 4% to $29.4 million, or $0.41 per share, from $0.43 a year earlier, after a $1.9 million non-recurring loss from writing off a preferred equity position in a leasehold joint venture. Excluding that loss, EPS was $0.44, up about $0.01.
Q1 2025 revenue: $97.7 million, up from $93.2 million in Q1 2024 (up 5%).
GAAP EPS: $0.41 versus $0.43 a year earlier (down 5%); net income attributable to common shareholders was $29.4 million versus $30.7 million.
Excluding a $1.9 million non-recurring loss, EPS was $0.44 versus $0.43 (up 1%).
Filing states Q1 2025 is as of March 31, 2025; the earnings release and presentation are furnished as Exhibits 99.1 and 99.2 and are not deemed filed under Section 18.
Devon Energy reported first-quarter 2025 net earnings of $494 million, or $0.77 per diluted share, down from $596 million, or $0.94, a year earlier, while core earnings were $779 million, or $1.21 per share. The company raised its full-year 2025 oil production forecast and cut its full-year capital guidance by $100 million to $3.7 billion to $3.9 billion, which may matter to shareholders because it shows output above plan alongside lower spending.
Net earnings were $494 million ($0.77 per diluted share) versus $596 million ($0.94) in Q1 2024, and $639 million ($0.98) in Q4 2024; a $254 million asset impairment from divesting two corporate real estate assets weighed on results.
Oil production averaged 388,000 barrels per day, exceeding guidance by 5,000 barrels per day; full-year 2025 oil forecast raised to 382,000 to 388,000 barrels per day.
Full-year 2025 capital guidance cut to $3.7 billion to $3.9 billion from about $3.9 billion; first-quarter capital spending was $964 million, 5% below midpoint guidance.
Devon agreed on May 5, 2025 to sell its equity interest in the Matterhorn Pipeline for approximately $375 million, expected to close in the second quarter of 2025; the company declared a $0.24 per share quarterly dividend payable June 30, 2
Douglas Emmett reported first-quarter 2025 results, with revenues of $252 million, up from $245 million a year earlier, and net income attributable to common stockholders of $40 million, up from $9 million. Funds from operations (FFO) per fully diluted share fell to $0.40 from $0.45, and adjusted FFO (AFFO) fell to $62 million from $75 million. The company also gave 2025 guidance of $0.07 to $0.13 in diluted net income per share and $1.42 to $1.48 in FFO per fully diluted share.
Total revenues were $252 million for the quarter ended March 31, 2025, versus $245 million in Q1 2024.
Net income attributable to common stockholders was $40 million, or $0.24 per basic and diluted share, compared with $9 million a year earlier; the filing cites a $47.2 million gain from consolidating a joint venture.
FFO per fully diluted share was $0.40 versus $0.45, and AFFO was $62 million versus $75 million.
2025 guidance: net income per diluted share of $0.07 to $0.13 and FFO per fully diluted share of $1.42 to $1.48.
Gulfport Energy reported a first-quarter 2025 net loss of $0.5 million, or $0.07 per diluted share, compared with net income of $52.0 million, or $2.34 per diluted share, a year earlier. A $146.5 million net loss on derivatives cut total revenues to $197.0 million from $283.2 million, and the company reaffirmed its full-year 2025 guidance and said it plans to return substantially all adjusted free cash flow, excluding discretionary acreage acquisitions, through share repurchases.
Net loss of $464 thousand, or $0.07 per diluted share, versus net income of $52.0 million, or $2.34 per diluted share, in Q1 2024.
Total revenues were $197.0 million versus $283.2 million, after a $146.5 million net loss on derivatives compared with a $45.1 million gain a year earlier.
Adjusted EBITDA was $218.3 million and adjusted free cash flow was $36.6 million; the company repurchased about 340.7 thousand shares for $60.0 million.
Full-year 2025 guidance was reaffirmed; natural gas production is expected to rise about 20% by fourth quarter 2025 versus Q1 2025, and late-2025 drilling will shift toward dry gas Utica development.
MasterBrand reported first quarter 2025 results for the period ended March 30, 2025. Net sales rose 3% to $660.3 million, helped by the Supreme acquisition, but net income fell 65% to $13.3 million and diluted earnings per share were $0.10, compared with $0.29 a year earlier. The company revised its 2025 outlook, citing weaker end-market demand and the net impact of enacted tariffs, which matters to shareholders because profit is falling while the guidance points to lower full-year results.
Net sales rose 3% to $660.3 million, including 10% growth from Supreme, while base business volume fell 9%.
Net income fell to $13.3 million from $37.5 million; adjusted diluted EPS was $0.18 versus $0.31.
2025 guidance: net sales down a low single-digit percentage; adjusted EBITDA of $315 million to $365 million; adjusted diluted EPS of $1.03 to $1.32.
Free cash flow was negative $41.2 million for the quarter, and the company repurchased about $11.4 million of stock.
Teradata reported first-quarter 2025 results with total revenue down 10% to $418 million from $465 million, while GAAP diluted EPS rose to $0.45 from $0.20. The company increased its full-year 2025 GAAP diluted EPS outlook to $1.06 to $1.16 and kept its non-GAAP EPS outlook of $2.15 to $2.25, while total revenue guidance for 2025 was updated and second-quarter total revenue is expected to fall 7% to 9%.
Total revenue was $418 million, down 10% as reported and 8% in constant currency, versus $465 million a year earlier.
GAAP diluted EPS was $0.45 versus $0.20; non-GAAP diluted EPS was $0.66 versus $0.57.
Public cloud ARR rose 15% to $606 million, while total ARR fell 3% to $1.442 billion.
Full-year 2025 GAAP diluted EPS outlook was raised to $1.06 to $1.16; Q2 2025 total revenue is expected to decline 7% to 9% year over year in constant currency.
BlackLine reported first quarter 2025 results for the period ended March 31, 2025, with GAAP revenue up 6% to $166.9 million. GAAP net income attributable to BlackLine fell to $6.1 million, or $0.10 per diluted share, from $10.8 million, or $0.17, a year earlier, and free cash flow fell to $32.6 million from $43.7 million. The company also gave second quarter and full year 2025 revenue ranges of $170 million to $172 million and $692 million to $705 million.
Q1 2025 GAAP revenue of $166.9 million, up 6% from $157.5 million in Q1 2024
GAAP net income attributable to BlackLine of $6.1 million ($0.10 per diluted share) vs. $10.8 million ($0.17) a year earlier; restructuring costs were $5.3 million vs. $0.4 million
Non-GAAP net income of $36.3 million ($0.49 per diluted share) vs. $40.1 million ($0.54); free cash flow of $32.6 million vs. $43.7 million
Full year 2025 GAAP revenue guidance of $692 million to $705 million; Q2 2025 GAAP revenue guidance of $170 million to $172 million
Grocery Outlet reported first quarter fiscal 2025 results, with net sales up 8.5% to $1.13 billion but a net loss of $23.3 million, compared with a $1.0 million loss a year earlier. The company cut its fiscal 2025 comparable store sales guidance to 1.0% to 2.0% from 2.0% to 3.0%, and it also disclosed the upcoming departures of two executive officers.
Net sales rose 8.5% to $1.13 billion; comparable store sales rose 0.3%.
Net loss was $23.3 million, or $(0.24) per diluted share, including $33.9 million in restructuring charges; adjusted earnings per share were $0.13 versus $0.09 a year earlier.
Fiscal 2025 comparable store sales guidance was cut to 1.0% to 2.0%; net sales, adjusted EBITDA and adjusted earnings per share guidance were maintained.
Ramesh Chikkala, EVP and Chief Operations Officer, is expected to depart on or around June 6, 2025; Pamela B. Burke, EVP and Chief Stores Officer, on or around October 6, 2025.
Kulicke & Soffa reported fiscal second-quarter 2025 results for the period ended March 29, 2025. Net revenue fell 5.9% year over year to $162.0 million, and GAAP net loss was $84.5 million, or $(1.59) per diluted share, driven largely by about $86.6 million in pre-tax charges tied to its planned cessation of the Electronics Assembly equipment business. The company expects third-quarter revenue of about $145 million, plus or minus $10 million, and a GAAP diluted loss of about $(0.09) per share.
Net revenue of $162.0 million, down 5.9% from $172.1 million in the prior-year quarter; GAAP net loss of $84.5 million narrowed from $102.7 million a year earlier.
Non-GAAP net loss of $27.9 million, or $(0.52) per diluted share, versus GAAP $(1.59).
Pre-tax charges of about $86.6 million related to the intended cessation of the Electronics Assembly equipment business, announced March 31, 2025.
Third-quarter fiscal 2025 outlook: net revenue about $145 million plus or minus $10 million; GAAP diluted EPS about $(0.09); non-GAAP diluted EPS about $0.05.
Cytokinetics reported first quarter 2025 results, with revenue of $1.6 million, up from $0.8 million a year earlier, but a net loss of $161.4 million, or $(1.36) per share, versus a $135.6 million loss, or $(1.33) per share, in the first quarter of 2024. The FDA extended the review target date for aficamten in obstructive HCM to December 26, 2025, and the company maintained its full-year 2025 GAAP operating expense guidance of $670 million to $710 million.
Q1 2025 revenue was $1.6 million, compared with $0.8 million in Q1 2024.
Q1 2025 net loss was $161.4 million, or $(1.36) per share, compared with $135.6 million, or $(1.33) per share, a year earlier.
R&D expenses rose to $99.8 million from $81.6 million, and G&A expenses rose to $57.4 million from $45.5 million.
The FDA extended the aficamten PDUFA date to December 26, 2025; cash, cash equivalents and investments were about $1.1 billion at March 31, 2025.
Corsair reported first-quarter 2025 net revenue of $369.8 million, up from $337.3 million a year earlier, and a net loss attributable to common shareholders of $10.1 million, or $0.10 per diluted share, compared with a loss of $0.12 per share a year earlier. The company did not reaffirm its full-year 2025 guidance because of uncertainty from newly announced tariffs, though it said it remains on track to meet the February 12, 2025 guidance if current conditions hold.
Net revenue was $369.8 million versus $337.3 million in Q1 2024; Gaming Components and Systems segment revenue was $257.8 million.
Adjusted EBITDA was $22.6 million versus $18.0 million; total gross margin was 27.7% versus 25.7%.
Full-year 2025 guidance was not reaffirmed; Corsair intends to provide an updated outlook later this year.
Cash and restricted cash was $102.5 million as of March 31, 2025.
PTC Therapeutics reported first quarter 2025 results, with total revenue of $1,176.1 million and net income of $866.6 million, compared with a net loss of $91.6 million a year earlier. The results were driven by a $986.2 million license and collaboration payment from Novartis for PTC518, while net product and royalty revenue fell to $189.9 million from $208.8 million. The company narrowed its full-year 2025 revenue guidance to $650 million to $800 million.
Total revenue was $1,176.1 million, versus $210.1 million in the first quarter of 2024, including $986.2 million tied to the PTC518 license with Novartis, which closed in January 2025.
Net product and royalty revenue was $189.9 million, down from $208.8 million a year earlier.
Net income was $866.6 million, or $10.04 per diluted share, compared with a net loss of $91.6 million, or $1.20 per share, in the first quarter of 2024.
Full-year 2025 revenue guidance was narrowed to $650 million to $800 million; cash and marketable securities were $2,027.2 million as of March 31, 2025.
Allegiant Travel reported first-quarter 2025 revenue of $699.1 million, up 6.5% from a year earlier, and GAAP diluted earnings of $1.73 per share versus a loss of $0.07 per share in the prior-year quarter. The company withdrew its full-year 2025 guidance, citing difficulty predicting near-term demand amid economic uncertainty, and said Tyler Hollingsworth became chief operating officer effective May 1, 2025.
Q1 2025 total operating revenue $699.1 million, up 6.5% year over year; GAAP diluted EPS $1.73 vs. loss of $0.07 a year earlier
Adjusted diluted EPS $1.81 vs. $0.57 in Q1 2024
Full-year 2025 guidance withdrawn; Q2 2025 adjusted airline-only EPS guidance of $0.50 to $1.50 remains in the filing
Tyler Hollingsworth designated chief operating officer as of May 1, 2025; he had served as interim COO since March 2025
Cirrus Logic reported fourth-quarter fiscal 2025 revenue of $424.5 million and full-year revenue of $1.90 billion, up six percent, with full-year GAAP diluted EPS of $6.00, a record. The company guided first-quarter fiscal 2026 revenue to $330 million to $390 million, down 15 percent sequentially at the midpoint, and disclosed a $500 million buyback authorization approved in March 2025.
Q4 FY25 revenue was $424.5 million, down 24 percent from Q3 FY25 and up 14 percent from Q4 FY24; GAAP diluted EPS was $1.31.
FY25 GAAP diluted EPS was $6.00 versus $4.90 in FY24; non-GAAP diluted EPS was $7.54 versus $6.59.
Q1 FY26 revenue is expected between $330 million and $390 million, with GAAP gross margin of 51 percent to 53 percent.
The Board authorized up to $500 million in share repurchases in March 2025; $54 million remained under the July 2022 authorization at fiscal year-end, and $25 million was used after quarter-end under a 10b5-1 plan.
Expeditors International reported first quarter 2025 results with diluted EPS up 26% to $1.47, net earnings attributable to shareholders up 20% to $204 million, and revenues up 21% to $2.7 billion compared with the same quarter of 2024. Management said early signs point to a significant decline in China to U.S. ocean volumes after March 31, 2025, and that the outlook for air capacity and rates remains volatile.
Diluted EPS of $1.47 versus $1.17 a year earlier, up 26%
Operating income of $266 million, up 24%; revenues of $2.7 billion, up 21%
Company generated $343 million in operating cash flow and repurchased $177 million of stock
Management said it is too early to know the overall decline in China to U.S. ocean volumes that began after March 31, 2025
Knife River reported a first-quarter 2025 revenue increase of 7% to $353.5 million, but its net loss widened to $68.7 million from $47.6 million a year earlier, and adjusted EBITDA was a loss of $38.0 million. The company closed its acquisition of Strata Corporation, funded partly by a new $500 million Term Loan B, and updated full-year 2025 guidance to revenue of $3.25 billion to $3.45 billion and adjusted EBITDA of $530 million to $580 million.
Q1 2025 revenue was $353.5 million, up 7% from $329.6 million; net loss per share was $1.21 versus $0.84 a year earlier.
Adjusted EBITDA was a loss of $38.0 million, compared with a loss of $17.7 million in Q1 2024; the company described the seasonal first-quarter loss as in line with its expectations.
Full-year 2025 guidance: revenue of $3.25 billion to $3.45 billion and adjusted EBITDA of $530 million to $580 million; the company expects $45 million of EBITDA from Strata for the year.
Datadog reported first-quarter 2025 revenue of $762 million, up 25% from a year earlier, and non-GAAP earnings of $0.46 per diluted share, up from $0.44. GAAP operating results swung to a $12 million loss from $12 million of operating income a year earlier, and GAAP diluted earnings fell to $0.07 from $0.12, so shareholders get growth alongside weaker GAAP profitability. The company also gave second-quarter and full-year 2025 revenue and non-GAAP operating income ranges.
Q1 2025 revenue was $762 million, up 25% year-over-year; about 3,770 customers spent $100,000 or more annually, up from about 3,340
GAAP operating loss was $(12) million versus operating income of $12 million in Q1 2024; GAAP diluted EPS was $0.07 versus $0.12
Q2 2025 revenue outlook is $787 million to $791 million; full-year 2025 revenue outlook is $3.215 billion to $3.235 billion
Cash, cash equivalents and marketable securities were $4.4 billion as of March 31, 2025
Global Payments reported first-quarter 2025 results, with GAAP revenue of $2.41 billion, roughly flat from $2.42 billion a year earlier, and GAAP diluted EPS of $1.24, up from $1.22. The company reaffirmed its 2025 outlook, which calls for constant currency adjusted net revenue growth of 5% to 6% and adjusted EPS growth of 10% to 11%, and it said it is pursuing its previously announced Worldpay acquisition and Issuer Solutions divestiture.
GAAP revenue was $2.41 billion versus $2.42 billion in Q1 2024, a 0.3% decline
GAAP diluted EPS was $1.24 versus $1.22 a year earlier; adjusted EPS including share-based compensation was $2.69, up 9%
2025 outlook reaffirmed: adjusted net revenue growth of 5% to 6% and adjusted EPS growth of 10% to 11%, constant currency, excluding dispositions
Board approved a $0.25 per share dividend payable June 27, 2025, to holders of record as of June 13, 2025
IQVIA reported first-quarter 2025 results on May 6, 2025, with revenue up 2.5% to $3,829 million, while GAAP net income fell to $249 million from $288 million a year earlier. The company raised its full-year 2025 revenue guidance by $275 million on more favorable foreign currency rates and reaffirmed its Adjusted EBITDA and Adjusted Diluted EPS guidance, so shareholders see higher sales and adjusted profit alongside lower GAAP earnings.
Revenue of $3,829 million, up 2.5% reported and 3.5% at constant currency from $3,737 million
GAAP diluted EPS of $1.40 versus $1.56, and GAAP net income of $249 million versus $288 million
Adjusted Diluted EPS of $2.70, up 6.3%, and Adjusted EBITDA of $883 million, up 2.4%
Full-year 2025 revenue guidance raised to $16,000 million to $16,400 million; profit guidance reaffirmed
American Electric Power reported first-quarter 2025 GAAP earnings of $800 million, or $1.50 per share, down from $1,003 million, or $1.91 per share, a year earlier. Operating earnings, a non-GAAP measure, rose to $823 million, or $1.54 per share, from $670 million, or $1.27 per share, and the company reaffirmed its 2025 operating EPS guidance of $5.75 to $5.95. The company said it has completed the equity funding needed for its five-year, $54 billion capital plan, which shareholders should weigh against the lower GAAP earnings.
Operating EPS of $1.54 versus $1.27 a year earlier; GAAP EPS of $1.50 versus $1.91
Revenue of $5,463.4 million versus $5,025.7 million in first-quarter 2024
2025 operating EPS guidance of $5.75 to $5.95 reaffirmed; estimated GAAP EPS range is $5.71 to $5.91
Constellation Energy reported first-quarter 2025 results on May 6, 2025. Adjusted (non-GAAP) operating earnings rose to $2.14 per share from $1.82 a year earlier, while GAAP net income fell to $0.38 per share from $2.78, mainly due to a $505 million after-tax unrealized loss on fair value adjustments. The company reaffirmed its 2025 adjusted operating earnings guidance of $8.90 to $9.60 per share and said the Calpine acquisition is on track to close in the fourth quarter of 2025.
Adjusted operating earnings of $2.14 per share vs. $1.82 in Q1 2024; GAAP net income of $0.38 per share vs. $2.78 in Q1 2024
Operating revenues of $6,788 million vs. $6,161 million in Q1 2024; GAAP net income attributable to common shareholders of $118 million vs. $883 million
2025 adjusted operating earnings guidance reaffirmed at $8.90 to $9.60 per share
Calpine acquisition definitive agreement expected to close in the 4th quarter of 2025
Pediatrix Medical Group reported first-quarter 2025 net income of $20.7 million, or $0.24 per diluted share, up from $4.0 million, or $0.05, a year earlier. Net revenue fell to $458.4 million from $495.1 million, mainly due to practice dispositions, and the company raised its full-year 2025 Adjusted EBITDA outlook to $220 million to $240 million from $215 million to $235 million.
Q1 2025 net income of $20.7 million ($0.24 per diluted share) vs. $4.0 million ($0.05) in Q1 2024
Q1 2025 net revenue of $458.4 million vs. $495.1 million, reflecting practice dispositions; same-unit net revenue grew 6.2 percent
Q1 2025 Adjusted EBITDA of $49.2 million vs. $37.2 million; Adjusted EPS of $0.33 vs. $0.20
Full-year 2025 Adjusted EBITDA outlook raised to $220 million to $240 million from $215 million to $235 million
Regal Rexnord reported first-quarter 2025 results on May 5, 2025. Net sales fell 8.4% to $1.4 billion, though organic sales rose 0.7%, and GAAP diluted EPS reached $0.86 versus $0.30 a year earlier, helped by a gain on asset sales. The company reaffirmed its 2025 adjusted diluted EPS guidance of $9.60 to $10.40 and said tariff mitigation is expected to offset current tariff impacts on adjusted EBITDA and EPS.
Net sales were $1.4 billion, down 8.4% from the prior year, or up 0.7% on an organic basis
GAAP diluted EPS was $0.86 versus $0.30; adjusted diluted EPS was $2.15, up 7.5%
2025 GAAP diluted EPS guidance was updated to $4.49 to $5.29 due to a gain on sale of assets
2025 adjusted diluted EPS guidance of $9.60 to $10.40 was re-affirmed
Jacobs reported fiscal second quarter 2025 revenue of $2.9 billion, up 2.2% from a year earlier, and adjusted EPS of $1.43, up from $1.17. GAAP EPS from continuing operations fell to $0.10 from $0.73, reflecting $109.5 million in mark-to-market losses on its Amentum stock and a reserve tied to an adverse interim ruling against a consolidated joint venture. The company reaffirmed its full-year fiscal 2025 guidance, which matters to shareholders because it holds the outlook steady despite the charges.
Gross revenue was $2,910,415 thousand, up 2.2% year over year; adjusted net revenue rose 3.1%.
GAAP EPS from continuing operations was $0.10 versus $0.73 a year earlier; adjusted EPS was $1.43 versus $1.17.
Backlog reached $22.2 billion, up 20.0% year over year, with a trailing twelve-month book-to-bill of 1.3x.
Jacobs repurchased $351 million of shares in Q2 2025 and reaffirmed fiscal 2025 adjusted EPS guidance of $5.85-$6.20.
Omnicell reported first-quarter 2025 total revenue of $270 million, up 10% from a year earlier, and a GAAP net loss of $7 million, narrower than the $16 million loss a year earlier. The company lowered its full-year 2025 non-GAAP EBITDA and non-GAAP earnings per share guidance, citing higher potential supply chain costs tied to tariffs, which matters to shareholders because the profit outlook is now lower.
Q1 2025 total revenue was $270 million, up $24 million or 10% year over year, and above previously issued Q1 guidance.
Q1 2025 non-GAAP net income was $12 million, or $0.26 per diluted share, compared with $1 million, or $0.03, a year earlier.
Full-year 2025 non-GAAP EBITDA guidance is now $100 million to $145 million, and non-GAAP EPS guidance is $1.00 to $1.65, both reduced.
Q1 2025 cash flow from operations was $26 million, compared with $50 million in Q1 2024.
Ingredion reported first-quarter 2025 results with net sales down 4% to $1,813 million, while reported operating income rose 30% to $276 million. Reported diluted EPS fell to $3.00 from $3.23, but adjusted EPS rose to $2.97 from $2.08, and the company raised its full-year 2025 reported and adjusted EPS ranges.
Net sales fell 4% to $1,813 million; reported operating income rose 30% to $276 million
Reported diluted EPS was $3.00 versus $3.23 a year earlier; adjusted diluted EPS was $2.97 versus $2.08
Full-year 2025 reported EPS guidance is $10.93 to $11.63; adjusted EPS guidance is $10.90 to $11.60
Second-quarter 2025 operating income is expected to be flat to down low single-digits
Avient reported first quarter 2025 sales of $826.6 million, down slightly from $829.0 million a year earlier, and a GAAP loss of $0.22 per share versus GAAP earnings of $0.54 per share in the prior-year quarter. The loss reflects special items of $0.82 per share, mainly an $86.3 million impairment tied to ceasing development of an S/4HANA cloud-based ERP system, while adjusted EPS was $0.76, flat year over year. Full-year adjusted EPS guidance of $2.70 to $2.94 was kept unchanged.
Q1 2025 sales were $826.6 million versus $829.0 million a year earlier; the company cited 2% organic growth excluding foreign exchange.
GAAP EPS was ($0.22) versus $0.54, including $0.82 per share of special items, mainly an $86.3 million ERP system impairment.
Adjusted EPS was $0.76, flat year over year; the company expects second quarter adjusted EPS of $0.79.
Full-year 2025 adjusted EBITDA guidance of $540 to $570 million and adjusted EPS guidance of $2.70 to $2.94 were unchanged; the company intends to repay $100 to $200 million of debt by year-end.
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