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).
EPAM reported first-quarter 2025 revenue of $1.302 billion, up 11.7% from a year earlier, but GAAP diluted EPS fell 35.0% to $1.28 and non-GAAP diluted EPS fell 2.0% to $2.41. The company raised its full-year 2025 revenue growth outlook to 11.5% to 14.5%, and CEO Arkadiy Dobkin will become Executive Chairman on September 1, 2025, with Balazs Fejes succeeding him as CEO and President. Organic constant currency revenue growth was 1.4% in the quarter, so most of the reported growth came from acquisitions and currency effects.
Q1 2025 revenue was $1.302 billion, up 11.7%; organic constant currency growth was 1.4%
Q1 GAAP diluted EPS was $1.28, down 35.0%; non-GAAP diluted EPS was $2.41, down 2.0%
Full-year 2025 revenue growth outlook raised to 11.5% to 14.5%; GAAP diluted EPS outlook is $6.78 to $7.03
Balazs Fejes becomes CEO and President effective September 1, 2025, succeeding Arkadiy Dobkin, who becomes Executive Chairman
Kodiak Gas Services reported first-quarter 2025 revenue of $329.6 million and net income attributable to common shareholders of $30.4 million, both up from the fourth quarter of 2024. The company raised its full-year 2025 adjusted EBITDA guidance and increased its quarterly dividend by 10%, which benefits shareholders through higher expected cash generation and capital returns. Diluted EPS of $0.33 was below the $0.39 reported a year earlier.
Total revenues were $329.6 million, up from $309.5 million in the fourth quarter of 2024 and $215.5 million in the first quarter of 2024.
Net income attributable to common shareholders was $30.4 million; diluted EPS was $0.33, versus $0.21 in the prior quarter and $0.39 a year earlier.
Full-year 2025 adjusted EBITDA guidance was raised to $695 million to $725 million, a $10 million increase to the low end of the range.
The quarterly dividend was raised 10% to $0.45 per share, and about $10 million of common stock was repurchased at an average price of $36.87.
Cleveland-Cliffs reported a first-quarter 2025 GAAP net loss of $483 million, or $1.00 per diluted share, compared with a net loss of $53 million a year earlier. The company is idling six facilities, which it expects to save over $300 million annually, and it updated full-year 2025 cost and capital spending expectations.
GAAP net loss of $483 million, or $1.00 per diluted share, vs. a net loss of $53 million in Q1 2024
Adjusted EBITDA loss of $174 million, vs. Adjusted EBITDA of $414 million in Q1 2024
Revenue of $4.6 billion, up from $4.3 billion in Q4 2024 but down from $5.2 billion in Q1 2024
Full-year 2025 steel unit cost reduction now about $50 per net ton (previously about $40); capital expenditures now about $625 million (previously $700 million)
Kinetik Holdings reported first quarter 2025 results, with total operating revenues of $443.3 million, up from $341.4 million a year earlier, and Adjusted EBITDA of $250.0 million, up from $233.6 million. Net income fell to $19.3 million from $35.4 million, and diluted earnings per share were $0.05 versus $0.12, while the company affirmed its 2025 Adjusted EBITDA guidance of $1.09 billion to $1.15 billion and raised its share repurchase authorization to $500 million.
Total operating revenues were $443.3 million, compared with $341.4 million in the first quarter of 2024.
Net income including noncontrolling interest was $19.3 million, versus $35.4 million; diluted EPS was $0.05, versus $0.12.
Adjusted EBITDA was $250.0 million, versus $233.6 million; the company said current commodity futures would reduce full-year Adjusted EBITDA by about $20 million.
The Board authorized an increase to the share repurchase program to $500 million and affirmed 2025 Adjusted EBITDA guidance of $1.09 billion to $1.15 billion.
Goodyear reported first quarter 2025 net sales of $4.3 billion, down from $4.5 billion a year earlier, and net income of $115 million (40 cents per share), helped by a $260 million estimated gain on the sale of its Off-the-Road tire business. Excluding significant items, the company posted an adjusted net loss of $11 million (a loss of 4 cents per share), compared with adjusted net income of $29 million a year earlier. On May 7, 2025, it also completed the sale of the Dunlop brand rights to Sumitomo Rubber Industries for $735 million in gross cash proceeds, which Goodyear says it intends to use to reduce leverage.
Q1 2025 net sales were $4.3 billion, compared with $4.5 billion in Q1 2024; GAAP net income was $115 million (40 cents per share) versus a net loss of $57 million (20 cents per share) a year earlier.
Adjusted net loss was $11 million (a loss of $0.04 per share), compared with adjusted net income of $29 million ($0.10 per share) in the prior year quarter.
Segment operating income was $195 million, down $52 million from a year ago, driven by higher raw material costs, with Goodyear Forward benefits of $200 million.
The Dunlop brand sale to Sumitomo Rubber Industries closed May 7, 2025, with gross cash proceeds of $735 million, including $526 million for the brand.
Tetra Tech reported second-quarter fiscal 2025 revenue of $1.322 billion, up 6% year over year, and adjusted EPS of $0.33, up 18%, and raised its full-year net revenue and adjusted EPS guidance. GAAP EPS fell to $0.02 from $0.28 after a $92.4 million non-cash goodwill impairment tied to terminated USAID contracts. The company also entered a $1.5 billion credit agreement maturing in 2030 and declared a $0.065 quarterly dividend, up 12%.
Q2 revenue $1.322 billion (up 6%); net revenue $1.104 billion (up 5%); reported operating income $39.6 million vs. $117.7 million a year earlier
FY25 net revenue guidance raised to $4.400 billion to $4.765 billion; adjusted EPS guidance raised to $1.42 to $1.52
Credit agreement dated May 5, 2025: $250 million 5-year term loan, $600 million revolver, $250 million 3-year term loan; matures 2030 (5-year) and May 5, 2028 (3-year)
Quarterly dividend of $0.065 per share payable June 5, 2025 to holders of record May 23, 2025; additional $500 million buyback approved, leaving $673 million available
Atmos Energy reported results for its fiscal 2025 second quarter, which ended March 31, 2025, and raised its fiscal 2025 earnings per diluted share guidance to $7.20-$7.30 from $7.05-$7.25. The board also declared a quarterly dividend of $0.87 per share, with an indicated fiscal 2025 annual dividend of $3.48, an 8.1% increase over fiscal 2024.
Fiscal year-to-date diluted EPS of $5.26 on net income of $837.4 million
Fiscal 2025 EPS guidance raised to $7.20-$7.30 from $7.05-$7.25 per diluted share
Quarterly dividend of $0.87 per share; indicated fiscal 2025 annual dividend of $3.48, up 8.1%
Fiscal 2025 capital expenditure guidance of approximately $3.7 billion; conference call May 8, 2025 at 10:00 a.m. Eastern
Axon reported first-quarter 2025 revenue of $604 million, up 31% year over year, and raised its full-year 2025 revenue outlook to $2.60 billion to $2.70 billion. The company also said on May 1, 2025, its Audit Committee concluded that its 2024 annual financial statements and the 2024 quarterly statements for March 31 and September 30 should no longer be relied upon, because $690.0 million of convertible notes were presented as long-term rather than current liabilities. Total assets, total liabilities and stockholders' equity were not affected, but the filing discloses an additional material weakness in internal control over financial reporting.
Q1 2025 revenue of $604 million, up 31% year over year; net income of $88 million, or $1.08 per diluted share
Full-year 2025 revenue outlook raised to $2.60 billion to $2.70 billion, from $2.55 billion to $2.65 billion
Audit Committee concluded on May 1, 2025 that 2024 annual and 2024 Q1 and Q3 financial statements should no longer be relied upon
The $690.0 million 2027 convertible notes are reclassified from long-term to current liabilities; an additional material weakness in internal controls was identified
Concentra reported first-quarter 2025 revenue up 7.1% to $500.8 million and raised its full-year 2025 revenue and Adjusted EBITDA guidance. Net income fell 19.2% to $40.6 million, and earnings per share were $0.30 versus $0.47, which the company attributed to higher interest expense from its IPO recapitalization. The Board also declared a $0.0625 per share cash dividend.
Q1 2025 revenue was $500.8 million, up from $467.6 million; net income was $40.6 million, down from $50.3 million
Earnings per share were $0.30 versus $0.47 a year earlier; adjusted EPS was $0.32 versus $0.49
2025 guidance now calls for revenue of $2.1 billion to $2.15 billion and Adjusted EBITDA of $415 million to $430 million
Dividend of $0.0625 per share is payable May 29, 2025, to holders of record on May 20, 2025; the $55 million Pivot Onsite Innovations acquisition is expected to close in Q2 2025
Helmerich & Payne reported fiscal second-quarter 2025 results for the quarter ended March 31, 2025, after completing its KCA Deutag acquisition on January 16, 2025. Operating revenues rose to $1.0 billion from $687.9 million a year earlier, but net income attributable to the company fell to $1.7 million, or $0.01 per diluted share, from $84.8 million, or $0.84 per diluted share. The company also expects third-quarter direct margin in each segment to be lower than the strong North America Solutions result, and it now targets $50 to $75 million in overall cost reductions.
Operating revenues were $1,016.0 million, compared with $687.9 million a year earlier and $677.3 million in the prior quarter.
Net income attributable to Helmerich & Payne was $1.7 million ($0.01 per diluted share), versus $84.8 million ($0.84 per diluted share) a year earlier; transaction and integration costs were $29.9 million.
Management expects overall cost structure reductions of $50 to $75 million, with the full impact recognized in fiscal 2026.
Third-quarter guidance includes North America Solutions direct margin of $235 million to $260 million and International Solutions direct margin of $25 million to $35 million.
F&G Annuities & Life reported a first-quarter 2025 net loss attributable to common shareholders of $25 million, or $0.20 per diluted share, compared with net earnings of $111 million, or $0.88 per share, a year earlier. Adjusted net earnings fell to $91 million, or $0.72 per share, from $108 million, or $0.86 per share, which shareholders may view as weaker core earnings even as assets under management reached a record $67.4 billion before flow reinsurance.
Net loss of $25 million, or $0.20 per diluted share, versus net earnings of $111 million, or $0.88 per share, in Q1 2024; the loss included $105 million of unfavorable mark-to-market effects.
Adjusted net earnings of $91 million, or $0.72 per share, versus $108 million, or $0.86 per share; the quarter included $16 million of income from a reinsurance true-up adjustment.
Gross sales of $2.9 billion, down 17% from Q1 2024, and net sales of $2.2 billion, compared with $2.3 billion.
In March 2025, F&G completed a public offering of 8 million common shares with net proceeds of nearly $269 million; book value per common share excluding AOCI was $43.31.
Dutch Bros reported first quarter 2025 total revenues of $355.2 million, up 29.1% from $275.1 million a year earlier, and net income of $22.5 million versus $16.2 million. The company said 2025 total revenues, system same shop sales growth and adjusted EBITDA are trending toward the top half of the ranges it gave last quarter, which points to stronger expected results for shareholders.
Q1 2025 total revenues rose 29.1% to $355.2 million from $275.1 million
Diluted net income per share was $0.13 versus $0.08; adjusted EBITDA grew 19.7% to $62.9 million
Company-operated shops contribution margin was 29.4%, down 40 bps year over year
2025 guidance: total revenues $1.555 billion to $1.575 billion; adjusted EBITDA $265 million to $275 million, now trending toward the top half
Permian Resources reported first-quarter 2025 results showing higher oil and gas sales and net income attributable to Class A shares than a year earlier, and lowered the midpoint of its 2025 capital budget by $50 million. The company also agreed to buy APA Corporation's Northern Delaware Basin assets for $608 million, which is not included in its revised standalone guidance.
Oil and gas sales were $1.38 billion for Q1 2025, up from $1.24 billion a year earlier; net income attributable to Class A Common Stock was $329 million, up from $147 million, and diluted EPS was $0.44 versus $0.25.
Cash capital expenditure guidance was narrowed to $1.9 billion to $2.0 billion from $1.9 billion to $2.1 billion, while oil and total production guidance ranges were maintained.
The APA acquisition covers about 13,320 net acres and is expected to add about 12,000 Boe/d in the second half of 2025; it is expected to close by the end of the second quarter of 2025.
The board declared a $0.15 per share second quarter base dividend, and the company repurchased 4.1 million shares for $43 million in April at a weighted average price of $10.52.
Crane NXT reported first quarter 2025 sales of $330.3 million, up 5.3% from a year earlier, but GAAP earnings per diluted share fell to $0.38 from $0.66 as operating profit dropped to $37.3 million from $55.4 million. The company raised its full year 2025 sales growth guidance to 6% to 8% and kept its adjusted EPS guidance at $4.00 to $4.30, after completing the De La Rue Authentication acquisition on May 1, 2025.
Q1 2025 sales were $330.3 million, up 5.3%, with acquisitions adding $33.4 million and core sales down 4.1%.
GAAP EPS was $0.38 versus $0.66 a year earlier; adjusted EPS was $0.54 versus $0.85.
Full year 2025 sales growth guidance was raised to 6% to 8% from 1% to 3%; adjusted EPS guidance of $4.00 to $4.30 was unchanged.
The company completed the De La Rue Authentication acquisition on May 1, 2025 for £300 million in cash and declared a $0.17 quarterly dividend payable June 11, 2025.
Tutor Perini reported first-quarter 2025 revenue of $1.25 billion, up 19% from a year earlier, and diluted EPS of $0.53, up from $0.30. The company raised its 2025 EPS guidance to $1.60 to $1.95 from $1.50 to $1.90, and said it expects 2026 and 2027 EPS to be more than double its 2025 guidance. Operating cash flow fell to $22.9 million from $98.3 million a year earlier, which the company attributed to prior-year dispute collections.
Revenue $1.25 billion, up 19% from $1.05 billion; income from construction operations $65.3 million, up 34%
Diluted EPS $0.53 versus $0.30 a year earlier; net income attributable to the company $28.0 million
2025 EPS guidance raised to $1.60 to $1.95 from $1.50 to $1.90
Backlog record $19.4 billion at March 31, 2025, up 94%; operating cash flow $22.9 million versus $98.3 million
Innoviva reported first-quarter 2025 total revenue of $88.6 million, up from $77.5 million a year earlier, and income from operations rose 61% to $41.4 million. Unfavorable fair value changes in equity and long-term investments of $78.8 million produced a net loss of $46.6 million, or $0.74 per basic share, compared with net income of $36.5 million, or $0.58 per share, in the first quarter of 2024. The results are mixed for shareholders: operating performance improved, but investment valuation losses turned the bottom line negative.
Total revenue was $88.6 million versus $77.5 million; income from operations was $41.4 million, up from $25.8 million.
U.S. net product sales were $26.4 million, a 52% increase year over year, led by $17.4 million from GIAPREZA.
Net loss was $46.6 million, or $0.74 per basic share, versus net income of $36.5 million, or $0.58 per share.
Gross royalty revenue from GSK was $61.3 million, compared with $61.9 million; cash and cash equivalents were $319.1 million at March 31, 2025.
ESCO Technologies reported fiscal second-quarter 2025 results for the quarter ended March 31, 2025, with sales up 7% to $265.5 million and adjusted EPS up 24% to $1.35. The company raised its FY 2025 adjusted EPS guidance by $0.10 to $5.65-$5.85 excluding Maritime, and it closed the SM&P acquisition, now ESCO Maritime Solutions, on April 25.
Q2 sales were $265.5 million, up from $249.1 million; entered orders were $290.8 million, a book-to-bill of 1.10x
GAAP EPS was $1.20 versus $0.90 a year earlier; adjusted EPS was $1.35 versus $1.09
FY 2025 adjusted EPS guidance was raised to $5.65-$5.85 excluding Maritime, or $5.85-$6.15 including Maritime, from $5.55-$5.75
Q3 2025 adjusted EPS guidance excluding Maritime is $1.50-$1.60; the $0.08 quarterly dividend is payable July 17, 2025
OPENLANE reported first-quarter 2025 results, with revenue up 7% to $460.1 million and income from continuing operations of $36.9 million, up 99% from $18.5 million a year earlier. The company maintained its 2025 guidance and board approved a new share repurchase authorization of up to $250 million through December 31, 2026. For shareholders, profit growth and a larger buyback authorization stand out, though management said tariffs remain an open question for the industry.
Total operating revenues were $460.1 million, up from $429.9 million, an increase of 7%.
Income from continuing operations was $36.9 million, compared with $18.5 million; diluted EPS was $0.18, compared with $0.05.
Adjusted EBITDA was $82.8 million, up from $74.8 million a year earlier.
2025 guidance was maintained, with income from continuing operations of $100 million to $114 million and diluted EPS of $0.38 to $0.48; a new $250 million buyback runs through December 31, 2026.
EPR Properties reported first-quarter 2025 total revenue of $175.0 million, up 4.7% from a year earlier, and diluted earnings per share of $0.78 versus $0.75. The company raised its 2025 FFOAA per diluted share guidance to $5.00 to $5.16 from $4.94 to $5.14, and raised its disposition proceeds guidance to $80.0 million to $120.0 million, which matters to shareholders because it points to higher expected earnings for the full year.
Total revenue was $175.0 million, up 4.7% from $167.2 million; net income available to common shareholders was $59.8 million.
Diluted EPS was $0.78 versus $0.75; FFOAA per diluted share was $1.19 versus $1.13, up 5.3%.
2025 FFOAA per diluted share guidance rose to $5.00 to $5.16 from $4.94 to $5.14; investment spending guidance was kept at $200.0 million to $300.0 million.
The monthly dividend was raised 3.5% to $0.295 per share, payable April 15, 2025; after quarter-end the company repaid $300.0 million of notes due April 1, 2025 using its credit facility.
ADMA Biologics reported first-quarter 2025 revenue of $114.8 million, up 40% from a year earlier, and GAAP net income of $26.9 million, up 51%. The company raised its 2025 total revenue guidance to more than $500 million and its 2026 guidance to $625 million or more, and its board authorized a share repurchase program of up to $500 million with no expiration date.
Q1 2025 revenue was $114.8 million versus $81.9 million in Q1 2024; GAAP net income was $26.9 million versus $17.8 million.
FY 2025 total revenue guidance was raised to more than $500 million; FY 2026 total revenue guidance was raised to $625 million or more.
The board authorized a share repurchase program of up to $500 million, which the filing says has no expiration date.
On May 5, 2025 the company borrowed $30.0 million under its Ares revolving credit facility and used it to repay $30.0 million of its term loan; $2.5 million of the term loan remains outstanding.
Paycom reported first-quarter 2025 revenue of $530.5 million, up 6.1% from a year earlier, and non-GAAP net income of $157.7 million, or $2.80 per diluted share. GAAP net income fell to $139.4 million, or $2.48 per diluted share, from $247.2 million a year earlier, when results included a $117.5 million benefit from a forfeited CEO performance award. Chief executive Chad Richison said the company is raising its outlook for 2025.
Q1 2025 total revenues were $530.5 million, up 6.1% from $499.9 million.
GAAP net income was $139.4 million, or $2.48 per diluted share, versus $247.2 million, or $4.37, in Q1 2024, which included a $117.5 million benefit.
Non-GAAP net income was $157.7 million, or $2.80 per diluted share, versus $146.6 million, or $2.59, a year earlier.
2025 guidance: total revenue of $2.023 billion to $2.038 billion and adjusted EBITDA of $843.0 million to $858.0 million.
Remitly reported first quarter 2025 revenue of $361.6 million, up 34% from a year earlier, and net income of $11.4 million, compared with a net loss of $21.1 million in the first quarter of 2024. The company raised its full-year 2025 revenue outlook to $1.574 billion to $1.587 billion and its Adjusted EBITDA outlook to $195 million to $210 million, and it guided to a GAAP net loss for the second quarter.
Q1 2025 revenue was $361.6 million, up 34%; send volume rose 41% to $16.2 billion.
Q1 2025 net income was $11.4 million, versus a net loss of $21.1 million a year earlier; Adjusted EBITDA was $58.4 million, up 157%.
Full-year 2025 revenue outlook raised to $1.574 billion to $1.587 billion, from $1.565 billion to $1.580 billion.
Second-quarter 2025 guidance calls for revenue of $383 million to $385 million and a GAAP net loss.
EVERTEC reported first-quarter 2025 revenue of $228.8 million, up 11% from $205.3 million a year earlier, and GAAP net income attributable to common shareholders of $32.7 million, or $0.50 per diluted share, compared with $0.24 a year earlier. The company raised its constant currency revenue and constant currency adjusted earnings per share outlook for 2025, which matters to shareholders because it signals higher expected results for the full year.
Revenue rose 11% to $228.8 million; constant currency revenue was $235.5 million, up 15%
GAAP net income attributable to common shareholders was $32.7 million, or $0.50 per diluted share, versus $16.0 million, or $0.24, a year earlier
Adjusted earnings per common share was $0.87, up 21% from $0.72
2025 constant currency revenue outlook is $903 million to $911 million; constant currency adjusted EPS outlook is $3.44 to $3.53
Digi International reported fiscal second-quarter 2025 results for the period ended March 31, 2025. Revenue fell 3% to $105 million, while net income rose to $10 million from $4 million and diluted EPS rose to $0.28 from $0.11. The company raised its fiscal 2025 profit outlook, now projecting Adjusted EBITDA growth of 5%, but its revenue outlook of roughly flat year over year is unchanged.
Revenue was $105 million, down 3% year over year; ARR reached $123 million, up 12%.
Net income was $10 million ($0.28 per diluted share) versus $4 million ($0.11) a year earlier; adjusted EPS was $0.51 versus $0.49.
Fiscal 2025 Adjusted EBITDA is now projected to grow 5% year over year, up from a prior projection of roughly flat.
Debt was reduced to $70.0 million at quarter end; the company expects a net cash positive position at fiscal year end.
Genpact reported first-quarter 2025 net revenues of $1.215 billion, up 7.4% year-over-year, and adjusted diluted EPS of $0.84, up 16%. The company cut its full-year 2025 revenue growth outlook to 2.0% to 5.0% from 5.5% to 7.5%, and lowered its adjusted diluted EPS range to $3.41 to $3.52 from $3.52 to $3.59, which matters to shareholders because the earnings forecast came down even as quarterly results grew.
Q1 2025 net income was $131 million, up 12%, and diluted EPS was $0.73, up 14%.
Full-year 2025 net revenue guidance is $4.862 billion to $5.005 billion, down from the prior growth range of 5.5% to 7.5%.
Full-year 2025 adjusted diluted EPS guidance is $3.41 to $3.52, down from $3.52 to $3.59.
Genpact repurchased about 1.2 million shares for approximately $63 million during the quarter.
Veracyte reported first-quarter 2025 total revenue of $114.5 million, up 18% from a year earlier, and net income of $7.0 million, compared with a net loss of $1.9 million in the same quarter of 2024. The company reiterated its 2025 testing revenue guidance of $470 million to $480 million and raised its adjusted EBITDA margin outlook to 22.5% from 21.6%, but it also said its French subsidiary Veracyte SAS has entered collective proceedings in a Marseille commercial court and that the parent will no longer fund that entity.
Total revenue $114.5 million, up 18%; testing revenue $107.3 million, up 19%
Net income $7.0 million, or $0.09 diluted per share, versus a net loss of $1.9 million a year earlier
2025 adjusted EBITDA margin guidance raised to 22.5% from 21.6%; testing revenue guidance reiterated at $470 million to $480 million
Veracyte SAS court process expected to finish by end of 2025; the company recorded $3.8 million of related expense in the quarter
CoreCivic reported first-quarter 2025 net income of $25.1 million, or $0.23 per diluted share, up from $9.5 million, or $0.08, a year earlier, while revenue fell to $488.6 million from $500.7 million. The prior-year quarter included $27.2 million of debt refinancing expenses, and on an adjusted basis diluted EPS was $0.25 a year earlier, so adjusted EPS declined. The company raised its full-year 2025 net income guidance to $91.3 million to $101.3 million, reflecting reactivation of idle facilities under ICE agreements.
Q1 2025 revenue was $488.6 million, versus $500.7 million in Q1 2024; ICE revenue was $133.2 million, versus $153.8 million.
Q1 2025 net income was $25.1 million ($0.23 diluted EPS), versus $9.5 million ($0.08) in Q1 2024; Q1 2024 adjusted diluted EPS was $0.25.
Full-year 2025 net income guidance was raised to $91.3 million to $101.3 million from $53.5 million to $67.5 million; diluted EPS guidance rose to $0.83 to $0.92 from $0.48 to $0.61.
In Q1 2025 the company repurchased 1.9 million shares for $37.9 million, leaving $131.0 million of authorization as of March 31, 2025.
Universal Technical Institute reported fiscal second-quarter 2025 revenue of $207.4 million, up 12.6%, and net income of $11.4 million, up 47.0%, with diluted EPS of $0.21 versus $0.14. The company raised its full-year fiscal 2025 guidance across its key metrics, including revenue of $825 million to $835 million, which points to stronger expected results for shareholders.
Q2 revenue of $207.4 million, up from $184.2 million; net income of $11.4 million, up from $7.8 million
Diluted EPS of $0.21 for the quarter ended March 31, 2025, compared with $0.14 a year earlier
FY2025 revenue guidance raised to $825 million-$835 million from $810 million-$820 million; diluted EPS guidance raised to $1.00-$1.08 from $0.96-$1.04
FY2025 adjusted EBITDA guidance raised to $124 million-$128 million from $122 million-$126 million
LegalZoom reported first-quarter 2025 revenue of $183.1 million, up 5% year-over-year, and net income of $5.1 million, up 8%. The company reiterated its full-year 2025 outlook of about 5% revenue growth and Adjusted EBITDA of about $165 million, and its board raised the stock repurchase authorization by $100.0 million to $315.0 million in total.
Revenue of $183.1 million, up 5%; subscription revenue of $116.3 million, up 8%
Net income of $5.1 million, up 8% from $4.7 million; Adjusted EBITDA of $37.0 million, up 33%
Board approved a $100.0 million buyback increase; about $150.0 million remained available as of May 7, 2025
Q2 2025 revenue outlook of $181 million to $185 million; full-year guidance reiterated, not changed
BGC Group reported first-quarter 2025 results with record revenues of $664.2 million, up 14.8% from a year earlier, and GAAP fully diluted EPS of $0.11 versus $0.10. Adjusted EBITDA fell 4.1% to $199.8 million because the prior-year period included a $36.6 million mark-to-market gain, and the company said it completed its OTC Global Holdings acquisition on April 1, 2025.
Q1 2025 revenues $664.2 million vs. $578.6 million in Q1 2024; GAAP net income for fully diluted shares $52.8 million vs. $46.4 million
Post-tax Adjusted Earnings per share $0.29 vs. $0.25, up 16.0%
Q2 2025 guidance: revenues $715 million to $765 million; pre-tax Adjusted Earnings $156 million to $171 million
Quarterly dividend of $0.02 per share declared May 6, 2025, payable June 10, 2025 to holders of record May 27, 2025
JLL said CFO Karen Brennan will become CEO of its Leasing Advisory business effective July 1, 2025, and Kelly Howe, previously CFO of Leasing Advisory, will succeed her as CFO on the same date. The filing also sets out Howe's pay package, including a $600,000 base salary and a 2025 GEB AIP target of $1,000,000 prorated to $500,000 for the year.
Karen Brennan's last day as CFO is June 30, 2025; she will remain on the Global Executive Board in her new role.
Kelly Howe, 53, becomes CFO effective July 1, 2025, reporting to CEO and President Christian Ulbrich; she joined JLL in January 2024.
Howe's pay includes a $600,000 base salary, a GEB LTIP target of $1,500,000, and a one-time RSU grant of $675,000 in September 2025.
Andy Poppink will step down from the Global Executive Board and take the role of CEO, Leasing Advisory, EMEA and APAC, reporting to Brennan.
Lantheus reported first-quarter 2025 revenue of $372.8 million, up 0.8% from a year earlier, while GAAP diluted earnings per share fell to $1.02 from $1.87 and adjusted diluted EPS fell 9.5% to $1.53. The company lowered its full-year 2025 adjusted diluted EPS guidance to $6.60-$6.70 from $7.00-$7.20, which means lower expected profit for shareholders even as revenue guidance was narrowed.
Q1 2025 GAAP diluted EPS was $1.02, down from $1.87; adjusted diluted EPS was $1.53, down 9.5% from $1.69.
FY2025 adjusted diluted EPS guidance cut to $6.60-$6.70, from $7.00-$7.20 issued February 26, 2025.
FY2025 revenue guidance narrowed to $1.550-$1.585 billion, from $1.545-$1.610 billion.
Agreed to sell the SPECT business to SHINE; the transaction is expected to close by the end of 2025.
Payoneer reported first-quarter 2025 revenue of $246.6 million, up 8% from a year earlier, while net income fell 29% to $20.6 million. The company suspended its previously issued full-year 2025 guidance, citing macroeconomic uncertainty, so shareholders no longer have a company forecast for the year.
Revenue was $246.6 million, up 8% year over year; revenue excluding interest income was $188.6 million, up 16%.
Net income was $20.6 million versus $29.0 million a year earlier; diluted EPS was $0.05 versus $0.08.
Adjusted EBITDA was $65.4 million, flat year over year, and interest income fell 11% to $58.0 million.
Full-year 2025 guidance was suspended, with the company citing the current macroeconomic uncertainty.
Charles River Laboratories entered a Cooperation Agreement with activist investor Elliott Investment Management, which will add four new directors after the May 20, 2025 annual meeting and launch a comprehensive strategic review of the business. Four incumbent directors will not stand for re-election, and the board will be limited to 11 members while the agreement is in effect.
Steven Barg, Abe Ceesay, Mark Enyedy and Paul Graves join the board after the May 20, 2025 annual meeting, each for a term ending at the 2026 annual meeting.
Robert Bertolini, Deborah Kochevar, George Massaro and Richard Wallman will not stand for re-election at the 2025 annual meeting.
The Strategic Planning and Capital Allocation Committee will review the business and examine alternatives to enhance long-term stockholder value, then report to the full board.
The filing gives no financial results or guidance; the press release describes Elliott as the company's largest investor.
Charles River Laboratories reported first-quarter 2025 revenue of $984.2 million, down 2.7% from $1,011.6 million a year earlier, with GAAP diluted earnings per share of $0.50 versus $1.30. Non-GAAP diluted EPS rose 3.1% to $2.34, and the company raised its 2025 non-GAAP EPS guidance to $9.30 to $9.80 from $9.10 to $9.60, which matters to shareholders because revenue and GAAP profit declined while the outlook moved higher.
Q1 2025 revenue was $984.2 million, down 2.7% from $1,011.6 million; organic revenue fell 1.8%.
GAAP diluted EPS was $0.50 versus $1.30 in Q1 2024; non-GAAP diluted EPS was $2.34 versus $2.27.
2025 non-GAAP EPS guidance raised to $9.30 to $9.80 from $9.10 to $9.60; reported revenue guidance is now (5.5)% to (3.5)%.
The company repurchased $350 million of common stock in Q1 and had $549.3 million remaining on its $1.0 billion authorization as of March 29, 2025.
Middleby reported first-quarter 2025 net sales of $906.6 million, down 2.2% from a year earlier, while GAAP diluted EPS rose to $1.69 from $1.59 and adjusted EBITDA fell to $182.1 million from $185.8 million. The board also raised the share repurchase authorization by 7.5 million shares, leaving 11.4 million shares available, which the company says equals 21% of its outstanding equity, and it is targeting most free cash flow for buybacks.
Net sales were $906.6 million, down 2.2% from $926.9 million; organic net sales fell 3.8%.
Net earnings rose to $92.4 million from $86.6 million; diluted EPS was $1.69 versus $1.59.
Adjusted EBITDA was $182.1 million versus $185.8 million a year earlier.
On May 5, 2025, the board added 7.5 million shares to the buyback, bringing shares available to 11.4 million; about $50 million was repurchased year to date.
Rockwell Automation reported fiscal second-quarter 2025 sales of $2,001 million, down 6% from $2,126 million a year earlier, and diluted EPS of $2.22, down from $2.31. The company raised its fiscal 2025 diluted EPS guidance to $8.23 to $9.23 from $7.65 to $8.85, while its reported sales growth guidance range moved to (4.5)% to 1.5% from (5.5)% to 0.5%.
Q2 fiscal 2025 reported sales were $2,001 million, down 6%; organic sales fell 4% and currency reduced sales by 2%.
Diluted EPS was $2.22 versus $2.31 a year earlier; adjusted EPS was $2.45 versus $2.50.
Fiscal 2025 diluted EPS guidance rose to $8.23 to $9.23 and adjusted EPS guidance to $9.20 to $10.20, versus prior ranges of $7.65 to $8.85 and $8.60 to $9.80.
The company repurchased about 0.5 million shares for $129 million in the quarter, with about $1.1 billion remaining under authorizations.
Steven Madden completed its acquisition of Kurt Geiger on May 6, 2025, and entered into a new credit agreement with a $300 million term loan and a $250 million revolving credit facility, secured by the company's and subsidiaries' assets. In first-quarter results, revenue rose 0.2% to $553.5 million, but net income attributable to the company fell to $40.4 million from $43.9 million and diluted EPS fell to $0.57 from $0.60. The company also withdrew its 2025 guidance because of tariff uncertainty, so shareholders now have higher debt and no current outlook, while the $0.21 quarterly dividend was maintained.
Kurt Geiger acquisition closed May 6, 2025, at an enterprise value of approximately £289 million, funded by borrowings under the new credit agreement and cash on hand
New credit agreement provides a $300 million term loan and $250 million revolving credit facility, maturing May 6, 2030
Q1 2025 revenue rose 0.2% to $553.5 million; diluted EPS was $0.57 versus $0.60 a year earlier
2025 financial guidance withdrawn due to tariff uncertainty; quarterly dividend of $0.21 per share payable June 20, 2025
Performance Food Group reported fiscal third-quarter 2025 results for the quarter ended March 29, 2025. Net sales rose 10.5% to $15.3 billion and Adjusted EBITDA rose 20.1% to $385.1 million, but net income fell 17.2% to $58.3 million and diluted EPS fell 17.8% to $0.37; the company also lowered the top end of its full-year net sales and Adjusted EBITDA ranges, citing a difficult February, which matters to shareholders because the company's outlook for fiscal 2025 is now lower at the high end.
Net sales for the quarter rose 10.5% to $15.3 billion, while net income fell 17.2% to $58.3 million and diluted EPS fell 17.8% to $0.37.
Full-year fiscal 2025 net sales outlook is now $63 billion to $63.5 billion, down from $63 billion to $64 billion.
Full-year fiscal 2025 Adjusted EBITDA outlook is now $1.725 billion to $1.75 billion, down from $1.725 billion to $1.8 billion.
Operating cash flow for the first nine months was $827.1 million, compared with $956.7 million a year earlier.
Bruker reported first quarter 2025 revenue of $801.4 million, up 11.0% year over year, but non-GAAP diluted EPS fell 11.3% to $0.47 and GAAP diluted EPS was $0.11, down from $0.35. The company lowered its full-year 2025 organic revenue growth and non-GAAP EPS guidance, citing academic market and tariff dynamics, which points to a weaker profit outlook for shareholders.
Johnson Controls reported fiscal second-quarter 2025 results for the three months ended March 31, 2025. Sales rose 1% to $5.7 billion (7% organically), and GAAP EPS was $0.71 versus a loss of $0.41 a year earlier, while the company raised its full-year fiscal 2025 adjusted EPS guidance to about $3.60.
Q2 sales of $5.7 billion rose 1% as reported and 7% organically; GAAP EPS was $0.71 and adjusted EPS was $0.82
Full-year fiscal 2025 adjusted EPS guidance raised to about $3.60, from about $3.50 to $3.60 previously
Fiscal Q3 guidance includes adjusted EPS of about $0.97 to $1.00 and adjusted segment EBITA margin of about 17.5%
Adient reported a net loss attributable to Adient of $335 million, or $3.99 per diluted share, for the quarter ended March 31, 2025, compared with a loss of $70 million, or $0.77 per share, a year earlier. Net sales fell to $3.61 billion from $3.75 billion, and restructuring and impairment costs rose to $351 million, including a $333 million goodwill impairment. Adjusted diluted earnings per share rose to $0.69 from $0.54, so shareholders face a larger reported loss alongside higher adjusted profit.
Net sales were $3.61 billion, down from $3.75 billion a year earlier.
Net loss attributable to Adient was $335 million, or $3.99 per diluted share, versus $70 million, or $0.77 per share.
Adjusted diluted earnings per share were $0.69, up from $0.54; adjusted EBITDA was $233 million, up from $227 million.
Cash used by operating activities was $45 million, and net debt was $1.64 billion at March 31, 2025.
Emerson reported fiscal second-quarter results for the quarter ended March 31, 2025, with net sales up 1% to $4.43 billion and adjusted EPS up 9% to $1.48. GAAP EPS fell 9% to $0.86, and pretax earnings declined to $629 million from $711 million, reflecting transaction-related costs tied to the AspenTech buy-in. The company raised its fiscal 2025 net sales growth guidance to about 4% and its adjusted EPS guidance at the midpoint, while lowering the GAAP EPS outlook to $4.05 to $4.20.
Net sales rose to $4,432 million from $4,376 million; underlying sales grew 2% and underlying orders grew 4%.
Adjusted EPS was $1.48 versus $1.36, while GAAP EPS was $0.86 versus $0.95, with acquisition and divestiture fees of $168 million in the quarter.
Fiscal 2025 adjusted EPS guidance is $5.90 to $6.05; operating cash flow guidance is $3.5 billion to $3.6 billion and free cash flow guidance is $3.1 billion to $3.2 billion.
The 2025 outlook assumes about $2.3 billion returned to shareholders, including $1.1 billion of share repurchases; the company completed the AspenTech buy-in on March 12, 2025.
MarketAxess reported first-quarter 2025 revenue of $208.6 million, down 1% from a year earlier, and GAAP diluted EPS of $0.40, down from $1.92. The drop reflects a $54.9 million reserve for uncertain tax positions tied to prior periods, and the company raised its full-year 2025 GAAP effective tax rate guidance to 41.0% to 42.0%, which lowers expected earnings for shareholders. The company also declared a $0.76 quarterly dividend.
Total revenues of $208.6 million, down 1% from $210.3 million in 1Q24; total credit commission revenue fell 3%.
GAAP diluted EPS of $0.40 on net income of $15.1 million; EPS was $1.87 excluding the $54.9 million tax reserve, per the company's non-GAAP measure.
Full-year 2025 GAAP effective tax rate guidance raised to 41.0% to 42.0% from 23.5% to 24.5%.
Quarterly dividend of $0.76 per share, payable June 4, 2025 to holders of record on May 21, 2025.
Elanco reported first-quarter 2025 revenue of $1,193 million, down 1% from a year earlier, while adjusted EPS rose 9% to $0.37. The company raised its full-year 2025 revenue guidance to $4,510 million to $4,580 million, but its reported net loss guidance widened to $(35) million to $(7) million, and adjusted EBITDA fell 6% in the quarter.
Q1 2025 revenue was $1,193 million, down 1% reported and up 4% organic constant currency
Adjusted EBITDA was $276 million, down 6%; reported net income rose to $67 million from $32 million
Full-year 2025 revenue guidance raised to $4,510 million to $4,580 million; adjusted EBITDA ($830 million to $870 million) and adjusted EPS ($0.80 to $0.86) maintained
Reported net loss guidance is now $(35) million to $(7) million, versus $(25) million to $7 million in February
Bio-Techne reported fiscal third-quarter results for the period ended March 31, 2025, with net sales up 4% to $316.2 million and adjusted EPS up to $0.56 from $0.48. GAAP EPS fell to $0.14 from $0.31, as GAAP operating income dropped 42% to $38.7 million, which the company tied to a non-recurring arbitration award and $38.9 million in certain litigation charges. The company also declared an $0.08 quarterly dividend and approved a new $500 million share repurchase program.
Net sales were $316.2 million, up 4% reported and 6% organic.
GAAP EPS was $0.14 versus $0.31 a year earlier; adjusted EPS was $0.56 versus $0.48.
GAAP operating income fell 42% to $38.7 million, including $38.9 million in certain litigation charges.
Dividend of $0.08 per share payable May 30, 2025; new $500 million buyback begins May 8, 2025.
Edgewell Personal Care reported second-quarter fiscal 2025 net sales of $580.7 million, down 3.1% from the prior year, and GAAP diluted EPS of $0.60 versus $0.72. The company lowered its full-year fiscal 2025 outlook, including GAAP EPS of $2.09 to $2.29 (previously $2.54 to $2.74) and free cash flow of $130 million to $140 million (previously $185 million), which weighs on shareholder returns.
Q2 net sales $580.7 million, down 3.1%; organic net sales down 1.5%
GAAP diluted EPS $0.60 vs $0.72 a year earlier; adjusted EPS $0.87 vs $0.88
Full-year adjusted EPS now $2.85 to $3.05, versus previously towards the lower end of $3.15 to $3.35
Full-year free cash flow now $130 million to $140 million, down from $185 million; six-month operating cash flow was negative $70.5 million
National Vision reported first quarter 2025 results for the quarter ended March 29, 2025, with net revenue up 5.7% to $510.3 million and diluted EPS from continuing operations of $0.18, compared with $0.15 a year earlier. The company also raised certain elements of its fiscal 2025 outlook, including adjusted diluted EPS guidance of $0.59 to $0.67, up from $0.52 to $0.64.
Net revenue rose 5.7% to $510.3 million; comparable store sales grew 4.1% and adjusted comparable store sales grew 5.5%
Diluted EPS from continuing operations was $0.18 versus $0.15; adjusted diluted EPS was $0.34 versus $0.29
Fiscal 2025 adjusted operating income outlook raised to $81 million to $92 million from $73 million to $88 million
Cash balance was $80.0 million as of March 29, 2025, with total debt of $346.1 million
LivaNova reported first-quarter 2025 revenue of $316.9 million, up 7.4% from a year earlier, and raised its full-year revenue growth guidance. The company also recorded a $360.4 million SNIA environmental liability after an Italian Supreme Court ruling, producing a U.S. GAAP diluted loss of $6.01 per share, and lowered its full-year adjusted diluted EPS guidance to $3.60 to $3.70 from $3.65 to $3.75.
Q1 2025 revenue $316.9 million, up 7.4% reported and 10.4% organic; Cardiopulmonary revenue rose 13.1%
GAAP diluted loss of $6.01 per share versus $0.78 loss a year earlier, driven by the SNIA environmental liability; adjusted diluted EPS $0.88 versus $0.73
Full-year 2025 revenue growth guidance raised to 6.0% to 7.0% constant-currency; adjusted diluted EPS guidance lowered to $3.60 to $3.70, incorporating an estimated $0.20 SNIA impact
Adjusted free cash flow guidance unchanged at $135 million to $155 million
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