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).
Alliant Energy reported first-quarter 2025 GAAP earnings of $0.83 per share, up from $0.62 a year earlier, with revenue of $1,128 million versus $1,031 million. The company reaffirmed its 2025 EPS guidance of $3.15 to $3.25 per share and updated its 2025-2028 capital expenditure plan to $11.5 billion in aggregate, which supports the outlook for shareholders.
Q1 2025 GAAP EPS was $0.83 versus $0.62 in Q1 2024; net income attributable to common shareowners was $213 million versus $158 million
Revenue was $1,128 million versus $1,031 million; operating income was $257 million versus $222 million
2025 consolidated EPS guidance of $3.15 to $3.25 was reaffirmed, assuming normal temperatures
Updated 2025-2028 capital expenditures total $11.5 billion; the company cited energy resources for about 2.1 gigawatts of contracted peak data center demand
RingCentral reported first quarter 2025 results for the period ended March 31, 2025, with total revenue of $612 million, up 5% from a year earlier, and GAAP operating income of $10 million compared with a loss of $11 million a year earlier. The company kept its full-year 2025 total revenue growth guidance at 4% to 6% and set second-quarter total revenue guidance of $614 million to $620 million, so shareholders see revenue and profit growth alongside a company-level outlook that the filing presents without a stated prior-year comparison.
Total revenue $612 million, up from $584 million; subscriptions revenue $590 million, up 6%
GAAP net loss per share narrowed to ($0.11) from ($0.31); non-GAAP diluted EPS $1.00 vs. $0.87
Operating cash flow $150 million; free cash flow $130 million vs. $77 million a year earlier
Cash and equivalents fell to $154 million; $50 million of buybacks in the quarter, $218 million remaining on authorization
Victory Capital reported first-quarter 2025 results, with revenue of $219.6 million, up 1.7% from a year earlier but down from $232.4 million in the fourth quarter of 2024. GAAP diluted earnings were $0.96 per share, up from $0.84 a year earlier but down from $1.17 in the prior quarter, and the board raised the quarterly dividend to $0.49 per share.
Revenue of $219.6 million, up 1.7% from $215.9 million a year earlier and down from $232.4 million in Q4 2024
GAAP net income of $62.0 million, or $0.96 per diluted share, versus $0.84 in Q1 2024 and $1.17 in Q4 2024
Adjusted net income with tax benefit of $88.1 million, or $1.36 per diluted share, versus $1.25 a year earlier
Quarterly cash dividend raised to $0.49 per share, payable June 25, 2025, to holders of record on June 10, 2025
HCI Group reported first quarter 2025 pre-tax income of $100.3 million and net income after noncontrolling interests of $69.7 million, up from $47.6 million a year earlier. The board is pursuing a potential tax-free spin-off of its Exzeo Group unit to existing HCI shareholders, targeted for completion by the end of 2025, subject to customary conditions.
Diluted EPS was $5.35 in Q1 2025 versus $3.81 in Q1 2024
Gross premiums earned rose 17.0% to $300.4 million, driven mainly by policies assumed from Citizens Property Insurance Corporation
Losses and loss adjustment expenses fell to $59.3 million from $79.9 million; gross loss ratio was 19.7% versus 31.1%
Potential Exzeo spin-off targeted for completion by the end of 2025; IRS tax-free treatment is not assured
Progyny reported first quarter 2025 revenue of $324.0 million, up 16.5% from a year earlier, and raised its full year 2025 outlook, projecting revenue of $1.185 billion to $1.235 billion. GAAP net income fell to $15.1 million from $16.9 million, while adjusted earnings per diluted share rose to $0.48 from $0.39, so shareholders get a mixed profit picture alongside stronger sales and guidance.
Q1 2025 revenue was $324.0 million, up 16.5%; excluding a large client that did not renew, revenue rose 19%
Net income was $15.1 million, or $0.17 per diluted share, versus $16.9 million, or $0.17, a year earlier, due mainly to a higher tax provision
Adjusted EBITDA rose 15% to $57.8 million; operating cash flow was $49.8 million versus $25.7 million
Full year 2025 guidance: revenue $1.185 billion to $1.235 billion, adjusted EBITDA $190.0 million to $203.0 million; Q2 2025 revenue projected at $310.0 million to $325.0 million
Adtalem Global Education Inc. (NYSE: ATGE) reported third-quarter fiscal 2025 revenue of $466.1 million, up 12.9%, and diluted EPS of $1.59 versus $0.93 a year earlier, and raised its fiscal 2025 guidance. The Board also authorized a new $150 million share repurchase program through May 2028. Note that the filing is from Adtalem, not Covista Inc. (CVSA) as the request header states.
Revenue of $466.1 million, up 12.9% year over year; net income of $60.8 million versus $36.8 million
Adjusted EPS of $1.92 versus $1.50 a year earlier; diluted EPS of $1.59 versus $0.93
Fiscal 2025 guidance raised to revenue of $1,760 million to $1,775 million and adjusted EPS of $6.40 to $6.60
New $150 million share repurchase program through May 2028, following completion of a $300 million program on May 5, 2025
Assured Guaranty reported first quarter 2025 net income attributable to the company of $176 million, or $3.44 per diluted share, up from $109 million, or $1.89, a year earlier. Results were helped by a $103 million pre-tax gain from the resolution of the LBIE litigation, and the company returned $138 million to shareholders in the quarter, including $120 million of share repurchases.
Net income attributable to Assured Guaranty was $176 million ($3.44 per diluted share) for Q1 2025, versus $109 million ($1.89) in Q1 2024.
Adjusted operating income was $162 million ($3.18 per share), versus $113 million ($1.96) in Q1 2024.
The company recognized a $103 million pre-tax gain tied to the LBIE litigation.
Capital returned in Q1 2025 was $138 million, including $120 million of buybacks and $18 million of dividends; about $181 million of repurchase authorization remained as of May 8, 2025.
News Corp reported results for the fiscal third quarter ended March 31, 2025, with net income from continuing operations up 67% to $107 million and reported EPS from continuing operations of $0.14, versus $0.07 a year earlier. Revenue rose 1% to $2.01 billion, while News Media revenue fell 8%, and the release gives no forward guidance. The Foxtel sale to DAZN closed on April 2, 2025, which the company said is expected to be accretive to earnings per share, though the filing does not quantify that effect.
Total Segment EBITDA rose 12% to $290 million from $259 million; Dow Jones and Digital Real Estate Services led the gains
Reported EPS from continuing operations was $0.14 versus $0.07; adjusted EPS was $0.17 versus $0.13
Foxtel sale to DAZN closed April 2, 2025; News Corp received a minority stake of approximately 6% in DAZN
Free cash flow for the nine months ended March 31, 2025 was $539 million, up from $475 million
TKO reported first quarter 2025 revenue of $1.27 billion, up 4%, and net income of $165.5 million, compared with a net loss of $234.5 million a year earlier, which included a $335.0 million legal settlement charge in the prior-year period. The company raised its full-year 2025 revenue and Adjusted EBITDA targets for UFC and WWE, excluding the acquired IMG, On Location and PBR businesses, and separately set combined targets that include those businesses.
Q1 2025 revenue was $1,268.8 million, up from $1,222.4 million; Adjusted EBITDA rose 23% to $417.4 million
Excluding the acquired businesses, 2025 revenue guidance rose to $3.005 billion to $3.075 billion from $2.930 billion to $3.000 billion
Including the acquired businesses, 2025 guidance is revenue of $4.490 billion to $4.560 billion and Adjusted EBITDA of $1.490 billion to $1.530 billion
Cash and cash equivalents were $470.9 million and gross debt was $2.776 billion as of March 31, 2025
Toast reported first-quarter 2025 net income of $56 million, compared with a net loss of $83 million a year earlier, and Adjusted EBITDA of $133 million, up from $57 million. The company raised its full-year 2025 Adjusted EBITDA outlook to $540 million to $560 million from $510 million to $530 million, which signals higher expected profitability for shareholders.
Q1 2025 net income was $56 million versus a net loss of $83 million in Q1 2024.
Total revenue was $1.34 billion in Q1 2025 versus $1.08 billion in Q1 2024.
Full-year 2025 Adjusted EBITDA outlook raised to $540 million to $560 million from $510 million to $530 million.
Toast signed Dine Brands' Applebee's, which it describes as its largest deal to date.
Lyft reported first-quarter 2025 revenue of $1.5 billion, up 14% from a year earlier, and net income of $2.6 million, compared with a net loss of $31.5 million in the first quarter of 2024. Its board also raised the share repurchase authorization by $250 million to a total of $750 million, and the company guided to second-quarter Gross Bookings of $4.41 billion to $4.57 billion.
Revenue of $1.5 billion, up 14% year over year; Gross Bookings of $4.2 billion, up 13%
Net income of $2.6 million versus a net loss of $31.5 million in Q1 2024
Adjusted EBITDA of $106.5 million versus $59.4 million; free cash flow of $280.7 million versus $127.1 million
Repurchase authorization increased by $250 million to $750 million; the company intends to use $500 million within 12 months
BioLife Solutions reported unaudited first-quarter 2025 results, with total revenue of $23.9 million, up 30% from $18.4 million a year earlier. The GAAP net loss from continuing operations narrowed to $0.4 million from $3.2 million, and the company affirmed its 2025 revenue guidance of $95.5 million to $99.0 million.
Q1 2025 total revenue was $23.9 million, up $5.5 million or 30% year over year; Cell Processing revenue rose 33% to $21.6 million.
GAAP net loss from continuing operations was $0.4 million, or $0.01 per share, versus $3.2 million, or $0.07 per share, in Q1 2024.
Adjusted EBITDA was $5.7 million, or 24% of revenue, compared with $2.6 million, or 14%, a year earlier.
The company affirmed 2025 revenue guidance of $95.5 million to $99.0 million, and cash, cash equivalents and marketable securities were $107.6 million as of March 31, 2025.
CarGurus reported first quarter 2025 results for the period ended March 31, 2025, with total revenue of $225.2 million, up 4% from a year earlier, and GAAP net income of $39.0 million, up 83%. Marketplace revenue grew 13%, while wholesale and product revenue fell 52% and 58%, and the company repurchased $184.2 million of its shares during the quarter. The company also issued second quarter 2025 guidance for total revenue of $222.0 million to $242.0 million and non-GAAP earnings per share of $0.52 to $0.58.
Total revenue was $225.2 million, up 4% year over year; Marketplace revenue was $212.2 million, up 13%
GAAP net income was $39.0 million, up 83%, and diluted earnings per share were $0.37 versus $0.20 a year earlier
Non-GAAP Adjusted EBITDA was $66.3 million, up 32%, with a 29% margin
Second quarter 2025 guidance: total revenue of $222.0 million to $242.0 million and non-GAAP earnings per share of $0.52 to $0.58
Federal Realty Investment Trust reported first quarter 2025 results on May 8, 2025. FFO was $146.5 million, or $1.70 per diluted share, up from $136.7 million, or $1.64, a year earlier, and net income available for common shareholders was $61.8 million, or $0.72 per diluted share, versus $0.66. The company raised its 2025 FFO per diluted share guidance to $7.11 to $7.23 from $7.10 to $7.22 and kept its 2025 earnings per diluted share guidance at $3.00 to $3.12.
Q1 2025 FFO of $146.5 million, or $1.70 per diluted share, compared with $1.64 in Q1 2024
Net income available for common shareholders of $61.8 million, or $0.72 per diluted share, compared with $0.66
2025 FFO per diluted share guidance raised to $7.11 to $7.23; 2025 EPS guidance unchanged at $3.00 to $3.12
Comparable portfolio occupancy was 93.6% at March 31, 2025, up 180 basis points year over year
Yelp reported first-quarter 2025 net revenue of $359 million, up 8% from a year earlier, with net income of $24 million, or $0.36 per diluted share, versus $0.20 a year earlier. The company also updated its 2025 outlook to net revenue of $1.465 billion to $1.485 billion and adjusted EBITDA of $345 million to $365 million, which matters to shareholders because it sets the company's full-year targets.
Q1 2025 net revenue was $359 million, up 8% year over year and $4 million above the high end of the company's first-quarter outlook range.
Net income was $24 million, up 72% from $14 million, with diluted earnings of $0.36 per share versus $0.20 a year earlier.
Adjusted EBITDA was $85 million, up 32%, and $15 million above the high end of the company's outlook range.
2025 outlook: net revenue of $1.465 billion to $1.485 billion and adjusted EBITDA of $345 million to $365 million.
ICU Medical reported first quarter 2025 revenue of $604.7 million, up from $566.7 million a year earlier, and a GAAP net loss of $15.5 million, or $0.63 per diluted share, compared with a $39.5 million loss, or $1.63 per share, in the first quarter of 2024. Adjusted diluted earnings per share rose to $1.72 from $0.96, and CEO Vivek Jain said results were generally in line with company expectations.
Revenue was $604.7 million, compared with $566.7 million in Q1 2024.
GAAP net loss was $15.5 million, or $(0.63) per diluted share, versus $39.5 million, or $(1.63) per share, a year earlier.
Adjusted diluted EPS was $1.72, compared with $0.96 in Q1 2024; adjusted EBITDA was $99.4 million, versus $78.8 million.
GAAP gross margin was 35%, compared with 33% in the prior-year quarter.
Texas Roadhouse reported first-quarter 2025 results for the 13 weeks ended April 1, 2025, with total revenue up 9.6% to $1.45 billion and diluted earnings per share up 1.0% to $1.70. Comparable restaurant sales rose 3.5%, down from 8.4% a year earlier, and the company raised its 2025 commodity cost inflation estimate to about 4%. The board also approved a quarterly dividend of $0.68 per share.
Total revenue $1,447,648 thousand, up 9.6% from $1,321,217 thousand; net income attributable to the company $113,662 thousand, up 0.4%
Diluted EPS $1.70 vs. $1.69 a year earlier; restaurant margin 16.6% of sales, down 77 basis points
Comparable restaurant sales at company restaurants for the first five weeks of Q2 2025 rose 5.0%
Quarterly dividend of $0.68 per share payable July 1, 2025, to shareholders of record June 3, 2025
TransMedics reported first quarter 2025 revenue of $143.5 million, up 48% from $96.9 million a year earlier, and net income of $25.7 million, or $0.70 per diluted share, versus $12.2 million in the prior-year quarter. The company raised its full-year 2025 revenue guidance to $565 million to $585 million from the previous $530 million to $552 million range, which both headline measures and the outlook point to stronger results for shareholders.
Q1 2025 total revenue was $143.5 million, a 48% increase from $96.9 million in Q1 2024.
Net income was $25.7 million, or $0.70 per fully diluted share, compared with $12.2 million, or $0.35 per diluted share, a year earlier.
Full-year 2025 revenue guidance was raised to $565 million to $585 million from $530 million to $552 million, as reported February 27, 2025; gross margin was 61% versus 62% a year earlier.
DXP Enterprises reported first-quarter 2025 results, with sales up 15.5% year over year to $476.6 million and net income of $20.6 million, compared with $11.3 million a year earlier. Diluted EPS rose to $1.25 from $0.67, though free cash flow was negative $16.9 million, compared with positive $24.1 million in the first quarter of 2024.
Sales of $476.6 million vs. $412.6 million in Q1 2024; acquisitions added $31.1 million
Diluted EPS of $1.25 vs. $0.67; Adjusted EBITDA of $52.5 million vs. $40.3 million
Free cash flow of negative $16.9 million vs. positive $24.1 million; purchases of property and equipment were $19.9 million
Cash of $114.3 million and total debt of $647.3 million as of March 31, 2025
Sempra reported first-quarter 2025 GAAP earnings of $906 million, or $1.39 per diluted share, up from $801 million, or $1.26, a year earlier, and revenue rose to $3,802 million from $3,640 million. The company lowered its full-year 2025 GAAP EPS guidance to $4.25 to $4.65 while affirming its adjusted EPS guidance of $4.30 to $4.70 and its 2026 EPS guidance of $4.80 to $5.30. It also said it is targeting the sale of Ecogas México and a minority stake in Sempra Infrastructure Partners, with transactions expected to close over the next 12 to 18 months.
GAAP earnings were $906 million, or $1.39 per diluted share, versus $801 million, or $1.26, in Q1 2024
Adjusted earnings were $942 million, or $1.44 per diluted share, versus $854 million, or $1.34, a year earlier
Full-year 2025 GAAP EPS guidance was updated to $4.25 to $4.65; adjusted EPS guidance of $4.30 to $4.70 was affirmed
Sempra is targeting sales of Ecogas México and a minority stake in Sempra Infrastructure Partners, expected to be completed over the next 12 to 18 months, subject to pricing, approvals and definitive contracts
APA reported first-quarter 2025 net income attributable to common stock of $347 million, or $0.96 per diluted share, compared with $132 million, or $0.44, a year earlier, and total revenues of $2.6 billion versus $1.95 billion. The company cut its 2025 development capital guidance by $150 million and agreed to sell its New Mexico Permian assets to Permian Resources for $608 million, with proceeds expected mainly to reduce debt.
Q1 2025 adjusted earnings were $385 million, or $1.06 per diluted share, versus $237 million, or $0.78, in Q1 2024
2025 development capital guidance reduced by $150 million; full-year U.S. oil production guidance of 125,000 to 127,000 barrels per day maintained
Expected 2025 cost savings raised to $130 million from $60 million previously; annualized run-rate target of $225 million by year-end
New Mexico asset sale to Permian Resources Corporation (NYSE: PR) for $608 million, expected to close late in the second quarter
ACI Worldwide reported first-quarter 2025 revenue of $395 million, up 25% from a year earlier, and net income of $59 million compared with a net loss of $8 million in the prior-year quarter. The company raised its full-year 2025 revenue guidance, while keeping its adjusted EBITDA outlook unchanged, and CFO Scott Behrens announced his retirement, with no effective date set yet and a successor still being sought.
Q1 2025 revenue was $395 million, up 25%, and net income was $59 million, including a $22 million after-tax gain on the sale of a minority interest in Mindgate
Full-year 2025 revenue guidance raised to $1.690 billion to $1.720 billion from $1.685 billion to $1.715 billion; adjusted EBITDA guidance unchanged at $480 million to $495 million
Q2 2025 guidance: revenue of $375 million to $385 million and adjusted EBITDA of $55 million to $65 million
Scott Behrens will retire as EVP, CFO and Chief Accounting Officer, effective on a date to be determined; the company is identifying a successor
MDU Resources reported first-quarter 2025 results with income from continuing operations of $82.5 million, up from $74.7 million, and operating revenues of $674.8 million, up from $588.2 million. Reported net income fell to $82.0 million from $100.9 million, mainly because the prior-year period included discontinued operations from the Everus spinoff, and the company affirmed its 2025 diluted EPS guidance of $0.88 to $0.98.
Diluted EPS was $0.40 versus $0.49 a year earlier; EPS from continuing operations was $0.40 versus $0.37
Pipeline segment earnings were a record $17.2 million, up 13.9%; natural gas distribution earnings were $44.7 million, up 11.5%
Electric segment earnings fell to $15.0 million from $17.9 million, due mainly to higher operation and maintenance expense and generation outage costs
The company affirmed 2025 EPS guidance of $0.88 to $0.98, assuming normal weather and 1%-2% annual customer growth
Maximus reported fiscal second-quarter 2025 revenue of $1.36 billion, up 1.0%, and diluted EPS of $1.69, up from $1.31 a year earlier. The company raised its fiscal 2025 revenue guidance to $5.25 billion to $5.4 billion and its adjusted diluted EPS guidance to $6.30 to $6.60, its second consecutive guidance raise. Shareholders also receive a $0.30 quarterly dividend payable May 31, 2025.
Q2 revenue rose 1.0% to $1.36 billion, with organic growth of 3.0% led by U.S. Federal Services.
Diluted EPS was $1.69 vs. $1.31 a year earlier; adjusted diluted EPS was $2.01 vs. $1.57.
FY25 guidance: revenue $5.25 billion to $5.4 billion; adjusted diluted EPS $6.30 to $6.60; free cash flow $355 million to $385 million (unchanged).
U.S. Services revenue fell 9.0% to $442.4 million, and days sales outstanding rose to 73 days from 62 days.
MACOM reported fiscal second quarter 2025 results for the quarter ended April 4, 2025, with revenue of $235.9 million, up 30.2% from a year earlier and 8.1% from the prior quarter. GAAP net income was $31.7 million, or $0.42 per diluted share, compared with $15.0 million, or $0.20, a year earlier. The company also guided fiscal third-quarter revenue to $246 million to $254 million and adjusted EPS to $0.87 to $0.91.
Revenue was $235.9 million, up 30.2% from $181.2 million a year earlier and up 8.1% from $218.1 million in the prior quarter
GAAP diluted EPS was $0.42 versus $0.20 a year earlier; adjusted EPS was $0.85 versus $0.59
Outlook for the quarter ending July 4, 2025: revenue of $246 million to $254 million and adjusted EPS of $0.87 to $0.91
The prior quarter included a $193.1 million one-time, primarily non-cash loss on debt extinguishment, which produced a GAAP net loss of $167.5 million
Evergy reported first quarter 2025 GAAP earnings of $125.0 million, or $0.54 per share, up from $122.7 million, or $0.53 per share, a year earlier. Adjusted EPS (non-GAAP) was $0.54 in both periods, and the company reaffirmed its 2025 EPS guidance range of $3.92 to $4.12.
Q1 2025 GAAP net income was $125.0 million, or $0.54 per share, versus $122.7 million, or $0.53 per share, in Q1 2024.
Q1 2025 adjusted EPS (non-GAAP) was $0.54, flat with Q1 2024; adjusted earnings were $125.0 million versus $124.7 million.
The company reaffirmed 2025 GAAP and adjusted EPS guidance of $3.92 to $4.12 and its 4% to 6% long-term adjusted EPS growth target through 2029.
The Board declared a quarterly dividend of $0.6675 per share, payable June 20, 2025, to holders of record as of May 23, 2025.
PENN Entertainment reported first-quarter 2025 revenue of $1,672.5 million, up from $1,606.9 million a year earlier, and net income of $111.5 million, compared with a net loss of $114.9 million in the prior-year quarter. The result includes a $215.1 million gain on a financing arrangement, and Adjusted EPS was still negative at $(0.25). Shareholders also get an update on buybacks: $35 million repurchased through May 7, 2025, with the company reiterating its goal to repurchase at least $350 million of shares this year.
Revenue of $1,672.5 million for the quarter ended March 31, 2025, versus $1,606.9 million in the prior-year quarter
Diluted EPS of $0.68 versus a loss of $0.76; Adjusted EPS of $(0.25) versus $(0.79)
Adjusted EBITDA of $173.3 million versus $101.4 million; Interactive segment revenue of $290.1 million versus $207.7 million
Repurchased $35 million of shares through May 7, 2025; goal of at least $350 million of repurchases this year reiterated
Liquidity Services reported results for the fiscal second quarter ended March 31, 2025, with revenue up 27% to $116.4 million and GAAP net income up 24% to $7.1 million. The company also issued third-quarter fiscal 2025 guidance, including GAAP diluted EPS of $0.18 to $0.28, and said weather-related delays and client tariff pressures could affect asset listings and sales timing. For shareholders, headline revenue and profit grew, though Non-GAAP Adjusted EBITDA rose only 1%.
Revenue of $116.4 million, up 27% from $91.5 million a year earlier; GMV of $367.4 million, up 15%
GAAP net income of $7.1 million, or $0.22 per diluted share, up from $0.18; Non-GAAP Adjusted EBITDA of $12.2 million, up 1%
Q3 FY2025 guidance: GMV of $395 million to $430 million and GAAP diluted EPS of $0.18 to $0.28
Cash balances of $149.0 million with zero financial debt; $17.6 million remaining share repurchase authorization as of March 31, 2025
Lamar Advertising reported first-quarter 2025 net revenues of $505.4 million, up 1.5%, and net income of $139.2 million, up 77.4%. The net income increase was primarily due to a $67.7 million gain on the sale of its equity interest in Vistar Media, while adjusted EBITDA slipped 0.8% to $210.2 million. Management said it remains on track to reach its previously provided full-year diluted AFFO per share guidance.
Net revenues were $505.4 million, up 1.5% from $498.2 million a year earlier
Net income was $139.2 million, including a $67.7 million gain on the sale of the Vistar Media stake
Adjusted EBITDA was $210.2 million, down 0.8%; diluted AFFO per share rose 3.9% to $1.60
In April 2025 the company repurchased shares for $131.6 million; $100.0 million remains under its current authorization
Life Time Group Holdings reported first-quarter 2025 results on May 8, 2025, with total revenue of $706.0 million, up 18.3% from a year earlier, and net income of $76.1 million, up 205.6%. The company raised its full-year 2025 outlook, including revenue guidance of $2,940 million to $2,980 million and net income guidance of $286 million to $293 million, which matters to shareholders because it signals higher expected earnings for the year.
Q1 2025 diluted EPS was $0.34, up from $0.12 in Q1 2024; net income included a $14.6 million tax benefit from stock option exercises
Adjusted EBITDA rose 31.2% to $191.6 million; net debt leverage ratio fell to 2.0 times from 3.6 times a year earlier
2025 guidance: revenue of $2,940 million to $2,980 million and Adjusted EBITDA of $792 million to $808 million; comparable center revenue growth raised to 8.5% to 9.5% from 7% to 8%
Life Time signed a letter of intent on May 6, 2025 for a sale-leaseback of three properties for approximately $150 million in gross proceeds
US Foods reported fiscal first-quarter 2025 net sales of $9.4 billion, up 4.5%, and net income of $115 million, up 40.2% from a year earlier. The company reaffirmed its fiscal 2025 guidance and authorized a new $1 billion share repurchase program, which it expects to use for more meaningful buybacks starting in the second quarter.
Net sales rose 4.5% to $9.4 billion; independent restaurant case volume rose 2.5%
Diluted EPS was $0.49, up 48.5%; Adjusted Diluted EPS was $0.68, up 25.9%
Board authorized a new $1 billion share repurchase program on May 7, 2025; about $52 million remained under the prior program at quarter end
Fiscal 2025 guidance reaffirmed: Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 8% to 12%, Adjusted Diluted EPS growth of 17% to 23%
Warby Parker reported first-quarter 2025 net revenue of $223.8 million, up 11.9% from a year earlier, and GAAP net income of $3.5 million, its first quarter of positive net income as a public company. The company also revised its full-year 2025 guidance to net revenue of $869 million to $886 million and Adjusted EBITDA of $91 million to $97 million; the filing does not state the prior guidance figures.
Net revenue rose $23.8 million, or 11.9%, to $223.8 million; Active Customers rose 8.7% to 2.57 million.
GAAP net income was $3.5 million, compared with a net loss of $2.7 million in the first quarter of 2024.
Adjusted EBITDA rose to $29.2 million, with a margin of 13.1%, up 1.9 points.
2025 guidance: net revenue of $869 million to $886 million and Adjusted EBITDA of $91 million to $97 million, assuming the company largely mitigates tariffs at current rates.
Tapestry reported third-quarter fiscal 2025 results for the period ended March 29, 2025, with net sales of $1.58 billion, up 7% from a year earlier, and non-GAAP diluted EPS of $1.03, up 27%. The company raised its fiscal 2025 outlook, now expecting EPS in the area of $5.00 versus prior guidance of $4.85 to $4.90, and revenue of about $6.95 billion. The raised outlook and the reaffirmed plan to return over $2 billion to shareholders in fiscal 2025 are the main points for shareholders.
Q3 net sales of $1.58 billion, up 7% (8% constant currency); Coach revenue rose 13%
Q3 GAAP diluted EPS was $0.95, up from $0.60; non-GAAP diluted EPS was $1.03, up from $0.81
Fiscal 2025 EPS outlook raised to about $5.00 from $4.85 to $4.90; revenue outlook about $6.95 billion
Pending sale of Stuart Weitzman expected to close in summer 2025; quarterly dividend of $0.35 per share payable June 23, 2025
Planet Fitness reported first-quarter 2025 results for the period ended March 31, 2025, with total revenue up 11.5% to $276.7 million and net income attributable to the company up to $41.9 million, or $0.50 per diluted share, from $34.3 million, or $0.39, a year earlier. The company reiterated most of its 2025 outlook, including revenue growth of about 10% and adjusted EPS growth of 11% to 12%, but lowered its expected capital expenditure increase to about 20% from about 25%.
Total revenue rose $28.6 million, or 11.5%, to $276.7 million; system-wide same club sales increased 6.1%.
Net income attributable to Planet Fitness was $41.9 million, or $0.50 per diluted share, versus $0.39 a year earlier.
The company repurchased and retired 544,226 shares for $50.0 million in the quarter.
Full-year 2025 guidance was reiterated, with capital expenditures now expected to rise about 20%, down from about 25%.
Privia Health reported first-quarter 2025 revenue of $480.1 million, up 15.6% from a year earlier, and net income attributable to the company of $4.2 million, up from $3.0 million. The company raised its full-year 2025 outlook to the mid-to-high end of most guidance ranges, with attributed lives unchanged, and said it entered Arizona through a $95 million cash acquisition of Integrated Medical Services.
Q1 2025 total revenue was $480.1 million, up from $415.2 million; operating income was $5.2 million, compared with $0.8 million
Net income per share was $0.03, compared with $0.02 in Q1 2024; non-GAAP adjusted net income per share was $0.22, compared with $0.18
Full-year 2025 GAAP revenue guidance is $1.8 billion to $1.9 billion, with most metrics raised to the mid-to-high end of ranges; attributed lives guidance is unchanged
On April 9, 2025, the company entered Arizona with the $95 million cash acquisition of Integrated Medical Services, which is expected to be profitable starting in Q4 2025
Prestige Consumer Healthcare reported higher fourth-quarter and full-year fiscal 2025 revenue and diluted earnings per share versus the prior year, and gave initial fiscal 2026 guidance of $1,140 million to $1,155 million in revenue and $4.70 to $4.82 in diluted EPS. The company also recorded a $12.5 million non-cash tradename impairment in the quarter, which it said relates to non-strategic brands, and cited an expected approximately $15 million tariff-related headwind for fiscal 2026.
Q4 fiscal 2025 revenue of $296.5 million rose 7.0% from $277.0 million; diluted EPS was $1.00 versus $0.98
Fiscal 2025 revenue of $1,137.8 million rose 1.1%; diluted EPS was $4.29 versus $4.17, and adjusted diluted EPS was $4.52 versus $4.21
Fiscal 2026 outlook: revenue of $1,140 million to $1,155 million, diluted EPS of $4.70 to $4.82, and free cash flow of $245 million or more
Q4 included a $12.5 million tradename impairment; leverage was 2.4x at March 31, 2025
Clear Secure reported first-quarter 2025 revenue of $211.4 million, up 18.1% year over year, and net income of $38.6 million, compared with $32.1 million a year earlier. It also gave second-quarter 2025 revenue guidance of $214-216 million and reaffirmed full-year 2025 Free Cash Flow expectations of at least $310 million, so shareholders can compare growth and cash generation against those targets.
Q1 2025 revenue was $211.4 million, up 18.1%; Total Bookings were $207.2 million, up 14.8%
Net income was $38.6 million; basic and diluted EPS were $0.26 each, versus $0.20 in Q1 2024
Annual CLEAR+ Gross Dollar Retention was 87.1%, down 140 basis points sequentially, which the company attributed to past price increases
Q2 2025 guidance: revenue of $214-216 million and Total Bookings of $215-220 million; full-year Free Cash Flow of at least $310 million reaffirmed
ACM Research reported first quarter 2025 revenue of $172.3 million, up 13.2% from a year earlier, and GAAP net income attributable to the company of $20.4 million, up from $17.4 million. It kept its fiscal 2025 revenue guidance of $850 million to $950 million, but first quarter shipments fell to $157 million from $245 million, and non-GAAP diluted EPS declined to $0.46 from $0.52.
Revenue was $172.3 million, up 13.2% from $152.2 million in the first quarter of 2024.
GAAP diluted EPS was $0.30 versus $0.26; non-GAAP diluted EPS was $0.46 versus $0.52.
Fiscal 2025 revenue guidance of $850 million to $950 million was maintained.
Total shipments were $157 million versus $245 million; the company expects year-on-year shipment growth to return in the second quarter of 2025.
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