1,086 material Form 8-K filings that 883 companies we cover made with the SEC in July 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).
Baker Hughes reported second-quarter 2025 GAAP net income attributable to the company of $701 million, up 21% from a year earlier, while revenue fell 3% year-over-year to $6.9 billion. The company raised its full-year revenue and EBITDA guidance for Industrial & Energy Technology and reestablished full-year guidance for Oilfield Services & Equipment, and it announced three portfolio transactions during the quarter.
GAAP diluted EPS was $0.71 versus $0.58 a year earlier; adjusted diluted EPS was $0.63 versus $0.57.
Adjusted EBITDA was $1,212 million, up 7% year-over-year; free cash flow was $239 million.
Full-year revenue and EBITDA guidance was raised for IET, and full-year guidance was reestablished for OFSE.
Announced deals include a sale of the PSI product line to Crane Company for about $1.15 billion and an agreement to acquire Continental Disc Corporation for about $540 million.
Hanmi Financial reported second quarter 2025 net income of $15.1 million, or $0.50 per diluted share, down from $17.7 million, or $0.58 per diluted share, in the first quarter. The company said the decline was driven by $7.6 million of credit loss expense, while net interest income and noninterest income both rose and criticized loans fell sharply.
Net income was $15.1 million, or $0.50 per diluted share, versus $17.7 million, or $0.58, in the first quarter of 2025.
Credit loss expense was $7.6 million, compared with $2.7 million in the first quarter of 2025.
Net interest income rose 3.7% to $57.1 million, and net interest margin rose to 3.07% from 3.02%.
Criticized loans fell to $46.6 million at June 30, 2025, from $164.9 million at March 31, 2025.
Trustmark reported second quarter 2025 net income of $55.8 million, or $0.92 diluted earnings per share, up from $53.6 million and $0.88 in the first quarter. Loans, net interest income and total revenue all grew from the prior quarter, while noninterest income fell and year-over-year deposits declined. The company also declared a quarterly dividend of $0.24 per share.
Net income of $55.8 million and diluted EPS of $0.92 for the quarter ended June 30, 2025, versus $0.88 in the first quarter
Loans held for investment rose $223.3 million, or 1.7%, to $13.5 billion; deposits rose 0.2% linked-quarter but fell $347.0 million, or 2.2%, year-over-year
Total revenue rose 2.1% to $198.6 million; noninterest expense rose 0.9% to $125.1 million
Quarterly dividend of $0.24 per share payable September 15, 2025, to shareholders of record on September 1, 2025
Renasant reported second-quarter 2025 results after completing its merger with The First Bancshares, Inc. on April 1, 2025. Net income fell to $1.0 million, or $0.01 per diluted share, from $41.5 million in the first quarter and $38.8 million a year earlier, mainly due to a $66.6 million Day 1 acquisition provision for credit losses and $20.5 million in merger and conversion expenses. Adjusted diluted EPS, a non-GAAP measure, was $0.69, compared with $0.66 in the first quarter and $0.69 a year earlier.
Net income was $1.0 million, or $0.01 diluted EPS, versus $41.5 million and $0.65 in Q1 2025
Adjusted diluted EPS (non-GAAP) was $0.69, versus $0.66 in Q1 2025 and $0.69 in Q2 2024
Day 1 acquisition provision for credit losses was $66.6 million; merger and conversion expenses were $20.5 million
Total assets reached $26.6 billion at June 30, 2025, up from $18.3 billion at March 31, 2025; no buybacks occurred in Q2 under the $100.0 million program
EQT reported second quarter 2025 net income attributable to EQT of $784 million, up from $10 million a year earlier, and diluted EPS of $1.30 versus $0.02. The company raised its 2025 sales volume guidance by 100 Bcfe to 2,300–2,400 Bcfe, reflecting the Olympus Acquisition closed July 1, while lowering its per-unit operating cost guidance by 6 cents per Mcfe and reaffirming capital spending guidance of $2,300–$2,450 million.
Net income attributable to EQT was $784 million in Q2 2025 versus $10 million in Q2 2024; diluted EPS was $1.30 versus $0.02, and adjusted EPS was $0.45 versus a loss of $0.08.
Sales volume was 568 Bcfe, at the high end of guidance, and average realized price was $2.81 per Mcfe versus $2.33 a year earlier.
2025 sales volume guidance rose 100 Bcfe to 2,300–2,400 Bcfe; per-unit operating cost guidance fell 6 cents per Mcfe; total capital expenditure guidance was reaffirmed at $2,300–$2,450 million.
Total debt was $8.3 billion and net debt was $7.8 billion at June 30, 2025, down from $9.1 billion at December 31, 2024.
Vicor reported second-quarter 2025 revenue of $141.0 million, up 64.3% from a year earlier, and net income of $41.2 million, or $0.91 per diluted share, versus a net loss of $1.2 million a year earlier. The results include a $45.0 million patent litigation settlement, so part of the improvement came from a one-time item, and backlog fell 9.6% sequentially to $155.2 million.
Q2 2025 revenue of $141.0 million, up from $85.9 million a year earlier, including a $45.0 million patent litigation settlement
Net income of $41.2 million, or $0.91 per diluted share, compared with a net loss of $1.2 million, or $0.03 per diluted share, a year earlier
Gross margin of 65.3%, up from 49.8% a year earlier; cash and cash equivalents of $338.5 million at June 30, 2025
Backlog of $155.2 million at June 30, 2025, down 9.6% from $171.7 million at March 31, 2025
PennyMac Mortgage Investment Trust reported a second-quarter 2025 net loss attributable to common shareholders of $2.9 million, or $(0.04) per share, compared with a $775 thousand loss in the first quarter. The company cited fair value declines from interest rate volatility and a $14.0 million non-recurring tax expense, while net investment income rose to $70.2 million and book value per common share fell to $15.00.
Net loss attributable to common shareholders of $2.9 million, or $(0.04) per share, for the quarter ended June 30, 2025, versus a $775 thousand loss, or $(0.01) per share, in the prior quarter and net income of $15.0 million, or $0.17 per s
Net investment income was $70.2 million, up from $44.5 million in the first quarter of 2025.
A non-recurring tax expense of $14.0 million, mainly from repricing deferred tax balances due to state apportionment changes, contributed to the result.
Book value per common share decreased to $15.00 at June 30, 2025, from $15.43 at March 31, 2025. A $0.40 per share dividend is payable July 25, 2025, to shareholders of record as of July 11, 2025.
Cathay General Bancorp reported second-quarter 2025 net income of $77.5 million, or $1.10 per diluted share, up from $69.5 million, or $0.98 per share, in the first quarter. Non-performing assets rose 14.9% to $199.5 million over the same period, so shareholders get higher profit alongside weaker credit indicators.
Net income was $77.5 million, or $1.10 per diluted share, versus $69.5 million, or $0.98, in Q1 2025 and $66.8 million, or $0.92, in Q2 2024.
Net interest margin rose to 3.27% from 3.25% in the first quarter.
Non-performing assets rose to $199.5 million from $173.7 million, and non-accrual loans reached $174.2 million as of June 30, 2025.
The company repurchased 804,179 shares for $35.6 million in the second quarter under a program announced June 4, 2025, authorizing up to $150.0 million.
Supernus Pharmaceuticals said it will report second quarter 2025 financial and business results after the market closes on Tuesday, August 5, 2025. The filing contains no financial results; it sets the date and format for the release and the earnings call.
Results expected after market close on Tuesday, August 5, 2025
Conference call and webcast at 4:30 p.m. ET on August 5, 2025, hosted by CEO Jack Khattar and CFO Tim Dec
Live webcast on the investor relations website at www.supernus.com/investors; replay available for 60 days after the call
Weatherford reported second-quarter 2025 revenue of $1,204 million, up 1% sequentially but down 14% from a year earlier, and net income of $136 million, which included a $70 million gain on sale of business. Adjusted EBITDA was $254 million, flat sequentially and down 30% year over year, and management expects a relatively flat revenue trajectory in the immediate future. The board also declared a $0.25 per share cash dividend payable September 4, 2025.
Revenue of $1,204 million rose 1% sequentially and fell 14% year over year; diluted income per share was $1.87, up 81% sequentially and 13% year over year.
Adjusted EBITDA of $254 million was flat sequentially and down 30% year over year, with a 21.1% margin.
Net income of $136 million included a $70 million gain on sale of business; management anticipates a relatively flat revenue trajectory for the immediate future.
Quarterly dividend of $0.25 per share is payable September 4, 2025, to shareholders of record as of August 6, 2025.
Matador Resources reported second quarter 2025 results and raised its full-year 2025 production guidance to 200,000 to 205,000 BOE per day, without changing its capital expenditure guidance. Net income fell to $150.2 million, or $1.21 per diluted share, from $240.1 million, or $1.92, in the first quarter, while production hit a record 209,013 BOE per day, so shareholders see higher output alongside lower reported profit.
Q2 2025 net income was $150.2 million ($1.21 per diluted share), down 37% from $240.1 million in Q1 2025 and down 34% from $228.8 million in Q2 2024.
Adjusted EBITDA was $594.2 million, down 8% from Q1 2025 and up 3% from Q2 2024.
Full-year 2025 production guidance was raised to 200,000 to 205,000 BOE per day from 198,000 to 202,000; total capital expenditure guidance stayed at $1.30 to $1.55 billion.
The company repurchased 1.1 million shares at an average price of $40.37 in Q2 2025 and declared a quarterly base dividend of $0.3125 per share, payable September 5, 2025.
National Bank Holdings Corporation (NBHC) reported second quarter 2025 net income of $34.0 million, or $0.88 per diluted share, up from $24.2 million, or $0.63 per share, in the first quarter. The company recorded no provision for credit losses in the quarter, compared with $10.2 million in the first quarter, which helped lift earnings for shareholders.
Quarterly net income was $34.0 million, or $0.88 per diluted share, versus $24.2 million, or $0.63, in Q1 2025 and $26.1 million, or $0.68, in Q2 2024.
No provision expense for credit losses in Q2 2025, compared with $10.2 million in Q1 2025.
Non-interest income rose $1.7 million to $17.1 million, while non-interest expense was $62.9 million, including $0.3 million of restructuring charges.
Management will hold a conference call at 11:00 a.m. Eastern Time on July 23, 2025.
CoStar Group reported second-quarter 2025 revenue of $781 million, up 15% from a year earlier, and raised its full-year 2025 adjusted EBITDA guidance to $370 million to $390 million. GAAP net income fell to $6 million, or $0.01 per diluted share, from $19 million, or $0.05, in the second quarter of 2024, so headline results point in different directions. Net new bookings were $93 million for the quarter, which the company described as an all-time high.
Q2 2025 revenue was $781 million, up 15% from $678 million in Q2 2024.
Net income was $6 million, or $0.01 per diluted share, versus $19 million, or $0.05, a year earlier.
Adjusted EBITDA was $85 million, up 108% from Q2 2024; full-year 2025 adjusted EBITDA guidance was raised to $370 million to $390 million, $10 million higher at the midpoint.
Full-year 2025 revenue is expected at $3.135 billion to $3.155 billion; third-quarter revenue is expected at $800 million to $805 million.
Cal-Maine Foods reported fourth-quarter fiscal 2025 net sales of $1.1 billion and net income attributable to the company of $342.5 million, or $7.04 per diluted share, compared with $640.8 million and $2.32 a year earlier. The company said higher egg prices, driven by reduced shell egg supply from avian influenza outbreaks, were the main reason for the increase. The company also declared a dividend of approximately $2.35 per share, payable August 19, 2025, under its variable dividend policy.
Q4 net sales were $1.1 billion, compared with $640.8 million a year earlier.
Q4 net income attributable to Cal-Maine Foods was $342.5 million, or $7.04 per diluted share, versus $113.2 million, or $2.32 per diluted share.
Fiscal 2025 net income attributable to the company was $1.2 billion, or $24.95 per diluted share, versus $277.9 million, or $5.69 per diluted share.
Dividend of approximately $2.35 per share is payable August 19, 2025, to holders of record on August 4, 2025.
Pegasystems reported second-quarter 2025 results in a press release furnished under Item 2.02. Revenue rose 9% year over year to $384.5 million, and GAAP net income increased to $30.1 million from $6.6 million, with diluted GAAP earnings per share of $0.17 versus $0.04. The filing gives no guidance, and the results are presented after a two-for-one stock split effected June 20, 2025.
Total revenue of $384.5 million for the quarter, up 9% from $351.2 million
GAAP diluted EPS of $0.17 versus $0.04; non-GAAP diluted EPS of $0.28 versus $0.26
Annual contract value (ACV) rose 16% to $1.514 billion; Pega Cloud ACV rose 28%
Six-month free cash flow was $286.5 million, up 31%
Enphase Energy reported second-quarter 2025 revenue of $363.2 million, up from $303.5 million a year earlier and $356.1 million in the first quarter, and GAAP net income of $37.1 million, or $0.28 per diluted share. The company also gave a third-quarter 2025 revenue outlook of $330.0 million to $370.0 million, with a GAAP gross margin range of 41.0% to 44.0%, so shareholders can compare the outlook with the quarter's results.
Q2 2025 GAAP diluted EPS was $0.28 versus $0.08 in Q2 2024; non-GAAP diluted EPS was $0.69 versus $0.43.
Safe harbor revenue was $40.4 million, down from $54.3 million in the first quarter.
Free cash flow was $18.4 million, compared with $117.4 million in Q2 2024; cash and marketable securities ended at $1.53 billion.
Third-quarter 2025 outlook: revenue of $330.0 million to $370.0 million and non-GAAP operating expenses of $78.0 million to $82.0 million.
East West Bancorp reported second quarter 2025 net income of $310 million, or $2.24 per diluted share, up from $290 million, or $2.08 per diluted share, in the first quarter. Revenue reached a record $703 million, driven mainly by record net interest income of $617 million, and the company declared a $0.60 per share third quarter dividend payable August 15, 2025.
Net income was $310 million, or $2.24 per diluted share, versus $290 million, or $2.08, in the first quarter of 2025.
Total revenue was a record $703 million, up $11 million, or 2%, quarter-over-quarter.
Net interest income was a record $617 million, and net interest margin was 3.35%, unchanged from the prior quarter.
The board declared a $0.60 per share dividend payable August 15, 2025 to holders of record as of August 4, 2025; $241 million of the buyback authorization remains.
Manhattan Associates reported second-quarter 2025 revenue of $272.4 million, up from $265.3 million a year earlier, and GAAP diluted EPS of $0.93 versus $0.85. The company also issued full-year 2025 guidance of $1,071 million to $1,075 million in revenue and adjusted diluted EPS of $4.76 to $4.84, and said its remaining share repurchase authority was replenished to $100.0 million.
Q2 2025 cloud subscription revenue was $100.4 million, compared with $82.4 million in Q2 2024.
Q2 2025 adjusted diluted EPS was $1.31, compared with $1.18 in Q2 2024.
Full-year 2025 GAAP EPS guidance is $3.23 to $3.31, a decline of 8% to 6% per the filing's growth range.
Remaining performance obligations reached $2,013.8 million at June 30, 2025, compared with $1,601.5 million at June 30, 2024.
Mueller Industries reported second quarter 2025 net income of $245.9 million, up from $160.2 million a year earlier, and diluted EPS of $2.22 versus $1.41. The results include a $36.3 million pre-tax gain from an insurance claim tied to a March 2023 tornado in Covington, Tennessee; excluding that gain, net income was $217.9 million and diluted EPS was $1.96.
Net sales were $1.14 billion versus $997.7 million, driven by the two businesses acquired in 2024 and higher selling prices tied to raw material costs.
Diluted EPS was $2.22 versus $1.41; excluding the insurance gain, it was $1.96.
Net cash generated from operations was $190.6 million, and cash net of debt was $1.0 billion at quarter end.
The insurance claim is not fully settled, and the company expects additional recoveries to be recorded in the future.
D.R. Horton reported fiscal third-quarter results for the period ended June 30, 2025, with diluted earnings per share of $3.36, down 18% from $4.10, and revenues of $9.2 billion, down 7%. The company updated its fiscal 2025 guidance, giving consolidated revenue of $33.7 billion to $34.2 billion and 85,000 to 85,500 homes closed, and declared a $0.40 quarterly dividend. The filing does not state the prior guidance, so it does not show whether the update was higher or lower.
Net income attributable to D.R. Horton fell 24% to $1.0 billion; diluted EPS was $3.36 versus $4.10 a year earlier.
Homes closed fell 4% to 23,160, and homebuilding pre-tax margin was 13.8% versus 17.0% a year earlier.
Updated fiscal 2025 guidance: revenues of $33.7 billion to $34.2 billion, 85,000 to 85,500 homes closed, and share repurchases of $4.2 billion to $4.4 billion.
Quarterly dividend of $0.40 per share is payable August 14, 2025, to holders of record on August 7, 2025.
City Holding Company reported record quarterly net income of $33.4 million and diluted earnings of $2.29 per share for the quarter ended June 30, 2025, up from $29.1 million and $1.96 per share a year earlier. Net interest margin rose to 3.95% from 3.84% in the first quarter, and nonperforming assets fell to 0.33% of loans and other real estate owned from 0.38%, which supports the earnings result for shareholders.
Q2 2025 net income was $33.4 million, versus $30.3 million in Q1 2025 and $29.1 million in Q2 2024.
Diluted EPS was $2.29, compared with $2.06 in Q1 2025 and $1.96 in Q2 2024.
Net interest margin increased to 3.95% from 3.84% in Q1 2025; the company recorded a $2.0 million recovery of credit losses in Q2.
The Board approved a quarterly cash dividend of $0.79 per share, payable July 31, 2025 to holders of record as of July 15, 2025.
Community Financial System reported second quarter 2025 net income of $51.3 million, or $0.97 per share, up from $0.91 a year earlier, and operating net income of $55.4 million, or $1.04 per share. Total revenues rose 8.4% from a year earlier to $199.3 million, driven by higher net interest income, which the company said reached a quarterly record. The company also agreed on June 24, 2025 to acquire seven branches in the Allentown, Pennsylvania area from Santander Bank, N.A., which is expected to add about $600 million of customer deposits and close in the fourth quarter of 2025.
Net income of $51.3 million, or $0.97 per share, versus $47.9 million, or $0.91 per share, in Q2 2024
Total revenues of $199.3 million, up $15.5 million, or 8.4%, from the prior year's second quarter
Net interest income of $124.7 million, up 14.0% year over year
Santander branch acquisition expected to add about $600 million of customer deposits; closing expected in Q4 2025, subject to regulatory approval
First BanCorp. reported unaudited second-quarter 2025 net income of $80.2 million, or $0.50 per diluted share, up from $77.1 million, or $0.47, in the first quarter and $75.8 million, or $0.46, a year earlier. Net interest income and net interest margin rose, while non-interest income fell from a seasonally strong first quarter. For shareholders, the filing shows higher per-share earnings and capital returned through $28.2 million in buybacks and $29.0 million in declared dividends.
Net income $80.2 million, or $0.50 per diluted share, versus $77.1 million, or $0.47, in Q1 2025 and $75.8 million, or $0.46, in Q2 2024
Net interest income rose to $215.9 million from $212.4 million; net interest margin rose 4 basis points to 4.56%
Non-interest income fell to $30.9 million from $35.7 million, mainly due to $3.3 million in seasonal insurance commissions recorded in Q1 2025
Repurchased $28.2 million of common stock and declared $29.0 million in common stock dividends in the quarter
Steel Dynamics reported second quarter 2025 net sales of $4.6 billion and net income of $299 million, or $2.01 per diluted share, in a press release furnished under Item 2.02. Results rose from the first quarter's $217 million but fell from $428 million in the year-earlier quarter, as the company cited steel pricing stabilizing at higher levels and hesitant customer orders tied to trade policy uncertainty.
Q2 2025 net income was $299 million, or $2.01 per diluted share, versus $217 million, or $1.44 per share, in Q1 2025 and $428 million, or $2.72 per share, in Q2 2024.
Adjusted EBITDA was $533 million, compared with $686 million in the prior-year second quarter.
Company repurchased $200 million of common stock and repaid $400 million of senior notes during the quarter, with liquidity of $1.9 billion as of June 30, 2025.
The first aluminum flat rolled coils shipped June 16, 2025; the company expects to exit 2025 at a 40 to 50 percent utilization rate.
Equity LifeStyle Properties (ELS) reported second-quarter 2025 results on July 21, 2025. Normalized FFO per share rose 4.7% to $0.69, while net income per share and FFO per share were both flat at $0.42 and $0.69, and total revenues fell to $376.9 million from $380.0 million. The company also issued full-year 2025 Normalized FFO guidance of $3.01 to $3.11 per share.
Q2 2025 Normalized FFO per share was $0.69, up from $0.66 a year earlier and at the midpoint of prior guidance of $0.66 to $0.72.
Core property operating revenues rose 3.5% in Q2 2025, while core property operating expenses were flat.
Full-year 2025 Normalized FFO guidance is $3.01 to $3.11 per share; third-quarter guidance is $0.72 to $0.78.
ELS entered a $240.0 million unsecured term loan maturing May 15, 2030, with $150.0 million drawn in May 2025 and $90.0 million in July 2025.
Badger Meter reported second quarter 2025 results on July 22, 2025, with net sales of $238.1 million, up 10% from $216.7 million a year earlier, and diluted EPS of $1.17, up 4% from $1.12. Operating margin narrowed to 18.8% from 19.2%, and the company said the SmartCover acquisition contributed to sales and expenses. Higher sales and per-share earnings are the main headline gains for shareholders, while the slightly lower margin and higher tax rate partly offset them.
Net sales were $238.1 million, up 10% from $216.7 million in the prior-year quarter, including the first full quarter of SmartCover
Diluted EPS was $1.17 versus $1.12; operating earnings rose 8% to $44.9 million
Operating margin was 18.8% versus 19.2%; cash provided by operations rose 22% to $44.6 million
Six-month acquisitions, net of cash acquired, totaled $184.0 million, per the cash flow statement
PACCAR reported second-quarter 2025 net income of $723.8 million, or $1.37 per diluted share, down from $1.12 billion, or $2.13 per share, in the same quarter of 2024. Second-quarter net sales and financial services revenues fell to $7.51 billion from $8.77 billion, although PACCAR Parts reported record quarterly revenue of $1.72 billion. The filing does not revise guidance, but the lower profit and revenue are the main points for shareholders.
Q2 2025 net income of $723.8 million ($1.37 per diluted share) versus $1.12 billion ($2.13 per diluted share) in Q2 2024.
Q2 2025 net sales and financial services revenues of $7.51 billion versus $8.77 billion a year earlier.
PACCAR Parts reported record quarterly revenue of $1.72 billion and pre-tax income of $416.5 million.
First-half net income of $1.23 billion includes a $264.5 million after-tax charge for civil litigation in Europe; adjusted net income (non-GAAP) was $1.49 billion.
General Motors reported second-quarter 2025 revenue of $47.1 billion, down 1.8% from a year earlier, and net income attributable to stockholders of $1.9 billion, down 35.4%. EBIT-adjusted fell 31.6% to $3.0 billion, and the company said its full-year financial guidance is unchanged, with 2025 EBIT-adjusted still expected at $10.0 billion to $12.5 billion.
Q2 2025 revenue was $47.1 billion, down $847 million (1.8%) from $48.0 billion in Q2 2024.
Net income attributable to stockholders was $1.9 billion, down $1.04 billion (35.4%); diluted EPS was $1.91 versus $2.55.
EBIT-adjusted was $3.0 billion, down 31.6%; GMNA EBIT-adjusted was $2.4 billion versus $4.4 billion a year earlier.
Full-year 2025 guidance is unchanged: EBIT-adjusted $10.0-12.5 billion and EPS-diluted-adjusted $8.25-10.00.
Invesco reported second-quarter 2025 results, showing a GAAP net loss attributable to the company of $12.5 million, or $(0.03) per diluted share, compared with net income of $171.1 million in the first quarter and $132.2 million a year earlier. The company said the loss reflects a $159.3 million cost tied to repurchasing $1.0 billion of its Series A Preferred Stock, while adjusted diluted EPS was $0.36 and operating revenues were $1,515.5 million, up 2.2% from a year earlier but down 0.9% from the first quarter.
Net long-term inflows were $15.6 billion in Q2 2025, and ending AUM reached a record $2,001.4 billion.
GAAP diluted EPS was $(0.03) versus $0.38 in Q1 2025 and $0.29 in Q2 2024; adjusted diluted EPS was $0.36 versus $0.44 in Q1 2025.
The $159.3 million preferred repurchase cost followed the May 16, 2025 buyback of $1.0 billion of Series A Preferred Stock held by MassMutual, funded by new bank term loans.
A quarterly common dividend of $0.21 per share was declared, payable September 2, 2025, to holders of record on August 14, 2025.
PulteGroup reported second-quarter 2025 diluted earnings of $3.03 per share, down from $3.83 a year earlier, and net income of $608 million, down from $809 million. Home sale revenue fell 4% to $4.3 billion as closings dropped 6% to 7,639 homes, and net new orders declined 7%, so shareholders face weaker sales and profit in the quarter, though the company repurchased $300 million of stock and ended with $1.3 billion in cash.
Diluted EPS was $3.03 versus $3.83 a year earlier; the prior-year figure included a $52 million pre-tax insurance benefit and a $13 million tax benefit.
Home sale gross margin was 27.0%, down from 29.9% last year, and within the company's previously provided guidance range.
Net new orders were 7,083 homes worth $3.9 billion, versus 7,649 homes worth $4.4 billion a year earlier.
The company repurchased $300 million of common shares in the quarter and ended June 30 with a debt-to-capital ratio of 11.4%.
Valmont reported second-quarter 2025 net sales of $1.05 billion, up 1.0% from a year earlier, but a $112.1 million in one-time charges, including $91.3 million in non-cash impairments, produced a GAAP loss of $1.53 per diluted share versus earnings of $4.91 a year earlier. Adjusted diluted EPS was $4.88, compared with $4.91, and the company raised its full-year 2025 adjusted diluted EPS outlook to $17.50 to $19.50 from $17.20 to $18.80.
Q2 2025 net sales rose 1.0% to $1.05 billion; GAAP operating income fell to $29.3 million from $147.3 million
GAAP diluted EPS was a loss of $1.53 versus $4.91; adjusted diluted EPS was $4.88 versus $4.91
Full-year 2025 adjusted diluted EPS outlook raised to $17.50 to $19.50 from $17.20 to $18.80; net sales outlook unchanged at $4.0 to $4.2 billion
Second-quarter cash returned to shareholders totaled $113.6 million, including $100.0 million in share repurchases
Hope Bancorp reported a second-quarter net loss of $27.9 million, or $(0.22) per diluted share, compared with net income of $21.1 million, or $0.17 per diluted share, in the first quarter. The company said the loss reflected a securities portfolio repositioning, the Territorial Bancorp acquisition and a California tax law change; excluding notable items, net income was $24.5 million, or $0.19 per share. The company also declared a $0.14 quarterly dividend payable August 15, 2025.
Q2 2025 net loss of $27.9 million, or $(0.22) per diluted share, versus Q1 net income of $21.1 million, or $0.17 per share
Excluding notable items, Q2 net income was $24.5 million, or $0.19 per diluted share
Net interest income rose 17% quarter over quarter to $117.5 million; net interest margin expanded 15 basis points to 2.69%
Quarterly cash dividend of $0.14 per share payable on or about August 15, 2025, to holders of record as of August 1, 2025
IQVIA reported second-quarter 2025 revenue of $4,017 million, up 5.3% from a year earlier, and adjusted diluted earnings per share of $2.81, up from $2.64. GAAP net income fell to $266 million from $363 million, and the company issued updated full-year 2025 guidance of $16.1 billion to $16.3 billion in revenue and $11.75 to $12.05 in adjusted diluted EPS. The filing does not show the prior guidance, so the direction of the guidance change cannot be determined from this document.
Q2 revenue of $4,017 million, up 5.3% reported and 3.6% at constant currency
GAAP diluted EPS of $1.54 versus $1.97 a year earlier; adjusted diluted EPS of $2.81 versus $2.64
Full-year 2025 guidance: revenue $16,100 million to $16,300 million; adjusted diluted EPS $11.75 to $12.05
Repurchased $607 million of common stock in Q2; $1,981 million of authorization remained as of June 30, 2025
Old National Bancorp reported second-quarter 2025 diluted EPS of $0.34 and net income applicable to common shares of $121.4 million, compared with $0.44 and $140.6 million in the first quarter. Results include the Bremer partnership, which closed May 1, 2025, a $75.6 million CECL Day 1 provision and $41.2 million of merger-related charges, while net interest income rose to $521.9 million from $393.0 million. The company also named Tim Burke President and Chief Operating Officer, effective July 22, 2025.
Net income applicable to common shares of $121.4 million and diluted EPS of $0.34; adjusted figures were $190.9 million and $0.53.
Bremer partnership closed May 1, 2025; period-end total deposits were $54.4 billion and total loans were $48.0 billion.
Included $75.6 million of pre-tax CECL Day 1 provision expense and $41.2 million of pre-tax merger-related charges; net interest margin rose 26 bps to 3.53%.
Tim Burke joins as President and COO on July 22, 2025, succeeding Mark Sander, who announced his retirement earlier this year.
Pentair reported second quarter 2025 sales of $1.1 billion, up 2%, and adjusted EPS of $1.39, up 14% from $1.22 a year earlier. GAAP EPS fell 19% to $0.90 and operating income fell 12% to $218 million, and the company raised its full-year 2025 adjusted EPS guidance to $4.75 to $4.85. For shareholders, the GAAP decline reflects a $26.3 million loss on sale of a business and $41.8 million in asset impairment and write-offs in the quarter.
Second quarter operating income was $218 million, down 12%, with return on sales of 19.4%, down 320 basis points.
Adjusted EPS was $1.39 versus $1.22 a year earlier; GAAP EPS was $0.90 versus $1.11.
Full-year 2025 adjusted EPS guidance was raised to $4.75 to $4.85; GAAP EPS guidance was updated to $3.95 to $4.05.
Third-quarter 2025 adjusted EPS guidance is $1.16 to $1.20, and GAAP EPS guidance is $1.09 to $1.13.
Halliburton reported second-quarter 2025 net income of $472 million, or $0.55 per diluted share, on revenue of $5.5 billion, compared with $709 million, or $0.80 per share, a year earlier. The CEO said the oilfield services market will be softer than he previously expected over the short to medium term, and that the company will take action to address the near-term softness.
Q2 2025 net income $472 million ($0.55 per diluted share) vs. $709 million ($0.80) in Q2 2024 and $204 million ($0.24) in Q1 2025
Revenue $5.5 billion, up from $5.4 billion in Q1 2025 but down from $5.8 billion in Q2 2024; operating income $727 million vs. $1,032 million a year earlier
Repurchased approximately $250 million of common stock and paid dividends of $0.17 per share in the quarter
Free cash flow of approximately $582 million in the quarter
Quest Diagnostics reported second-quarter 2025 revenue of $2.76 billion, up 15.2% from a year earlier, and reported diluted EPS of $2.47, up 21.7%. The company raised its adjusted full-year 2025 EPS outlook to $9.63-$9.83 and its net revenue outlook to $10.80 billion-$10.92 billion, but narrowed its reported EPS outlook to $8.60-$8.80, which is lower than the prior $8.62-$8.87 range.
Q2 2025 net revenues $2.76 billion, up 15.2%; organic revenues grew 5.2%, per the CEO's statement
Q2 diluted EPS $2.47 vs. $2.03 a year earlier; adjusted diluted EPS $2.62 vs. $2.35
Full-year 2025 adjusted diluted EPS raised to $9.63-$9.83 from $9.55-$9.80; reported diluted EPS lowered to $8.60-$8.80 from $8.62-$8.87
Year-to-date cash from operations $858 million, up 67.1%
Tenet Healthcare reported second quarter 2025 net income available to common shareholders of $288 million, or $3.14 per diluted share, up from $259 million, or $2.64, a year earlier. The company raised its full-year 2025 Adjusted EBITDA outlook to $4.40 billion to $4.54 billion and authorized a $1.5 billion increase to its share repurchase program.
Q2 2025 net operating revenues were $5.271 billion, up from $5.108 billion in Q2 2024.
Q2 2025 Adjusted EBITDA was $1.121 billion, up 18.6% from $945 million, and included a $79 million favorable pre-tax Medicaid supplemental revenue impact in the Hospital segment.
FY 2025 Adjusted EBITDA outlook is $4.40 billion to $4.54 billion, a $395 million increase at the midpoint.
The Board authorized a $1.5 billion increase to the repurchase program, leaving $1.781 billion available as of July 22, 2025.
MSCI reported second-quarter 2025 operating revenues of $772.7 million, up 9.1%, and diluted EPS of $3.92, up 16.3%, from a year earlier. Operating margin rose to 55.0% from 54.0%, while the Retention Rate slipped to 94.4% from 94.8%. The company also gave full-year 2025 guidance in ranges, including free cash flow of $1,400 to $1,460 million, and declared a $1.80 per share dividend for the third quarter.
Operating revenues of $772.7 million, up 9.1%; organic growth of 8.3%
Diluted EPS of $3.92, up 16.3%; adjusted EPS of $4.17, up 14.6%
Retention Rate of 94.4%, compared with 94.8% in second quarter 2024
Board declared a $1.80 per share dividend for Q3 2025, payable August 29, 2025
Northrop Grumman reported second quarter 2025 sales of $10.4 billion, up 1% from a year earlier, and diluted earnings per share of $8.15, up from $6.36. The results include a $1.04 per share benefit from the training services divestiture, and the company raised its 2025 guidance for segment operating income, adjusted EPS and free cash flow. Free cash flow for the quarter fell 42% to $637 million, so cash generation weakened even as earnings and guidance improved.
Q2 2025 sales rose 1% to $10.4 billion; diluted EPS was $8.15 versus $6.36 a year earlier
The divestiture of the training services business added a net after-tax benefit of $150 million, or $1.04 per diluted share
2025 segment operating income guidance raised to $4,275 million to $4,375 million; MTM-adjusted EPS to $25.00 to $25.40
Q2 free cash flow was $637 million, down 42% from $1,105 million; the company returned over $700 million to shareholders in the quarter
Avery Dennison reported preliminary second quarter 2025 results with reported earnings per share of $2.41, up from $2.18 a year earlier, while net sales fell 0.7% to $2.2 billion. Adjusted EPS was $2.42, flat compared with the prior year. The company also guided third quarter 2025 reported EPS to $2.14 to $2.30, and adjusted EPS to $2.24 to $2.40.
Q2 2025 reported EPS of $2.41 vs. $2.18 in Q2 2024; adjusted EPS of $2.42, flat year over year
Q2 2025 net sales of $2.2 billion, down 0.7%; organic sales down 1.0%
Q3 2025 EPS guidance: reported $2.14 to $2.30; adjusted $2.24 to $2.40
First-half share repurchases of $360 million and a quarterly dividend increase to $0.94 per share
Equifax reported second-quarter 2025 revenue of $1.537 billion, up 7% on a reported basis and $27 million above the midpoint of its guidance. Net income attributable to Equifax rose 17% to $191.3 million, and diluted EPS was $1.53 versus $1.31 a year earlier. The company raised its full-year reported revenue guidance by $35 million and adjusted EPS guidance by $0.03 per share for foreign exchange, while maintaining its constant-currency outlook.
Q2 2025 revenue $1.537 billion, up 7% reported and 8% in local currency; $27 million above guidance midpoint
Diluted EPS $1.53 vs. $1.31 a year earlier; adjusted EPS $2.00, up 10%
Full-year 2025 reported revenue guidance raised by $35 million; adjusted EPS guidance raised by $0.03 per share, both for foreign exchange
About $190 million returned to shareholders in Q2, including $127 million of share repurchases under a new $3 billion program
NXP Semiconductors reported second-quarter 2025 results, with revenue of $2.93 billion, down 6% from a year earlier but up 3% from the first quarter. GAAP diluted earnings per share fell to $1.75 from $2.54 a year earlier, while non-GAAP EPS was $2.72 versus $3.20. The company guided third-quarter revenue to $3.05 billion to $3.25 billion, which shareholders will weigh against the year-on-year declines in the quarter just reported.
GAAP diluted EPS $1.75 vs. $2.54 in Q2 2024; non-GAAP diluted EPS $2.72 vs. $3.20
Q3 2025 revenue guidance $3.05 billion to $3.25 billion; non-GAAP EPS guidance $2.89 to $3.30
Capital return of $461 million, equal to 66% of $696 million non-GAAP free cash flow
KeyCorp reported second-quarter 2025 net income from continuing operations attributable to common shareholders of $387 million, or $0.35 per diluted share, up from $370 million, or $0.33, in the first quarter and $237 million, or $0.25, a year earlier. Total revenue rose 21% year over year to $1.8 billion, while noninterest expense grew 7% to $1.15 billion, which shows revenue growing faster than costs. The filing gives no new full-year guidance.
Net income of $387 million, or $0.35 per diluted share, for Q2 2025, compared with $370 million, or $0.33, in Q1 2025 and $237 million, or $0.25, in Q2 2024
Total revenue of $1.8 billion, up 21% year over year; net interest income (TE) of $1.15 billion, up 27.9% year over year
Provision for credit losses of $138 million, compared with $118 million in Q1 2025 and $100 million in Q2 2024
Common Equity Tier 1 ratio of 11.7% at June 30, 2025, estimated
Synchrony Financial reported second quarter 2025 net earnings of $967 million, or $2.50 per diluted share, up from $643 million, or $1.55 per diluted share, a year earlier. Net revenue fell 1.8% to $3,647 million, but a $545 million drop in the provision for credit losses drove the higher profit. The company also returned $614 million to shareholders in the quarter.
Net earnings rose 50.4% to $967 million; diluted EPS was $2.50 versus $1.55 in the second quarter of 2024
Net revenue decreased 1.8% to $3,647 million, while the provision for credit losses fell $545 million to $1.1 billion
Net charge-offs were 5.70% of average loan receivables, down from 6.42% a year earlier
Returned $614 million to shareholders, including $500 million of share repurchases and $114 million of dividends; $2.0 billion repurchase authorization remains through June 30, 2026
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