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).
Polaris reported second quarter 2025 sales of $1.85 billion, down 6% from a year earlier, and a net loss attributable to Polaris of $79.3 million, or $1.39 per diluted share, compared with net income of $68.7 million in the prior-year quarter. Results included a $52.6 million non-cash goodwill impairment tied to the On Road segment, and adjusted EPS fell to $0.40 from $1.38. The company is still withholding full-year 2025 sales and adjusted earnings guidance, though it introduced third quarter sales guidance of $1.6 billion to $1.8 billion.
Q2 2025 sales were $1,852.7 million, down 6%, driven by planned shipment reductions, negative product mix and lower net pricing
Reported diluted loss per share was $1.39 versus $1.21 of diluted earnings in Q2 2024; adjusted diluted EPS was $0.40 versus $1.38
Six-month operating cash flow was $403.5 million, compared with $40.9 million a year earlier
Full-year 2025 guidance is still withheld due to trade and economic uncertainty; Q3 2025 sales guidance is $1.6 billion to $1.8 billion
H2O America reported second-quarter 2025 GAAP net income of $24.7 million, up 19%, and diluted EPS of $0.71, up 11%, on operating revenue of $198.3 million, up 13%. The company reaffirmed its 2025 adjusted diluted EPS guidance of $2.90 to $3.00 and said it expects to reach the top half of its long-term growth range, which supports the outlook for shareholders. Operating expenses rose 14% to $154.4 million, and the company also agreed to acquire Quadvest's assets in the Houston area.
Q2 2025 GAAP net income was $24.7 million, up 19% from $20.7 million; diluted EPS was $0.71 versus $0.64
Operating revenue was $198.3 million, up 13% from $176.2 million, driven by $17.6 million in rate increases and $4.9 million in higher usage
2025 adjusted diluted EPS guidance of $2.90 to $3.00 was reaffirmed
Quarterly dividend of $0.42 per share declared, payable September 2, 2025, to holders of record August 11, 2025
Nucor reported second-quarter 2025 net earnings attributable to stockholders of $603 million, or $2.60 per diluted share, up from $156 million ($0.67) in the first quarter but down from $645 million ($2.68) a year earlier. Net sales rose 8% sequentially to $8.46 billion, and the company expects third-quarter earnings to be nominally lower than the second quarter, with margin compression in its steel mills segment.
Q2 2025 net earnings attributable to Nucor stockholders of $603 million, or $2.60 per diluted share, versus $645 million, or $2.68 per diluted share, in Q2 2024
Net sales of $8.46 billion, up 8% from Q1 2025 and up 5% from Q2 2024
Outlook: Q3 2025 earnings expected to be nominally lower than Q2, with margin compression in the steel mills segment
Q2 share repurchases of about 1.8 million shares for $200 million; quarterly dividend of $0.55 per share payable August 11, 2025
Principal Financial Group reported second quarter 2025 net income attributable to PFG of $406.2 million, or $1.79 per diluted share, up from $1.49 a year earlier. The company also raised its third quarter 2025 common stock dividend to $0.78 per share, a 2-cent increase over the second quarter dividend. Trailing twelve-month net income fell 10%, so the longer-term picture is weaker than the quarter.
Q2 2025 net income attributable to PFG was $406.2 million, up 15% from $353.1 million; diluted EPS was $1.79, up 20% from $1.49.
Non-GAAP operating earnings per diluted share were $2.16, up 33% from $1.63; excluding significant variances, $2.07, up 18%.
Trailing twelve-month net income attributable to PFG was $1,139.7 million, down 10% from $1,260.1 million.
The company returned $320 million to shareholders in the quarter, including $150 million of share repurchases; the third quarter dividend is payable Sept. 26, 2025, to holders of record as of Sept. 4, 2025.
Brown & Brown reported second quarter 2025 revenue of $1.3 billion, up 9.1%, with organic revenue up 3.6%. GAAP diluted earnings per share fell 13.3% to $0.78, and income before income taxes fell 10.1% to $311 million, while adjusted diluted earnings per share rose 10.8% to $1.03. The filing shows higher revenue alongside lower GAAP profit, with the company's adjusted measure excluding amortization and acquisition-related costs.
Total revenues were $1.3 billion, up $107 million or 9.1% from the second quarter of 2024; organic revenue grew 3.6%.
Net income attributable to the company was $231 million, down $26 million or 10.1%; GAAP diluted EPS was $0.78 versus $0.90.
Diluted EPS - Adjusted was $1.03, up 10.8%; the adjustments include $0.09 of acquisition/integration costs tied to the pending Accession acquisition.
A conference call to discuss the results is scheduled for July 29, 2025, at 8:00 AM EDT.
National Presto Industries reported second quarter 2025 net sales of $120.4 million, up from $85.1 million a year earlier, while net earnings fell to $5.2 million from $6.1 million. The company attributed the sales gain mainly to Defense segment shipments from backlog, and the earnings decline mainly to a sizable operating loss in the Housewares/Small Appliance segment.
Net sales for the quarter ended June 29, 2025 were $120.4 million versus $85.1 million in the comparable 2024 quarter.
Net earnings were $5.2 million, or $0.72 per share, versus $6.1 million, or $0.85 per share, a year earlier.
Defense segment sales rose $33.7 million, or 50.9%, while the Housewares/Small Appliance segment reported a sizable operating loss tied to Trump tariffs and the bankruptcy of a supplier.
For the six months ended June 29, 2025, net sales were $224.1 million and net earnings were $12.8 million, or $1.79 per share.
WM reported second-quarter 2025 revenue of $6.43 billion, up from $5.40 billion, and diluted EPS of $1.80 versus $1.69 a year earlier, with net income attributable to the company of $726 million versus $680 million. The company affirmed its 2025 adjusted operating EBITDA guidance midpoint of $7.550 billion and raised its free cash flow projection, but lowered its total revenue outlook, citing lower recycled commodity prices and harsh winter weather.
Q2 2025 revenue was $6.43 billion versus $5.40 billion in Q2 2024; WM Healthcare Solutions contributed $646 million.
Diluted EPS was $1.80 as reported and $1.92 as adjusted, versus $1.69 and $1.82 in the prior year quarter.
2025 total revenue outlook is now $25.275 billion to $25.475 billion, a decrease from prior expectations.
Adjusted operating EBITDA guidance midpoint of $7.550 billion was affirmed; free cash flow is now projected at $2.8 billion to $2.9 billion, up $125 million from initial guidance.
NBT Bancorp reported second quarter 2025 results on July 28, 2025. GAAP net income was $22.5 million, or $0.44 per diluted share, down from $32.7 million, or $0.69, a year earlier, while operating diluted EPS was $0.88, up from $0.69. The board approved a third-quarter cash dividend of $0.37 per share, an 8.8% increase, and results include acquisition costs from the Evans Bancorp deal completed May 2, 2025.
Net income $22.5 million, or $0.44 diluted EPS, versus $32.7 million, or $0.69, in Q2 2024 and $36.7 million, or $0.77, in Q1 2025
Operating diluted EPS (non-GAAP) of $0.88, versus $0.69 in Q2 2024 and $0.80 in Q1 2025
Q2 2025 included $17.2 million of acquisition expenses tied to the Evans Bancorp acquisition completed May 2, 2025
Quarterly cash dividend of $0.37 per share, up $0.03, payable September 15, 2025 to holders of record as of September 1, 2025
Simpson Manufacturing reported second-quarter 2025 results for the quarter ended June 30, 2025, with net sales up 5.7%, income from operations up 6.1% and diluted earnings per share up 6.9% from a year earlier. The company reaffirmed its full-year 2025 outlook, which includes a consolidated operating margin estimate of 18.5% to 20.5%, and said it repurchased $35.0 million of common stock during the quarter.
Net sales were $631.1 million, up 5.7% year over year; income from operations was $140.2 million, up 6.1%.
Net income per diluted share was $2.47, compared with $2.31 a year earlier, an increase of 6.9%.
Full-year 2025 outlook was reaffirmed, with consolidated operating margin estimated at 18.5% to 20.5%.
The Board declared a quarterly dividend of $0.29 per share, payable October 23, 2025, and $35.0 million of stock was repurchased during the quarter.
Merchants Bancorp reported second-quarter 2025 net income of $38.0 million, down 50% from a year earlier, as its provision for credit losses rose $43.1 million, tied to estimated declines in multi-family property values and an ongoing investigation of mortgage fraud. Diluted earnings per share fell to $0.60 from $1.49, but tangible book value per share rose 13% year over year to a record $35.42.
Net income was $38.0 million, down from $76.4 million in Q2 2024 and $58.2 million in Q1 2025.
Diluted earnings per share were $0.60, compared with $1.49 in Q2 2024 and $0.93 in Q1 2025.
Provision for credit losses increased $43.1 million year over year, primarily tied to multi-family property value declines and mortgage fraud investigations.
Tangible book value per share reached $35.42, up 13% from $31.27 a year earlier.
COPT Defense Properties reported financial results for the quarter and six months ended June 30, 2025, in an earnings release filed as Exhibit 99.1 to a Form 8-K. Net income for the quarter rose to $40.2 million from $36.4 million a year earlier, and diluted EPS rose to $0.34 from $0.31. Per-share funds from operations (FFO) rose to $0.68 from $0.64, which is the measure the company's analysts track closely.
Diluted FFO per share (Nareit) was $0.68 for Q2 2025, up from $0.64 in Q2 2024 and $0.65 in Q1 2025.
Net income was $40.2 million for Q2 2025, compared with $36.4 million in Q2 2024.
Total revenues were $189.9 million for Q2 2025, compared with $187.3 million in Q2 2024.
The company's portfolio was 96.8% leased for its Defense/IT Portfolio as of June 30, 2025.
Ameris Bancorp reported second-quarter 2025 net income of $109.8 million, or $1.60 per diluted share, up from $90.8 million, or $1.32 per diluted share, a year earlier. Quarterly profit also rose from $87.9 million in the first quarter, and tangible book value per share reached $41.32 at June 30, 2025, which shareholders can compare with the company's results for the year ahead.
Q2 2025 net income of $109.8 million, or $1.60 per diluted share, versus $90.8 million, or $1.32, in Q2 2024
Q1 2025 net income was $87.9 million, or $1.27 per diluted share
Tangible book value per share was $41.32 at June 30, 2025, up from $39.78 at March 31, 2025
Company will redeem $74 million of its 5.875% Fixed-To-Floating Rate Subordinated Notes due 2030 on September 1, 2025
CNO Financial Group reported second-quarter 2025 net income of $91.8 million, or $0.91 per diluted share, down from $116.3 million, or $1.06 per diluted share, a year earlier. Total revenues rose to $1,151.5 million from $1,066.2 million, and the company said it remains on track for its 2025-2027 return on equity targets.
Net income was $91.8 million ($0.91 per diluted share) in 2Q25, versus $116.3 million ($1.06) in 2Q24
Net operating income, which excludes non-economic accounting impacts, was $87.5 million ($0.87 per diluted share) versus $114.6 million ($1.05) a year earlier
Total revenues were $1,151.5 million in 2Q25 compared with $1,066.2 million in 2Q24
Management said Second quarter 2024 earnings were elevated relative to its typical run rate; a conference call is scheduled for July 29, 2025 at 11:00 a.m. Eastern Time
The Hartford reported second quarter 2025 results in a Form 8-K dated July 28, 2025, furnishing a news release and Investor Financial Supplement. Net income available to common stockholders rose 35% to $990 million, or $3.44 per diluted share, and core earnings rose 31% to $981 million, or $3.41 per diluted share. The company also returned $549 million to stockholders in the quarter, including $400 million of share repurchases.
Net income available to common stockholders of $990 million ($3.44 per diluted share) vs. $733 million ($2.44) in Q2 2024
Core earnings of $981 million ($3.41 per diluted share) vs. $750 million ($2.50) in Q2 2024
Business Insurance combined ratio of 87.0 and Personal Insurance combined ratio of 94.1 in Q2 2025
Returned $549 million to stockholders: $400 million of shares repurchased and $149 million in dividends paid
Cincinnati Financial reported second-quarter 2025 net income of $685 million, or $4.34 per share, up from $312 million, or $1.98 per share, a year earlier. Non-GAAP operating income rose 52% to $311 million, and the property casualty combined ratio improved to 94.9% from 98.5%. Net income was lifted by a $380 million after-tax increase in the fair value of equity securities still held, and the six-month figures were weaker, with net income down 44% and the six-month combined ratio at 103.8%.
Second-quarter net income of $685 million, or $4.34 per share, versus $312 million, or $1.98 per share, in Q2 2024, including a $380 million after-tax increase in fair value of equity securities still held
Second-quarter non-GAAP operating income of $311 million, or $1.97 per share, up 52%, after a $45 million unfavorable effect from higher after-tax catastrophe losses
Property casualty combined ratio of 94.9% for Q2 2025, improved from 98.5%; six-month combined ratio was 103.8%, up from 96.1%
Book value per share of $91.46 at June 30, 2025, up from $89.11 at December 31, 2024
Park National Corporation reported second-quarter 2025 net income of $48.1 million, up 22.2% from $39.4 million a year earlier, and first-half net income of $90.3 million, up 21.1%. The company also declared a quarterly cash dividend of $1.07 per common share, payable September 10, 2025, which matters to shareholders because it sets the near-term cash return on their holdings.
Q2 2025 net income was $48.1 million, up 22.2% from $39.4 million in Q2 2024.
Q2 2025 diluted earnings per share were $2.97, compared with $2.42 in Q2 2024.
First-half 2025 net income was $90.3 million, up 21.1% from $74.6 million; diluted EPS was $5.56 versus $4.60.
Quarterly cash dividend of $1.07 per share is payable September 10, 2025, to holders of record as of August 15, 2025.
Curbline Properties reported second quarter 2025 net income attributable to Curbline of $10.4 million, or $0.10 per diluted share, up from $6.2 million, or $0.06, a year earlier, and total revenues of $41.4 million, up from $28.2 million. The company lowered its 2025 net income per diluted share guidance to $0.37 to $0.44 from $0.43 to $0.50, while raising its Operating FFO guidance to $1.00 to $1.03 from $0.99 to $1.02, which shareholders may weigh against the higher quarterly earnings.
Operating FFO was $26.9 million, or $0.26 per diluted share, for the second quarter, compared with $19.8 million, or $0.19, a year earlier.
Same-property net operating income rose 6.2% for the three months ended June 30, 2025.
The company acquired 19 shopping centers in the second quarter for $154.9 million and 29 more for $260.4 million in the third quarter to date.
In July 2025 the company closed a $150.0 million term loan due January 2029; $150.0 million of private placement notes are expected to close in the third quarter.
Whirlpool reported second-quarter 2025 net sales of $3,773 million, down 5.4% from $3,989 million a year earlier, and GAAP earnings per diluted share of $1.17, down from $3.96. The company blamed negative consumer sentiment and competitors' pre-loading of Asian imports ahead of tariffs, and updated its full-year 2025 outlook to GAAP EPS of $5.00 to $7.00 and ongoing EPS of $6.00 to $8.00. For shareholders, the sharp profit decline and weaker demand in North America are the key concerns.
Q2 net sales were $3,773 million, down 5.4% from $3,989 million; excluding currency, down 3.2%
Q2 GAAP EPS was $1.17 versus $3.96; ongoing EPS was $1.34 versus $2.39
A non-cash loss of $19 million, or $0.35 per diluted share, from Beko Europe equity in affiliates weighed on Q2 results
Full-year 2025 guidance: GAAP EPS of $5.00 to $7.00, ongoing EPS of $6.00 to $8.00, free cash flow of approximately $400 million
Sanmina reported unaudited fiscal third-quarter 2025 results for the quarter ended June 28, 2025, with revenue of $2.04 billion, up from $1.84 billion a year earlier, and GAAP diluted EPS of $1.26, up from $0.91. The company also gave a fourth-quarter outlook of $2.0 billion to $2.1 billion in revenue and GAAP diluted EPS of $1.21 to $1.31, which shareholders can compare with future results.
Q3 revenue was $2.04 billion versus $1.84 billion in the year-earlier quarter.
GAAP diluted EPS was $1.26 versus $0.91; non-GAAP diluted EPS was $1.53 versus $1.25.
Fourth-quarter fiscal 2025 outlook: revenue of $2.0 billion to $2.1 billion; GAAP diluted EPS of $1.21 to $1.31.
Cash flow from operations was $201 million and the company repurchased shares for $13 million in the quarter.
Brixmor reported second-quarter 2025 net income attributable to the company of $85.1 million, or $0.28 per diluted share, up from $0.23 a year earlier. It also raised its 2025 Nareit FFO per diluted share expectation to $2.22 to $2.25 from $2.19 to $2.24, and its same property NOI growth expectation to 3.90% to 4.30% from 3.50% to 4.50%.
Q2 2025 Nareit FFO was $171.5 million, or $0.56 per diluted share, compared with $163.8 million, or $0.54, in Q2 2024.
Same property NOI rose 3.8% in the quarter versus the 2024 period.
The company completed a $223.0 million acquisition of LaCenterra At Cinco Ranch in Houston in July 2025.
Quarterly dividend declared at $0.2875 per share, payable October 15, 2025 to holders of record on October 2, 2025.
Harmonic reported preliminary unaudited second-quarter 2025 results for the quarter ended June 27, 2025. Revenue was $138.0 million, down from $138.7 million a year earlier, while GAAP net income was $2.9 million, or $0.03 per share, compared with a GAAP net loss of $12.5 million in the prior-year quarter. The company also gave third-quarter 2025 GAAP revenue guidance of $120 million to $135 million.
Q2 2025 revenue $138.0 million vs $138.7 million in Q2 2024; Video revenue rose to $51.1 million from $45.8 million, while Broadband fell to $86.9 million from $92.9 million
GAAP net income $2.9 million, $0.03 per share, vs GAAP net loss of $12.5 million, $(0.11) per share, a year earlier
Q3 2025 GAAP net revenue guidance of $120 million to $135 million; GAAP net income (loss) guided at $(4) million to $0 million
Cash and cash equivalents of $123.9 million at June 27, 2025; repurchased about 1.6 million shares for $14.0 million
Amkor reported second quarter 2025 net sales of $1.51 billion, up from $1.32 billion in the first quarter and $1.46 billion a year earlier, while diluted EPS was $0.22 compared with $0.27 in the second quarter of 2024. Results include a $32 million net benefit to operating income from a contingency payment tied to its 2017 Nanium acquisition. The company guided third quarter 2025 net sales to $1.875 billion to $1.975 billion and diluted EPS to $0.34 to $0.48.
Q2 2025 net sales were $1.51 billion, up 14% from $1.32 billion in Q1 2025 and above the high end of company guidance.
Net income attributable to Amkor was $54 million, or $0.22 per diluted share, versus $67 million, or $0.27, in Q2 2024.
A $32 million net benefit to operating income and EBITDA came from a contingency payment related to the May 2017 Nanium acquisition, adding $0.07 to EPS.
Q3 2025 guidance: net sales of $1.875 billion to $1.975 billion, net income of $85 million to $120 million, and EPS of $0.34 to $0.48.
Pathward Financial reported preliminary fiscal third-quarter results with net income of $42.1 million, or $1.81 per share, versus $44.9 million, or $1.78 per share, a year earlier. The company also plans to restate its 10-K for fiscal 2024 and its 10-Q for the quarter ended December 31, 2024, and says its actual results may differ materially from the preliminary figures.
Total revenue rose 4% to $195.8 million, driven by higher noninterest income.
Net income fell from $44.9 million to $42.1 million, while EPS rose from $1.78 to $1.81.
Restatements relate to gross vs. net basis presentation and derivative accounting for certain third-party lending and servicing relationships in Credit Solutions.
Nonperforming loans and leases were $71.3 million at June 30, 2025, or 1.49% of total gross loans and leases.
Ultra Clean Holdings reported second-quarter 2025 revenue of $518.8 million, up from $516.1 million a year earlier, but posted a GAAP net loss of $162.0 million, or $(3.58) per diluted share, after a $151.1 million noncash goodwill impairment charge. On a non-GAAP basis the company reported net income of $12.1 million, or $0.27 per diluted share, and it guided third-quarter revenue to $480 million to $530 million.
Q2 2025 total revenue was $518.8 million, compared with $516.1 million in the year-earlier quarter.
GAAP net loss was $162.0 million, or $(3.58) per diluted share, versus net income of $19.1 million, or $0.42 per diluted share, a year earlier.
Non-GAAP net income was $12.1 million, or $0.27 per diluted share, in the quarter.
Third-quarter 2025 outlook: revenue of $480 million to $530 million; GAAP diluted loss of $(0.09) to $(0.29) per share; non-GAAP diluted income of $0.14 to $0.34 per share.
Exelixis reported second-quarter 2025 total revenues of $568.3 million, down from $637.2 million a year earlier, and GAAP diluted EPS of $0.65, down from $0.77. Net product revenues rose to $520.0 million from $437.6 million, but the prior-year quarter included a $150.0 million commercial milestone that lifted collaboration revenue. The company maintained its full-year 2025 financial guidance.
Total revenues were $568.3 million versus $637.2 million in Q2 2024; collaboration revenues fell to $48.2 million from $199.6 million.
Net product revenues rose to $520.0 million from $437.6 million, mainly due to higher sales volume.
GAAP diluted EPS was $0.65 versus $0.77; non-GAAP diluted EPS was $0.75 versus $0.84.
Full-year 2025 total revenue guidance of $2.25 billion to $2.35 billion was maintained.
Rambus reported second-quarter 2025 results for the period ended June 30, 2025, with GAAP revenue of $172.2 million versus $132.1 million a year earlier and net income of $57.9 million versus $36.1 million. The company also gave third-quarter 2025 outlook ranges for several line items, but the filing says full revenue guidance will be discussed on the conference call, so the total revenue outlook is not in this filing.
Q2 2025 GAAP revenue was $172.2 million, against $132.1 million in Q2 2024; product revenue was a record $81.3 million, up 43% year over year.
Diluted net income per share was $0.53, compared with $0.33 in the prior-year quarter; net income was $57.9 million.
Net cash provided by operating activities was a record $94.4 million; cash and marketable securities were $594.8 million at June 30, 2025.
Q3 2025 outlook includes product revenue of $87 million to $93 million and licensing billings of $58 million to $64 million; total revenue guidance was not included in the filing.
Western Union reported second-quarter 2025 revenue of $1.03 billion, down 4% from a year earlier, with GAAP EPS of $0.37 versus $0.41 and net income of $122.1 million, down 13%. The company cited a slowdown in its North America retail business and lower Iraq revenue, partly offset by growth in Branded Digital and Consumer Services. It also gave full-year 2025 GAAP EPS guidance of $1.45 to $1.55 and named Ben Hawksworth chief operating officer, effective July 22, 2025.
Q2 2025 revenue was $1.03 billion versus $1.07 billion a year earlier, down 4%; adjusted revenue excluding Iraq fell 1%.
GAAP EPS was $0.37 versus $0.41; adjusted EPS was $0.42 versus $0.44.
2025 outlook: GAAP revenue of $4,085 million to $4,185 million and GAAP EPS of $1.45 to $1.55.
Ben Hawksworth was appointed COO on July 22, 2025, with a base salary of $550,000 effective August 1, 2025.
UFP Industries reported second-quarter 2025 net sales of $1.84 billion, down 4% from a year earlier, with net earnings attributable to controlling interests of $100.7 million and diluted EPS of $1.70. Both profit measures declined from the prior-year quarter, and adjusted EBITDA fell to $174.1 million from $203.9 million. The company left its 2025 outlook unchanged and said a Bonner, Montana plant closure will bring $15 million to $17 million in charges in the third quarter.
Net sales were $1.84 billion, down 4%, from a 1% decrease in price and a 3% decline in organic units.
Net earnings were $100.7 million, versus $126.0 million a year earlier; diluted EPS was $1.70, versus $2.05.
Adjusted EBITDA was $174.1 million, or 9.5% of net sales, compared with $203.9 million, or 10.7%, a year earlier.
On July 23, 2025, the board approved closing the Bonner, Montana plant, with $15 million to $17 million in charges expected in Q3 2025; 2025 outlook was unchanged.
Cadence reported second-quarter 2025 revenue of $1.275 billion, up from $1.061 billion a year earlier, and raised its full-year 2025 revenue and non-GAAP EPS outlook. GAAP diluted EPS fell to $0.59 from $0.84 because of a $140.6 million charge tied to settlements with the U.S. Department of Justice and the Bureau of Industry and Security.
Q2 2025 revenue of $1.275 billion, up from $1.061 billion in Q2 2024
GAAP diluted EPS of $0.59 vs. $0.84 a year earlier; non-GAAP diluted EPS of $1.65 vs. $1.28
$140.6 million settlements with the DOJ and BIS resulted in a one-time charge in Q2 GAAP results
FY 2025 revenue outlook raised to $5.21 billion to $5.27 billion, from $5.15 billion to $5.23 billion
Bank of Hawai‘i reported second quarter 2025 diluted earnings of $1.06 per share and net income of $47.6 million, both higher than the prior quarter and the same quarter last year. Net interest margin rose to 2.39%, and the board declared an unchanged $0.70 quarterly dividend. No shares were repurchased in the quarter, and remaining buyback authority was $126.0 million at June 30, 2025.
Diluted EPS of $1.06 vs. $0.97 in the linked quarter and $0.81 a year earlier; net income of $47.6 million, up 8.3% from the linked quarter and 39.8% from a year earlier
Net interest margin of 2.39%, up 7 basis points from the linked quarter and 24 basis points from a year earlier
Noninterest expense of $110.8 million, up 0.3% from the linked quarter; provision for credit losses of $3.3 million
Quarterly dividend of $0.70 per share, payable September 15, 2025 to holders of record on August 29, 2025; no shares repurchased in Q2
Revvity reported second-quarter 2025 revenue of $720 million, up from $692 million a year earlier, and GAAP EPS of $0.46 versus $0.45. Adjusted EPS from continuing operations fell to $1.18 from $1.22, and the company raised its full-year 2025 revenue guidance to $2.84-$2.88 billion while setting adjusted EPS guidance at $4.85 to $4.95.
Q2 2025 revenue was $720 million, up 4% reported and 3% organic, from $692 million a year earlier.
GAAP EPS was $0.46 versus $0.45; adjusted EPS from continuing operations was $1.18 versus $1.22.
Adjusted operating profit margin was 26.6%, down from 28.8% a year earlier.
Full-year 2025 revenue guidance was raised to $2.84-$2.88 billion, reflecting foreign currency changes; adjusted EPS guidance is $4.85 to $4.95.
Rithm Capital reported second-quarter 2025 results for the period ended June 30, 2025. GAAP net income attributable to common stockholders was $283.9 million, or $0.53 per diluted share, up from $36.5 million, or $0.07, in the first quarter, while earnings available for distribution rose to $291.1 million, or $0.54 per diluted share, from $275.3 million, or $0.52. The common dividend was unchanged at $0.25 per share.
GAAP net income attributable to common stockholders: $283.9 million, or $0.53 per diluted share, versus $36.5 million, or $0.07, in Q1 2025
Earnings available for distribution: $291.1 million, or $0.54 per diluted share, versus $275.3 million, or $0.52, in Q1 2025
Common dividend of $0.25 per share, totaling $132.6 million, unchanged from Q1 2025
Book value per common share was $12.71 as of June 30, 2025; the company did not provide earnings guidance in the filing
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.