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).
Mettler-Toledo reported second-quarter 2025 reported sales of $983.2 million, up 4% from a year earlier, and adjusted EPS of $10.09, up 5%. GAAP diluted EPS fell to $9.76 from $10.37, which included a one-time non-cash tax benefit in the prior-year period. The company raised its full-year 2025 adjusted EPS forecast to $42.10 to $42.60 from $41.25 to $42.00, while local currency sales growth guidance of 1% to 2% was unchanged.
Q2 2025 reported sales rose 4% to $983.2 million; local currency sales rose 2%.
Q2 diluted EPS was $9.76 vs. $10.37 a year earlier, which included a $1.07 per share one-time tax benefit; adjusted EPS was $10.09 vs. $9.65.
Full-year 2025 adjusted EPS forecast raised to $42.10 to $42.60, from $41.25 to $42.00.
Estimated gross incremental tariff costs were cut to approximately $60 million annualized from $115 million, due to lower tariff rates.
Cousins Properties reported second quarter 2025 net income available to common stockholders of $14.5 million, or $0.09 per share, up from $7.8 million, or $0.05 per share, a year earlier. The company raised its full-year 2025 FFO guidance to $2.79 to $2.85 per share from $2.75 to $2.83, and it said it acquired The Link, a Dallas office property, for $218.0 million on July 28, 2025.
Q2 2025 FFO was $117.5 million, or $0.70 per share, compared with $103.3 million, or $0.68 per share, in Q2 2024
2025 net income guidance was raised to $0.28 to $0.34 per share from $0.26 to $0.34 per share
The Link, a 292,000 square foot office property in Uptown Dallas, was acquired on July 28 for $218.0 million
Company issued $500.0 million of 5.250% senior notes in Q2 and repaid $250.0 million of 3.91% private notes after quarter end
Mirion reported second-quarter 2025 revenue of $222.9 million, up 7.6% from a year earlier, and swung to GAAP net income of $8.5 million from a net loss of $12.0 million. The company raised its full-year 2025 guidance for total revenue growth, Adjusted EBITDA, Adjusted Free Cash Flow and Adjusted EPS, while lowering its Organic Revenue growth range.
Q2 2025 revenue rose 7.6% to $222.9 million; GAAP net income was $8.5 million versus a $12.0 million loss in Q2 2024
Adjusted EBITDA was $51.2 million, up 4.9%; GAAP diluted EPS was $0.03 and Adjusted EPS was $0.11
2025 total revenue growth guidance raised to approximately 7.0%–9.0% from 5.0%–7.0%; Adjusted EBITDA guidance raised to $223 million–$233 million
Organic Revenue growth guidance revised down to approximately 5.0%–7.0% from 5.5%–7.5%, citing reductions in Labs & Research and Dosimetry Services
Bright Horizons reported second quarter 2025 revenue of $731.6 million, up 9%, and net income of $54.8 million, up 40%, with diluted EPS of $0.95 versus $0.67 a year earlier. The company also issued 2025 guidance of $2.9 billion to $2.92 billion in revenue and $4.15 to $4.25 in diluted adjusted EPS, but the filing does not compare that outlook with prior guidance.
Q2 2025 revenue $731.6 million, up 9% from $670.1 million; income from operations $86.1 million, up 25%
Q2 diluted EPS $0.95 versus $0.67; diluted adjusted EPS $1.07 versus $0.88
2025 outlook: revenue $2.9 billion to $2.92 billion; diluted adjusted EPS $4.15 to $4.25
Cash and equivalents $179.2 million at June 30, 2025; $483.3 million available under revolving credit facility
American Homes 4 Rent reported second quarter 2025 results, with rents and other single-family property revenues up 8.0% year-over-year to $457.5 million and net income attributable to common shareholders up to $105.6 million, or $0.28 per diluted share. The company raised its full-year 2025 Core FFO guidance midpoint by $0.03 per share to $1.86, which matters to shareholders because it signals stronger expected per-share operating results for the year.
Q2 2025 net income attributable to common shareholders was $105.6 million, or $0.28 per diluted share, versus $92.1 million, or $0.25, a year earlier.
Core FFO per share was $0.47 for Q2 2025, up 4.9% from $0.45 a year earlier.
Full-year 2025 Core FFO guidance rose to $1.84 to $1.88 from $1.80 to $1.86, citing stronger leasing and lower property tax expense outlook.
On June 30, 2025, the company had cash of $323.3 million and total outstanding debt of $5.2 billion.
Omega Healthcare Investors reported second-quarter 2025 net income of $140 million and adjusted funds from operations (AFFO) of $232 million, both up from a year earlier, and raised its full-year 2025 AFFO guidance to $3.04 to $3.07 per share from $2.95 to $3.01. The company also disclosed that tenant Genesis Healthcare filed for Chapter 11 bankruptcy on July 9, 2025, and said it expects to keep receiving full rent from Genesis during the process.
Q2 2025 AFFO was $232 million, or $0.77 per share, versus $185 million, or $0.71 per share, in Q2 2024.
Q2 2025 net income was $140 million, or $0.46 per share, versus $117 million, or $0.45 per share, a year earlier.
Full-year 2025 AFFO guidance was raised to $3.04 to $3.07 per diluted share from $2.95 to $3.01.
Genesis filed for Chapter 11 on July 9, 2025; Omega agreed to provide an $8.0 million debtor-in-possession financing.
Envista reported second-quarter 2025 sales of $682 million, up from $633 million a year earlier, and GAAP net income of $26 million, compared with a net loss of $1,152 million in the prior-year quarter that included a goodwill and intangible asset impairment. The company raised its full-year 2025 guidance, lifting core sales growth to 3% to 4% and adjusted diluted EPS to $1.05 to $1.15 from prior ranges of 1% to 3% and $0.95 to $1.05.
Q2 2025 sales were $682.1 million; core sales growth was 5.6%, and adjusted diluted EPS was $0.26, up from $0.11.
GAAP diluted EPS was $0.16 in Q2 2025, compared with a loss of $6.69 in Q2 2024.
Full-year 2025 adjusted diluted EPS guidance is $1.05 to $1.15, up from $0.95 to $1.05; core sales growth guidance is 3% to 4%, up from 1% to 3%.
During Q2 2025 the company repurchased 4.8 million shares for about $82 million and had $150 million remaining under its repurchase program.
SPX Technologies reported second-quarter 2025 revenue of $552.4 million, up 10.2%, and GAAP EPS of $1.10, up 14.6%, and raised its full-year 2025 guidance for revenue, adjusted EBITDA and adjusted EPS. For shareholders, the higher outlook reflects the company's view of demand and operations, while total debt rose to $1,019.3 million from $614.7 million at year-end 2024.
Q2 2025 revenue was $552.4 million, up 10.2%; GAAP income from continuing operations was $52.5 million, up 16.2%.
Full-year adjusted EBITDA guidance raised to $485 million to $510 million from $470 million to $495 million.
Full-year revenue guidance raised to $2.225 billion to $2.275 billion from $2.20 billion to $2.26 billion; adjusted EPS guidance raised to $6.35 to $6.65 from $6.10 to $6.40.
Total debt was $1,019.3 million at June 28, 2025, compared with $614.7 million at December 31, 2024.
Boot Barn reported first-quarter fiscal 2026 net sales of $504.1 million, up 19.1% from a year earlier, and net income of $53.4 million, or $1.74 per diluted share, compared with $1.26 a year earlier. The company raised its full-year fiscal 2026 outlook, now expecting net income per diluted share of $5.80 to $6.70, which matters to shareholders because it sets updated profit and sales expectations for the year.
Net sales rose 19.1% to $504.1 million; consolidated same store sales rose 9.4%.
Net income was $53.4 million, or $1.74 per diluted share, versus $38.9 million, or $1.26, a year earlier.
Full-year fiscal 2026 guidance: total sales of $2.100 billion to $2.180 billion and net income per diluted share of $5.80 to $6.70.
Second-quarter guidance calls for net income per diluted share of $1.19 to $1.27, with total sales of $487 million to $495 million.
Universal Display reported second quarter 2025 revenue of $171.8 million, up from $158.5 million a year earlier, and net income of $67.3 million, or $1.41 per diluted share, versus $1.10 in the prior-year quarter. The company raised the low end of its 2025 revenue guidance, which it now projects at $650 million to $700 million, and declared a third quarter dividend of $0.45 per share.
Q2 2025 total revenue $171.8 million vs. $158.5 million in Q2 2024; royalty and license fees rose to $75.7 million from $59.6 million
Material sales fell to $88.7 million from $95.4 million, which the company attributed to customer mix and lower unit material volume
Net income $67.3 million, or $1.41 per diluted share, vs. $52.3 million, or $1.10, a year earlier
2025 revenue guidance raised at the low end to $650 million to $700 million; $0.45 quarterly dividend payable September 30, 2025 to holders of record on September 16, 2025
AMETEK reported second-quarter 2025 net sales of $1.78 billion, up 2.5% from a year earlier, and GAAP diluted earnings of $1.55 per share versus $1.45. The company raised its full-year 2025 adjusted earnings guidance, citing the second-quarter results and its recently announced acquisition of FARO Technologies.
Q2 2025 net sales were $1.78 billion, up 2.5%; operating income rose 3% to $461.6 million.
Q2 GAAP diluted EPS was $1.55 versus $1.45; adjusted diluted EPS was $1.78, up 7% from $1.66.
2025 adjusted diluted EPS guidance is now $7.06 to $7.20, up from $7.02 to $7.18; overall sales are expected to rise mid-single digits.
Q3 2025 adjusted diluted EPS is expected at $1.72 to $1.76, and third-quarter sales are expected to rise mid-single digits.
EMCOR Group reported record second-quarter 2025 revenue of $4.30 billion, up 17.4%, and diluted EPS of $6.72, up 28.0%, with a record $11.91 billion in remaining performance obligations. The company raised its full-year 2025 non-GAAP diluted EPS guidance to $24.50-$25.75 from $22.65-$24.00 and narrowed its revenue guidance to $16.4 billion-$16.9 billion.
Q2 2025 revenue $4.30 billion, up 17.4% from $3.67 billion; net income $302.2 million, or $6.72 per diluted share
Operating margin 9.6% in Q2 2025 versus 9.1% a year earlier
Full-year 2025 non-GAAP diluted EPS guidance raised to $24.50-$25.75 from $22.65-$24.00; operating margin guidance raised to 9.0%-9.4%
Remaining performance obligations reached a record $11.91 billion as of June 30, 2025, up 32.4%
Schneider National reported second-quarter 2025 operating revenues of $1.4 billion, up 8% from a year earlier, and income from operations of $55.0 million, up 8%. Diluted earnings per share were flat at $0.20, and the company lowered the top end of its full-year 2025 adjusted diluted EPS guidance to $0.95 from $1.00, so shareholders see higher sales and operating profit alongside a narrower earnings outlook.
Operating revenues were $1,420.5 million for the three months ended June 30, 2025, compared with $1,316.7 million in 2024.
Income from operations was $55.0 million, compared with $51.0 million in the second quarter of 2024.
Diluted EPS was $0.20 in both periods; adjusted diluted EPS was $0.21 in both periods.
Full-year 2025 adjusted diluted EPS guidance is $0.75 to $0.95, down from the prior $0.75 to $1.00 range; net capital expenditure guidance of $325 to $375 million was unchanged.
IDACORP reported second quarter 2025 net income attributable to IDACORP of $95.8 million, or $1.76 per diluted share, up from $89.5 million, or $1.71 per diluted share, a year earlier. It raised the lower end of its full-year 2025 earnings guidance to $5.70 to $5.85 per diluted share from $5.65 to $5.85, with the upper end unchanged.
Q2 2025 net income was $95.8 million ($1.76 per diluted share) versus $89.5 million ($1.71) in Q2 2024.
Six-month 2025 earnings were $2.87 per diluted share, compared with $2.67 in the first six months of 2024.
2025 EPS guidance is now $5.70 to $5.85, assuming Idaho Power uses $60 million to $77 million of additional tax credits under the Idaho regulatory mechanism.
Higher retail revenues per MWh, customer growth, and usage were partly offset by higher depreciation and financing costs, according to the company.
APi Group reported second-quarter 2025 net revenue of $1.99 billion, up 15.0%, and reported net income of $77 million, up 11.6%. The company raised its full-year 2025 guidance for net revenue and adjusted EBITDA, and gave third-quarter guidance of $1.985 billion to $2.035 billion in net revenue, while gross margin fell 50 basis points.
Q2 2025 net revenue $1.99 billion, up 15.0% (8.3% organic); diluted EPS $0.16 versus $0.15 a year earlier
Adjusted EBITDA $272 million, up 17.7%; adjusted EBITDA margin rose 30 basis points to 13.7%
Full-year 2025 net revenue guidance raised to $7.65 billion to $7.85 billion, from $7.40 billion to $7.60 billion
Full-year adjusted EBITDA guidance raised to $1,005 million to $1,045 million, from $985 million to $1,035 million
Xylem reported second-quarter 2025 revenue of $2.3 billion, up 6% on both reported and organic bases, and earnings per share of $0.93, up 16%. The company raised its full-year 2025 revenue and adjusted earnings per share guidance, which matters to shareholders because both headline measures improved and the outlook was lifted.
Q2 2025 revenue was $2.3 billion, up 6% on reported and organic bases.
Q2 net income attributable to Xylem was $226 million, or $0.93 per share, up 16%; adjusted EPS was $1.26, also up 16%.
Full-year 2025 adjusted EPS guidance was raised to $4.70 to $4.85 from $4.50 to $4.70.
Full-year 2025 revenue is now forecast at about $8.9 to $9.0 billion, up about 4 to 5% on a reported basis, versus 1 to 2% previously.
Indivior PLC (Nasdaq: INDV) reported second-quarter 2025 results with total net revenue of $302 million, up 1% from a year earlier, and net income of $18 million, compared with a net loss of $97 million in Q2 2024. The company raised its full-year 2025 net revenue guidance to $1,030 million to $1,080 million and its adjusted EBITDA guidance to $275 million to $300 million, but Q2 adjusted EBITDA fell to $88 million from $93 million as marketing spending increased.
Q2 2025 total net revenue of $302 million, up 1% from $299 million in Q2 2024; U.S. SUBLOCADE net revenue rose 9% to $195 million
Q2 2025 net income of $18 million and diluted EPS of $0.14, versus a net loss of $97 million and diluted loss of $0.72 per share a year earlier
FY 2025 net revenue guidance raised to $1,030 million to $1,080 million from $955 million to $1,025 million; adjusted EBITDA guidance raised to $275 million to $300 million from $220 million to $260 million
Q2 2025 adjusted EBITDA of $88 million, down from $93 million, mainly reflecting increased marketing for U.S. SUBLOCADE
Kimco Realty reported second-quarter 2025 net income available to common shareholders of $155.4 million, or $0.23 per diluted share, up from $0.17 a year earlier, and raised its 2025 net income and FFO per share outlook. FFO per diluted share rose 7.3% to $0.44, supporting the higher full-year guidance for shareholders.
Q2 2025 net income per diluted share was $0.23 vs. $0.17 in Q2 2024; FFO per diluted share was $0.44, up 7.3%.
2025 FFO per diluted share outlook raised to $1.73 to $1.75 from $1.71 to $1.74; net income outlook raised to $0.74 to $0.76 from $0.70 to $0.73.
Same property NOI rose 3.1% in the quarter; small shop occupancy reached a record 92.2%.
Quarterly common dividend of $0.25 per share declared, payable September 19, 2025, to holders of record September 5, 2025.
Vontier reported second-quarter 2025 sales of $773.5 million, up 11.1% from a year earlier, and adjusted diluted EPS of $0.79 versus $0.63 a year earlier. The company raised its full-year 2025 adjusted diluted EPS guidance to $3.10 to $3.20 and gave Q3 2025 adjusted EPS guidance of $0.74 to $0.78, which gives shareholders a higher profit outlook for the year.
Q2 2025 sales were $773.5 million, up 11.1%; core sales rose 10.8%
GAAP diluted EPS was $0.62 versus $0.45 a year earlier; adjusted diluted EPS was $0.79 versus $0.63
Full-year 2025 adjusted diluted EPS guidance raised to $3.10 to $3.20; Q3 2025 guidance is $0.74 to $0.78
Repurchased about 1.4 million shares for about $50 million in Q2; $105 million year to date
ITT reported second-quarter 2025 revenue of $972.4 million, up 7.3% from a year earlier, and diluted EPS of $1.52, up 4.8%. The company raised its full-year 2025 revenue and EPS guidance, citing year-to-date performance and a more stable demand outlook for the second half.
Q2 revenue of $972.4 million rose 7.3% (4.3% organic) versus the prior year quarter.
Q2 diluted EPS was $1.52, up 4.8%; adjusted EPS was $1.64, up 10.1%.
2025 guidance: revenue growth of 5% to 7%, EPS of $5.95 to $6.15, and adjusted EPS of $6.35 to $6.55.
Quarterly dividend of $0.351 per share is payable September 29, 2025 to holders of record on September 2, 2025.
Omnicell reported second quarter 2025 total revenues of $291 million, up 5% from a year earlier, and GAAP net income of $6 million, or $0.12 per diluted share. Non-GAAP net income fell to $21 million, or $0.45 per share, from $24 million, or $0.51, a year earlier. The company raised its full-year 2025 total revenue, non-GAAP EBITDA and non-GAAP EPS guidance, while reaffirming its product bookings and annual recurring revenue outlook.
Q2 2025 total revenues were $291 million, up $14 million, or 5%, from Q2 2024
GAAP net income was $6 million ($0.12 per diluted share), versus $4 million ($0.08) a year earlier; non-GAAP net income was $21 million ($0.45), versus $24 million ($0.51)
Full-year 2025 total revenue guidance is now $1.130 billion to $1.160 billion; non-GAAP EBITDA guidance is $130 million to $145 million; non-GAAP EPS guidance is $1.40 to $1.65
Operating cash flow was $43 million in Q2 2025, down from $59 million in Q2 2024
Biogen reported second quarter 2025 revenue of $2.6 billion, up 7% from a year earlier, with GAAP diluted EPS of $4.33, up 8%, and non-GAAP diluted EPS of $5.47, up 4%. The company raised its full-year 2025 non-GAAP diluted EPS guidance to $15.50-$16.00 from $14.50-$15.50, and its revenue outlook to roughly flat at constant currency from a mid-single-digit decline, which points to higher expected earnings for shareholders.
Q2 2025 total revenue was $2,646 million, up 7% year over year; GAAP diluted EPS was $4.33 and non-GAAP diluted EPS was $5.47.
Full-year 2025 non-GAAP diluted EPS guidance was raised to $15.50-$16.00 from $14.50-$15.50, including a $0.87 benefit from a stronger outlook partly offset by a ~$0.12 impact from the City Therapeutics transaction.
Q2 results included about $47 million of acquired IPR&D, upfront and milestone expense, an approximately $0.26 per-share impact.
Biogen expects minimal contract manufacturing revenue in Q4 2025 due to planned plant maintenance and expects increased competitive pressure on ex-U.S. MS sales in the second half.
KBR reported second quarter fiscal 2025 revenue of $2.0 billion, up 6%, and Adjusted EBITDA of $242 million, up 12%, but GAAP net income attributable to KBR fell 31% to $73 million, mainly due to the HomeSafe contract termination. The company also lowered its fiscal 2025 revenue guidance to $7.9 billion to $8.1 billion from $8.7 billion to $9.1 billion and cut its fiscal 2027 revenue target to $9.0 billion or more from $11.5 billion or more.
Q2 fiscal 2025 revenues were $1,952 million, up 6%; diluted EPS including discontinued operations was $0.56, down 29%
Adjusted EPS was $0.91, up 10%; Adjusted EBITDA was $242 million, up 12%
Fiscal 2025 revenue guidance cut to $7.9 billion to $8.1 billion; Adjusted EPS guidance narrowed to $3.78 to $3.88
Fiscal 2027 revenue target lowered to $9.0 billion or more from $11.5 billion or more; operating cash flow target lowered to $650 million or more from $700 million or more
PG&E Corporation reported second-quarter 2025 results on July 31, 2025. GAAP and non-GAAP core earnings were each $0.24 and $0.31 per share, flat with a year earlier, while total operating revenues fell to $5.9 billion from $6.0 billion. The company lowered its full-year 2025 GAAP EPS guidance to $1.26 to $1.32 from $1.29 to $1.35 but reaffirmed non-GAAP core EPS guidance of $1.48 to $1.52, so shareholders face a lower GAAP outlook while the core measure is unchanged.
Q2 2025 income available for common shareholders was $521 million, or $0.24 per share, versus $520 million, or $0.24 per share, in Q2 2024.
Total operating revenues were $5,898 million for Q2 2025, compared with $5,986 million a year earlier.
2025 GAAP EPS guidance was updated to $1.26 to $1.32 from $1.29 to $1.35; non-GAAP core EPS guidance was reaffirmed at $1.48 to $1.52.
Non-core items totaled $154 million after tax, or $0.07 per share, in Q2 2025, the same as in Q2 2024.
Antero Midstream reported second quarter 2025 net income of $125 million, or $0.26 per diluted share, up 44% per share from a year earlier, and Adjusted EBITDA of $284 million, up 11%. The company raised its 2025 guidance for net income and Adjusted EBITDA by $10 million at the midpoint and for Free Cash Flow after dividends by $25 million, to a range of $275 million to $325 million.
Q2 2025 net income was $125 million, or $0.26 per diluted share, versus $0.18 a year earlier
Adjusted EBITDA was $284 million, up 11% year over year; Free Cash Flow after dividends was $82 million, up 89%
2025 guidance: net income midpoint raised $10 million; Free Cash Flow after dividends now $275 million to $325 million
Leverage fell to 2.8x as of June 30, 2025; about $83 million of shares bought back year to date through July 30, 2025
American Water reported second-quarter 2025 diluted earnings of $1.48 per share, up from $1.42 a year earlier, and first-half earnings of $2.53 per share, up from $2.37. The company narrowed its 2025 EPS guidance to $5.70 to $5.75 from $5.65 to $5.75, on a weather-normalized basis, which raises the low end of the range and affirms its long-term targets. Shareholders also get a quarterly dividend of $0.8275 per share and news of a pending purchase of Nexus Water Group systems.
Q2 2025 operating revenues were $1,276 million, up from $1,149 million; Q2 net income attributable to common shareholders was $289 million, up from $277 million.
2025 EPS guidance range is now $5.70 to $5.75, narrowed from $5.65 to $5.75; long-term EPS and dividend growth targets of 7-9% were affirmed.
Q2 results include an estimated net unfavorable weather impact of $0.06 per share for the quarter and the six-month comparison.
Board declared a quarterly dividend of $0.8275 per share, payable September 3, 2025, to holders of record as of August 12, 2025.
Q2 Holdings reported second-quarter 2025 revenue of $195.1 million, up 13% from a year earlier, and GAAP net income of $11.8 million, compared with a net loss of $13.1 million in the prior-year quarter. The company raised its full-year 2025 guidance for revenue, adjusted EBITDA and free cash flow conversion, and it gave third-quarter guidance. The results and higher outlook matter to shareholders because they show revenue growth and profitability improving compared with last year.
Q2 2025 revenue was $195.1 million, up 13% year over year and 3% from the first quarter of 2025.
GAAP net income was $11.8 million, compared with a net loss of $13.1 million in Q2 2024; adjusted EBITDA was $45.8 million, up from $29.9 million.
Full-year 2025 revenue guidance is $783.0 million to $788.0 million, and adjusted EBITDA guidance is $177.0 million to $181.0 million.
Third-quarter 2025 revenue guidance is $196.0 million to $200.0 million, and adjusted EBITDA guidance is $44.0 million to $47.0 million.
CONMED reported second-quarter 2025 sales of $342.3 million, up 3.1% from a year earlier, while GAAP diluted earnings per share fell to $0.69 from $0.96. The company raised its full-year adjusted EPS outlook to $4.40 to $4.55 from $4.31 to $4.46, and narrowed its reported revenue range to $1.356 billion to $1.378 billion, but said tariffs are expected to reduce EPS by about $0.09 in the second half.
Q2 net sales $342.3 million, up 3.1% year over year; Single-use Products up 6.6%, Capital Products down 15.5%
Q2 GAAP diluted EPS $0.69 vs. $0.96; adjusted diluted EPS $1.15 vs. $0.98 in Q2 2024
Full-year adjusted diluted EPS guidance raised to $4.40 to $4.55 from $4.31 to $4.46
Updated guidance includes an estimated $0.09 negative EPS impact from recent tariff announcements in the second half of 2025
Kite Realty Group reported net income attributable to common shareholders of $110.3 million, or $0.50 per diluted share, for the quarter ended June 30, 2025, compared with a net loss of $48.6 million a year earlier, which included $66.2 million of impairment charges. The company raised its 2025 NAREIT FFO and Core FFO guidance, which matters to shareholders because it signals higher expected operating results for the year.
Q2 2025 net income attributable to common shareholders was $110.3 million, or $0.50 per diluted share, versus a net loss of $48.6 million, or $0.22 per share, in Q2 2024.
Core FFO of the Operating Partnership was $0.50 per diluted share, the same as in Q2 2024.
2025 NAREIT FFO guidance raised to $2.06 to $2.10 per diluted share from $2.04 to $2.10; Core FFO guidance raised to $2.02 to $2.06 from $2.00 to $2.06.
Third quarter 2025 dividend declared at $0.27 per common share, a 3.8% year-over-year increase.
Carlisle reported second-quarter 2025 revenue of $1.4 billion, flat year over year, and diluted EPS from continuing operations of $5.87, down from $5.94. Adjusted EPS rose to a record $6.27 from $6.24, but the company revised its full-year outlook to low-single-digit revenue growth and a 150 basis point decline in adjusted EBITDA margin, citing weaker new construction and residential markets.
Q2 2025 revenue was $1,449.5 million versus $1,450.6 million a year earlier, down 0.1%.
Diluted EPS from continuing operations was $5.87 versus $5.94; adjusted EPS was a record $6.27 versus $6.24.
FY 2025 outlook now calls for low-single-digit revenue growth and adjusted EBITDA margins down 150 basis points.
CWT operating income fell 28% to $43 million in the quarter on lower volumes.
VICI Properties reported second-quarter 2025 results on July 30, 2025, with revenue up 4.6% year over year to $1.0 billion and AFFO up 6.4% to $630.2 million. The company raised its full-year 2025 AFFO guidance to $2,500 million to $2,520 million, or $2.35 to $2.37 per diluted share, from $2,470 million to $2,500 million, or $2.33 to $2.36 per share, previously. Net income rose 16.7% to $865.1 million, but the company said the increase was driven largely by a $99.0 million change in the non-cash CECL allowance.
Second-quarter revenue was $1.0 billion, up 4.6% from $957.0 million a year earlier.
AFFO was $630.2 million, or $0.60 per share, up 4.9% per share from $0.57.
Net income was $865.1 million, or $0.82 per share, driven by a $99.0 million change in the CECL allowance.
Full-year 2025 AFFO per share guidance was raised to $2.35 to $2.37 from $2.33 to $2.36.
Broadstone Net Lease reported second-quarter 2025 revenue of $113.0 million, up from $105.9 million a year earlier, and AFFO of $74.3 million, or $0.38 per diluted share. The company raised its full-year 2025 AFFO guidance to $1.48 to $1.50 per diluted share from $1.45 to $1.49, but net income fell 44.8% to $19.8 million, mainly due to an $8.1 million increase in impairment provisions.
Q2 2025 revenue was $112,986 thousand versus $105,907 thousand in Q2 2024
Q2 2025 net income was $19.8 million, or $0.10 per diluted share, down 44.8% year over year
AFFO was $74.3 million, or $0.38 per diluted share, up 5.6% year over year
Quarterly dividend declared at $0.29 per share, payable on or before October 15, 2025
ITW reported second-quarter 2025 revenue of $4.1 billion, up 1%, with flat organic growth, and GAAP EPS of $2.58, up 2%. The company raised its full-year 2025 GAAP EPS guidance by $0.10 to a narrower range of $10.35 to $10.55 per share, which benefits shareholders if the outlook holds.
Q2 2025 revenue of $4.1 billion, up 1%; organic growth essentially flat
GAAP EPS of $2.58 in Q2, up 2%; operating margin 26.3%, up 10 basis points
Full-year 2025 GAAP EPS guidance raised to $10.35 to $10.55 per share from $10.15 to $10.55
Q2 free cash flow of $449 million, down from $571 million a year earlier; $375 million of shares repurchased in the quarter
Gates Industrial reported second-quarter 2025 net sales of $883.7 million, down 0.2% from the prior-year period, and GAAP net income attributable to shareholders of $56.5 million, or $0.22 per diluted share, down from $70.7 million, or $0.26, a year earlier. The company raised its full-year 2025 guidance for Adjusted EBITDA and Adjusted EPS, though the results show mixed direction across sales and profit measures.
Q2 2025 net sales were $883.7 million, down 0.2%; core sales fell 0.6%.
Adjusted Net Income per diluted share was $0.39, up from $0.36; Adjusted EBITDA was $199.2 million, down from $202.2 million.
2025 guidance now calls for Adjusted EBITDA of $765 million to $795 million and Adjusted EPS of $1.44 to $1.52.
Restructuring expenses were $13.0 million in the quarter, compared with $1.6 million a year earlier.
Vita Coco reported second quarter 2025 net sales of $169 million, up 17% from a year earlier, and net income of $23 million, or $0.38 per diluted share, compared with $0.32 a year earlier. The company raised its full year 2025 net sales outlook to $565 million to $580 million, but gross margin fell to 36% from 41% and Non-GAAP Adjusted EBITDA declined to $29.2 million from $32.2 million.
Q2 2025 net sales rose 17% to $169 million; Vita Coco Coconut Water net sales grew 25%.
Net income was $23 million, or $0.38 per diluted share, versus $19 million, or $0.32, in Q2 2024.
Gross margin was 36% versus 41%; Non-GAAP Adjusted EBITDA was $29.2 million versus $32.2 million.
Full year 2025 net sales are now expected at $565 million to $580 million; Adjusted EBITDA at $86 million to $92 million.
IDEX reported second quarter 2025 net sales of $865.4 million, up 7% from a year earlier and 1% organically, while GAAP diluted EPS fell to $1.74 from $1.86. The company lowered its full-year 2025 GAAP diluted EPS guidance to $6.30 to $6.44 from $6.56 to $6.95, citing customers taking a more cautious stance on larger orders, which matters to shareholders because it reduces expected full-year earnings.
Q2 net sales were $865.4 million, up 7% reported and 1% organic; Mott acquisition drove most of the increase.
GAAP diluted EPS was $1.74 versus $1.86; adjusted diluted EPS was $2.07 versus $2.06.
Full-year 2025 adjusted diluted EPS guidance was lowered to $7.85 to $7.95 from $8.10 to $8.45.
Third quarter 2025 GAAP diluted EPS is expected at $1.54 to $1.61, based on 2% to 3% organic sales growth.
Urban Edge Properties reported second-quarter 2025 results on July 30, 2025 and raised its full-year 2025 FFO as Adjusted guidance by $0.025 per share at the midpoint. Quarterly net income attributable to common shareholders rose to $57.98 million, or $0.46 per diluted share, from $30.76 million, or $0.26, a year earlier, though the gain on property sales drove much of the increase.
Q2 2025 FFO as Adjusted was $0.36 per diluted share, up from $0.32 a year earlier; the CEO called it a quarterly record.
Q2 2025 net income included a $49.5 million, or $0.39 per diluted share, gain on sale of real estate from three non-core dispositions.
Full-year 2025 FFO as Adjusted guidance was raised to $1.40-$1.44 per diluted share from $1.37-$1.42.
Shop leased occupancy reached 92.5% as of June 30, 2025, up 270 basis points from June 30, 2024.
Timken reported second-quarter 2025 sales of $1.17 billion, down 0.8% from a year earlier, and diluted EPS of $1.12 versus $1.36 in the same period of 2024. The company reduced the high end of its full-year 2025 outlook, now forecasting diluted EPS of $3.90 to $4.20 and adjusted EPS of $5.10 to $5.40, citing a cautious view on second-half demand. For shareholders, lower quarterly earnings and a narrower full-year outlook signal weaker near-term profitability.
Diluted EPS of $1.12 versus $1.36 a year ago, down 17.6%; adjusted EPS of $1.42 versus $1.63
Full-year 2025 revenue now expected to change by -2.0% to -0.5% versus 2024
Adjusted EBITDA margin of 17.7% versus 19.5% a year ago; free cash flow of $78.2 million
Returned $47.0 million to shareholders through dividends and share repurchases in the quarter
Hershey reported second-quarter 2025 net sales of $2,614.7 million, up 26.0%, driven partly by the lap of prior-year inventory reductions and a later Easter. Profit fell sharply: reported net income was $62.7 million, down 65.2%, and adjusted EPS was $1.21, down 4.7%. The company also cut its 2025 reported and adjusted EPS outlook, citing estimated tariff expenses and commodity costs.
Q2 2025 net sales $2,614.7 million, up 26.0%; organic, constant currency sales up 26.3%
Reported net income $62.7 million, or $0.31 per diluted share, down 65.2%; adjusted EPS $1.21, down 4.7%
2025 reported EPS growth outlook changed from down high-40% range to down ~50%; adjusted EPS growth from down mid-30% range to down 36% to 38%
Tariff expense estimated at $170 million to $180 million for the full year 2025
GE HealthCare reported second quarter 2025 revenue of $5.0 billion, up 3% from a year earlier, and net income attributable to the company of $486 million versus $428 million. It raised its full-year 2025 adjusted EPS guidance to $4.43 to $4.63 from $3.90 to $4.10, and its free cash flow guidance to at least $1.4 billion from at least $1.2 billion. Adjusted EBIT margin fell to 14.6% from 15.3%, which the company attributed mainly to tariffs.
Q2 2025 revenue was $5.0 billion, up 3% reported and 2% organic year over year.
Diluted EPS was $1.06 versus $0.93; adjusted EPS was $1.06 versus $1.00.
2025 adjusted EPS guidance raised to $4.43 to $4.63 from $3.90 to $4.10, including about $0.45 of tariff impact.
Adjusted EBIT margin was 14.6% versus 15.3%, down 80 bps, impacted by tariffs.
Trane Technologies reported second-quarter 2025 net revenues of $5.7 billion, up 8 percent, with GAAP continuing EPS of $3.87, up 16 percent, and adjusted continuing EPS of $3.88, up 18 percent. The company raised its full-year 2025 revenue and EPS guidance, now expecting reported revenue growth of about 9 percent and adjusted continuing EPS of about $13.05.
Q2 2025 net revenues of $5,746 million, up 8 percent; GAAP continuing EPS $3.87 versus $3.33 a year earlier
Full-year 2025 guidance: reported revenue growth of about 9 percent, GAAP continuing EPS of about $13.30, adjusted continuing EPS of about $13.05
Record enterprise bookings of $5.6 billion, up 5 percent; backlog of $7.1 billion at June 30, 2025
EXL reported second-quarter 2025 revenue of $514.5 million, up 14.7% from a year earlier, and raised its full-year 2025 revenue and adjusted diluted EPS guidance. The company also agreed on July 29, 2025 to pay Citibank $125 million under an accelerated share repurchase, part of its $500 million buyback program.
Q2 2025 revenue of $514.5 million, up 14.7%; diluted EPS of $0.40 versus $0.28, and adjusted diluted EPS of $0.49 versus $0.40
2025 revenue guidance raised to $2.050 billion to $2.070 billion from $2.035 billion to $2.065 billion
2025 adjusted diluted EPS guidance raised to $1.86 to $1.90 from $1.83 to $1.89
Adjusted operating income margin was 19.6%, down from 19.8% a year earlier; $125 million accelerated share repurchase with Citibank under the $500 million program
GATX reported second-quarter 2025 net income of $75.5 million, or $2.06 per diluted share, up from $44.4 million, or $1.21, a year earlier, and raised its full-year 2025 earnings guidance to $8.50 to $8.90 per diluted share. Total revenues rose to $430.5 million from $386.7 million, while Rail Europe fleet utilization fell to 93.3% from 95.8% a year earlier. For shareholders, the higher guidance reflects year-to-date results and expected stronger second-half performance at Engine Leasing.
Q2 2025 net income was $75.5 million, or $2.06 per diluted share, compared with $44.4 million, or $1.21, in Q2 2024.
Q2 2025 total revenues were $430.5 million, compared with $386.7 million in Q2 2024.
2025 full-year diluted EPS guidance was raised to $8.50 to $8.90, excluding tax benefits and other items and the pending Wells Fargo rail asset acquisition.
The Brookfield Infrastructure joint venture to acquire Wells Fargo's rail assets is expected to close in Q1 2026 or sooner, subject to regulatory approvals.
NeoGenomics reported second-quarter 2025 revenue of $181 million, up 10% from a year earlier, but its net loss widened to $45 million, including $20 million of impairment charges. The company also lowered its full-year 2025 revenue guidance to $720 million to $726 million from $747 million to $759 million, and widened its expected net loss, which matters to shareholders because it signals weaker results than previously expected.
Q2 2025 revenue rose 10% to $181 million; clinical revenue grew 16%, or 13% excluding Pathline
Q2 net loss increased 142% to $45 million, including $20 million of impairment charges; Adjusted EBITDA was $10.7 million, flat year over year
2025 revenue guidance lowered to $720 million-$726 million from $747 million-$759 million
2025 GAAP net loss guidance widened to $(116) million-$(108) million from $(85) million-$(77) million
CBRE reported second-quarter 2025 results on July 29, 2025, with revenue up 16% to $9.8 billion and GAAP net income up 65% to $215 million. The company raised its 2025 core EPS outlook to $6.10 to $6.20 from $5.80 to $6.10, which would be higher by at least $0.10 based on current forward currency rates.
Q2 2025 GAAP EPS rose 71% to $0.72 and core EPS rose 47% to $1.19.
Q2 revenue rose 16% to $9.8 billion; Q2 free cash flow was $2 million, down from $220 million a year earlier.
Stock repurchases since year-end 2024 totaled about 5.2 million shares for $663 million, with about $5.2 billion of authorization remaining as of June 30, 2025.
Johnson Controls reported fiscal third-quarter 2025 sales of $6.1 billion, up 3% from a year earlier and up 6% organically, and raised its full-year fiscal 2025 adjusted EPS guidance to $3.65 to $3.68 from about $3.60. GAAP earnings per share from continuing operations fell to $0.94 from $1.27, so shareholders see stronger sales and guidance alongside lower reported profit.
Q3 sales of $6.1 billion rose 3% as reported and 6% organically versus the prior-year quarter.
GAAP EPS from continuing operations was $0.94 versus $1.27 a year earlier; adjusted EPS was $1.05.
Full-year fiscal 2025 adjusted EPS guidance raised to $3.65 to $3.68, previously about $3.60.
Fiscal Q4 adjusted EPS guidance set at $1.14 to $1.17.
Royal Caribbean reported second-quarter 2025 diluted EPS of $4.41, up from $3.11 a year earlier, and total revenues of $4.5 billion, up from $4.1 billion. The company raised its full-year 2025 Adjusted EPS guidance to $15.41 to $15.55, which it said reflects stronger second-quarter performance and lower expected spending.
Q2 2025 diluted EPS was $4.41 vs. $3.11 in Q2 2024; Adjusted EPS was $4.38 vs. $3.21.
Total revenues were $4.5 billion for the quarter, vs. $4.1 billion a year earlier.
Full-year 2025 Adjusted EPS guidance is $15.41 to $15.55, which the company says is approximately 31% growth year over year.
Third-quarter 2025 Adjusted EPS is guided to $5.55 to $5.65.
Armstrong World Industries reported second-quarter 2025 net sales of $424.6 million, up 16.3%, and diluted EPS of $2.01, up 34%. The company raised its full-year 2025 guidance for net sales, adjusted EBITDA, adjusted diluted EPS and adjusted free cash flow, citing strong results in the first half.
Q2 operating income rose 29.7% to $123.2 million; operating margin was 29.0%, up 300 basis points.
Full-year 2025 adjusted diluted EPS guidance raised to $7.15 to $7.30, from a 2024 actual of $6.31.
Full-year 2025 net sales guidance raised to $1.600 billion to $1.630 billion, versus $1.446 billion in 2024.
Company repurchased shares for $30 million in Q2 and had $610 million remaining under its buyback authorization as of June 30, 2025.
Kilroy Realty reported second-quarter 2025 revenues of $289.9 million, up from $280.7 million a year earlier, and net income available to common stockholders of $68.4 million, or $0.57 per diluted share, versus $0.41 a year earlier. The company raised its full-year 2025 Nareit FFO per diluted share guidance to $4.05-$4.15 from $3.85-$4.05, a change it partly attributes to a lease termination fee recognized at a consolidated property partnership.
Q2 2025 FFO was $135.9 million, or $1.13 per diluted share, versus $132.6 million, or $1.10, in Q2 2024
Full-year 2025 FFO per diluted share guidance raised to $4.05-$4.15 from $3.85-$4.05
Stabilized portfolio was 80.8% occupied at June 30, 2025, versus 83.7% at June 30, 2024; about 423,000 square feet of leases were signed in the quarter
GAAP and cash rents on second-generation leases signed in the quarter decreased 11.2% and 15.2%, respectively
Veralto reported second-quarter 2025 sales of $1,371 million, up 6.4% from a year earlier, and diluted GAAP earnings per share of $0.89 versus $0.81 a year earlier. The company raised its full-year 2025 adjusted earnings per share guidance to $3.72-$3.80 from $3.60-$3.70, which points to higher expected profit for shareholders.
Q2 sales were $1,371 million, up 6.4%; non-GAAP core sales grew 4.8%
Net earnings were $222 million, or $0.89 per diluted share, versus $0.81 a year earlier
Adjusted diluted EPS was $0.93, compared with $0.85 in the prior-year quarter
Full-year 2025 adjusted EPS guidance raised to $3.72-$3.80; third-quarter adjusted EPS guidance is $0.91-$0.95
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