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).
Edwards Lifesciences reported second-quarter 2025 sales of $1.53 billion, up 11.9% from a year earlier, and adjusted EPS of $0.67. The company raised its full-year 2025 sales growth guidance to 9% to 10% and its adjusted EPS outlook to the high end of $2.40 to $2.50. GAAP net income attributable to Edwards fell to $333.2 million from $366.3 million, partly due to a $47.1 million impairment loss.
Q2 sales $1.53 billion, up 11.9%; TAVR sales $1.1 billion, up 8.9%; TMTT sales $134.5 million, up 61.9%
Full-year 2025 sales guidance raised to 9% to 10%, or $5.9 billion to $6.1 billion; TAVR sales guidance raised to $4.3 billion to $4.5 billion
Adjusted diluted EPS $0.67 in Q2; full-year adjusted EPS now expected at the high end of $2.40 to $2.50
Q2 GAAP diluted EPS $0.56 versus $0.61 a year earlier, including a $47.1 million loss on impairment
Healthpeak reported second-quarter 2025 diluted net income of $0.05 per share, down from $0.21 a year earlier, while Nareit FFO was $0.43 per share versus $0.44 and FFO as Adjusted and AFFO rose to $0.46 and $0.44 per share. The company cut its full-year 2025 diluted earnings per share guidance to $0.25 to $0.31 from $0.30 to $0.36 and Nareit FFO guidance to $1.78 to $1.84 from $1.81 to $1.87, while reaffirming its FFO as Adjusted guidance of $1.81 to $1.87 per share.
Q2 2025 diluted net income was $0.05 per share versus $0.21 in Q2 2024.
Q2 2025 Nareit FFO was $0.43 per share versus $0.44; FFO as Adjusted was $0.46 versus $0.45; AFFO was $0.44 versus $0.40.
2025 diluted EPS guidance lowered to $0.25 to $0.31 from $0.30 to $0.36; Nareit FFO guidance lowered to $1.78 to $1.84 from $1.81 to $1.87.
Monthly dividend of $0.10167 per share declared for July, August and September 2025, totaling $0.305 for the third quarter; approximately $2.3 billion of liquidity as of July 24, 2025.
Phillips Edison & Company reported second quarter 2025 results on July 24, 2025, with Core FFO up 10.3% to $88.2 million and total revenues of $177.8 million, while net income attributable to stockholders fell to $12.8 million from $15.3 million. The company raised its full-year 2025 Core FFO per share guidance to $2.55 to $2.60 from $2.52 to $2.59, which matters to shareholders because it signals higher expected earnings for the year.
Q2 2025 net income attributable to stockholders was $12.8 million, or $0.10 per diluted share, compared with $15.3 million, or $0.12, in Q2 2024.
Q2 2025 Core FFO rose 10.3% to $88.2 million, or $0.64 per diluted share, from $80.0 million, or $0.59, a year earlier.
Full-year 2025 Core FFO per share guidance was raised to $2.55 to $2.60 from $2.52 to $2.59.
Management will discuss results on a conference call and webcast on Friday, July 25, 2025, at 12:00 p.m. Eastern Time.
The Ensign Group reported second-quarter 2025 GAAP diluted earnings per share of $1.44, up 18.0% from the prior year quarter, and GAAP net income of $84.4 million, up 18.9%. The company raised its full-year 2025 diluted EPS guidance to $6.34 to $6.46 from $6.22 to $6.38, and its revenue guidance to $4.99 billion to $5.02 billion from $4.89 billion to $4.94 billion, which matters to shareholders because it signals higher expected profit and sales for the year.
Q2 2025 total revenue was $1.23 billion, up 18.5% from the prior year quarter.
GAAP diluted EPS was $1.44 versus $1.22 a year earlier; adjusted diluted EPS was $1.59, up 20.5%.
2025 diluted EPS guidance raised to $6.34 to $6.46; revenue guidance raised to $4.99 billion to $5.02 billion.
Cash on hand was approximately $364.0 million, with $592.6 million of available line-of-credit capacity.
Darling Ingredients reported second-quarter 2025 net income of $12.7 million, or $0.08 per diluted share, down from $78.9 million, or $0.49 per share, a year earlier, driven by lower earnings at Diamond Green Diesel (DGD). Total net sales were flat at $1.5 billion, and combined adjusted EBITDA fell to $249.5 million from $273.6 million. The company adjusted its 2025 combined adjusted EBITDA outlook to $1.05-$1.10 billion, citing uncertainty over small refinery exemptions and RIN pricing.
Q2 2025 net income attributable to Darling was $12.7 million ($0.08 per diluted share), versus $78.9 million ($0.49) in Q2 2024.
Total net sales were $1.5 billion in both periods; six-month net loss was $13.5 million, or $(0.09) per diluted share.
Combined adjusted EBITDA was $249.5 million for Q2 2025, compared with $273.6 million a year earlier.
2025 combined adjusted EBITDA outlook adjusted to $1.05-$1.10 billion; the company also refinanced long-term debt and signed a non-binding term sheet to form Nextida, a collagen and gelatin company.
LKQ reported second-quarter 2025 revenue of $3.6 billion, down 1.9% from a year earlier, and adjusted diluted EPS of $0.87, down 11.2%. The company lowered its full-year 2025 outlook, citing weak repairable claims in North America, tariff uncertainty, and economic softness in Europe, which lowers the expected adjusted diluted EPS range to $3.00 to $3.30.
Q2 2025 revenue was $3.6 billion, down 1.9%; parts and services organic revenue fell 3.4%.
Q2 GAAP diluted EPS rose 7.1% to $0.75, while adjusted diluted EPS fell 11.2% to $0.87.
Full-year adjusted diluted EPS outlook cut to $3.00 to $3.30 from $3.40 to $3.70; operating cash flow outlook cut to $0.875 to $1.075 billion from $1.075 to $1.275 billion.
Board declared a quarterly dividend of $0.30 per share, payable August 28, 2025; $1.6 billion remains under the repurchase program.
West Pharmaceutical Services reported second-quarter 2025 net sales of $766.5 million, up 9.2%, with diluted EPS of $1.82 versus $1.51 a year earlier. The company raised its full-year 2025 net sales guidance to $3.040 billion to $3.060 billion and its adjusted-diluted EPS guidance to $6.65 to $6.85, both up from prior ranges.
Q2 2025 net sales of $766.5 million rose 9.2%; organic net sales grew 6.8%.
Adjusted-diluted EPS was $1.84, compared with $1.52 in the second quarter of 2024.
Full-year 2025 adjusted-diluted EPS guidance rose to $6.65 to $6.85 from $6.15 to $6.35.
Board approved a fourth-quarter 2025 dividend of $0.22 per share, payable November 19, 2025 to holders of record as of November 12, 2025.
Iridium reported second-quarter 2025 total revenue of $216.9 million, up 8%, and operational EBITDA of $121.3 million, up 6%. Net income fell to $22.0 million from $32.3 million a year earlier, which included a one-time $19.8 million gain, and the company cut its full-year service revenue growth forecast to 3%-5% from 5%-7%. Shareholders also get a quarterly dividend increase to $0.15 per share from $0.14.
Q2 2025 net income was $22.0 million, or $0.20 per diluted share, versus $0.27 a year earlier; the prior-year period included a one-time $19.8 million gain.
Full-year 2025 service revenue growth guidance was lowered to 3%-5% from 5%-7%; full-year OEBITDA guidance of $490 million to $500 million was maintained.
Board declared a $0.15 per share dividend, payable September 30, 2025, to holders of record as of September 15, 2025.
The company repurchased about 2.6 million shares for $65.0 million in the quarter; $295.3 million remained under the program as of June 30, 2025.
Wabtec reported second-quarter 2025 GAAP diluted earnings per share of $1.96, up 19.5%, and sales of $2.71 billion, up 2.3%. The company raised its 2025 adjusted EPS guidance to $8.55 to $9.15, which it attributed to first-half performance, acquisitions and cost management.
GAAP diluted EPS was $1.96 and adjusted diluted EPS was $2.27, up 15.8% from a year earlier.
Full-year 2025 adjusted EPS guidance rose to $8.55 to $9.15, up $0.20 at the mid-point.
Revenue guidance was raised by $200 million at the mid-point to a range of $10.925 billion to $11.225 billion, largely reflecting the Evident Inspection Technologies Division acquisition completed July 1, 2025.
Operating cash flow was $209 million versus $235 million a year earlier, partly due to delayed second-quarter locomotive deliveries.
Dover reported second-quarter 2025 results on July 24, 2025, with revenue of $2.0 billion, up 5% (1% organic), and GAAP diluted EPS from continuing operations of $2.03, up 14%. The company raised its full-year 2025 adjusted EPS guidance to $9.35-$9.55 from $9.20-$9.40, while GAAP EPS guidance remains $8.00-$8.20.
Q2 2025 adjusted diluted EPS from continuing operations was $2.44, up 16% from $2.10 a year earlier.
Six-month GAAP EPS from continuing operations was $3.76, down 38%, mainly due to the 2024 gain on the De-Sta-Co disposition.
Full-year 2025 adjusted EPS guidance was raised to $9.35-$9.55 from $9.20-$9.40, based on revenue growth of 4% to 6%.
Management said it completed two acquisitions in the Pumps & Process Solutions segment during the quarter.
Brunswick reported second quarter 2025 net sales of $1,447.0 million, roughly flat year over year, while GAAP diluted EPS fell to $0.90 from $1.55 and as adjusted diluted EPS fell to $1.16 from $1.80. The company kept its full-year as adjusted diluted EPS guidance midpoint at approximately $3.25 and raised its free cash flow expectation to more than $400 million, but provided Q3 adjusted EPS of $0.75 to $0.90 on revenue of $1.1 to $1.3 billion, which is below the prior-year level.
Q2 2025 net sales $1,447.0 million, up 0.2% from $1,443.9 million; GAAP operating earnings $103.3 million, down 34.7%
Full-year 2025 guidance: net sales of approximately $5.2 billion, as adjusted diluted EPS of approximately $3.25, free cash flow above $400 million
Q3 2025 guidance: revenue of $1.1 to $1.3 billion and as adjusted diluted EPS of $0.75 to $0.90
Free cash flow of $288 million in Q2 2025, a second-quarter record; $43 million of share repurchases through the second quarter
Allegion reported second-quarter 2025 net revenues of $1,022.0 million, up 5.8%, and diluted earnings of $1.85 per share, up from $1.77 a year earlier. The company raised its full-year 2025 reported revenue growth outlook to 6.5% to 7.5% and its full-year EPS outlook to $7.25 to $7.40, or $8.00 to $8.15 on an adjusted basis.
Q2 2025 diluted EPS was $1.85 versus $1.77; adjusted EPS was $2.04, up 4.1%.
Q2 2025 revenue rose 5.8% to $1,022.0 million, with organic growth of 3.2%.
Q2 2025 operating margin was 21.5% versus 21.6%; adjusted operating margin was flat at 23.7%.
Full-year 2025 tariff costs are estimated at about $40 million, with the company expecting to offset them at the operating profit and EPS level, primarily through pricing actions.
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.