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).
Starwood Property Trust agreed to acquire Fundamental Income Properties, a net lease real estate platform majority owned by Brookfield Asset Management, for about $2.2 billion including debt, with closing expected on or about July 23, 2025. The company also gave preliminary second quarter results, showing GAAP earnings per diluted share of $0.36 to $0.38 and book value per share of $18.78 to $18.80, down from $18.87 at March 31, 2025, including a $44 million realized loss on a foreclosed office building sale.
Purchase price of approximately $2.2 billion, inclusive of indebtedness; the company will assume $1.3 billion of existing financing facilities, including $0.9 billion of asset-backed security debt
Expected closing on or about July 23, 2025, subject to customary closing conditions, with no assurance the deal closes on the anticipated terms or at all
Preliminary Q2 2025 GAAP EPS of $0.36 to $0.38 and Distributable EPS of $0.42 to $0.44, including $44 million ($0.13 per share) in realized losses from the Houston, Texas office building sale
Estimated book value per share of $18.78 to $18.80 at June 30, 2025, versus $18.87 at March 31, 2025; Q3 2025 dividend of $0.48 per share declared, payable October 15, 2025
AAR CORP. reported fourth-quarter fiscal 2025 results for the quarter ended May 31, 2025, with sales of $755 million, up 15%, and adjusted diluted EPS of $1.16, up 32%. For the full fiscal year, sales rose 20% to $2.8 billion, but GAAP net income fell to $12.5 million, or $0.35 per diluted share, from $46.3 million, or $1.29, after after-tax charges of $115.0 million tied to the Landing Gear Overhaul sale and the FCPA settlement.
Q4 fiscal 2025 sales of $754.5 million, up from $656.5 million; GAAP EPS $0.95 versus $0.26 a year earlier
Full-year adjusted diluted EPS of $3.91, up from $3.33; full-year GAAP EPS $0.35 versus $1.29
Net debt of $880.5 million at May 31, 2025; net leverage of 2.72x, down from 3.76x a year earlier
Share repurchases of $10.1 million in the quarter, with $42.5 million remaining on the program
Rexford Industrial reported second-quarter 2025 results on July 16, 2025, with net income attributable to common stockholders rising to $113.4 million, or $0.48 per diluted share, from $79.8 million, or $0.37, a year earlier. Core FFO per diluted share slipped 1.7% to $0.59, although total Company share of Core FFO rose 7.8% to $139.7 million, and the company raised its 2025 net income per share guidance while leaving Core FFO guidance unchanged.
Q2 2025 net income attributable to common stockholders was $113.4 million, or $0.48 per diluted share, versus $79.8 million, or $0.37, in the prior year quarter.
Core FFO per diluted share was $0.59, down from $0.60 a year earlier, while Company share of Core FFO rose 7.8% to $139.7 million.
2025 net income per diluted share guidance was raised to $1.38 to $1.42 from $1.31 to $1.35; Core FFO per diluted share guidance stayed at $2.37 to $2.41.
The Board declared a $0.43 per share dividend for the third quarter of 2025, payable October 15, 2025, and management is scheduled to hold a conference call on July 17, 2025.
Alcoa reported second quarter 2025 revenue of $3.0 billion and net income attributable to Alcoa of $164 million, or $0.62 per diluted share, down from $548 million in the first quarter but up from $20 million a year earlier. The company lowered its 2025 aluminum shipment forecast because of the delayed San Ciprián smelter restart, which it now expects to finish by mid-2026, and it expects a $90 million to $110 million net loss from that smelter in 2025.
Revenue was $3,018 million, down 10% from $3,369 million in the first quarter and up from $2,906 million in the second quarter of 2024.
Adjusted EBITDA excluding special items was $313 million, versus $855 million in the first quarter; the company cited lower alumina and aluminum prices and about $115 million in tariff costs on Canadian aluminum imports.
The Ma'aden joint venture sale closed July 1, 2025, for total consideration of $1.35 billion; Alcoa expects a gain of approximately $780 million in the third quarter.
Sarepta said it will cut about 36% of its workforce, roughly 500 employees, as part of a restructuring that pauses most limb-girdle muscular dystrophy gene therapy programs and focuses on siRNA candidates. It also reported preliminary second-quarter 2025 net product revenue of $513 million and said the FDA has requested a black box warning for ELEVIDYS, while several executives were reassigned or named to new roles. The filing gives no prior-period revenue comparison, and the one-time charge and label change may weigh on shareholders.
Board approved a reduction in force of about 36% of workforce on July 14, 2025, with a one-time third-quarter 2025 charge estimated at $32 million to $37 million, nearly all cash
Preliminary Q2 2025 total net product revenue was $513 million, including $282 million from ELEVIDYS and $231 million from RNA-based PMOs; final results are due in early August 2025
FDA requested a black box warning for acute liver injury and acute liver failure in the ELEVIDYS label, which Sarepta agreed to
Ian Estepan named President and Chief Operating Officer and Ryan Wong named Chief Financial Officer, both effective July 16, 2025; Dallan Murray, Chief Customer Officer, is departing
Triumph Financial reported second-quarter net income to common stockholders of $3.6 million, or $0.15 per diluted share, in a shareholder letter filed with the SEC. The letter says the result includes a net pre-tax gain of $12.4 million from settling long-running litigation with the USPS, partly offset by $7.1 million of other non-recurring items, and the CEO says core earnings remain below historical averages. Payments and Factoring revenue each grew about 13% from the prior quarter, but much of the reported profit comes from one-time items.
Net income to common stockholders was $3.6 million, or $0.15 per diluted share, for the quarter ended June 30, 2025.
The USPS settlement added a net pre-tax impact of $12.4 million; other non-recurring items reduced pre-tax income by $7.1 million, for a net pre-tax impact of $5.3 million.
Payments total revenue was $17.2 million, up 13.5% from the prior quarter; Factoring revenue grew 13.3% quarter over quarter.
Triumph closed its acquisition of Greenscreens, and LoadPay accounts totaled 2,729 as of July 14, 2025.
Prologis reported second quarter 2025 results, with total revenues of $2.18 billion, up from $2.01 billion a year earlier. Net earnings attributable to common stockholders fell to $570 million, or $0.61 per diluted share, from $860 million, or $0.92, while Core FFO per diluted share rose to $1.46 from $1.34. The company also reiterated 2025 guidance of $5.75 to $5.80 per share for Core FFO and $3.00 to $3.15 per share for net earnings.
Total revenues were $2.18 billion for the three months ended June 30, 2025, compared with $2.01 billion a year earlier.
Net earnings attributable to common stockholders were $570 million, or $0.61 per diluted share, compared with $860 million, or $0.92, in the second quarter of 2024.
Core FFO attributable to common stockholders/unitholders was $1.46 per diluted share, compared with $1.34 a year earlier.
2025 guidance: Core FFO of $5.75 to $5.80 per share and net earnings of $3.00 to $3.15 per share; the filing does not compare this guidance with prior guidance.
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.