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).
RLI Corp. reported second quarter 2025 GAAP net earnings of $124.3 million ($1.34 per share), up from $82.0 million ($0.89 per share) a year earlier. Operating earnings fell slightly to $78.1 million ($0.84 per share) from $79.3 million ($0.86 per share), and underwriting income declined to $62.2 million on an 84.5 combined ratio, versus $70.0 million on an 81.5 combined ratio in 2024.
Q2 2025 net earnings $124.3 million ($1.34 per share) vs. $82.0 million ($0.89) in Q2 2024
Q2 2025 operating earnings $78.1 million ($0.84 per share) vs. $79.3 million ($0.86) in Q2 2024
Underwriting income $62.2 million on an 84.5 combined ratio, vs. $70.0 million on an 81.5 combined ratio in Q2 2024
Net investment income rose 16% to $39.4 million; book value per share was $18.89 at June 30, 2025
Agilysys reported record fiscal 2026 first-quarter revenue of $76.7 million, up 20.7% from a year earlier, with subscription revenue up 44.3%. The company raised its full-year subscription revenue growth guidance to 27% from 25%, while keeping total revenue guidance at $308 million to $312 million, but GAAP net income fell to $4.9 million from $14.1 million.
Total net revenue rose to $76.7 million from $63.5 million in the year-earlier quarter.
GAAP net income was $4.9 million, or $0.17 per diluted share, versus $14.1 million, or $0.50 per diluted share, a year earlier.
Adjusted diluted EPS (non-GAAP) was $0.33 versus $0.30; free cash flow (non-GAAP) was negative $5.0 million versus $0.2 million.
Full-year fiscal 2026 subscription revenue growth guidance was raised to 27% from 25%; total revenue guidance of $308 million to $312 million was unchanged.
ServisFirst Bancshares reported second-quarter 2025 diluted earnings per share of $1.12, down from $1.16 in the first quarter but up from $0.95 in the second quarter of 2024. Results include an $8.6 million loss on the sale of securities; excluding that loss and a $2.3 million legal reserve reversal, adjusted diluted EPS was $1.21.
Diluted EPS of $1.12 in Q2 2025, down 3.4% from $1.16 in Q1 2025 and up 17.9% from $0.95 in Q2 2024.
Net income of $61.4 million, compared with $63.2 million in Q1 2025 and $52.1 million in Q2 2024.
Net interest margin rose to 3.10% from 2.92% in Q1 2025; total deposits fell $566.7 million from Q1 to $13.86 billion.
Adjusted diluted EPS of $1.21 excludes an $8.6 million securities sale loss and a $2.3 million legal accrual reversal.
Daniel Scavilla resigned as Globus Medical's President, CEO and director effective July 18, 2025, to pursue another opportunity. The board named Keith Pfeil, the company's COO and CFO, as President and CEO and a director, and Kyle Kline as CFO, effective the same day. The company also reported preliminary second-quarter 2025 sales of approximately $745.3 million, up 18.4% as reported, and reaffirmed its full-year 2025 guidance.
Daniel Scavilla resigned as President, CEO and director effective July 18, 2025; the filing says the resignation was not due to any disagreement with the company.
Keith Pfeil was appointed President and CEO effective July 18, 2025, with his base salary rising to $490,000, prorated for 2025.
Preliminary Q2 2025 sales were approximately $745.3 million, up 18.4% as reported; base business sales were approximately $650.8 million, up 3.3%.
The company reaffirmed full-year 2025 revenue guidance of $2.80 billion to $2.90 billion and non-GAAP diluted EPS guidance of $3.00 to $3.30.
Cleveland-Cliffs reported second-quarter 2025 revenue of $4.9 billion, up from $4.6 billion in the first quarter, but posted a GAAP net loss of $470 million that included $323 million of non-recurring charges tied to idled facilities. Adjusted EBITDA swung to $97 million from a loss of $174 million in the first quarter, and the company updated several full-year 2025 expectations.
Revenue of $4.9 billion for Q2 2025, compared with $4.6 billion in Q1 2025 and $5.1 billion in Q2 2024.
GAAP net loss of $470 million; adjusted net loss of $247 million, or $0.50 per diluted share.
Adjusted EBITDA of $97 million, versus a $174 million loss in Q1 2025.
Full-year 2025 outlook: capital expenditures cut to about $600 million from $625 million; depreciation, depletion and amortization raised to about $1.2 billion from about $1.1 billion.
Domino's Pizza reported second-quarter 2025 results for the quarter ended June 15, 2025. Total revenues rose 4.3% to $1,145.1 million and income from operations rose 14.8% to $225.0 million, but net income fell 7.7% to $131.1 million and diluted EPS fell 5.5% to $3.81, mainly due to a $27.4 million unfavorable swing in investment results tied to DPC Dash and a higher effective tax rate. For shareholders, operating growth was offset below the operating line, and the company repurchased $150.0 million of stock in the quarter.
Total revenues of $1,145.1 million, up 4.3% from $1,097.7 million a year earlier
Income from operations of $225.0 million, up 14.8%; net income of $131.1 million, down 7.7%
Diluted EPS of $3.81 versus $4.03 in the second quarter of 2024; effective tax rate rose to 22.1% from 15.0%
Board declared a $1.74 per share quarterly dividend on July 15, 2025, payable September 30, 2025 to holders of record on September 15, 2025
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.