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).
Old National Bancorp named Timothy M. Burke, Jr. as President and Chief Operating Officer, effective July 22, 2025, succeeding Mark G. Sander, who has retired. Burke also takes the same roles and a board seat at Old National Bank, the company's subsidiary, and his employment agreement sets a $750,000 base salary and severance terms.
Timothy M. Burke, Jr., age 49, previously Executive Vice President at KeyBank, succeeds Mark G. Sander as President and COO
Base salary of $750,000, target bonus of 100% of salary, and a $600,000 one-time cash signing bonus
Service-based restricted stock award of 33,000 shares vesting over four years
Severance equal to two times salary plus target bonus without a change in control, or three times if terminated within 24 months after one
Baker Hughes reported second-quarter 2025 GAAP net income attributable to the company of $701 million, up 21% from a year earlier, while revenue fell 3% year-over-year to $6.9 billion. The company raised its full-year revenue and EBITDA guidance for Industrial & Energy Technology and reestablished full-year guidance for Oilfield Services & Equipment, and it announced three portfolio transactions during the quarter.
GAAP diluted EPS was $0.71 versus $0.58 a year earlier; adjusted diluted EPS was $0.63 versus $0.57.
Adjusted EBITDA was $1,212 million, up 7% year-over-year; free cash flow was $239 million.
Full-year revenue and EBITDA guidance was raised for IET, and full-year guidance was reestablished for OFSE.
Announced deals include a sale of the PSI product line to Crane Company for about $1.15 billion and an agreement to acquire Continental Disc Corporation for about $540 million.
Renasant reported second-quarter 2025 results after completing its merger with The First Bancshares, Inc. on April 1, 2025. Net income fell to $1.0 million, or $0.01 per diluted share, from $41.5 million in the first quarter and $38.8 million a year earlier, mainly due to a $66.6 million Day 1 acquisition provision for credit losses and $20.5 million in merger and conversion expenses. Adjusted diluted EPS, a non-GAAP measure, was $0.69, compared with $0.66 in the first quarter and $0.69 a year earlier.
Net income was $1.0 million, or $0.01 diluted EPS, versus $41.5 million and $0.65 in Q1 2025
Adjusted diluted EPS (non-GAAP) was $0.69, versus $0.66 in Q1 2025 and $0.69 in Q2 2024
Day 1 acquisition provision for credit losses was $66.6 million; merger and conversion expenses were $20.5 million
Total assets reached $26.6 billion at June 30, 2025, up from $18.3 billion at March 31, 2025; no buybacks occurred in Q2 under the $100.0 million program
EQT reported second quarter 2025 net income attributable to EQT of $784 million, up from $10 million a year earlier, and diluted EPS of $1.30 versus $0.02. The company raised its 2025 sales volume guidance by 100 Bcfe to 2,300–2,400 Bcfe, reflecting the Olympus Acquisition closed July 1, while lowering its per-unit operating cost guidance by 6 cents per Mcfe and reaffirming capital spending guidance of $2,300–$2,450 million.
Net income attributable to EQT was $784 million in Q2 2025 versus $10 million in Q2 2024; diluted EPS was $1.30 versus $0.02, and adjusted EPS was $0.45 versus a loss of $0.08.
Sales volume was 568 Bcfe, at the high end of guidance, and average realized price was $2.81 per Mcfe versus $2.33 a year earlier.
2025 sales volume guidance rose 100 Bcfe to 2,300–2,400 Bcfe; per-unit operating cost guidance fell 6 cents per Mcfe; total capital expenditure guidance was reaffirmed at $2,300–$2,450 million.
Total debt was $8.3 billion and net debt was $7.8 billion at June 30, 2025, down from $9.1 billion at December 31, 2024.
Vicor reported second-quarter 2025 revenue of $141.0 million, up 64.3% from a year earlier, and net income of $41.2 million, or $0.91 per diluted share, versus a net loss of $1.2 million a year earlier. The results include a $45.0 million patent litigation settlement, so part of the improvement came from a one-time item, and backlog fell 9.6% sequentially to $155.2 million.
Q2 2025 revenue of $141.0 million, up from $85.9 million a year earlier, including a $45.0 million patent litigation settlement
Net income of $41.2 million, or $0.91 per diluted share, compared with a net loss of $1.2 million, or $0.03 per diluted share, a year earlier
Gross margin of 65.3%, up from 49.8% a year earlier; cash and cash equivalents of $338.5 million at June 30, 2025
Backlog of $155.2 million at June 30, 2025, down 9.6% from $171.7 million at March 31, 2025
Matador Resources reported second quarter 2025 results and raised its full-year 2025 production guidance to 200,000 to 205,000 BOE per day, without changing its capital expenditure guidance. Net income fell to $150.2 million, or $1.21 per diluted share, from $240.1 million, or $1.92, in the first quarter, while production hit a record 209,013 BOE per day, so shareholders see higher output alongside lower reported profit.
Q2 2025 net income was $150.2 million ($1.21 per diluted share), down 37% from $240.1 million in Q1 2025 and down 34% from $228.8 million in Q2 2024.
Adjusted EBITDA was $594.2 million, down 8% from Q1 2025 and up 3% from Q2 2024.
Full-year 2025 production guidance was raised to 200,000 to 205,000 BOE per day from 198,000 to 202,000; total capital expenditure guidance stayed at $1.30 to $1.55 billion.
The company repurchased 1.1 million shares at an average price of $40.37 in Q2 2025 and declared a quarterly base dividend of $0.3125 per share, payable September 5, 2025.
EnerSys announced a reduction in force affecting about 575 employees, or 11% of its non-production global workforce, mainly corporate and management roles, as part of a restructuring under its new leadership. The company estimates one-time charges of $15 million to $20 million, mostly in the second and third quarters of fiscal 2026, and expects about $80 million in annualized savings beginning in fiscal 2026 together with other non-headcount actions.
About 575 employees, or 11% of non-production global workforce, affected, focused on corporate and management positions
One-time charges estimated at $15 million to $20 million, mainly severance, notice period payments and benefits
Expected fiscal 2026 savings of $30 million to $35 million, with about $80 million in annualized savings from the combined actions
Actions expected to be substantially complete by end of second quarter of fiscal 2026; details to be discussed with fiscal first quarter 2026 results on August 6, 2025
CoStar Group reported second-quarter 2025 revenue of $781 million, up 15% from a year earlier, and raised its full-year 2025 adjusted EBITDA guidance to $370 million to $390 million. GAAP net income fell to $6 million, or $0.01 per diluted share, from $19 million, or $0.05, in the second quarter of 2024, so headline results point in different directions. Net new bookings were $93 million for the quarter, which the company described as an all-time high.
Q2 2025 revenue was $781 million, up 15% from $678 million in Q2 2024.
Net income was $6 million, or $0.01 per diluted share, versus $19 million, or $0.05, a year earlier.
Adjusted EBITDA was $85 million, up 108% from Q2 2024; full-year 2025 adjusted EBITDA guidance was raised to $370 million to $390 million, $10 million higher at the midpoint.
Full-year 2025 revenue is expected at $3.135 billion to $3.155 billion; third-quarter revenue is expected at $800 million to $805 million.
Cal-Maine Foods reported fourth-quarter fiscal 2025 net sales of $1.1 billion and net income attributable to the company of $342.5 million, or $7.04 per diluted share, compared with $640.8 million and $2.32 a year earlier. The company said higher egg prices, driven by reduced shell egg supply from avian influenza outbreaks, were the main reason for the increase. The company also declared a dividend of approximately $2.35 per share, payable August 19, 2025, under its variable dividend policy.
Q4 net sales were $1.1 billion, compared with $640.8 million a year earlier.
Q4 net income attributable to Cal-Maine Foods was $342.5 million, or $7.04 per diluted share, versus $113.2 million, or $2.32 per diluted share.
Fiscal 2025 net income attributable to the company was $1.2 billion, or $24.95 per diluted share, versus $277.9 million, or $5.69 per diluted share.
Dividend of approximately $2.35 per share is payable August 19, 2025, to holders of record on August 4, 2025.
Gen Digital chair Frank Dangeard resigned from the board and as chair on July 17, 2025, citing health reasons, and the company said the resignation was not due to any disagreement with the company. The board combined the CEO and chair roles under Vincent Pilette, and appointed director Sue Barsamian as Lead Independent Director, a governance change that shareholders will want to watch.
Frank Dangeard resigned from the board, all committees and the chair position on July 17, 2025, effective immediately, for health reasons
Vincent Pilette, Gen's CEO since 2019, was appointed Chair effective immediately, combining the CEO and Chair roles
Sue Barsamian, a current director and Chair of the Nominating and Governance Committee, was appointed Lead Independent Director effective immediately
The board amended its Corporate Governance Guidelines to strengthen the Lead Independent Director role and give the board flexibility on leadership structure
D.R. Horton reported fiscal third-quarter results for the period ended June 30, 2025, with diluted earnings per share of $3.36, down 18% from $4.10, and revenues of $9.2 billion, down 7%. The company updated its fiscal 2025 guidance, giving consolidated revenue of $33.7 billion to $34.2 billion and 85,000 to 85,500 homes closed, and declared a $0.40 quarterly dividend. The filing does not state the prior guidance, so it does not show whether the update was higher or lower.
Net income attributable to D.R. Horton fell 24% to $1.0 billion; diluted EPS was $3.36 versus $4.10 a year earlier.
Homes closed fell 4% to 23,160, and homebuilding pre-tax margin was 13.8% versus 17.0% a year earlier.
Updated fiscal 2025 guidance: revenues of $33.7 billion to $34.2 billion, 85,000 to 85,500 homes closed, and share repurchases of $4.2 billion to $4.4 billion.
Quarterly dividend of $0.40 per share is payable August 14, 2025, to holders of record on August 7, 2025.
Genuine Parts reported second-quarter 2025 sales of $6.2 billion, up 3.4% from a year earlier, but diluted EPS fell to $1.83 from $2.11 and adjusted diluted EPS fell to $2.10 from $2.44. The company cut its full-year 2025 adjusted diluted EPS outlook to $7.50 to $8.00 from $7.75 to $8.25 and lowered its total sales growth outlook, citing tariffs and a more moderate expected market improvement, which points to lower profit for shareholders this year.
Q2 2025 sales were $6.2 billion, up 3.4%; comparable sales rose 0.2%, and acquisitions contributed 2.6%.
Q2 net income was $255 million, or $1.83 per diluted share, versus $296 million, or $2.11, a year earlier; adjusted diluted EPS was $2.10 versus $2.44.
2025 adjusted diluted EPS outlook was cut to $7.50 to $8.00 from $7.75 to $8.25; total sales growth outlook was cut to 1% to 3% from 2% to 4%.
A one-time, non-cash pension plan termination charge, based on actuarial losses of about $735 million ($540 million after tax) as of December 31, 2024, is expected in late 2025 or early 2026 and is not included in the outlook.
Lantheus said on July 21, 2025 it completed its acquisition of Life Molecular Imaging Limited from Life Healthcare Group, paying an upfront cash amount of $350 million after purchase price adjustments. The deal adds Neuraceq, an F-18 PET imaging agent used to detect beta-amyloid plaques in patients evaluated for Alzheimer's disease, along with commercial infrastructure and R&D capabilities. The filing does not provide financial results or guidance for the acquired business.
Upfront cash payment of $350 million to the seller, after applicable purchase price adjustments
Transaction completed July 21, 2025; agreement first announced January 12, 2025
Dr. Ludger Dinkelborg, formerly CEO of Life Molecular Imaging, becomes Head of Research and Development effective August 1, 2025, reporting to CEO Brian Markison
Invesco reported second-quarter 2025 results, showing a GAAP net loss attributable to the company of $12.5 million, or $(0.03) per diluted share, compared with net income of $171.1 million in the first quarter and $132.2 million a year earlier. The company said the loss reflects a $159.3 million cost tied to repurchasing $1.0 billion of its Series A Preferred Stock, while adjusted diluted EPS was $0.36 and operating revenues were $1,515.5 million, up 2.2% from a year earlier but down 0.9% from the first quarter.
Net long-term inflows were $15.6 billion in Q2 2025, and ending AUM reached a record $2,001.4 billion.
GAAP diluted EPS was $(0.03) versus $0.38 in Q1 2025 and $0.29 in Q2 2024; adjusted diluted EPS was $0.36 versus $0.44 in Q1 2025.
The $159.3 million preferred repurchase cost followed the May 16, 2025 buyback of $1.0 billion of Series A Preferred Stock held by MassMutual, funded by new bank term loans.
A quarterly common dividend of $0.21 per share was declared, payable September 2, 2025, to holders of record on August 14, 2025.
Valmont reported second-quarter 2025 net sales of $1.05 billion, up 1.0% from a year earlier, but a $112.1 million in one-time charges, including $91.3 million in non-cash impairments, produced a GAAP loss of $1.53 per diluted share versus earnings of $4.91 a year earlier. Adjusted diluted EPS was $4.88, compared with $4.91, and the company raised its full-year 2025 adjusted diluted EPS outlook to $17.50 to $19.50 from $17.20 to $18.80.
Q2 2025 net sales rose 1.0% to $1.05 billion; GAAP operating income fell to $29.3 million from $147.3 million
GAAP diluted EPS was a loss of $1.53 versus $4.91; adjusted diluted EPS was $4.88 versus $4.91
Full-year 2025 adjusted diluted EPS outlook raised to $17.50 to $19.50 from $17.20 to $18.80; net sales outlook unchanged at $4.0 to $4.2 billion
Second-quarter cash returned to shareholders totaled $113.6 million, including $100.0 million in share repurchases
Hope Bancorp reported a second-quarter net loss of $27.9 million, or $(0.22) per diluted share, compared with net income of $21.1 million, or $0.17 per diluted share, in the first quarter. The company said the loss reflected a securities portfolio repositioning, the Territorial Bancorp acquisition and a California tax law change; excluding notable items, net income was $24.5 million, or $0.19 per share. The company also declared a $0.14 quarterly dividend payable August 15, 2025.
Q2 2025 net loss of $27.9 million, or $(0.22) per diluted share, versus Q1 net income of $21.1 million, or $0.17 per share
Excluding notable items, Q2 net income was $24.5 million, or $0.19 per diluted share
Net interest income rose 17% quarter over quarter to $117.5 million; net interest margin expanded 15 basis points to 2.69%
Quarterly cash dividend of $0.14 per share payable on or about August 15, 2025, to holders of record as of August 1, 2025
Sherwin-Williams reported second-quarter 2025 net sales up 0.7% to $6.31 billion, but diluted earnings per share fell 14.3% to $3.00. The company said demand was softer than anticipated through June and lowered its full-year 2025 guidance, while expanding restructuring initiatives that weigh on near-term earnings.
Q2 net sales rose 0.7% to $6.31 billion; Paint Stores Group sales rose 2.3%, while Consumer Brands Group sales fell 4.1%.
Diluted EPS was $3.00 versus $3.50 a year earlier; adjusted diluted EPS was $3.38 versus $3.70, down 8.6%.
Full-year 2025 diluted EPS guidance is $10.11 to $10.41 and adjusted EPS guidance is $11.20 to $11.50, which the company described as a downward adjustment.
Severance and other restructuring expenses were $59 million pre-tax in the quarter, and the company returned $716 million to shareholders through dividends and buybacks.
Pentair reported second quarter 2025 sales of $1.1 billion, up 2%, and adjusted EPS of $1.39, up 14% from $1.22 a year earlier. GAAP EPS fell 19% to $0.90 and operating income fell 12% to $218 million, and the company raised its full-year 2025 adjusted EPS guidance to $4.75 to $4.85. For shareholders, the GAAP decline reflects a $26.3 million loss on sale of a business and $41.8 million in asset impairment and write-offs in the quarter.
Second quarter operating income was $218 million, down 12%, with return on sales of 19.4%, down 320 basis points.
Adjusted EPS was $1.39 versus $1.22 a year earlier; GAAP EPS was $0.90 versus $1.11.
Full-year 2025 adjusted EPS guidance was raised to $4.75 to $4.85; GAAP EPS guidance was updated to $3.95 to $4.05.
Third-quarter 2025 adjusted EPS guidance is $1.16 to $1.20, and GAAP EPS guidance is $1.09 to $1.13.
Halliburton reported second-quarter 2025 net income of $472 million, or $0.55 per diluted share, on revenue of $5.5 billion, compared with $709 million, or $0.80 per share, a year earlier. The CEO said the oilfield services market will be softer than he previously expected over the short to medium term, and that the company will take action to address the near-term softness.
Q2 2025 net income $472 million ($0.55 per diluted share) vs. $709 million ($0.80) in Q2 2024 and $204 million ($0.24) in Q1 2025
Revenue $5.5 billion, up from $5.4 billion in Q1 2025 but down from $5.8 billion in Q2 2024; operating income $727 million vs. $1,032 million a year earlier
Repurchased approximately $250 million of common stock and paid dividends of $0.17 per share in the quarter
Free cash flow of approximately $582 million in the quarter
Quest Diagnostics reported second-quarter 2025 revenue of $2.76 billion, up 15.2% from a year earlier, and reported diluted EPS of $2.47, up 21.7%. The company raised its adjusted full-year 2025 EPS outlook to $9.63-$9.83 and its net revenue outlook to $10.80 billion-$10.92 billion, but narrowed its reported EPS outlook to $8.60-$8.80, which is lower than the prior $8.62-$8.87 range.
Q2 2025 net revenues $2.76 billion, up 15.2%; organic revenues grew 5.2%, per the CEO's statement
Q2 diluted EPS $2.47 vs. $2.03 a year earlier; adjusted diluted EPS $2.62 vs. $2.35
Full-year 2025 adjusted diluted EPS raised to $9.63-$9.83 from $9.55-$9.80; reported diluted EPS lowered to $8.60-$8.80 from $8.62-$8.87
Year-to-date cash from operations $858 million, up 67.1%
Tenet Healthcare reported second quarter 2025 net income available to common shareholders of $288 million, or $3.14 per diluted share, up from $259 million, or $2.64, a year earlier. The company raised its full-year 2025 Adjusted EBITDA outlook to $4.40 billion to $4.54 billion and authorized a $1.5 billion increase to its share repurchase program.
Q2 2025 net operating revenues were $5.271 billion, up from $5.108 billion in Q2 2024.
Q2 2025 Adjusted EBITDA was $1.121 billion, up 18.6% from $945 million, and included a $79 million favorable pre-tax Medicaid supplemental revenue impact in the Hospital segment.
FY 2025 Adjusted EBITDA outlook is $4.40 billion to $4.54 billion, a $395 million increase at the midpoint.
The Board authorized a $1.5 billion increase to the repurchase program, leaving $1.781 billion available as of July 22, 2025.
Northrop Grumman reported second quarter 2025 sales of $10.4 billion, up 1% from a year earlier, and diluted earnings per share of $8.15, up from $6.36. The results include a $1.04 per share benefit from the training services divestiture, and the company raised its 2025 guidance for segment operating income, adjusted EPS and free cash flow. Free cash flow for the quarter fell 42% to $637 million, so cash generation weakened even as earnings and guidance improved.
Q2 2025 sales rose 1% to $10.4 billion; diluted EPS was $8.15 versus $6.36 a year earlier
The divestiture of the training services business added a net after-tax benefit of $150 million, or $1.04 per diluted share
2025 segment operating income guidance raised to $4,275 million to $4,375 million; MTM-adjusted EPS to $25.00 to $25.40
Q2 free cash flow was $637 million, down 42% from $1,105 million; the company returned over $700 million to shareholders in the quarter
Progress Software signed a Fifth Amended and Restated Credit Agreement on July 21, 2025, providing a $1.5 billion secured revolving credit facility that replaces its prior facility. The company said $660 million in revolving loans was outstanding at closing, and the facility matures July 21, 2030 under the filing, with the press release citing July 31, 2030. The filing says the company expects to use it for general corporate purposes, and the CFO said the added liquidity supports potential acquisitions.
Revolving credit facility increased from $900 million to $1.5 billion, per the press release
$660 million in revolving credit loans outstanding as of the closing date
Interest rates set at pricing level 4, ranging from 1.250% to 2.500% above Term Benchmark Rate; commitment fee 0.150% to 0.350% per annum
Facility is secured by substantially all assets of Progress and material domestic subsidiaries; agreement includes a change of control default
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.