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).
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.
Hanmi Financial reported second quarter 2025 net income of $15.1 million, or $0.50 per diluted share, down from $17.7 million, or $0.58 per diluted share, in the first quarter. The company said the decline was driven by $7.6 million of credit loss expense, while net interest income and noninterest income both rose and criticized loans fell sharply.
Net income was $15.1 million, or $0.50 per diluted share, versus $17.7 million, or $0.58, in the first quarter of 2025.
Credit loss expense was $7.6 million, compared with $2.7 million in the first quarter of 2025.
Net interest income rose 3.7% to $57.1 million, and net interest margin rose to 3.07% from 3.02%.
Criticized loans fell to $46.6 million at June 30, 2025, from $164.9 million at March 31, 2025.
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
PennyMac Mortgage Investment Trust reported a second-quarter 2025 net loss attributable to common shareholders of $2.9 million, or $(0.04) per share, compared with a $775 thousand loss in the first quarter. The company cited fair value declines from interest rate volatility and a $14.0 million non-recurring tax expense, while net investment income rose to $70.2 million and book value per common share fell to $15.00.
Net loss attributable to common shareholders of $2.9 million, or $(0.04) per share, for the quarter ended June 30, 2025, versus a $775 thousand loss, or $(0.01) per share, in the prior quarter and net income of $15.0 million, or $0.17 per s
Net investment income was $70.2 million, up from $44.5 million in the first quarter of 2025.
A non-recurring tax expense of $14.0 million, mainly from repricing deferred tax balances due to state apportionment changes, contributed to the result.
Book value per common share decreased to $15.00 at June 30, 2025, from $15.43 at March 31, 2025. A $0.40 per share dividend is payable July 25, 2025, to shareholders of record as of July 11, 2025.
Weatherford reported second-quarter 2025 revenue of $1,204 million, up 1% sequentially but down 14% from a year earlier, and net income of $136 million, which included a $70 million gain on sale of business. Adjusted EBITDA was $254 million, flat sequentially and down 30% year over year, and management expects a relatively flat revenue trajectory in the immediate future. The board also declared a $0.25 per share cash dividend payable September 4, 2025.
Revenue of $1,204 million rose 1% sequentially and fell 14% year over year; diluted income per share was $1.87, up 81% sequentially and 13% year over year.
Adjusted EBITDA of $254 million was flat sequentially and down 30% year over year, with a 21.1% margin.
Net income of $136 million included a $70 million gain on sale of business; management anticipates a relatively flat revenue trajectory for the immediate future.
Quarterly dividend of $0.25 per share is payable September 4, 2025, to shareholders of record as of August 6, 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.
Steel Dynamics reported second quarter 2025 net sales of $4.6 billion and net income of $299 million, or $2.01 per diluted share, in a press release furnished under Item 2.02. Results rose from the first quarter's $217 million but fell from $428 million in the year-earlier quarter, as the company cited steel pricing stabilizing at higher levels and hesitant customer orders tied to trade policy uncertainty.
Q2 2025 net income was $299 million, or $2.01 per diluted share, versus $217 million, or $1.44 per share, in Q1 2025 and $428 million, or $2.72 per share, in Q2 2024.
Adjusted EBITDA was $533 million, compared with $686 million in the prior-year second quarter.
Company repurchased $200 million of common stock and repaid $400 million of senior notes during the quarter, with liquidity of $1.9 billion as of June 30, 2025.
The first aluminum flat rolled coils shipped June 16, 2025; the company expects to exit 2025 at a 40 to 50 percent utilization rate.
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
IQVIA reported second-quarter 2025 revenue of $4,017 million, up 5.3% from a year earlier, and adjusted diluted earnings per share of $2.81, up from $2.64. GAAP net income fell to $266 million from $363 million, and the company issued updated full-year 2025 guidance of $16.1 billion to $16.3 billion in revenue and $11.75 to $12.05 in adjusted diluted EPS. The filing does not show the prior guidance, so the direction of the guidance change cannot be determined from this document.
Q2 revenue of $4,017 million, up 5.3% reported and 3.6% at constant currency
GAAP diluted EPS of $1.54 versus $1.97 a year earlier; adjusted diluted EPS of $2.81 versus $2.64
Full-year 2025 guidance: revenue $16,100 million to $16,300 million; adjusted diluted EPS $11.75 to $12.05
Repurchased $607 million of common stock in Q2; $1,981 million of authorization remained as of June 30, 2025
Old National Bancorp reported second-quarter 2025 diluted EPS of $0.34 and net income applicable to common shares of $121.4 million, compared with $0.44 and $140.6 million in the first quarter. Results include the Bremer partnership, which closed May 1, 2025, a $75.6 million CECL Day 1 provision and $41.2 million of merger-related charges, while net interest income rose to $521.9 million from $393.0 million. The company also named Tim Burke President and Chief Operating Officer, effective July 22, 2025.
Net income applicable to common shares of $121.4 million and diluted EPS of $0.34; adjusted figures were $190.9 million and $0.53.
Bremer partnership closed May 1, 2025; period-end total deposits were $54.4 billion and total loans were $48.0 billion.
Included $75.6 million of pre-tax CECL Day 1 provision expense and $41.2 million of pre-tax merger-related charges; net interest margin rose 26 bps to 3.53%.
Tim Burke joins as President and COO on July 22, 2025, succeeding Mark Sander, who announced his retirement earlier this year.
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
Avery Dennison reported preliminary second quarter 2025 results with reported earnings per share of $2.41, up from $2.18 a year earlier, while net sales fell 0.7% to $2.2 billion. Adjusted EPS was $2.42, flat compared with the prior year. The company also guided third quarter 2025 reported EPS to $2.14 to $2.30, and adjusted EPS to $2.24 to $2.40.
Q2 2025 reported EPS of $2.41 vs. $2.18 in Q2 2024; adjusted EPS of $2.42, flat year over year
Q2 2025 net sales of $2.2 billion, down 0.7%; organic sales down 1.0%
Q3 2025 EPS guidance: reported $2.14 to $2.30; adjusted $2.24 to $2.40
First-half share repurchases of $360 million and a quarterly dividend increase to $0.94 per share
NXP Semiconductors reported second-quarter 2025 results, with revenue of $2.93 billion, down 6% from a year earlier but up 3% from the first quarter. GAAP diluted earnings per share fell to $1.75 from $2.54 a year earlier, while non-GAAP EPS was $2.72 versus $3.20. The company guided third-quarter revenue to $3.05 billion to $3.25 billion, which shareholders will weigh against the year-on-year declines in the quarter just reported.
GAAP diluted EPS $1.75 vs. $2.54 in Q2 2024; non-GAAP diluted EPS $2.72 vs. $3.20
Q3 2025 revenue guidance $3.05 billion to $3.25 billion; non-GAAP EPS guidance $2.89 to $3.30
Capital return of $461 million, equal to 66% of $696 million non-GAAP free cash flow
Synchrony Financial reported second quarter 2025 net earnings of $967 million, or $2.50 per diluted share, up from $643 million, or $1.55 per diluted share, a year earlier. Net revenue fell 1.8% to $3,647 million, but a $545 million drop in the provision for credit losses drove the higher profit. The company also returned $614 million to shareholders in the quarter.
Net earnings rose 50.4% to $967 million; diluted EPS was $2.50 versus $1.55 in the second quarter of 2024
Net revenue decreased 1.8% to $3,647 million, while the provision for credit losses fell $545 million to $1.1 billion
Net charge-offs were 5.70% of average loan receivables, down from 6.42% a year earlier
Returned $614 million to shareholders, including $500 million of share repurchases and $114 million of dividends; $2.0 billion repurchase authorization remains through June 30, 2026
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.