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).
Trustmark reported second quarter 2025 net income of $55.8 million, or $0.92 diluted earnings per share, up from $53.6 million and $0.88 in the first quarter. Loans, net interest income and total revenue all grew from the prior quarter, while noninterest income fell and year-over-year deposits declined. The company also declared a quarterly dividend of $0.24 per share.
Net income of $55.8 million and diluted EPS of $0.92 for the quarter ended June 30, 2025, versus $0.88 in the first quarter
Loans held for investment rose $223.3 million, or 1.7%, to $13.5 billion; deposits rose 0.2% linked-quarter but fell $347.0 million, or 2.2%, year-over-year
Total revenue rose 2.1% to $198.6 million; noninterest expense rose 0.9% to $125.1 million
Quarterly dividend of $0.24 per share payable September 15, 2025, to shareholders of record on September 1, 2025
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
Cathay General Bancorp reported second-quarter 2025 net income of $77.5 million, or $1.10 per diluted share, up from $69.5 million, or $0.98 per share, in the first quarter. Non-performing assets rose 14.9% to $199.5 million over the same period, so shareholders get higher profit alongside weaker credit indicators.
Net income was $77.5 million, or $1.10 per diluted share, versus $69.5 million, or $0.98, in Q1 2025 and $66.8 million, or $0.92, in Q2 2024.
Net interest margin rose to 3.27% from 3.25% in the first quarter.
Non-performing assets rose to $199.5 million from $173.7 million, and non-accrual loans reached $174.2 million as of June 30, 2025.
The company repurchased 804,179 shares for $35.6 million in the second quarter under a program announced June 4, 2025, authorizing up to $150.0 million.
National Bank Holdings Corporation (NBHC) reported second quarter 2025 net income of $34.0 million, or $0.88 per diluted share, up from $24.2 million, or $0.63 per share, in the first quarter. The company recorded no provision for credit losses in the quarter, compared with $10.2 million in the first quarter, which helped lift earnings for shareholders.
Quarterly net income was $34.0 million, or $0.88 per diluted share, versus $24.2 million, or $0.63, in Q1 2025 and $26.1 million, or $0.68, in Q2 2024.
No provision expense for credit losses in Q2 2025, compared with $10.2 million in Q1 2025.
Non-interest income rose $1.7 million to $17.1 million, while non-interest expense was $62.9 million, including $0.3 million of restructuring charges.
Management will hold a conference call at 11:00 a.m. Eastern Time on July 23, 2025.
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.
Pegasystems reported second-quarter 2025 results in a press release furnished under Item 2.02. Revenue rose 9% year over year to $384.5 million, and GAAP net income increased to $30.1 million from $6.6 million, with diluted GAAP earnings per share of $0.17 versus $0.04. The filing gives no guidance, and the results are presented after a two-for-one stock split effected June 20, 2025.
Total revenue of $384.5 million for the quarter, up 9% from $351.2 million
GAAP diluted EPS of $0.17 versus $0.04; non-GAAP diluted EPS of $0.28 versus $0.26
Annual contract value (ACV) rose 16% to $1.514 billion; Pega Cloud ACV rose 28%
Six-month free cash flow was $286.5 million, up 31%
Enphase Energy reported second-quarter 2025 revenue of $363.2 million, up from $303.5 million a year earlier and $356.1 million in the first quarter, and GAAP net income of $37.1 million, or $0.28 per diluted share. The company also gave a third-quarter 2025 revenue outlook of $330.0 million to $370.0 million, with a GAAP gross margin range of 41.0% to 44.0%, so shareholders can compare the outlook with the quarter's results.
Q2 2025 GAAP diluted EPS was $0.28 versus $0.08 in Q2 2024; non-GAAP diluted EPS was $0.69 versus $0.43.
Safe harbor revenue was $40.4 million, down from $54.3 million in the first quarter.
Free cash flow was $18.4 million, compared with $117.4 million in Q2 2024; cash and marketable securities ended at $1.53 billion.
Third-quarter 2025 outlook: revenue of $330.0 million to $370.0 million and non-GAAP operating expenses of $78.0 million to $82.0 million.
East West Bancorp reported second quarter 2025 net income of $310 million, or $2.24 per diluted share, up from $290 million, or $2.08 per diluted share, in the first quarter. Revenue reached a record $703 million, driven mainly by record net interest income of $617 million, and the company declared a $0.60 per share third quarter dividend payable August 15, 2025.
Net income was $310 million, or $2.24 per diluted share, versus $290 million, or $2.08, in the first quarter of 2025.
Total revenue was a record $703 million, up $11 million, or 2%, quarter-over-quarter.
Net interest income was a record $617 million, and net interest margin was 3.35%, unchanged from the prior quarter.
The board declared a $0.60 per share dividend payable August 15, 2025 to holders of record as of August 4, 2025; $241 million of the buyback authorization remains.
Manhattan Associates reported second-quarter 2025 revenue of $272.4 million, up from $265.3 million a year earlier, and GAAP diluted EPS of $0.93 versus $0.85. The company also issued full-year 2025 guidance of $1,071 million to $1,075 million in revenue and adjusted diluted EPS of $4.76 to $4.84, and said its remaining share repurchase authority was replenished to $100.0 million.
Q2 2025 cloud subscription revenue was $100.4 million, compared with $82.4 million in Q2 2024.
Q2 2025 adjusted diluted EPS was $1.31, compared with $1.18 in Q2 2024.
Full-year 2025 GAAP EPS guidance is $3.23 to $3.31, a decline of 8% to 6% per the filing's growth range.
Remaining performance obligations reached $2,013.8 million at June 30, 2025, compared with $1,601.5 million at June 30, 2024.
Mueller Industries reported second quarter 2025 net income of $245.9 million, up from $160.2 million a year earlier, and diluted EPS of $2.22 versus $1.41. The results include a $36.3 million pre-tax gain from an insurance claim tied to a March 2023 tornado in Covington, Tennessee; excluding that gain, net income was $217.9 million and diluted EPS was $1.96.
Net sales were $1.14 billion versus $997.7 million, driven by the two businesses acquired in 2024 and higher selling prices tied to raw material costs.
Diluted EPS was $2.22 versus $1.41; excluding the insurance gain, it was $1.96.
Net cash generated from operations was $190.6 million, and cash net of debt was $1.0 billion at quarter end.
The insurance claim is not fully settled, and the company expects additional recoveries to be recorded in the future.
City Holding Company reported record quarterly net income of $33.4 million and diluted earnings of $2.29 per share for the quarter ended June 30, 2025, up from $29.1 million and $1.96 per share a year earlier. Net interest margin rose to 3.95% from 3.84% in the first quarter, and nonperforming assets fell to 0.33% of loans and other real estate owned from 0.38%, which supports the earnings result for shareholders.
Q2 2025 net income was $33.4 million, versus $30.3 million in Q1 2025 and $29.1 million in Q2 2024.
Diluted EPS was $2.29, compared with $2.06 in Q1 2025 and $1.96 in Q2 2024.
Net interest margin increased to 3.95% from 3.84% in Q1 2025; the company recorded a $2.0 million recovery of credit losses in Q2.
The Board approved a quarterly cash dividend of $0.79 per share, payable July 31, 2025 to holders of record as of July 15, 2025.
Community Financial System reported second quarter 2025 net income of $51.3 million, or $0.97 per share, up from $0.91 a year earlier, and operating net income of $55.4 million, or $1.04 per share. Total revenues rose 8.4% from a year earlier to $199.3 million, driven by higher net interest income, which the company said reached a quarterly record. The company also agreed on June 24, 2025 to acquire seven branches in the Allentown, Pennsylvania area from Santander Bank, N.A., which is expected to add about $600 million of customer deposits and close in the fourth quarter of 2025.
Net income of $51.3 million, or $0.97 per share, versus $47.9 million, or $0.91 per share, in Q2 2024
Total revenues of $199.3 million, up $15.5 million, or 8.4%, from the prior year's second quarter
Net interest income of $124.7 million, up 14.0% year over year
Santander branch acquisition expected to add about $600 million of customer deposits; closing expected in Q4 2025, subject to regulatory approval
First BanCorp. reported unaudited second-quarter 2025 net income of $80.2 million, or $0.50 per diluted share, up from $77.1 million, or $0.47, in the first quarter and $75.8 million, or $0.46, a year earlier. Net interest income and net interest margin rose, while non-interest income fell from a seasonally strong first quarter. For shareholders, the filing shows higher per-share earnings and capital returned through $28.2 million in buybacks and $29.0 million in declared dividends.
Net income $80.2 million, or $0.50 per diluted share, versus $77.1 million, or $0.47, in Q1 2025 and $75.8 million, or $0.46, in Q2 2024
Net interest income rose to $215.9 million from $212.4 million; net interest margin rose 4 basis points to 4.56%
Non-interest income fell to $30.9 million from $35.7 million, mainly due to $3.3 million in seasonal insurance commissions recorded in Q1 2025
Repurchased $28.2 million of common stock and declared $29.0 million in common stock dividends in the quarter
Equity LifeStyle Properties (ELS) reported second-quarter 2025 results on July 21, 2025. Normalized FFO per share rose 4.7% to $0.69, while net income per share and FFO per share were both flat at $0.42 and $0.69, and total revenues fell to $376.9 million from $380.0 million. The company also issued full-year 2025 Normalized FFO guidance of $3.01 to $3.11 per share.
Q2 2025 Normalized FFO per share was $0.69, up from $0.66 a year earlier and at the midpoint of prior guidance of $0.66 to $0.72.
Core property operating revenues rose 3.5% in Q2 2025, while core property operating expenses were flat.
Full-year 2025 Normalized FFO guidance is $3.01 to $3.11 per share; third-quarter guidance is $0.72 to $0.78.
ELS entered a $240.0 million unsecured term loan maturing May 15, 2030, with $150.0 million drawn in May 2025 and $90.0 million in July 2025.
Badger Meter reported second quarter 2025 results on July 22, 2025, with net sales of $238.1 million, up 10% from $216.7 million a year earlier, and diluted EPS of $1.17, up 4% from $1.12. Operating margin narrowed to 18.8% from 19.2%, and the company said the SmartCover acquisition contributed to sales and expenses. Higher sales and per-share earnings are the main headline gains for shareholders, while the slightly lower margin and higher tax rate partly offset them.
Net sales were $238.1 million, up 10% from $216.7 million in the prior-year quarter, including the first full quarter of SmartCover
Diluted EPS was $1.17 versus $1.12; operating earnings rose 8% to $44.9 million
Operating margin was 18.8% versus 19.2%; cash provided by operations rose 22% to $44.6 million
Six-month acquisitions, net of cash acquired, totaled $184.0 million, per the cash flow statement
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.
MSCI reported second-quarter 2025 operating revenues of $772.7 million, up 9.1%, and diluted EPS of $3.92, up 16.3%, from a year earlier. Operating margin rose to 55.0% from 54.0%, while the Retention Rate slipped to 94.4% from 94.8%. The company also gave full-year 2025 guidance in ranges, including free cash flow of $1,400 to $1,460 million, and declared a $1.80 per share dividend for the third quarter.
Operating revenues of $772.7 million, up 9.1%; organic growth of 8.3%
Diluted EPS of $3.92, up 16.3%; adjusted EPS of $4.17, up 14.6%
Retention Rate of 94.4%, compared with 94.8% in second quarter 2024
Board declared a $1.80 per share dividend for Q3 2025, payable August 29, 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
Equifax reported second-quarter 2025 revenue of $1.537 billion, up 7% on a reported basis and $27 million above the midpoint of its guidance. Net income attributable to Equifax rose 17% to $191.3 million, and diluted EPS was $1.53 versus $1.31 a year earlier. The company raised its full-year reported revenue guidance by $35 million and adjusted EPS guidance by $0.03 per share for foreign exchange, while maintaining its constant-currency outlook.
Q2 2025 revenue $1.537 billion, up 7% reported and 8% in local currency; $27 million above guidance midpoint
Diluted EPS $1.53 vs. $1.31 a year earlier; adjusted EPS $2.00, up 10%
Full-year 2025 reported revenue guidance raised by $35 million; adjusted EPS guidance raised by $0.03 per share, both for foreign exchange
About $190 million returned to shareholders in Q2, including $127 million of share repurchases under a new $3 billion program
KeyCorp reported second-quarter 2025 net income from continuing operations attributable to common shareholders of $387 million, or $0.35 per diluted share, up from $370 million, or $0.33, in the first quarter and $237 million, or $0.25, a year earlier. Total revenue rose 21% year over year to $1.8 billion, while noninterest expense grew 7% to $1.15 billion, which shows revenue growing faster than costs. The filing gives no new full-year guidance.
Net income of $387 million, or $0.35 per diluted share, for Q2 2025, compared with $370 million, or $0.33, in Q1 2025 and $237 million, or $0.25, in Q2 2024
Total revenue of $1.8 billion, up 21% year over year; net interest income (TE) of $1.15 billion, up 27.9% year over year
Provision for credit losses of $138 million, compared with $118 million in Q1 2025 and $100 million in Q2 2024
Common Equity Tier 1 ratio of 11.7% at June 30, 2025, estimated
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.