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).
Packaging Corporation of America reported second quarter 2025 net income of $242 million, or $2.67 per diluted share, up from $2.21 a year earlier, on net sales of $2.2 billion. Excluding special items, EPS was $2.48 versus $2.20, and results were $0.07 above the company's prior second quarter guidance of $2.41. For shareholders, the company also guided to third quarter EPS of $2.80 excluding special items, which does not include the pending Greif containerboard acquisition.
Q2 2025 net income was $241.5 million, or $2.67 per diluted share, versus $198.9 million, or $2.21, in Q2 2024
Excluding special items, Q2 2025 EPS was $2.48, compared with $2.20 in Q2 2024
Q2 net sales were $2,171.3 million versus $2,075.3 million, and segment operating income was $333.7 million versus $276.0 million
Third quarter 2025 EPS guidance is $2.80 excluding special items; guidance excludes the pending Greif containerboard business acquisition
Oceaneering reported second quarter 2025 results, with revenue up 4% to $698 million, operating income up 31% to $79.2 million, and net income up 56% to $54.4 million, or $0.54 per diluted share versus $0.34 a year earlier. The company also gave third quarter guidance of $100 million to $110 million in consolidated EBITDA and updated its full-year 2025 consolidated adjusted EBITDA range to $390 million to $420 million, while lowering its Subsea Robotics revenue outlook to mid-single digit growth due to weaker-than-expected Survey business contributions.
Q2 2025 revenue was $698 million, up 4% from $668.8 million in Q2 2024; net income was $54.4 million, up from $35.0 million.
Adjusted EBITDA rose 20% to $103 million; free cash flow was $46.9 million and ending cash was $434 million.
Third quarter 2025 consolidated EBITDA is forecast at $100 million to $110 million, with Unallocated Expenses of $45 million to $50 million.
Full-year 2025 consolidated adjusted EBITDA is expected to be $390 million to $420 million; the company will hold a conference call on July 24, 2025 at 10:00 a.m. Central Time.
Churchill Downs reported record second-quarter 2025 net revenue of $934.4 million, up 5%, and net income attributable to the company of $216.9 million, up 4%. Diluted EPS was $2.99 versus $2.79 a year earlier, and the board approved a new $500.0 million share repurchase program on July 22, 2025.
Net revenue was $934.4 million, up $43.7 million or 5% from the prior-year quarter.
Net income attributable to CDI was $216.9 million, up $7.6 million or 4%; diluted EPS was $2.99 versus $2.79.
Adjusted EBITDA was $450.9 million, up $6.1 million or 1%.
On July 22, 2025, the board approved a new $500.0 million share repurchase program; the company repurchased $250.4 million of stock in the second quarter.
Kaiser Aluminum reported preliminary, unaudited second quarter 2025 results, with net sales of $823 million and diluted EPS of $1.41, up from $773 million and $1.15 a year earlier. The company raised its full-year 2025 Adjusted EBITDA outlook to a 10% to 15% year-over-year increase, but Adjusted EBITDA ($68 million) and adjusted diluted EPS ($1.21) were both lower than in the prior-year quarter.
Net sales rose to $823 million from $773 million, and net income reached $23 million versus $19 million in Q2 2024.
Adjusted EBITDA fell to $68 million from $74 million, and adjusted diluted EPS fell to $1.21 from $1.63.
Full-year 2025 Adjusted EBITDA outlook raised to a 10% to 15% year-over-year improvement; Conversion Revenue outlook maintained at 5% to 10%.
Quarterly cash dividend of $0.77 per share declared July 15, 2025, payable August 15, 2025.
Globe Life reported second quarter 2025 net income of $3.05 per diluted share, up from $2.83 a year earlier, and net operating income of $3.27 per diluted share, up from $2.97. The company reaffirmed its full-year 2025 guidance of $14.25 to $14.65 per diluted share in net operating income, and it repurchased 1.9 million shares for $226 million during the quarter.
Net income per diluted share was $3.05 for the quarter ended June 30, 2025, versus $2.83 a year earlier; net operating income per diluted share was $3.27, versus $2.97.
Total net income was $252.7 million, compared with $258.4 million in the second quarter of 2024.
Total revenue was $1.48 billion, up from $1.44 billion a year earlier.
The company reaffirmed 2025 net operating income guidance of $14.25 to $14.65 per diluted share.
Essential Properties Realty Trust reported second quarter 2025 diluted net income of $0.32 per share, up from $0.29 a year earlier, and diluted AFFO of $0.46 per share, up from $0.43. The company raised its 2025 AFFO per share estimate to $1.86-$1.89 and its 2025 investment volume estimate to $1.0-$1.2 billion, which signals a higher earnings and investment outlook for shareholders.
Q2 2025 total revenues were $137.1 million, compared with $109.3 million in Q2 2024; diluted net income per share was $0.32 versus $0.29.
Q2 2025 diluted AFFO per share was $0.46 versus $0.43; the company invested $334.0 million at a 7.9% weighted average cash cap rate.
2025 AFFO per share guidance was increased to $1.86-$1.89, and investment volume guidance to $1.0-$1.2 billion.
The board declared a $0.30 per share dividend for Q2 2025, paid July 14, 2025, to holders of record as of June 30, 2025.
O'Reilly Automotive reported second-quarter 2025 sales of $4.53 billion, up 6%, and diluted earnings per share of $0.78, up 11%, with net income of $669 million. The company raised its full-year 2025 comparable store sales guidance to 3.0% to 4.5%, and its full-year diluted EPS guidance is $2.85 to $2.95. Per-share figures reflect the 15-for-1 forward stock split completed on June 10, 2025.
Q2 sales rose $253 million, or 6%, to $4.53 billion; comparable store sales rose 4.1%.
Q2 diluted EPS rose 11% to $0.78 from $0.70; net income rose 7% to $669 million.
Full-year 2025 comparable store sales guidance raised to 3.0% to 4.5%; diluted EPS guidance $2.85 to $2.95.
Repurchased 6.8 million shares in Q2 for $617 million; about $1.16 billion remained under the current authorization.
Wyndham reported second-quarter 2025 fee-related and other revenues of $397 million, up 8% from a year earlier, and net income of $87 million, up 1%. Diluted EPS rose 6% to $1.13 and adjusted diluted EPS rose 18% to $1.33, and the company raised its full-year adjusted diluted EPS outlook to $4.60 to $4.78 from $4.57 to $4.74, citing second-quarter share repurchases. Global RevPAR fell 3% in constant currency, and the company now excludes rooms tied to its Super 8 master licensee in China from its reported system size, RevPAR and royalty rate metrics.
Fee-related and other revenues rose to $397 million from $366 million; net income rose to $87 million from $86 million.
Adjusted diluted EPS rose 18% to $1.33 from $1.13, including a $0.07 benefit from marketing fund variability; comparable growth was about 11%.
Full-year 2025 adjusted diluted EPS outlook raised to $4.60 to $4.78; adjusted EBITDA outlook unchanged at $730 million to $745 million.
Global RevPAR declined 3% in constant currency and U.S. RevPAR declined 4%; about 67,300 Super 8 China rooms as of March 31, 2025 are now excluded from reported metrics.
NETSTREIT reported second quarter 2025 results on July 23, 2025, with net income of $0.04 per diluted share, compared with a net loss of $0.03 a year earlier, and AFFO of $0.33 per diluted share, up from $0.32. The company raised its 2025 AFFO per share guidance and its net investment guidance, and increased its quarterly dividend by 2.4%. For shareholders, the filing shows higher earnings per share, a higher AFFO outlook and a larger dividend.
Q2 2025 net income was $0.04 per diluted share, versus a net loss of $0.03 in Q2 2024; AFFO was $0.33 per diluted share, versus $0.32.
Total revenues were $48.3 million for Q2 2025, compared with $39.6 million for Q2 2024.
2025 AFFO per share guidance was raised to $1.29 to $1.31 from $1.28 to $1.30; net investment guidance was raised to $125.0 million to $175.0 million from $75.0 million to $125.0 million.
Quarterly dividend increased to $0.215 per share, up 2.4%, payable September 15, 2025 to holders of record on September 2, 2025.
Plexus reported fiscal third-quarter 2025 revenue of $1.018 billion and GAAP diluted EPS of $1.64, up from $961 million and $0.91 a year earlier. The company also guided fiscal fourth-quarter revenue to $1.025 billion to $1.065 billion and GAAP diluted EPS to $1.57 to $1.72, which matters to shareholders because it sets the near-term outlook for both sales and profit.
Fiscal Q3 revenue of $1.018 billion, versus $961 million in the year-earlier quarter and $980 million in the prior quarter
GAAP diluted EPS of $1.64 versus $0.91 a year earlier; non-GAAP diluted EPS of $1.90
Fiscal Q4 2025 guidance (quarter ending September 27, 2025): revenue of $1.025 billion to $1.065 billion, GAAP diluted EPS of $1.57 to $1.72
Board approved a new $100.0 million share repurchase program; the company bought $18.4 million of its shares during the quarter
Stewart Information Services reported second quarter 2025 revenue of $722.2 million, up from $602.2 million a year earlier, and net income attributable to Stewart of $31.9 million, or $1.13 per diluted share, compared with $17.3 million, or $0.62, in the second quarter of 2024. Both headline revenue and profit rose year over year, and the company said title segment revenue grew 19 percent.
Total revenues were $722.2 million for the quarter ended June 30, 2025, versus $602.2 million a year earlier.
Net income attributable to Stewart was $31.9 million ($1.13 per diluted share), versus $17.3 million ($0.62) in the prior-year quarter.
Adjusted net income, a non-GAAP measure, was $38.0 million ($1.34 per diluted share), versus $25.4 million ($0.91).
Net cash provided by operations was $53.4 million, versus $21.1 million in the second quarter of 2024.
First American Financial reported second-quarter 2025 total revenue of $1.8 billion, up 14% from a year earlier, and diluted earnings per share of $1.41 versus $1.11. Results include a $13 million one-time executive separation expense, and the board approved a new $300 million share repurchase authorization in July.
Total revenue of $1.8 billion, up 14% from the second quarter of 2024
Diluted EPS of $1.41 vs. $1.11; adjusted EPS of $1.53 vs. $1.27
Includes a $13 million one-time executive separation expense (12 cents per diluted share)
Repurchased 1,044,058 shares for $61 million in the quarter; board approved a new $300 million authorization in July
ServiceNow reported second-quarter 2025 total revenues of $3,215 million, up 22.5% year over year, and GAAP net income of $385 million, or $1.84 per diluted share, compared with $262 million, or $1.26 per diluted share, a year earlier. The company said Q2 results exceeded its guidance and gave third-quarter and full-year 2025 subscription revenue guidance, and it expects about 2 points of headwind to cRPO growth in Q3 from a large renewal cohort timing in Q4.
Total revenues were $3,215 million, up 22.5% year over year (21.5% in constant currency).
GAAP net income was $385 million, or $1.84 per diluted share, versus $262 million, or $1.26, in Q2 2024.
Q3 2025 subscription revenue guidance is $3,260 million to $3,265 million; full-year 2025 subscription revenue guidance is $12,775 million to $12,795 million.
During Q2, ServiceNow repurchased about 381,000 shares for $361 million; about $2.6 billion remains under the $4.5 billion authorization.
St. Joe reported second-quarter 2025 revenue up 16% to $129.1 million and net income attributable to the company up 20% to $29.5 million, or $0.51 per share. The board also declared a $0.14 quarterly dividend and appointed Elizabeth Dantin Franklin as an independent director effective July 22, 2025.
Revenue rose 16% to $129.1 million from $111.6 million in Q2 2024.
Net income attributable to the company rose 20% to $29.5 million, or $0.51 per share, from $24.5 million, or $0.42 per share.
Quarterly cash dividend of $0.14 per share is payable September 19, 2025, to holders of record on August 22, 2025.
Elizabeth Dantin Franklin joined the board on July 22, 2025, and will serve on the Audit, Governance and Nominating, and Compensation and Human Capital committees.
MaxLinear reported unaudited second-quarter 2025 results on July 23, 2025, with net revenue of $108.8 million, up 13% from the first quarter and 18% from a year earlier. The company said it returned to non-GAAP profitability and generated positive free cash flow, and it guided third-quarter 2025 net revenue to $115 million to $135 million. GAAP losses per share narrowed, though the company still reported a GAAP net loss.
Q2 2025 net revenue of $108.8 million, up 13% sequentially and 18% year over year
GAAP diluted loss per share of $0.31, compared with $0.58 in Q1 2025 and $0.47 in Q2 2024
Non-GAAP diluted earnings per share of $0.02, compared with a loss of $0.05 in Q1 2025
Net cash provided by operating activities of $10.5 million in Q2 2025, compared with a $11.4 million outflow in Q1 2025
Las Vegas Sands reported second-quarter 2025 results on July 23, 2025, with net revenue of $3.18 billion and net income of $519 million, both up from the prior-year quarter. Consolidated adjusted property EBITDA rose to $1.33 billion from $1.07 billion, and the company repurchased $800 million of its common stock during the quarter. For shareholders, the quarter shows higher revenue, profit and earnings per share than a year earlier.
Net revenue was $3.18 billion, compared with $2.76 billion in the second quarter of 2024.
Net income was $519 million, compared with $424 million; diluted EPS was $0.66, compared with $0.48.
Adjusted earnings per diluted share, a non-GAAP measure, was $0.79, compared with $0.55.
The company repurchased $800 million of stock and had $1.20 billion remaining under its program as of June 30, 2025; the next $0.25 quarterly dividend is payable August 13, 2025.
Knight-Swift reported second-quarter 2025 net income attributable to Knight-Swift of $34.2 million, or $0.21 per diluted share, versus $0.13 a year earlier, on total revenue of $1.9 billion, up 0.8%. The company guided third-quarter Adjusted EPS to $0.36 to $0.42 and lowered its full-year 2025 net capital expenditure range to $525 million to $575 million from $575 million to $625 million.
Operating income was $72.6 million, up 14.4%; Adjusted EPS was $0.35 versus $0.24 a year earlier.
LTL Adjusted Operating Income fell 36.8% year-over-year, driven by start-up costs at new facilities and continued DHE integration costs.
Third-quarter 2025 guidance: Adjusted EPS of $0.36 to $0.42, and LTL revenue excluding fuel surcharge up 20% to 25% year-over-year.
Rollins reported unaudited second-quarter 2025 results for the period ended June 30, 2025, with revenue up 12.1% and net income up 9.3% from a year earlier. Operating margin fell to 19.8% from 20.4%, and the CFO said legacy auto claims pressured EBITDA margins by 70 basis points.
Revenue was $999.5 million, up 12.1%; organic revenue, excluding acquisitions, rose 7.3%.
Net income was $141.5 million, up 9.3%; diluted EPS was $0.29 versus $0.27, and adjusted EPS was $0.30.
Operating margin was 19.8% versus 20.4% a year earlier; the CFO cited legacy auto claims developments.
Operating cash flow was $175.1 million, up 20.7%, and the company spent $226.4 million on acquisitions.
First Bancorp reported second quarter 2025 net income of $38.6 million, or $0.93 per diluted share, up from $36.4 million, or $0.88, in the first quarter and $28.7 million, or $0.70, a year earlier. Net interest income rose to $96.7 million, driven by a higher net interest margin of 3.32%, while noninterest expenses were $59.0 million. The Board also raised the quarterly dividend to $0.23 per share.
Net income $38.6 million, diluted EPS $0.93 for the quarter ended June 30, 2025, versus $0.70 a year earlier
Net interest income $96.7 million, up from $92.9 million in the linked quarter; net interest margin 3.32%
Noninterest expenses $59.0 million, up $1.1 million from the first quarter
Quarterly dividend increased to $0.23 per share, effective June 30, 2025
SEI reported second-quarter 2025 results with revenue of $559.6 million, up 8% from a year earlier, and operating income of $148.6 million, up 9%. Diluted EPS rose 70% to $1.78, but the company said the quarter included a $0.58 per-share benefit from items affecting comparability, mainly a $94.4 million gain on the sale of its Family Office Services business.
Revenue $559.6 million vs. $519.0 million in Q2 2024; operating income $148.6 million vs. $136.5 million
Diluted EPS $1.78 vs. $1.05; EPS benefited by $0.58 from items affecting comparability
Operating margin 27%, up from 26% a year earlier but down from Q1 2025, which the company attributed to investments in talent and technology
Repurchased 2.2 million shares for $180.8 million in Q2 2025 at an average price of $83.60
Range Resources reported second quarter 2025 revenues and other income of $856 million, up 62% from a year earlier, and net income of $238 million ($0.99 per diluted share) versus $28.7 million a year earlier. The company raised its 2025 production guidance to approximately 2.225 Bcfe per day and lowered the high end of its 2025 capital budget to $680 million, while repurchasing $53 million of shares and reducing net debt to $1.2 billion.
Q2 2025 net income was $238 million ($0.99 per diluted share), compared with $28.7 million ($0.12 per diluted share) in Q2 2024; results include a $155 million mark-to-market derivative gain.
Full-year 2025 production guidance raised to approximately 2.225 Bcfe per day from about 2.2 Bcfe per day.
2025 all-in capital budget narrowed to $650 million - $680 million from $650 million - $690 million.
Net debt was approximately $1.22 billion as of June 30, 2025, and about $900 million remained under the share repurchase program.
Capitol Federal Financial, Inc. (NASDAQ: CFFN) reported third quarter fiscal 2025 net income of $18.4 million, or $0.14 per share, up from $15.4 million, or $0.12 per share, in the prior quarter. The filing also announced a quarterly cash dividend of $0.085 per share, and management said a Kansas tax law change lowered its expected fiscal 2025 effective tax rate to 18% to 19%.
Q3 net income was $18.4 million, or $0.14 per share, versus $15.4 million, or $0.12 per share, in the quarter ended March 31, 2025.
Net interest margin rose six basis points to 1.98%, mainly from growth in commercial loans.
The efficiency ratio improved to 58.26% from 60.54%.
A $0.085 per share dividend is payable August 15, 2025, to holders of record on August 1, 2025.
PROG Holdings reported second-quarter 2025 revenue of $604.7 million, up 2.1%, and net earnings of $38.5 million, compared with $33.8 million a year earlier. The company raised the low end of its full-year 2025 revenue and earnings ranges and kept the high ends unchanged, while Progressive Leasing GMV fell 8.9% after the loss of a retail partner to liquidation.
Q2 revenue $604.7 million, up 2.1%; net earnings $38.5 million vs. $33.8 million a year earlier
Diluted EPS $0.95 vs. $0.77; non-GAAP diluted EPS $1.02, up 10.9%
Full-year 2025 revenue outlook low end raised to $2.45 billion from $2.425 billion; high end kept at $2.5 billion
Progressive Leasing GMV $413.9 million, down 8.9% from the prior-year quarter
Freeport-McMoRan reported second-quarter 2025 revenues of $7,582 million, up from $6,624 million a year earlier, and net income attributable to common stock of $772 million, or $0.53 per share, up from $616 million, or $0.42 per share. Adjusted net income was $790 million, or $0.54 per share, after excluding $18 million in after-tax net charges. Higher sales volumes, higher realized prices and lower unit net cash costs drove the improvement, which matters to shareholders because all three headline measures rose from the prior-year quarter.
Q2 2025 revenues $7,582 million vs. $6,624 million in Q2 2024; operating income $2,432 million vs. $2,049 million
Q2 2025 copper sales of 1.0 billion pounds vs. 931 million pounds; average realized copper price $4.54 per pound vs. $4.48
Unit net cash costs of $1.13 per pound of copper in Q2 2025 vs. $1.73 in Q2 2024
Operating cash flows of $2,195 million in Q2 2025 vs. $1,956 million; company bought back $52 million of stock in the quarter
General Dynamics reported second-quarter 2025 results for the quarter ended June 29, 2025, with revenue up 8.9% and diluted EPS up 14.7% from the year-ago quarter. Operating cash flow was $1.6 billion, orders totaled $28.3 billion, and backlog ended the quarter at $103.7 billion. The filing does not include updated guidance.
Revenue of $13,041 million, up 8.9% from $11,976 million a year earlier
Diluted EPS of $3.74 versus $3.26 a year earlier, up 14.7%; net earnings of $1,014 million
Operating earnings of $1.3 billion, up 12.9%, with operating margin of 10.0%
Backlog of $103.7 billion at quarter end; consolidated book-to-bill ratio of 2.2-to-1
United Community Banks reported second-quarter 2025 net income of $78.7 million, or $0.63 per diluted share on a GAAP basis, compared with $66.6 million, or $0.54 per share, a year earlier. Operating EPS was $0.66, up 14% from the year-ago quarter, and the company said higher net interest income and lower provision for credit losses drove the gain. Shareholders also see the first full quarter contribution from the American National Bank acquisition completed May 1, and a quarterly dividend of $0.24 per share, up 4% from a year earlier.
Net income $78.7 million vs. $66.6 million in Q2 2024; GAAP diluted EPS $0.63 vs. $0.54
Total revenue $260.2 million vs. $245.3 million a year earlier; net interest margin 3.50%, up 14 basis points from Q1
Provision for credit losses $11.8 million, down from $15.4 million in Q1 2025; net charge-offs $8.2 million, or 0.18% of average loans
Quarterly common dividend $0.24 per share, up 4% year over year; earnings call set for July 23 at 9:00 a.m. ET
Fiserv reported second-quarter 2025 results, with GAAP revenue up 8% to $5.52 billion and GAAP earnings per share up 22% to $1.86. The company refined its 2025 adjusted earnings per share outlook to $10.15 to $10.30, growth of 15% to 17%, and its organic revenue growth outlook to approximately 10%. The filing does not state the prior outlook, so the direction of the guidance change cannot be determined from this document.
Q2 2025 GAAP revenue rose 8% to $5.52 billion; GAAP EPS was $1.86 versus $1.53 a year earlier
Adjusted EPS rose 16% to $2.47 in Q2 2025 versus $2.13 in Q2 2024
2025 adjusted EPS outlook refined to $10.15 to $10.30; organic revenue growth outlook refined to approximately 10%
In Q2 2025 the company repurchased 12.2 million shares of common stock for $2.2 billion
Northern Trust reported second-quarter 2025 net income of $421.3 million, or $2.13 per diluted share, up from $392.0 million and $1.90 in the first quarter. Compared with the second quarter of 2024, earnings fell sharply from $896.1 million, a period that included an $878.4 million net gain from the Visa Exchange Offer. The company also returned $485.6 million to common shareholders and said its board approved a $0.05 quarterly dividend increase.
Diluted EPS of $2.13 compared with $1.90 in Q1 2025 and $4.34 in Q2 2024.
Total revenue (FTE) of $2,002.6 million, up 3% from Q1 2025 and down 26% from Q2 2024.
Repurchased 3,374,980 shares for $339.4 million in the quarter; returned $485.6 million to common shareholders.
Board approved a $0.05, or 7%, increase to the quarterly dividend, according to CEO Michael O'Grady.
CME Group reported second-quarter 2025 revenue of $1.7 billion, up 10% from the same quarter in 2024, and record average daily volume of 30.2 million contracts, up 16%. Diluted earnings per share were $2.81 on a GAAP basis, compared with $2.42 a year earlier, and $2.96 on an adjusted basis, compared with $2.56.
Q2 2025 revenue of $1.7 billion versus $1.5 billion in Q2 2024; operating income of $1.1 billion
Diluted EPS of $2.81 (GAAP) versus $2.42; adjusted diluted EPS of $2.96 versus $2.56
Average daily volume of 30.2 million contracts, up 16%; Micros ADV of 4.1 million contracts
As of June 30, 2025: $2.2 billion in cash and $3.4 billion of debt; about $3.0 billion in dividends paid in the first six months
Teledyne reported record second quarter 2025 net sales of $1,513.7 million, up 10.2%, and GAAP diluted earnings per share of $4.43 versus $3.77 a year earlier. The company raised its full-year 2025 GAAP EPS outlook to $17.59 to $17.97 and narrowed its non-GAAP outlook to $21.20 to $21.50, and its board authorized a new $2.0 billion stock repurchase program.
Q2 2025 net sales of $1,513.7 million, up 10.2%, with $70.1 million from acquisitions; net income attributable to Teledyne of $209.9 million, up 16.5%
Full-year 2025 GAAP EPS outlook raised to $17.59 to $17.97 from $17.35 to $17.83; non-GAAP outlook narrowed to $21.20 to $21.50 from $21.10 to $21.50
Third quarter 2025 non-GAAP EPS outlook of $5.35 to $5.45; management said Q2 likely benefited from accelerated demand amid uncertain trade policies
Board authorized a new repurchase program of up to $2.0 billion on July 22, 2025, replacing prior authorizations, including $896 million that remained
Moody's reported second-quarter 2025 revenue of $1.9 billion, up 4% from a year earlier, and diluted EPS of $3.21, up 6%. The company narrowed its full-year 2025 adjusted diluted EPS guidance to $13.50 to $14.00, which it said at the midpoint implies 10% growth versus last year.
Q2 2025 revenue was $1.9 billion, up 4%; adjusted diluted EPS was $3.56, up 9%
Full-year 2025 adjusted diluted EPS guidance narrowed by $0.25 to $13.50 to $14.00
Quarterly dividend of $0.94 per share declared July 22, 2025, payable September 5, 2025
Lennox reported second-quarter 2025 revenue of $1.5 billion, up 3%, and segment profit of $354 million, up 11%. The company raised its full-year 2025 earnings per share guidance to $23.25 to $24.25 and expects revenue to rise about 3%, which signals stronger expected profitability for shareholders.
Q2 GAAP diluted EPS was $7.82, up from $6.87; adjusted diluted EPS rose 14% to $7.82
Segment profit rose 11% to $354 million, with segment margin up 170 basis points to 23.6%
Full-year 2025 EPS guidance is now $23.25 to $24.25; capital expenditures remain about $150 million
Q2 operating cash flow fell to $87 million from $184 million; the company repurchased $210 million of shares in the quarter
BankUnited reported second-quarter 2025 net income of $68.8 million, or $0.91 per diluted share, up 18% from the prior quarter and up from $53.7 million, or $0.72 per diluted share, a year earlier. The board also authorized up to $100 million in share repurchases and called for redeeming all $400 million of its 4.875% senior notes due 2025 on August 22, 2025.
Q2 2025 net income $68.8 million, $0.91 per diluted share, versus $58.5 million, $0.78 per share in Q1 2025
Net interest margin rose to 2.93% from 2.81% in the prior quarter; provision for credit losses was $15.7 million
Board authorized share repurchases of up to $100 million on July 22, 2025, with no time limit set
Redemption of all $400 million of 4.875% senior notes on August 22, 2025, at 100% of principal plus accrued interest
Prosperity Bancshares reported second quarter 2025 net income of $135.2 million, up 21.1% from a year earlier, with diluted EPS of $1.42, up 21.4%. The company also announced a definitive merger agreement to acquire American Bank Holding Corporation in an all-stock deal valued at approximately $321.5 million, which shareholders should weigh against the expected dilution from issuing 4,439,981 new shares.
Q2 2025 diluted EPS was $1.42 versus $1.17 in Q2 2024; net interest margin rose to 3.18% from 2.94%.
Total deposits fell $459.7 million, or 1.6%, year over year to $27.473 billion at June 30, 2025.
American Bank Holding deal: 4,439,981 Prosperity shares, valued at about $321.5 million at the July 16, 2025 closing price of $72.40; closing expected in Q4 2025 or Q1 2026, subject to regulatory and American shareholder approvals.
Board declared a third quarter 2025 cash dividend of $0.58 per share, payable October 1, 2025.
TE Connectivity reported fiscal third-quarter 2025 net sales of $4.5 billion, up 14% on a reported basis and 9% organically, with GAAP diluted EPS from continuing operations of $2.14, up 15% from a year earlier. The company also guided fourth-quarter net sales to about $4.55 billion and adjusted EPS to about $2.27, up 16%, which signals continued growth for shareholders.
Q3 net sales were a record $4.5 billion ($4,534 million), up from $3,979 million a year earlier; Industrial Solutions sales rose 30%.
GAAP diluted EPS from continuing operations was $2.14 versus $1.86; adjusted EPS was a record $2.27, up about 19%.
Q3 free cash flow was $962 million, and the company completed the $2.3 billion Richards acquisition in the Industrial segment.
Fourth-quarter guidance calls for net sales of about $4.55 billion and adjusted EPS of about $2.27, up 16%, with a conference call held July 23, 2025 at 8:30 a.m. ET.
Hilton reported second-quarter 2025 diluted EPS of $1.84, up from $1.67 a year earlier, and net income of $442 million, up from $422 million. Total revenues rose to $3.1 billion from $2.95 billion, while system-wide comparable RevPAR fell 0.5 percent. The company projects full-year 2025 diluted EPS of $6.82 to $6.99 and capital return of approximately $3.3 billion.
Q2 diluted EPS was $1.84 versus $1.67; adjusted for special items, $2.20 versus $1.91
Total revenues were $3,137 million versus $2,951 million; net income was $442 million versus $422 million
System-wide comparable RevPAR declined 0.5 percent, while management and franchise fee revenues rose 7.9 percent
Full-year 2025 diluted EPS is projected at $6.82 to $6.99, and third-quarter diluted EPS at $1.89 to $1.95
Travel + Leisure Co. reported second quarter 2025 net revenues of $1.02 billion, up 3% from a year earlier, and Adjusted EBITDA of $250 million, up 2%. The company reaffirmed its full-year 2025 Adjusted EBITDA guidance of $955 million to $985 million and raised its full-year volume per guest (VPG) outlook, which matters to shareholders because it signals stronger sales per tour. Reported net income attributable to shareholders fell 16% to $108 million, mainly because the prior-year quarter included a $32 million gain on a discontinued business.
Net revenues of $1.02 billion vs. $985 million; diluted EPS from continuing operations of $1.62 vs. $1.36, up 19%
Adjusted diluted EPS of $1.65 vs. $1.52 a year earlier; Adjusted EBITDA of $250 million vs. $244 million
Full-year 2025 VPG guidance raised to $3,200 to $3,250 from $3,050 to $3,150; full-year Adjusted EBITDA guidance of $955 million to $985 million reaffirmed
Returned $107 million to shareholders in the quarter ($37 million dividends, $70 million buybacks); $303 million left on the repurchase authorization as of June 30, 2025
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