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).
Eastern Bankshares reported second-quarter 2025 net income of $100.2 million, or $0.50 per diluted share, compared with a first-quarter net loss of $217.7 million that included $269.6 million in pre-tax losses from investment portfolio repositioning. Operating net income rose 21% from the prior quarter to $81.7 million, and the board declared a $0.13 quarterly dividend, which shareholders should note for the September payment.
Net income of $100.2 million, or $0.50 per diluted share, versus a net loss of $217.7 million, or $1.08 per share, in the first quarter of 2025
Operating net income of $81.7 million, or $0.41 per diluted share, up from $67.5 million in the first quarter
Net interest margin on a fully tax equivalent basis rose 21 basis points to 3.59%; period-end loans were $18.6 billion
Quarterly cash dividend of $0.13 per share, payable September 15, 2025, to shareholders of record on September 3, 2025
Seacoast reported second-quarter 2025 net income of $42.7 million, or $0.50 per diluted share, up from $31.5 million, or $0.37, in the first quarter and $30.2 million, or $0.36, a year earlier. Net interest margin rose to 3.58% and net revenues grew 8% from the prior quarter, while the provision for credit losses fell to $4.4 million from $9.3 million. The company also completed its $111.2 million Heartland Bancshares acquisition on July 11, 2025, and expects the proposed Villages Bancorporation deal to close in the fourth quarter of 2025.
Net income was $42.7 million, or $0.50 per diluted share, versus $31.5 million, or $0.37, in Q1 2025 and $30.2 million, or $0.36, in Q2 2024.
Net interest margin increased 10 basis points to 3.58% from 3.48% in Q1 2025; net interest income totaled $126.9 million.
Total deposits decreased $77.2 million to $12.5 billion at June 30, 2025, while loans increased $165.8 million to $10.6 billion.
Heartland Bancshares acquisition closed July 11, 2025; the Villages Bancorporation acquisition is expected to close in Q4 2025.
Hilltop reported second-quarter 2025 income to common stockholders of $36.1 million, or $0.57 per diluted share, up from $20.3 million, or $0.31, a year earlier. The company also declared an $0.18 quarterly dividend and asked to raise its buyback authorization by $35.0 million to $135.0 million, subject to Federal Reserve non-objection, which adds capacity for share repurchases through January 2026.
Income to common stockholders of $36.1 million, or $0.57 per diluted share, versus $20.3 million, or $0.31, in Q2 2024
Quarterly cash dividend of $0.18 per share, payable August 29, 2025, to holders of record on August 15, 2025
Stock repurchase authorization proposed to rise to $135.0 million, an increase of $35.0 million, subject to Federal Reserve non-objection; program expires January 2026
Noninterest income was $192.6 million versus $193.3 million a year earlier, and included a one-time pre-tax benefit of $9.5 million from prior legal settlements at PrimeLending
Columbia Banking System reported second quarter 2025 net income of $152 million, or $0.73 per diluted share, up from $86.6 million, or $0.41 per share, in the first quarter. Operating earnings were $0.76 per diluted share, compared with $0.67 in the prior quarter. The company also said it expects to close its Pacific Premier Bancorp acquisition as soon as September 1, 2025, pending regulatory approvals.
Net income was $152 million for Q2 2025, compared with $87 million in Q1 2025 and $120 million in Q2 2024.
Diluted EPS was $0.73 versus $0.41 in Q1 2025; operating diluted EPS was $0.76 versus $0.67.
Net interest margin rose to 3.75%, up 15 basis points from Q1 2025.
Pacific Premier Bancorp shareholders approved the combination on July 21, 2025; closing is expected as soon as September 1, 2025.
Edwards Lifesciences reported second-quarter 2025 sales of $1.53 billion, up 11.9% from a year earlier, and adjusted EPS of $0.67. The company raised its full-year 2025 sales growth guidance to 9% to 10% and its adjusted EPS outlook to the high end of $2.40 to $2.50. GAAP net income attributable to Edwards fell to $333.2 million from $366.3 million, partly due to a $47.1 million impairment loss.
Q2 sales $1.53 billion, up 11.9%; TAVR sales $1.1 billion, up 8.9%; TMTT sales $134.5 million, up 61.9%
Full-year 2025 sales guidance raised to 9% to 10%, or $5.9 billion to $6.1 billion; TAVR sales guidance raised to $4.3 billion to $4.5 billion
Adjusted diluted EPS $0.67 in Q2; full-year adjusted EPS now expected at the high end of $2.40 to $2.50
Q2 GAAP diluted EPS $0.56 versus $0.61 a year earlier, including a $47.1 million loss on impairment
Digital Realty reported second-quarter 2025 revenue of $1.49 billion, up 10% from the same quarter a year earlier, and diluted net income of $2.94 per share versus $0.20 a year earlier. The company raised its 2025 Core FFO per share outlook to $7.15 to $7.25 from $7.05 to $7.15 set in April, which matters to shareholders because it reflects higher expected recurring cash earnings per share.
Q2 2025 Core FFO of $1.87 per diluted share, versus $1.65 in Q2 2024 and $1.77 in Q1 2025
Q2 2025 total bookings expected to generate $135 million of annualized GAAP rental revenue at the company's share
Quarter-end backlog of signed-but-not-commenced leases was $826 million of annualized GAAP base rent
Subsequent to quarter end, the company sold a five-megawatt non-core Atlanta data center for $65 million gross proceeds
First Financial Bancorp reported second-quarter 2025 net income of $70.0 million, or $0.73 per diluted share, up from $51.3 million, or $0.54, in the first quarter. The company said revenue of $226.3 million was a quarterly record, and its board raised the quarterly dividend to $0.25 per share from $0.24, which gives shareholders a higher payout.
Q2 2025 net income of $70.0 million and diluted EPS of $0.73, versus $51.3 million and $0.54 in Q1 2025 and $60.8 million and $0.64 in Q2 2024
Record quarterly revenue of $226.3 million, which the company said was up 5% from the same quarter a year earlier
Quarterly dividend increased to $0.25 per share, payable September 15, 2025, to holders of record as of September 2, 2025
Pending acquisition of Westfield Bank; the company expects approval and closing to occur in 2025
Moelis & Company reported second quarter 2025 revenue of $365.4 million, up 38% from the prior year period, and GAAP diluted earnings of $0.53 per share versus $0.17. The board declared a regular quarterly dividend of $0.65 per share, payable September 18, 2025, to holders of record on August 4, 2025. As of June 30, 2025, the firm held cash and liquid investments of $474.9 million and had no funded debt or goodwill, which gives shareholders a clear view of the firm's financial position.
Q2 2025 revenue was $365.4 million, up 38% from $264.6 million a year earlier, driven by higher average fees per completed transaction in M&A and Capital Markets
Q2 2025 diluted EPS was $0.53 on a GAAP basis and $0.53 on an Adjusted basis, versus $0.17 GAAP and $0.18 Adjusted a year earlier
First half 2025 revenue was $672.0 million, up 39%, and diluted EPS was $1.17, including a net tax benefit of about $0.28 per share tied to share-based award settlements
Quarterly dividend of $0.65 per share, payable September 18, 2025, to stockholders of record on August 4, 2025
Phillips Edison & Company reported second quarter 2025 results on July 24, 2025, with Core FFO up 10.3% to $88.2 million and total revenues of $177.8 million, while net income attributable to stockholders fell to $12.8 million from $15.3 million. The company raised its full-year 2025 Core FFO per share guidance to $2.55 to $2.60 from $2.52 to $2.59, which matters to shareholders because it signals higher expected earnings for the year.
Q2 2025 net income attributable to stockholders was $12.8 million, or $0.10 per diluted share, compared with $15.3 million, or $0.12, in Q2 2024.
Q2 2025 Core FFO rose 10.3% to $88.2 million, or $0.64 per diluted share, from $80.0 million, or $0.59, a year earlier.
Full-year 2025 Core FFO per share guidance was raised to $2.55 to $2.60 from $2.52 to $2.59.
Management will discuss results on a conference call and webcast on Friday, July 25, 2025, at 12:00 p.m. Eastern Time.
Kinsale Capital Group reported second-quarter 2025 net income of $134.1 million, or $5.76 per diluted share, up from $92.6 million, or $3.97 per share, a year earlier. Underwriting income rose to $95.5 million and gross written premiums grew 4.9%, but premiums in its largest division, Commercial Property, fell 16.8% on lower rates and competition, and the first-half annualized operating return on equity declined to 24.7% from 28.8%.
Q2 2025 net income $134.1 million ($5.76 per diluted share) vs. $92.6 million ($3.97) in Q2 2024; diluted operating earnings per share $4.78 vs. $3.75
Gross written premiums $555.5 million, up 4.9%; Commercial Property Division down 16.8% in the quarter, while other divisions rose 14.3%
Underwriting income $95.5 million with a combined ratio of 75.8%, vs. $76.1 million and 77.7% a year earlier
Company repurchased 23,309 shares in Q2 2025 at an average price of $429.02, for a total cost of $10.0 million
Deckers reported fiscal first-quarter 2026 results for the three months ended June 30, 2025, with net sales up 16.9% to $964.5 million and diluted earnings per share of $0.93 versus $0.75 a year earlier. It also guided to second-quarter net sales of $1.38 billion to $1.42 billion and diluted EPS of $1.50 to $1.55, and announced a board change, with director Dave Powers retiring and Patrick J. Grismer nominated for election.
Net sales rose 16.9% to $964.5 million; HOKA brand sales grew 19.8% and UGG brand sales grew 18.9%, while domestic sales fell 2.8%.
Gross margin was 55.8% versus 56.9%, while operating income rose to $165.3 million from $132.8 million.
Second-quarter outlook (quarter ending September 30, 2025): net sales of $1.38 billion to $1.42 billion and diluted EPS of $1.50 to $1.55, excluding any additional share repurchases.
Dave Powers is retiring from the board and not seeking reelection; Patrick J. Grismer is nominated for a vote at the September 8, 2025 annual meeting.
The Ensign Group reported second-quarter 2025 GAAP diluted earnings per share of $1.44, up 18.0% from the prior year quarter, and GAAP net income of $84.4 million, up 18.9%. The company raised its full-year 2025 diluted EPS guidance to $6.34 to $6.46 from $6.22 to $6.38, and its revenue guidance to $4.99 billion to $5.02 billion from $4.89 billion to $4.94 billion, which matters to shareholders because it signals higher expected profit and sales for the year.
Q2 2025 total revenue was $1.23 billion, up 18.5% from the prior year quarter.
GAAP diluted EPS was $1.44 versus $1.22 a year earlier; adjusted diluted EPS was $1.59, up 20.5%.
2025 diluted EPS guidance raised to $6.34 to $6.46; revenue guidance raised to $4.99 billion to $5.02 billion.
Cash on hand was approximately $364.0 million, with $592.6 million of available line-of-credit capacity.
Bancorp reported second-quarter 2025 net income of $59.8 million, or $1.27 per diluted share, up from $1.05 a year earlier, with net income up 11% and share count reduced by buybacks. The company kept its 2025 EPS guidance of $5.25 and announced Project 7, targeting at least a $7 EPS run-rate by the fourth quarter of 2026, though net interest margin fell to 4.44% from 4.97% and consumer fintech loan provisions reached $43.2 million.
Net income of $59.8 million, or $1.27 per diluted share, versus $53.7 million, or $1.05, in Q2 2024
2025 EPS guidance of $5.25 maintained; Project 7 targets at least a $7 EPS run-rate by Q4 2026
Net interest margin fell to 4.44% from 4.97%; provision for consumer fintech loans was $43.2 million
Outstanding shares fell 6% to 46.3 million from 49.3 million after repurchasing 753,898 shares at an average $49.75
WSFS Financial reported second-quarter 2025 results with diluted EPS of $1.27, up from $1.12 in the first quarter and $1.16 a year earlier. Net income attributable to WSFS was $72.3 million and total net revenue was $267.5 million, both higher than the prior quarter. Management said the results reflect its updated FY 2025 outlook, but the filing does not give the outlook figures.
Diluted EPS of $1.27 for 2Q 2025, versus $1.12 for 1Q 2025 and $1.16 for 2Q 2024
Net income attributable to WSFS of $72.3 million, versus $65.9 million in 1Q 2025
Total net revenue of $267.5 million, versus $256.1 million in 1Q 2025
The company repurchased shares for $77.7 million and paid $9.6 million in dividends, a total of $87.3 million returned to shareholders; the board approved a $0.17 quarterly dividend payable August 22, 2025
Boyd Gaming reported second-quarter 2025 revenue of $1.0 billion, up from $967.5 million a year earlier, and net income of $150.4 million, or $1.84 per diluted share, versus $139.8 million, or $1.47, in the second quarter of 2024. Adjusted earnings were $154.2 million, or $1.87 per share, compared with $1.58 per share a year earlier, and the company's board authorized an additional $500 million for share repurchases.
Q2 2025 revenues were $1,033,998 thousand, up from $967.5 million in Q2 2024.
Net income attributable to Boyd Gaming was $151.5 million, or $1.84 per diluted share, versus $1.47 a year earlier.
Adjusted earnings per diluted share were $1.87, compared with $1.58 in Q2 2024.
On July 17, 2025, the board authorized an additional $500 million under the share repurchase program, leaving about $707 million remaining as of June 30, 2025.
VeriSign reported second-quarter 2025 revenue of $410 million, up 5.9% from a year earlier, with net income of $207 million and diluted EPS of $2.21, compared with $199 million and $2.01. The board also authorized about $913 million in additional share repurchases, bringing the total available under the program to $1.5 billion, with no expiration date.
Operating income was $281 million, compared with $266 million in the second quarter of 2024.
Diluted EPS was $2.21, compared with $2.01 a year earlier.
The board approved a new quarterly cash dividend of $0.77 per share, payable August 27, 2025, to holders of record on August 19, 2025.
The total repurchase authorization is $1.5 billion; the company repurchased $163 million of stock in the second quarter.
Comfort Systems USA reported second-quarter 2025 net income of $230.8 million, or $6.53 per diluted share, up from $134.0 million, or $3.74 per share, a year earlier. The company also declared a quarterly dividend of $0.50 per share, up $0.05 from its most recent payout, which gives shareholders a higher cash return.
Q2 2025 revenue was $2.17 billion, compared with $1.81 billion in Q2 2024.
Backlog reached $8.12 billion as of June 30, 2025, up from $5.77 billion a year earlier.
Quarterly dividend of $0.50 per share is payable August 25, 2025, to holders of record on August 14, 2025.
Knowles reported second-quarter 2025 revenue from continuing operations of $145.9 million, up 8% from $135.2 million a year earlier, and said this exceeded the high end of its guided range. Non-GAAP diluted EPS from continuing operations was $0.24, up from $0.20, and GAAP diluted EPS was $0.09, up from $0.05. For the third quarter, the company guided to revenue of $144 million to $154 million and non-GAAP diluted EPS of $0.29 to $0.33.
Q2 2025 revenue from continuing operations was $145.9 million, up 8% year over year and up from $132.2 million in Q1 2025
Q2 2025 non-GAAP diluted EPS was $0.24, versus $0.20 a year earlier; GAAP diluted EPS was $0.09, versus $0.05
Q2 2025 net cash provided by operating activities was $36.4 million, and the company repurchased $30 million of shares
Q3 2025 guidance: revenue of $144 million to $154 million and non-GAAP diluted EPS of $0.29 to $0.33
SkyWest reported second-quarter 2025 net income of $120 million, or $2.91 per diluted share, up from $76 million, or $1.82 per diluted share, a year earlier. Revenue rose 19% to $1.0 billion, and the company said block hour production grew 19%. Total debt fell to $2.5 billion from $2.7 billion at December 31, 2024.
Q2 2025 revenue of $1.0 billion, up $168 million, or 19%, from $867 million in Q2 2024
Q2 2025 operating expenses of $865 million, up 16% from $747 million
Repurchased 195,000 shares for $17.3 million in Q2 2025; $267 million remained under the buyback program at June 30, 2025
Agreement to operate 16 new E175 aircraft for Delta Air Lines, with deliveries scheduled for 2027 and 2028
SouthState reported second-quarter 2025 net income of $215.2 million, or $2.11 diluted earnings per share, up from $132.4 million and $1.73 a year earlier, and up from $89.1 million in the first quarter of 2025. The board also raised the quarterly cash dividend by 11%, from $0.54 to $0.60 per share, payable August 15, 2025.
Diluted EPS of $2.11 for Q2 2025, versus $1.73 for Q2 2024; net income of $215.2 million versus $132.4 million a year earlier
Merger, branch consolidation, severance and other expense of $24.4 million in Q2 2025, down from $68.0 million in Q1 2025
Quarterly dividend increased from $0.54 to $0.60 per share; payable August 15, 2025 to shareholders of record as of August 8, 2025
Management conference call set for July 25, 2025 at 9 a.m. ET
Provident Financial Services reported net income of $72.0 million, or $0.55 per share, for the quarter ended June 30, 2025, up from $64.0 million, or $0.49 per share, in the prior quarter, and up from a net loss of $11.5 million a year earlier, which included $79.0 million of Lakeland merger costs. The company reported record revenue of $214.2 million, though non-performing loans rose to $107.2 million from $103.2 million at March 31, 2025.
Net income of $72.0 million, or $0.55 per share, for Q2 2025, versus $64.0 million, or $0.49 per share, for Q1 2025.
Record revenue of $214.2 million, including record net interest income of $187.1 million.
Non-performing loans rose to $107.2 million, or 0.56% of total loans, as of June 30, 2025.
Tangible book value per share increased 3.2% to $14.60.
FirstCash reported second-quarter 2025 GAAP diluted earnings per share of $1.34, up from $1.08 a year earlier, as net income rose to $59.8 million from $49.1 million, while revenue was roughly flat at $830.6 million. The company raised parts of its 2025 outlook for its U.S. and Latin America pawn segments, and declared a 11% higher quarterly dividend of $0.42 per share.
Q2 2025 GAAP diluted EPS was $1.34 versus $1.08 in Q2 2024, up 24%; net income was $59.8 million versus $49.1 million.
Q2 2025 total revenue was $830.6 million versus $831.0 million a year earlier.
Outlook raised for U.S. pawn fee growth to 10% to 12% (from 9% to 11%) and for Latin America pawn revenue; AFF net revenue decline now expected at 6% to 8% (from 8% to 12%).
Quarterly cash dividend of $0.42 per share, an 11% increase, payable August 29, 2025 to holders of record as of August 15, 2025.
Tootsie Roll reported second-quarter 2025 net sales of $153.2 million, up 3% from a year earlier, and net earnings of $17.5 million, or $0.24 per share, compared with $0.21 in the prior-year quarter. Management said cocoa and chocolate costs are expected to stay higher through the balance of 2025 and into 2026, and that these costs will weigh more heavily on second-half gross margins.
Q2 2025 net sales were $153,190,000, up $4,371,000 (3%) from $148,819,000 in Q2 2024.
Q2 2025 net earnings were $17,544,000 ($0.24 per share), up from $15,640,000 ($0.21 per share) in Q2 2024.
First-half 2025 net sales were $299,711,000, down $572,000 from $300,283,000; first-half EPS was $0.49 versus $0.43.
Management expects higher cocoa and chocolate costs in the rest of 2025 and into 2026 as older supply contracts expire, and the LIFO accounting method will increase their adverse effect on second-half margins.
Berkshire Hills Bancorp reported second-quarter 2025 GAAP net income of $30.4 million, or $0.66 per share, versus $0.57 a year earlier, and operating earnings of $31.6 million, or $0.69 per share. The company's pending merger with Brookline Bancorp, expected to close in 2025, remains subject to regulatory approvals and customary closing conditions.
GAAP EPS was $0.66 versus $0.57 in Q2 2024; operating EPS was $0.69 versus $0.55 a year earlier and $0.60 in Q1 2025.
Total net revenue was $113.7 million; net interest margin was 3.27%, up from 3.20% a year earlier.
Efficiency ratio improved to 56.7% from 59.5% in the prior quarter and 63.4% a year earlier.
Merger with Brookline Bancorp, under an agreement dated December 16, 2024, is expected to close in 2025.
Old Republic International reported second-quarter 2025 net income of $204.4 million, up from $91.8 million a year earlier, and net operating income per diluted share of $0.83, up 9.2% from $0.76. Total operating revenues rose 10.1% to $2.2 billion, while the consolidated combined ratio was 93.6%, close to 93.5% a year earlier. Book value per share reached $25.14, up 12.6% since year-end 2024 including dividends declared, which is the measure the company highlights for shareholders.
Net income was $204.4 million for the quarter, compared with $91.8 million a year earlier.
Net operating income per diluted share was $0.83, compared with $0.76, an increase of 9.2%.
Net premiums and fees earned rose 11.0% to $1,994.6 million; Specialty Insurance premiums grew 14.6%.
Book value per share was $25.14 at June 30, 2025, up 12.6% since year-end 2024 including dividends declared.
Ameriprise Financial reported second quarter 2025 results on July 24, 2025, with adjusted operating earnings per diluted share up 7% to $9.11 from $8.53 a year earlier and adjusted operating net revenues up 4% to $4.3 billion. GAAP net income per diluted share was $10.73, compared with $8.02 a year ago, and the company returned $731 million to shareholders in the quarter.
Adjusted operating EPS $9.11 vs. $8.53 a year earlier; GAAP EPS $10.73 vs. $8.02
Adjusted operating net revenues rose 4% to $4.3 billion, primarily from asset growth
Assets under management, administration and advisement reached a record $1.6 trillion, up 9%
Capital returned to shareholders totaled $731 million, or 81% of adjusted operating earnings
Flex reported first-quarter fiscal 2026 results for the period ended June 27, 2025, with net sales of $6.6 billion and GAAP net income of $192 million, up from $139 million a year earlier. The company also issued updated fiscal 2026 guidance, which it described as improved, though the filing does not state the prior guidance figures.
Net sales of $6.6 billion, compared with $6.3 billion in the prior-year quarter
GAAP diluted EPS of $0.50 versus $0.34; adjusted EPS of $0.72 versus $0.51
Second-quarter revenue guidance of $6.5 billion to $6.8 billion; adjusted EPS guidance of $0.70 to $0.78
Fiscal 2026 revenue guidance updated to $25.9 billion to $27.1 billion; adjusted EPS guidance of $2.86 to $3.06
Integer Holdings reported second-quarter 2025 sales of $476 million, up 11% from a year earlier, and GAAP diluted EPS from continuing operations of $1.04, up 18%. The company raised the midpoint of its 2025 adjusted operating income and adjusted EPS outlook. Total debt rose $212 million since the end of 2024 to $1.202 billion, mainly to finance acquisitions and a 2030 convertible note offering, a factor to weigh alongside the higher profit outlook.
Q2 2025 sales were $476 million, up 11%, with organic growth of 11%.
Q2 GAAP diluted EPS from continuing operations was $1.04, up 18%; adjusted EPS was $1.55, up 19%.
2025 outlook: adjusted operating income growth of 12% to 16% and adjusted EPS growth of 18% to 23%.
Total debt was $1.202 billion at June 27, 2025, up $212 million from year-end 2024; leverage ratio of 3.2 times adjusted EBITDA.
United Bankshares reported record second-quarter 2025 net income of $120.7 million, or $0.85 per diluted share, up from $84.3 million in the first quarter and $96.5 million a year earlier. CEO Richard M. Adams, Jr. attributed the results to the company's entry into the Atlanta market, excellent asset quality, and strong expense control, and the results include the Piedmont Bancorp acquisition completed January 10, 2025. The company also furnished a press release and slide presentation with the filing.
Q2 2025 net income was $120.7 million, or $0.85 per diluted share, versus $84.3 million ($0.59) in Q1 2025 and $96.5 million ($0.71) in Q2 2024.
Net interest income was a record $274.5 million, up 22% from Q2 2024 and 6% from Q1 2025.
Noninterest expense was $148.0 million, up 10% from Q2 2024, and included $1.3 million in merger-related expenses.
Non-performing loans were $68.3 million, or 0.28% of loans, at June 30, 2025; the company repurchased about 981 thousand shares in Q2 at an average price of $33.17.
CTS reported second-quarter 2025 sales of $135 million, up 4% from a year earlier, and diluted EPS of $0.62, up from $0.48. The company maintained its 2025 guidance of $520-$550 million in sales and adjusted diluted EPS of $2.20-$2.35, which signals no change to its outlook.
Sales were $135 million, up 4%; diversified end markets rose 13% while transportation fell 6%
Diluted EPS was $0.62 vs $0.48; adjusted diluted EPS was $0.57 vs $0.54
2025 guidance maintained: sales of $520-$550 million and adjusted diluted EPS of $2.20-$2.35
Operating cash flow was $28 million vs $20 million a year earlier
Valley National Bancorp reported second quarter 2025 net income of $133.2 million, or $0.22 per diluted share, up from $70.4 million, or $0.13 per share, a year earlier and $106.1 million in the first quarter. The company said its provision for credit losses fell to $37.8 million from $82.1 million a year earlier, while non-accrual loans and accruing past due loans rose, which shareholders may watch in future quarters.
Net income of $133.2 million, or $0.22 per diluted share, versus $106.1 million, or $0.18, in Q1 2025 and $70.4 million, or $0.13, in Q2 2024
Net interest margin on a tax equivalent basis was 3.01 percent, up 5 basis points from 2.96 percent in Q1 2025
Provision for credit losses was $37.8 million, down from $62.7 million in Q1 2025 and $82.1 million in Q2 2024
Accruing past due loans rose to $199.2 million from $51.7 million at March 31, 2025, mainly due to three CRE loans
HNI Corporation reported second-quarter 2025 results on July 24, 2025, with net sales up 7.0% to $667.1 million and GAAP diluted EPS of $1.02, compared with $0.75 a year earlier. The company said its 2025 earnings outlook increases modestly, with double-digit percentage EPS growth now expected, which matters to shareholders because it points to higher profits for the full year.
Net sales rose 7.0% to $667.1 million; net income attributable to HNI was $48.2 million versus $36.0 million a year earlier.
GAAP diluted EPS was $1.02 versus $0.75; non-GAAP diluted EPS was $1.11 versus $0.79.
The company expects double-digit percentage EPS growth for 2025 and says its outlook for 2025 earnings increases modestly.
Third-quarter 2025 non-GAAP diluted EPS is expected to increase slightly from 2024 levels; the company repurchased nearly $40 million of stock in the quarter.
Nasdaq reported second-quarter 2025 net revenue of $1.3 billion, up 13% from a year earlier, and GAAP diluted earnings per share of $0.78, versus $0.38 in the prior-year quarter. The company also updated its 2025 non-GAAP operating expense guidance, citing foreign exchange rates, and announced a quarterly cash dividend in a separate press release. For shareholders, revenue and earnings both rose, and the company returned $255 million through dividends and buybacks while repaying $400 million of senior notes.
Net revenue of $1,306 million, up 13% year over year and 12% on an organic basis
GAAP diluted EPS of $0.78 versus $0.38 a year earlier; non-GAAP diluted EPS of $0.85, up 24%
Returned $155 million to shareholders through dividends and $100 million through share repurchases in the quarter
2025 non-GAAP operating expense guidance updated to $2,295 million to $2,335 million, driven by foreign exchange rates; non-GAAP tax rate guidance maintained at 22.5% to 24.5%
West Pharmaceutical Services reported second-quarter 2025 net sales of $766.5 million, up 9.2%, with diluted EPS of $1.82 versus $1.51 a year earlier. The company raised its full-year 2025 net sales guidance to $3.040 billion to $3.060 billion and its adjusted-diluted EPS guidance to $6.65 to $6.85, both up from prior ranges.
Q2 2025 net sales of $766.5 million rose 9.2%; organic net sales grew 6.8%.
Adjusted-diluted EPS was $1.84, compared with $1.52 in the second quarter of 2024.
Full-year 2025 adjusted-diluted EPS guidance rose to $6.65 to $6.85 from $6.15 to $6.35.
Board approved a fourth-quarter 2025 dividend of $0.22 per share, payable November 19, 2025 to holders of record as of November 12, 2025.
Tractor Supply reported second-quarter 2025 results for the period ended June 28, 2025, with net sales up 4.5% to $4.44 billion and diluted EPS of $0.81, up from $0.79. The company reiterated its fiscal 2025 outlook but cut its expected share repurchases to $325 million to $375 million, below its January 30, 2025 outlook, which it attributed to a more measured pace of buybacks.
Net sales rose 4.5% to $4.44 billion; comparable store sales increased 1.5%
Diluted EPS rose 2.8% to $0.81 from $0.79; net income was $430.0 million
Fiscal 2025 guidance reiterated from April 24, 2025, including EPS of $2.00 to $2.18
Share repurchase outlook for 2025 is $325 million to $375 million, below the January 30, 2025 outlook
ADT reported second-quarter 2025 results with total revenue up 7% to $1.3 billion and GAAP income from continuing operations up $42 million to $168 million, or $0.19 per diluted share. The company reiterated its 2025 guidance for total revenue, Adjusted EBITDA and Adjusted Free Cash Flow, and narrowed its Adjusted EPS range to reflect a lower share count from buybacks.
Total revenue rose 7% to $1.3 billion; end-of-period recurring monthly revenue rose 2% to $363 million.
GAAP income from continuing operations was $168 million, or $0.19 per diluted share, up from $126 million a year earlier.
2025 guidance reiterated: total revenue $5,025 million to $5,225 million, Adjusted EBITDA $2,650 million to $2,750 million, Adjusted Free Cash Flow $800 million to $900 million; Adjusted EPS range $0.81 to $0.89.
Quarterly dividend of $0.055 per share, record date Sept. 11, 2025, payable Oct. 2, 2025.
Dime Community Bancshares reported net income available to common stockholders of $27.9 million, or $0.64 per diluted share, for the quarter ended June 30, 2025, compared with $0.43 per diluted share in the second quarter of 2024. Net interest margin rose to 2.98% from 2.41% a year earlier, and non-performing loans fell to $53.2 million from $58.0 million at March 31, 2025.
Net income available to common stockholders was $27.9 million, or $0.64 per diluted share, versus $19.6 million, or $0.45, in the first quarter of 2025 and $16.7 million, or $0.43, in the second quarter of 2024
Net interest margin was 2.98%, compared with 2.95% in the first quarter of 2025 and 2.41% in the second quarter of 2024
Non-interest expense was $60.3 million, down from $65.5 million in the first quarter of 2025, which included a $7.2 million loss due to pension settlement
Non-performing loans were $53.2 million at June 30, 2025, compared with $58.0 million at March 31, 2025
Wabtec reported second-quarter 2025 GAAP diluted earnings per share of $1.96, up 19.5%, and sales of $2.71 billion, up 2.3%. The company raised its 2025 adjusted EPS guidance to $8.55 to $9.15, which it attributed to first-half performance, acquisitions and cost management.
GAAP diluted EPS was $1.96 and adjusted diluted EPS was $2.27, up 15.8% from a year earlier.
Full-year 2025 adjusted EPS guidance rose to $8.55 to $9.15, up $0.20 at the mid-point.
Revenue guidance was raised by $200 million at the mid-point to a range of $10.925 billion to $11.225 billion, largely reflecting the Evident Inspection Technologies Division acquisition completed July 1, 2025.
Operating cash flow was $209 million versus $235 million a year earlier, partly due to delayed second-quarter locomotive deliveries.
L3Harris reported second-quarter 2025 revenue of $5.4 billion, up 2% (6% organic), and diluted EPS of $2.44, up 27% from a year earlier. The company raised its 2025 non-GAAP diluted EPS guidance to $10.40-$10.60 from $10.30-$10.50 and its 2025 revenue guidance to about $21.75 billion from $21.4-$21.7 billion, which points to higher expected profit and sales for shareholders.
Revenue of $5.4 billion, up 2%; GAAP diluted EPS of $2.44, up 27%; non-GAAP diluted EPS of $2.78, up 16%
2025 non-GAAP diluted EPS guidance raised to $10.40-$10.60 from $10.30-$10.50; the tax rate increase is a headwind of about $0.30 at the midpoint
2025 revenue guidance raised to about $21.75 billion from $21.4-$21.7 billion
Cash from operations fell 15% to $640 million, driven by working capital timing and cash used for a longstanding legal settlement
Ryder reported second-quarter 2025 results for the period ended June 30, 2025. GAAP EPS from continuing operations rose 11% to $3.15, and comparable EPS rose 11% to $3.32, while total revenue was flat at $3.2 billion. The company increased its 2025 free cash flow forecast by $500 million to $900 million to $1 billion and kept a 2025 comparable EPS range of $12.85 to $13.30.
GAAP EPS from continuing operations was $3.15 versus $2.83 a year earlier; comparable EPS was $3.32 versus $3.00.
Total revenue was $3,189 million versus $3,182 million; operating revenue (non-GAAP) rose 2% to $2,610 million.
2025 free cash flow (non-GAAP) forecast is $900 million to $1 billion, up $500 million; 2025 comparable EPS forecast is $12.85 to $13.30.
Fleet Management Solutions earnings before taxes fell 6% to $126 million, offset by a 16% rise in Supply Chain Solutions to $99 million.
Blackstone reported second-quarter 2025 results on July 24, 2025, with total revenues of $3.7 billion versus $2.8 billion a year earlier and net income attributable to Blackstone Inc. of $764 million, up from $444 million. Total assets under management reached $1,211.2 billion, up 13% year-over-year, and the firm declared a $1.03 per share quarterly dividend payable August 11, 2025. Revenue, net income and earnings per share all rose from the prior-year quarter, which is favorable for shareholders.
Total revenues were $3.7 billion in Q2 2025 versus $2.8 billion in Q2 2024.
Net income attributable to Blackstone Inc. was $764 million versus $444 million; diluted EPS was $0.98 versus $0.58.
Quarterly dividend of $1.03 per share: record date August 4, 2025; payment date August 11, 2025.
Total assets under management were $1,211.2 billion, up 13% year-over-year.
Labcorp reported second-quarter 2025 revenue of $3.53 billion, up from $3.22 billion a year earlier, and diluted EPS of $2.84 versus $2.43. The company raised its full-year 2025 guidance for enterprise revenue, adjusted EPS and free cash flow, which is a positive signal for shareholders on both sales and earnings.
Q2 revenue $3.53 billion vs $3.22 billion; diluted EPS $2.84 vs $2.43; adjusted EPS $4.35 vs $3.94
Adjusted EPS guidance range narrowed to $16.05 to $16.50 from $15.70 to $16.40; midpoint raised by $0.23
Free cash flow guidance of $1.13 billion to $1.28 billion, midpoint raised by $25 million
Quarterly dividend of $0.72 per share declared July 10, 2025, payable September 11, 2025; $200 million of stock repurchased in the quarter
RPM International reported record fourth-quarter and full-year fiscal 2025 results for the year ended May 31, 2025, with fourth-quarter net income up 25.0% and full-year diluted EPS up 17.3%. The company also outlined fiscal 2026 expectations for low- to mid-single-digit sales growth and high-single- to low-double-digit adjusted EBIT growth, and said it is reorganizing into three segments.
Q4 net sales were $2.08 billion, up 3.7%; Q4 diluted EPS was $1.76 versus $1.40, and adjusted diluted EPS was $1.72, up 10.3%.
Fiscal 2025 net sales were $7.37 billion, up 0.5%; net income was $688.7 million and diluted EPS was $5.35, up 17.3%.
Fiscal 2026 outlook calls for full-year sales to rise in the low- to mid-single-digit range and adjusted EBIT to rise in the high-single- to low-double-digit range.
Total debt was $2.65 billion at May 31, 2025, compared with $2.13 billion a year earlier, driven by acquisition financing.
CNX Resources reported second quarter 2025 results in Exhibit 99.1 of this 8-K. Net income was $432.5 million, or $2.53 per diluted share, compared with a net loss of $197.7 million, or $1.34 per share, in the first quarter, mainly because of a $421.1 million gain on commodity derivative instruments. The company kept its 2025 adjusted EBITDAX and total free cash flow guidance unchanged, narrowed its production guidance, and raised its free cash flow per share guidance to about $4.07 from about $3.97.
Q2 2025 net income was $432.5 million (diluted EPS $2.53) versus a Q1 2025 net loss of $197.7 million (EPS of $(1.34))
Natural gas, NGL and oil revenue fell to $485.0 million from $551.1 million in Q1 2025; adjusted net income was $100 million versus $116 million in Q1
2025 production guidance narrowed to 615 to 620 Bcfe from 605 to 620 Bcfe; adjusted EBITDAX guidance stayed at $1,225 to $1,275 million
Free cash flow per share guidance rose to about $4.07 from about $3.97, based on 141,418,560 shares outstanding as of 7/15/2025
TechnipFMC reported second-quarter 2025 revenue of $2.53 billion, up 9.0% from a year earlier, and net income attributable to the company of $269.5 million, or $0.64 per diluted share, compared with $0.42 a year earlier. The company left its 2025 full-year guidance unchanged from April 24, 2025, and repurchased $250.1 million of its shares during the quarter, which matters to shareholders because earnings and cash returns both rose while guidance was not raised.
Revenue of $2,534.7 million, up 9.0% year over year and 13.5% from the first quarter of 2025.
Diluted EPS of $0.64 versus $0.42 a year earlier; adjusted diluted EPS of $0.68 versus $0.43.
Subsea inbound orders of $2.6 billion and total backlog of $16.6 billion at June 30, 2025.
2025 full-year guidance unchanged from the April 24, 2025 guidance; free cash flow of $261 million in the quarter.
Group 1 Automotive reported second-quarter 2025 revenue of $5.7 billion, up 21.4%, and gross profit of $935.8 million, up 22.1%, both quarterly records. Diluted earnings per share from continuing operations rose 6.1% to $10.77, while net income from continuing operations rose 1.4% to $139.8 million. Shareholders also saw $44.5 million of share repurchases in the quarter, with $308.8 million remaining on the buyback authorization, and $7.6 million of U.K. restructuring charges.
Total revenues of $5.7 billion, up 21.4%; gross profit of $935.8 million, up 22.1%, for the three months ended June 30, 2025
Diluted EPS from continuing operations of $10.77, up 6.1% from $10.15; adjusted diluted EPS (non-GAAP) of $11.52, up 17.5%
Six-month diluted EPS from continuing operations of $20.40, down 2.5% from $20.91 a year earlier
Repurchased 114,918 shares for $44.5 million in the quarter; $7.6 million in U.K. restructuring charges recognized in the quarter
Dover reported second-quarter 2025 results on July 24, 2025, with revenue of $2.0 billion, up 5% (1% organic), and GAAP diluted EPS from continuing operations of $2.03, up 14%. The company raised its full-year 2025 adjusted EPS guidance to $9.35-$9.55 from $9.20-$9.40, while GAAP EPS guidance remains $8.00-$8.20.
Q2 2025 adjusted diluted EPS from continuing operations was $2.44, up 16% from $2.10 a year earlier.
Six-month GAAP EPS from continuing operations was $3.76, down 38%, mainly due to the 2024 gain on the De-Sta-Co disposition.
Full-year 2025 adjusted EPS guidance was raised to $9.35-$9.55 from $9.20-$9.40, based on revenue growth of 4% to 6%.
Management said it completed two acquisitions in the Pumps & Process Solutions segment during the quarter.
Lazard reported second-quarter 2025 results on July 24, 2025. GAAP net revenue rose 16% to $796 million and GAAP diluted EPS rose 6% to $0.52, with Financial Advisory driving most of the growth. Adjusted diluted EPS was flat at $0.52, and average AUM fell 3% year over year to $239 billion, so shareholders saw higher revenue but little change in adjusted per-share profit.
GAAP net revenue was $796 million, up 16% from $685 million in Q2 2024; adjusted net revenue was $770 million, up 12%.
Net income attributable to Lazard was $55 million, or $0.52 per diluted share, compared with $0.49 a year earlier; adjusted diluted EPS was flat at $0.52.
Financial Advisory net revenue was $497 million, up 21%; Asset Management net revenue was $292 million, up 2%.
The board declared a quarterly dividend of $0.50 per share on July 23, 2025, payable August 15, 2025, to holders of record on August 4, 2025.
Textron reported second quarter 2025 revenue of $3.7 billion, up 5.4% or $189 million from a year earlier, and adjusted EPS of $1.55 versus $1.54. GAAP EPS was flat at $1.35, and GAAP income from continuing operations fell to $245 million from $260 million. The company reiterated its full-year 2025 EPS outlook and raised its manufacturing cash flow outlook to $900 million to $1.0 billion, up $100 million.
Q2 revenue $3.7 billion, up 5.4% or $189 million; Bell revenue up $222 million to $1.0 billion
Q2 GAAP EPS $1.35, flat; adjusted EPS $1.55 versus $1.54 a year earlier
2025 manufacturing cash flow before pension contributions now expected at $900 million to $1.0 billion, up $100 million; GAAP EPS outlook of $5.19 to $5.39 reiterated
Textron returned $214 million to shareholders through share repurchases in Q2 and $429 million year to date
TransUnion reported second quarter 2025 revenue of $1,140 million, up 10% from a year earlier, and net income attributable to TransUnion of $110 million, compared with $85 million. The company raised its full-year 2025 revenue growth expectation to 6 to 7 percent, which signals higher expected sales growth for shareholders.
Diluted EPS was $0.56 versus $0.44 in Q2 2024; Adjusted Diluted EPS was $1.08 versus $0.99.
Adjusted EBITDA was $407 million, up 8%, with a margin of 35.7% versus 36.2% a year earlier.
2025 revenue growth guidance is now 6 to 7 percent on both reported and organic constant currency bases.
The company repurchased $47 million of shares through mid-July and reported 2.8x leverage at quarter-end.
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