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).
Tompkins Financial reported second-quarter 2025 diluted earnings per share of $1.50, up from $1.10 a year earlier, with net income of $21.5 million, up 36.9%. The company also declared a $0.62 per share dividend and approved a new repurchase program of up to 400,000 shares over 24 months, replacing a prior program, which may affect the share count held by shareholders.
Q2 2025 diluted EPS was $1.50 versus $1.10 in Q2 2024; net income was $21.5 million, up 36.9% year over year.
Net interest margin was 3.08% in Q2 2025, up 35 basis points from 2.73% a year earlier.
A $4.7 million partial charge-off on one commercial real estate relationship raised Q2 net charge-offs to $5.3 million.
Board declared a $0.62 per share dividend payable August 15, 2025, to holders of record on August 8, 2025.
First Hawaiian reported second-quarter 2025 net income of $73.2 million, or $0.58 per diluted share, up from $59.2 million, or $0.47 per share, in the first quarter and $61.9 million, or $0.48 per share, a year earlier. The results were helped by a $5.1 million net tax benefit from a recent California tax code change and a lower provision for credit losses, and the board declared a $0.26 quarterly dividend.
Net income was $73.2 million, or $0.58 per diluted share, versus $59.2 million, or $0.47, in Q1 2025 and $61.9 million, or $0.48, in Q2 2024.
Net interest margin rose 3 basis points to 3.11%, and net interest income increased $3.1 million to $163.6 million.
Provision for credit losses was $4.5 million, down from $10.5 million in Q1 2025.
The board declared a quarterly dividend of $0.26 per share, payable August 29, 2025, to holders of record on August 18, 2025.
Gentex reported second-quarter 2025 net sales of $657.9 million, up 15% year over year, with VOXX contributing $78.8 million after the April 1, 2025 acquisition closed. Net income attributable to Gentex rose 12% to $96.0 million, and diluted EPS was $0.43, up 16%. The company raised its full-year 2025 consolidated revenue guidance to $2.44 billion to $2.61 billion, though it cited weaker China sales and lower light vehicle production in its primary markets.
Q2 2025 net sales were $657.9 million, including $78.8 million from VOXX; core Gentex sales were $579.0 million, up 1%
Diluted EPS was $0.43 versus $0.37 a year earlier; adjusted diluted EPS was $0.47 after acquisition and severance costs
2025 consolidated revenue guidance rose to $2.44 billion to $2.61 billion from $2.15 billion to $2.32 billion; Q2 China sales were about $33 million versus a forecast of $50 million to $60 million
HCA Healthcare reported second-quarter 2025 revenue of $18.605 billion, up 6.4% from a year earlier, and net income attributable to the company of $1.653 billion, or $6.83 per diluted share, up 23.5%. The company raised its 2025 guidance, with diluted EPS now expected at $25.50 to $27.00, up from $24.05 to $25.85. The Board also declared a $0.72 per share quarterly dividend payable September 30, 2025.
Revenue of $18.605 billion, up 6.4% from $17.492 billion; net income attributable to HCA of $1.653 billion versus $1.461 billion
Adjusted EBITDA of $3.849 billion, up 8.4%; operating cash flow of $4.210 billion versus $1.971 billion a year earlier
Revised 2025 guidance: revenue $74.00 billion to $76.00 billion; net income attributable to HCA $6.11 billion to $6.48 billion; Adjusted EBITDA $14.70 billion to $15.30 billion
Quarterly dividend of $0.72 per share, record date September 16, 2025, payment date September 30, 2025
Sensient Technologies reported second-quarter 2025 revenue of $414.2 million, up 2.7%, and diluted EPS of 88 cents, up from 73 cents a year earlier. The company raised the low end of its 2025 local currency adjusted EBITDA growth outlook, while GAAP diluted EPS guidance of $3.13 to $3.23 was unchanged.
Q2 2025 revenue was $414.2 million, up 2.7% from $403.5 million; operating income rose 16.2% to $57.7 million.
Diluted EPS was 88 cents versus 73 cents in Q2 2024, including $3.3 million of Portfolio Optimization Plan costs.
2025 local currency adjusted EBITDA growth outlook is now high single-digit, up from mid-single-digit to high single-digit.
2025 GAAP diluted EPS guidance remains between $3.13 and $3.23, including about 20 cents of Portfolio Optimization Plan costs.
Phillips 66 reported second-quarter 2025 earnings of $877 million, or $2.15 per diluted share, up from $487 million, or $1.18 per share, in the first quarter. Adjusted earnings were $973 million, or $2.38 per share, compared with an adjusted loss of $368 million in the first quarter, and the company returned $906 million to shareholders through dividends and buybacks.
Reported earnings were $877 million, or $2.15 per diluted share, versus $487 million, or $1.18 per share, in Q1 2025.
Adjusted earnings were $973 million, or $2.38 per share, versus an adjusted loss of $368 million in Q1 2025.
Compared with Q2 2024, reported earnings of $1,015 million and $2.38 per share were higher than this quarter's $877 million, $2.15 per share.
Net operating cash flow was $845 million, and $906 million was returned to shareholders through dividends and share repurchases.
Lakeland Financial reported record second quarter 2025 net income of $27.0 million, up 20% from $22.5 million a year earlier, with diluted EPS of $1.04 versus $0.87. Net interest income rose 14% to $54.9 million, and provision expense fell to $3.0 million from $8.5 million, while noninterest income fell 44% because of a prior-year Visa share gain.
Q2 2025 net income $27.0 million, up 20% from $22.5 million; diluted EPS $1.04 versus $0.87
Net interest income $54.9 million, up 14%; net interest margin 3.42% versus 3.17%
Provision expense $3.0 million versus $8.5 million; nonaccrual loans fell 46% to $30.6 million
Quarterly dividend of $0.50 per share payable August 5, 2025, to holders of record July 25, 2025
Central Pacific Financial Corp. reported second-quarter 2025 net income of $18.3 million, or $0.67 per diluted share, up from $17.8 million, or $0.65, in the first quarter and $15.8 million, or $0.58, a year earlier. The board also declared a $0.27 quarterly dividend and adopted amended bylaws effective July 24, 2025, which change shareholder meeting and nomination procedures.
Net income $18.3 million, or $0.67 diluted EPS, versus $17.8 million, or $0.65, in Q1 2025 and $15.8 million, or $0.58, in Q2 2024
Net interest margin rose 13 basis points to 3.44% from 3.31% in the prior quarter; efficiency ratio improved to 60.36% from 61.16%
Provision for credit losses was $5.0 million; net charge-offs were $4.7 million, including a $2.0 million full charge-off of a commercial and industrial loan
Quarterly dividend of $0.27 per share payable September 15, 2025 to holders of record on August 29, 2025
Aon plc reported second-quarter 2025 results on July 25, 2025, with total revenue up 11% to $4.2 billion and organic revenue growth of 6%. Diluted EPS rose 8% to $2.66 and adjusted EPS rose 19% to $3.49, while the company reaffirmed its full-year 2025 financial guidance. For shareholders, the quarter's growth was offset in part by a 8% decline in six-month diluted EPS to $7.10.
Q2 total revenue rose 11% to $4.2 billion, including 6% organic growth and the contribution from NFP.
Q2 diluted EPS was $2.66, up from $2.46; adjusted diluted EPS was $3.49, up from $2.93.
First-half diluted EPS fell 8% to $7.10, while free cash flow rose 13% to $816 million.
Aon repurchased 0.7 million shares for approximately $250 million in Q2 and had about $1.8 billion of remaining authorization.
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.