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).
Polaris reported second quarter 2025 sales of $1.85 billion, down 6% from a year earlier, and a net loss attributable to Polaris of $79.3 million, or $1.39 per diluted share, compared with net income of $68.7 million in the prior-year quarter. Results included a $52.6 million non-cash goodwill impairment tied to the On Road segment, and adjusted EPS fell to $0.40 from $1.38. The company is still withholding full-year 2025 sales and adjusted earnings guidance, though it introduced third quarter sales guidance of $1.6 billion to $1.8 billion.
Q2 2025 sales were $1,852.7 million, down 6%, driven by planned shipment reductions, negative product mix and lower net pricing
Reported diluted loss per share was $1.39 versus $1.21 of diluted earnings in Q2 2024; adjusted diluted EPS was $0.40 versus $1.38
Six-month operating cash flow was $403.5 million, compared with $40.9 million a year earlier
Full-year 2025 guidance is still withheld due to trade and economic uncertainty; Q3 2025 sales guidance is $1.6 billion to $1.8 billion
MSC Industrial said CFO Kristen Actis-Grande will step down effective August 8, 2025, to become CFO of another publicly traded company, and Greg Clark, the company's Vice President of Finance and Corporate Controller, will serve as interim CFO. The company said it will search for a permanent CFO. In the same July 28 release, management said fiscal fourth-quarter results are trending toward the upper half of its prior guidance ranges.
Kristen Actis-Grande resigns as EVP and CFO effective August 8, 2025; the filing says the decision is not due to any disagreement with the company.
Greg Clark, 57, is appointed interim CFO effective August 8, 2025, and has been VP of Finance and Corporate Controller since April 2018.
June average daily sales rose 2.5% year-over-year; fiscal Q4 is trending toward the upper half of guidance of (0.5)% to 1.5% ADS growth and 8.5% to 9.0% adjusted operating margin.
Kilroy Realty reported second-quarter 2025 revenues of $289.9 million, up from $280.7 million a year earlier, and net income available to common stockholders of $68.4 million, or $0.57 per diluted share, versus $0.41 a year earlier. The company raised its full-year 2025 Nareit FFO per diluted share guidance to $4.05-$4.15 from $3.85-$4.05, a change it partly attributes to a lease termination fee recognized at a consolidated property partnership.
Q2 2025 FFO was $135.9 million, or $1.13 per diluted share, versus $132.6 million, or $1.10, in Q2 2024
Full-year 2025 FFO per diluted share guidance raised to $4.05-$4.15 from $3.85-$4.05
Stabilized portfolio was 80.8% occupied at June 30, 2025, versus 83.7% at June 30, 2024; about 423,000 square feet of leases were signed in the quarter
GAAP and cash rents on second-generation leases signed in the quarter decreased 11.2% and 15.2%, respectively
WM reported second-quarter 2025 revenue of $6.43 billion, up from $5.40 billion, and diluted EPS of $1.80 versus $1.69 a year earlier, with net income attributable to the company of $726 million versus $680 million. The company affirmed its 2025 adjusted operating EBITDA guidance midpoint of $7.550 billion and raised its free cash flow projection, but lowered its total revenue outlook, citing lower recycled commodity prices and harsh winter weather.
Q2 2025 revenue was $6.43 billion versus $5.40 billion in Q2 2024; WM Healthcare Solutions contributed $646 million.
Diluted EPS was $1.80 as reported and $1.92 as adjusted, versus $1.69 and $1.82 in the prior year quarter.
2025 total revenue outlook is now $25.275 billion to $25.475 billion, a decrease from prior expectations.
Adjusted operating EBITDA guidance midpoint of $7.550 billion was affirmed; free cash flow is now projected at $2.8 billion to $2.9 billion, up $125 million from initial guidance.
Veralto reported second-quarter 2025 sales of $1,371 million, up 6.4% from a year earlier, and diluted GAAP earnings per share of $0.89 versus $0.81 a year earlier. The company raised its full-year 2025 adjusted earnings per share guidance to $3.72-$3.80 from $3.60-$3.70, which points to higher expected profit for shareholders.
Q2 sales were $1,371 million, up 6.4%; non-GAAP core sales grew 4.8%
Net earnings were $222 million, or $0.89 per diluted share, versus $0.81 a year earlier
Adjusted diluted EPS was $0.93, compared with $0.85 in the prior-year quarter
Full-year 2025 adjusted EPS guidance raised to $3.72-$3.80; third-quarter adjusted EPS guidance is $0.91-$0.95
Merchants Bancorp reported second-quarter 2025 net income of $38.0 million, down 50% from a year earlier, as its provision for credit losses rose $43.1 million, tied to estimated declines in multi-family property values and an ongoing investigation of mortgage fraud. Diluted earnings per share fell to $0.60 from $1.49, but tangible book value per share rose 13% year over year to a record $35.42.
Net income was $38.0 million, down from $76.4 million in Q2 2024 and $58.2 million in Q1 2025.
Diluted earnings per share were $0.60, compared with $1.49 in Q2 2024 and $0.93 in Q1 2025.
Provision for credit losses increased $43.1 million year over year, primarily tied to multi-family property value declines and mortgage fraud investigations.
Tangible book value per share reached $35.42, up 13% from $31.27 a year earlier.
Crane Company reported second quarter 2025 sales of $577.2 million, up 9.2%, and GAAP earnings per diluted share from continuing operations of $1.37, up 20% from $1.14 a year earlier. The company raised its full-year 2025 adjusted EPS outlook to $5.50-$5.80 from $5.30-$5.60, citing strong orders and backlog growth at its Aerospace & Electronics segment.
Q2 adjusted EPS from continuing operations was $1.49, up 24% from $1.20; GAAP EPS from continuing operations was $1.37, up 20%.
Core order growth was 19.6% and core backlog growth was 18.2%; total backlog reached $1,455.9 million at June 30, 2025.
Full-year adjusted EPS outlook raised to $5.50-$5.80 from $5.30-$5.60; the company also declared a $0.23 per share third quarter dividend payable September 10, 2025.
Agreement to acquire Precision Sensors & Instrumentation from Baker Hughes, announced June 9, 2025, is expected to close at year-end.
Curbline Properties reported second quarter 2025 net income attributable to Curbline of $10.4 million, or $0.10 per diluted share, up from $6.2 million, or $0.06, a year earlier, and total revenues of $41.4 million, up from $28.2 million. The company lowered its 2025 net income per diluted share guidance to $0.37 to $0.44 from $0.43 to $0.50, while raising its Operating FFO guidance to $1.00 to $1.03 from $0.99 to $1.02, which shareholders may weigh against the higher quarterly earnings.
Operating FFO was $26.9 million, or $0.26 per diluted share, for the second quarter, compared with $19.8 million, or $0.19, a year earlier.
Same-property net operating income rose 6.2% for the three months ended June 30, 2025.
The company acquired 19 shopping centers in the second quarter for $154.9 million and 29 more for $260.4 million in the third quarter to date.
In July 2025 the company closed a $150.0 million term loan due January 2029; $150.0 million of private placement notes are expected to close in the third quarter.
Cadence reached settlements with the Bureau of Industry and Security and the Department of Justice on July 27, 2025, over export law violations from 2015 to 2021 involving $45.3 million in products and services sold to a customer in China. Cadence agreed to plead guilty to one count of conspiracy to commit export controls violations and to pay $140.6 million in aggregate net penalties and forfeitures during the fiscal quarter ending September 30, 2025. The plea agreement is subject to court approval, and compliance with the administrative settlement is a condition of Cadence's continued ability to export products.
Settlements with BIS and the DOJ reached July 27, 2025
Cadence agreed to plead guilty to one count of conspiracy to commit export controls violations, with a three-year probationary term, subject to court approval
Aggregate net penalties and forfeitures of $140.6 million due during the quarter ending September 30, 2025
Administrative settlement requires two internal annual audits of export compliance programs
Brixmor reported second-quarter 2025 net income attributable to the company of $85.1 million, or $0.28 per diluted share, up from $0.23 a year earlier. It also raised its 2025 Nareit FFO per diluted share expectation to $2.22 to $2.25 from $2.19 to $2.24, and its same property NOI growth expectation to 3.90% to 4.30% from 3.50% to 4.50%.
Q2 2025 Nareit FFO was $171.5 million, or $0.56 per diluted share, compared with $163.8 million, or $0.54, in Q2 2024.
Same property NOI rose 3.8% in the quarter versus the 2024 period.
The company completed a $223.0 million acquisition of LaCenterra At Cinco Ranch in Houston in July 2025.
Quarterly dividend declared at $0.2875 per share, payable October 15, 2025 to holders of record on October 2, 2025.
Pathward Financial reported preliminary fiscal third-quarter results with net income of $42.1 million, or $1.81 per share, versus $44.9 million, or $1.78 per share, a year earlier. The company also plans to restate its 10-K for fiscal 2024 and its 10-Q for the quarter ended December 31, 2024, and says its actual results may differ materially from the preliminary figures.
Total revenue rose 4% to $195.8 million, driven by higher noninterest income.
Net income fell from $44.9 million to $42.1 million, while EPS rose from $1.78 to $1.81.
Restatements relate to gross vs. net basis presentation and derivative accounting for certain third-party lending and servicing relationships in Credit Solutions.
Nonperforming loans and leases were $71.3 million at June 30, 2025, or 1.49% of total gross loans and leases.
Ultra Clean Holdings reported second-quarter 2025 revenue of $518.8 million, up from $516.1 million a year earlier, but posted a GAAP net loss of $162.0 million, or $(3.58) per diluted share, after a $151.1 million noncash goodwill impairment charge. On a non-GAAP basis the company reported net income of $12.1 million, or $0.27 per diluted share, and it guided third-quarter revenue to $480 million to $530 million.
Q2 2025 total revenue was $518.8 million, compared with $516.1 million in the year-earlier quarter.
GAAP net loss was $162.0 million, or $(3.58) per diluted share, versus net income of $19.1 million, or $0.42 per diluted share, a year earlier.
Non-GAAP net income was $12.1 million, or $0.27 per diluted share, in the quarter.
Third-quarter 2025 outlook: revenue of $480 million to $530 million; GAAP diluted loss of $(0.09) to $(0.29) per share; non-GAAP diluted income of $0.14 to $0.34 per share.
Cadence reported second-quarter 2025 revenue of $1.275 billion, up from $1.061 billion a year earlier, and raised its full-year 2025 revenue and non-GAAP EPS outlook. GAAP diluted EPS fell to $0.59 from $0.84 because of a $140.6 million charge tied to settlements with the U.S. Department of Justice and the Bureau of Industry and Security.
Q2 2025 revenue of $1.275 billion, up from $1.061 billion in Q2 2024
GAAP diluted EPS of $0.59 vs. $0.84 a year earlier; non-GAAP diluted EPS of $1.65 vs. $1.28
$140.6 million settlements with the DOJ and BIS resulted in a one-time charge in Q2 GAAP results
FY 2025 revenue outlook raised to $5.21 billion to $5.27 billion, from $5.15 billion to $5.23 billion
Woodward reported third-quarter fiscal 2025 net sales of $915 million, up 8%, and diluted EPS of $1.76, up 8%. It raised full-year sales guidance to $3.45 billion-$3.525 billion and adjusted EPS guidance to $6.50-$6.75, but lowered adjusted free cash flow guidance to $315 million-$350 million, which the company tied to supporting higher sales in a dynamic supply chain and production environment.
Q3 net sales $915 million, up 8%; diluted EPS $1.76 versus $1.63 a year earlier
FY2025 adjusted EPS guidance raised to $6.50-$6.75 from $5.95-$6.25
FY2025 adjusted free cash flow guidance lowered to $315 million-$350 million from $350 million-$400 million
MARA Holdings completed a private offering of $950 million in 0.00% convertible senior notes due August 1, 2032, on July 25, 2025, with an option for up to $200 million more. Net proceeds were approximately $940.5 million before offering expenses, and the company said it expects to use the remainder to acquire additional bitcoin and for general corporate purposes. The notes add a large amount of convertible debt, with a conversion price of approximately $20.2585 per share that could lead to dilution if converted into shares.
Principal of $950 million sold; initial purchasers hold an option for up to an additional $200 million within 13 days of issuance
Net proceeds of approximately $940.5 million; about $18.3 million used to repurchase approximately $19.4 million of 1.00% convertible notes due 2026 and about $36.9 million used for capped call transactions
Notes mature August 1, 2032, with no regular interest; conversion price approximately $20.2585 per share; company may settle conversions in cash, shares or both
Company may not redeem before January 15, 2030; holders may require repurchase on January 4, 2030
Northwest Bancshares (NWBI) completed its merger with Penns Woods Bancorp effective July 25, 2025, with Penns Woods shareholders receiving 2.385 Northwest common shares for each Penns Woods share. The deal adds 21 branch locations in North Central and Northeastern Pennsylvania, bringing Northwest to 151 financial centers across Pennsylvania, New York, Ohio, and Indiana. Penns Woods CEO Richard Grafmyre joined the Northwest and Northwest Bank boards.
Merger completed effective July 25, 2025; Merger Agreement dated December 16, 2024
Each Penns Woods common share converted into 2.385 shares of Northwest common stock, with cash paid for fractional shares
Penns Woods' Luzerne Bank and Jersey Shore State Bank merged into Northwest Bank
Richard Grafmyre, former Penns Woods CEO, appointed to Northwest board; second quarter 2025 results scheduled for release after market close on July 29
Revvity reported second-quarter 2025 revenue of $720 million, up from $692 million a year earlier, and GAAP EPS of $0.46 versus $0.45. Adjusted EPS from continuing operations fell to $1.18 from $1.22, and the company raised its full-year 2025 revenue guidance to $2.84-$2.88 billion while setting adjusted EPS guidance at $4.85 to $4.95.
Q2 2025 revenue was $720 million, up 4% reported and 3% organic, from $692 million a year earlier.
GAAP EPS was $0.46 versus $0.45; adjusted EPS from continuing operations was $1.18 versus $1.22.
Adjusted operating profit margin was 26.6%, down from 28.8% a year earlier.
Full-year 2025 revenue guidance was raised to $2.84-$2.88 billion, reflecting foreign currency changes; adjusted EPS guidance is $4.85 to $4.95.
Carlyle said John Redett, Mark Jenkins and Jeff Nedelman will become Co-Presidents, and Justin Plouffe will become Chief Financial Officer, all effective January 1, 2026. Redett, the current CFO, will remain in that role through the end of 2025 to ensure a transition, and the filing describes the changes as part of a broader senior leadership reshuffle that also includes Michael Wand and Admiral James Stavridis.
John Redett, Mark Jenkins and Jeff Nedelman become Co-Presidents effective January 1, 2026; Redett will lead Global Private Equity, Jenkins Global Credit and Insurance, and Nedelman will continue leading Global Client Business
Justin Plouffe, currently Deputy Chief Investment Officer for Global Credit, succeeds Redett as Chief Financial Officer effective January 1, 2026
Redett remains CFO through year-end 2025; Michael Wand becomes Head of EMEA Investments and Admiral James Stavridis becomes Vice Chairman, both effective January 1, 2026
Rithm Capital reported second-quarter 2025 results for the period ended June 30, 2025. GAAP net income attributable to common stockholders was $283.9 million, or $0.53 per diluted share, up from $36.5 million, or $0.07, in the first quarter, while earnings available for distribution rose to $291.1 million, or $0.54 per diluted share, from $275.3 million, or $0.52. The common dividend was unchanged at $0.25 per share.
GAAP net income attributable to common stockholders: $283.9 million, or $0.53 per diluted share, versus $36.5 million, or $0.07, in Q1 2025
Earnings available for distribution: $291.1 million, or $0.54 per diluted share, versus $275.3 million, or $0.52, in Q1 2025
Common dividend of $0.25 per share, totaling $132.6 million, unchanged from Q1 2025
Book value per common share was $12.71 as of June 30, 2025; the company did not provide earnings guidance in the filing
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.