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
Franklin Electric agreed on July 22, 2025 to buy a group annuity from Principal Life Insurance that moves pension benefit obligations for about 684 retirees and beneficiaries out of its U.S. pension plan, reducing U.S. pension liabilities by about $30 million. The company also reported about $59.9 million in lump-sum payouts to 1,405 participants and expects a non-cash pension settlement charge of about $60 million, or about $1 of earnings per share after tax, in the third quarter of 2025.
Annuity purchase agreement with Principal Life Insurance Company dated July 22, 2025; completion expected by July 29, 2025, if closing conditions are met
About 684 Transferred Participants' benefit obligations to move to the insurer, which will guarantee their benefits
About $59.9 million in lump-sum payouts settled July 9, 2025 to 1,405 participants
Expected non-cash pension settlement charge of about $60 million (about $40 million after tax, or $1 per share), subject to final actuarial adjustments in Q3 2025
Nucor reported second-quarter 2025 net earnings attributable to stockholders of $603 million, or $2.60 per diluted share, up from $156 million ($0.67) in the first quarter but down from $645 million ($2.68) a year earlier. Net sales rose 8% sequentially to $8.46 billion, and the company expects third-quarter earnings to be nominally lower than the second quarter, with margin compression in its steel mills segment.
Q2 2025 net earnings attributable to Nucor stockholders of $603 million, or $2.60 per diluted share, versus $645 million, or $2.68 per diluted share, in Q2 2024
Net sales of $8.46 billion, up 8% from Q1 2025 and up 5% from Q2 2024
Outlook: Q3 2025 earnings expected to be nominally lower than Q2, with margin compression in the steel mills segment
Q2 share repurchases of about 1.8 million shares for $200 million; quarterly dividend of $0.55 per share payable August 11, 2025
Brown & Brown reported second quarter 2025 revenue of $1.3 billion, up 9.1%, with organic revenue up 3.6%. GAAP diluted earnings per share fell 13.3% to $0.78, and income before income taxes fell 10.1% to $311 million, while adjusted diluted earnings per share rose 10.8% to $1.03. The filing shows higher revenue alongside lower GAAP profit, with the company's adjusted measure excluding amortization and acquisition-related costs.
Total revenues were $1.3 billion, up $107 million or 9.1% from the second quarter of 2024; organic revenue grew 3.6%.
Net income attributable to the company was $231 million, down $26 million or 10.1%; GAAP diluted EPS was $0.78 versus $0.90.
Diluted EPS - Adjusted was $1.03, up 10.8%; the adjustments include $0.09 of acquisition/integration costs tied to the pending Accession acquisition.
A conference call to discuss the results is scheduled for July 29, 2025, at 8:00 AM EDT.
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.
National Presto Industries reported second quarter 2025 net sales of $120.4 million, up from $85.1 million a year earlier, while net earnings fell to $5.2 million from $6.1 million. The company attributed the sales gain mainly to Defense segment shipments from backlog, and the earnings decline mainly to a sizable operating loss in the Housewares/Small Appliance segment.
Net sales for the quarter ended June 29, 2025 were $120.4 million versus $85.1 million in the comparable 2024 quarter.
Net earnings were $5.2 million, or $0.72 per share, versus $6.1 million, or $0.85 per share, a year earlier.
Defense segment sales rose $33.7 million, or 50.9%, while the Housewares/Small Appliance segment reported a sizable operating loss tied to Trump tariffs and the bankruptcy of a supplier.
For the six months ended June 29, 2025, net sales were $224.1 million and net earnings were $12.8 million, or $1.79 per share.
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.
NBT Bancorp reported second quarter 2025 results on July 28, 2025. GAAP net income was $22.5 million, or $0.44 per diluted share, down from $32.7 million, or $0.69, a year earlier, while operating diluted EPS was $0.88, up from $0.69. The board approved a third-quarter cash dividend of $0.37 per share, an 8.8% increase, and results include acquisition costs from the Evans Bancorp deal completed May 2, 2025.
Net income $22.5 million, or $0.44 diluted EPS, versus $32.7 million, or $0.69, in Q2 2024 and $36.7 million, or $0.77, in Q1 2025
Operating diluted EPS (non-GAAP) of $0.88, versus $0.69 in Q2 2024 and $0.80 in Q1 2025
Q2 2025 included $17.2 million of acquisition expenses tied to the Evans Bancorp acquisition completed May 2, 2025
Quarterly cash dividend of $0.37 per share, up $0.03, payable September 15, 2025 to holders of record as of September 1, 2025
CNO Financial Group reported second-quarter 2025 net income of $91.8 million, or $0.91 per diluted share, down from $116.3 million, or $1.06 per diluted share, a year earlier. Total revenues rose to $1,151.5 million from $1,066.2 million, and the company said it remains on track for its 2025-2027 return on equity targets.
Net income was $91.8 million ($0.91 per diluted share) in 2Q25, versus $116.3 million ($1.06) in 2Q24
Net operating income, which excludes non-economic accounting impacts, was $87.5 million ($0.87 per diluted share) versus $114.6 million ($1.05) a year earlier
Total revenues were $1,151.5 million in 2Q25 compared with $1,066.2 million in 2Q24
Management said Second quarter 2024 earnings were elevated relative to its typical run rate; a conference call is scheduled for July 29, 2025 at 11:00 a.m. Eastern Time
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.
Harmonic reported preliminary unaudited second-quarter 2025 results for the quarter ended June 27, 2025. Revenue was $138.0 million, down from $138.7 million a year earlier, while GAAP net income was $2.9 million, or $0.03 per share, compared with a GAAP net loss of $12.5 million in the prior-year quarter. The company also gave third-quarter 2025 GAAP revenue guidance of $120 million to $135 million.
Q2 2025 revenue $138.0 million vs $138.7 million in Q2 2024; Video revenue rose to $51.1 million from $45.8 million, while Broadband fell to $86.9 million from $92.9 million
GAAP net income $2.9 million, $0.03 per share, vs GAAP net loss of $12.5 million, $(0.11) per share, a year earlier
Q3 2025 GAAP net revenue guidance of $120 million to $135 million; GAAP net income (loss) guided at $(4) million to $0 million
Cash and cash equivalents of $123.9 million at June 27, 2025; repurchased about 1.6 million shares for $14.0 million
Amkor reported second quarter 2025 net sales of $1.51 billion, up from $1.32 billion in the first quarter and $1.46 billion a year earlier, while diluted EPS was $0.22 compared with $0.27 in the second quarter of 2024. Results include a $32 million net benefit to operating income from a contingency payment tied to its 2017 Nanium acquisition. The company guided third quarter 2025 net sales to $1.875 billion to $1.975 billion and diluted EPS to $0.34 to $0.48.
Q2 2025 net sales were $1.51 billion, up 14% from $1.32 billion in Q1 2025 and above the high end of company guidance.
Net income attributable to Amkor was $54 million, or $0.22 per diluted share, versus $67 million, or $0.27, in Q2 2024.
A $32 million net benefit to operating income and EBITDA came from a contingency payment related to the May 2017 Nanium acquisition, adding $0.07 to EPS.
Q3 2025 guidance: net sales of $1.875 billion to $1.975 billion, net income of $85 million to $120 million, and EPS of $0.34 to $0.48.
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
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.
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.