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).
H2O America reported second-quarter 2025 GAAP net income of $24.7 million, up 19%, and diluted EPS of $0.71, up 11%, on operating revenue of $198.3 million, up 13%. The company reaffirmed its 2025 adjusted diluted EPS guidance of $2.90 to $3.00 and said it expects to reach the top half of its long-term growth range, which supports the outlook for shareholders. Operating expenses rose 14% to $154.4 million, and the company also agreed to acquire Quadvest's assets in the Houston area.
Q2 2025 GAAP net income was $24.7 million, up 19% from $20.7 million; diluted EPS was $0.71 versus $0.64
Operating revenue was $198.3 million, up 13% from $176.2 million, driven by $17.6 million in rate increases and $4.9 million in higher usage
2025 adjusted diluted EPS guidance of $2.90 to $3.00 was reaffirmed
Quarterly dividend of $0.42 per share declared, payable September 2, 2025, to holders of record August 11, 2025
Principal Financial Group reported second quarter 2025 net income attributable to PFG of $406.2 million, or $1.79 per diluted share, up from $1.49 a year earlier. The company also raised its third quarter 2025 common stock dividend to $0.78 per share, a 2-cent increase over the second quarter dividend. Trailing twelve-month net income fell 10%, so the longer-term picture is weaker than the quarter.
Q2 2025 net income attributable to PFG was $406.2 million, up 15% from $353.1 million; diluted EPS was $1.79, up 20% from $1.49.
Non-GAAP operating earnings per diluted share were $2.16, up 33% from $1.63; excluding significant variances, $2.07, up 18%.
Trailing twelve-month net income attributable to PFG was $1,139.7 million, down 10% from $1,260.1 million.
The company returned $320 million to shareholders in the quarter, including $150 million of share repurchases; the third quarter dividend is payable Sept. 26, 2025, to holders of record as of Sept. 4, 2025.
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
Simpson Manufacturing reported second-quarter 2025 results for the quarter ended June 30, 2025, with net sales up 5.7%, income from operations up 6.1% and diluted earnings per share up 6.9% from a year earlier. The company reaffirmed its full-year 2025 outlook, which includes a consolidated operating margin estimate of 18.5% to 20.5%, and said it repurchased $35.0 million of common stock during the quarter.
Net sales were $631.1 million, up 5.7% year over year; income from operations was $140.2 million, up 6.1%.
Net income per diluted share was $2.47, compared with $2.31 a year earlier, an increase of 6.9%.
Full-year 2025 outlook was reaffirmed, with consolidated operating margin estimated at 18.5% to 20.5%.
The Board declared a quarterly dividend of $0.29 per share, payable October 23, 2025, and $35.0 million of stock was repurchased during the quarter.
COPT Defense Properties reported financial results for the quarter and six months ended June 30, 2025, in an earnings release filed as Exhibit 99.1 to a Form 8-K. Net income for the quarter rose to $40.2 million from $36.4 million a year earlier, and diluted EPS rose to $0.34 from $0.31. Per-share funds from operations (FFO) rose to $0.68 from $0.64, which is the measure the company's analysts track closely.
Diluted FFO per share (Nareit) was $0.68 for Q2 2025, up from $0.64 in Q2 2024 and $0.65 in Q1 2025.
Net income was $40.2 million for Q2 2025, compared with $36.4 million in Q2 2024.
Total revenues were $189.9 million for Q2 2025, compared with $187.3 million in Q2 2024.
The company's portfolio was 96.8% leased for its Defense/IT Portfolio as of June 30, 2025.
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.
Ameris Bancorp reported second-quarter 2025 net income of $109.8 million, or $1.60 per diluted share, up from $90.8 million, or $1.32 per diluted share, a year earlier. Quarterly profit also rose from $87.9 million in the first quarter, and tangible book value per share reached $41.32 at June 30, 2025, which shareholders can compare with the company's results for the year ahead.
Q2 2025 net income of $109.8 million, or $1.60 per diluted share, versus $90.8 million, or $1.32, in Q2 2024
Q1 2025 net income was $87.9 million, or $1.27 per diluted share
Tangible book value per share was $41.32 at June 30, 2025, up from $39.78 at March 31, 2025
Company will redeem $74 million of its 5.875% Fixed-To-Floating Rate Subordinated Notes due 2030 on September 1, 2025
The Hartford reported second quarter 2025 results in a Form 8-K dated July 28, 2025, furnishing a news release and Investor Financial Supplement. Net income available to common stockholders rose 35% to $990 million, or $3.44 per diluted share, and core earnings rose 31% to $981 million, or $3.41 per diluted share. The company also returned $549 million to stockholders in the quarter, including $400 million of share repurchases.
Net income available to common stockholders of $990 million ($3.44 per diluted share) vs. $733 million ($2.44) in Q2 2024
Core earnings of $981 million ($3.41 per diluted share) vs. $750 million ($2.50) in Q2 2024
Business Insurance combined ratio of 87.0 and Personal Insurance combined ratio of 94.1 in Q2 2025
Returned $549 million to stockholders: $400 million of shares repurchased and $149 million in dividends paid
Cincinnati Financial reported second-quarter 2025 net income of $685 million, or $4.34 per share, up from $312 million, or $1.98 per share, a year earlier. Non-GAAP operating income rose 52% to $311 million, and the property casualty combined ratio improved to 94.9% from 98.5%. Net income was lifted by a $380 million after-tax increase in the fair value of equity securities still held, and the six-month figures were weaker, with net income down 44% and the six-month combined ratio at 103.8%.
Second-quarter net income of $685 million, or $4.34 per share, versus $312 million, or $1.98 per share, in Q2 2024, including a $380 million after-tax increase in fair value of equity securities still held
Second-quarter non-GAAP operating income of $311 million, or $1.97 per share, up 52%, after a $45 million unfavorable effect from higher after-tax catastrophe losses
Property casualty combined ratio of 94.9% for Q2 2025, improved from 98.5%; six-month combined ratio was 103.8%, up from 96.1%
Book value per share of $91.46 at June 30, 2025, up from $89.11 at December 31, 2024
Park National Corporation reported second-quarter 2025 net income of $48.1 million, up 22.2% from $39.4 million a year earlier, and first-half net income of $90.3 million, up 21.1%. The company also declared a quarterly cash dividend of $1.07 per common share, payable September 10, 2025, which matters to shareholders because it sets the near-term cash return on their holdings.
Q2 2025 net income was $48.1 million, up 22.2% from $39.4 million in Q2 2024.
Q2 2025 diluted earnings per share were $2.97, compared with $2.42 in Q2 2024.
First-half 2025 net income was $90.3 million, up 21.1% from $74.6 million; diluted EPS was $5.56 versus $4.60.
Quarterly cash dividend of $1.07 per share is payable September 10, 2025, to holders of record as of August 15, 2025.
Sanmina reported unaudited fiscal third-quarter 2025 results for the quarter ended June 28, 2025, with revenue of $2.04 billion, up from $1.84 billion a year earlier, and GAAP diluted EPS of $1.26, up from $0.91. The company also gave a fourth-quarter outlook of $2.0 billion to $2.1 billion in revenue and GAAP diluted EPS of $1.21 to $1.31, which shareholders can compare with future results.
Q3 revenue was $2.04 billion versus $1.84 billion in the year-earlier quarter.
GAAP diluted EPS was $1.26 versus $0.91; non-GAAP diluted EPS was $1.53 versus $1.25.
Fourth-quarter fiscal 2025 outlook: revenue of $2.0 billion to $2.1 billion; GAAP diluted EPS of $1.21 to $1.31.
Cash flow from operations was $201 million and the company repurchased shares for $13 million in the quarter.
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.
Rambus reported second-quarter 2025 results for the period ended June 30, 2025, with GAAP revenue of $172.2 million versus $132.1 million a year earlier and net income of $57.9 million versus $36.1 million. The company also gave third-quarter 2025 outlook ranges for several line items, but the filing says full revenue guidance will be discussed on the conference call, so the total revenue outlook is not in this filing.
Q2 2025 GAAP revenue was $172.2 million, against $132.1 million in Q2 2024; product revenue was a record $81.3 million, up 43% year over year.
Diluted net income per share was $0.53, compared with $0.33 in the prior-year quarter; net income was $57.9 million.
Net cash provided by operating activities was a record $94.4 million; cash and marketable securities were $594.8 million at June 30, 2025.
Q3 2025 outlook includes product revenue of $87 million to $93 million and licensing billings of $58 million to $64 million; total revenue guidance was not included in the filing.
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
Bank of Hawai‘i reported second quarter 2025 diluted earnings of $1.06 per share and net income of $47.6 million, both higher than the prior quarter and the same quarter last year. Net interest margin rose to 2.39%, and the board declared an unchanged $0.70 quarterly dividend. No shares were repurchased in the quarter, and remaining buyback authority was $126.0 million at June 30, 2025.
Diluted EPS of $1.06 vs. $0.97 in the linked quarter and $0.81 a year earlier; net income of $47.6 million, up 8.3% from the linked quarter and 39.8% from a year earlier
Net interest margin of 2.39%, up 7 basis points from the linked quarter and 24 basis points from a year earlier
Noninterest expense of $110.8 million, up 0.3% from the linked quarter; provision for credit losses of $3.3 million
Quarterly dividend of $0.70 per share, payable September 15, 2025 to holders of record on August 29, 2025; no shares repurchased in Q2
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.