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).
Seagate reported fiscal fourth-quarter and fiscal 2025 results on July 29, 2025. June-quarter revenue was $2.44 billion, up 30% from a year earlier, and non-GAAP EPS was $2.59, at the high end of the company's guided range. The company expects September-quarter revenue of $2.5 billion plus or minus $150 million and non-GAAP EPS of $2.30 plus or minus $0.20, and plans to resume share repurchases later this quarter.
Non-GAAP gross margin rose to 37.9% and non-GAAP operating margin rose to 26.2% in the June quarter.
Fiscal 2025 revenue grew nearly 40% to $9.1 billion, and non-GAAP EPS was $8.10.
Free cash flow nearly doubled to $425 million in the June quarter; gross debt was approximately $5 billion at quarter end.
Share repurchases are expected to resume later in the September quarter.
Houlihan Lokey reported fiscal first-quarter 2026 results for the quarter ended June 30, 2025, with revenue up from $514 million a year earlier and GAAP diluted EPS of $1.42 versus $1.30. Adjusted diluted EPS was $2.14 versus $1.22, and the board declared a $0.60 per share quarterly dividend, which shareholders should weigh alongside the results.
Revenue of $605 million versus $514 million a year earlier; Corporate Finance revenue rose 21%.
GAAP net income of $98 million, or $1.42 per diluted share, versus $89 million, or $1.30, a year earlier.
Adjusted diluted EPS of $2.14 versus $1.22 in the prior-year quarter.
Quarterly dividend of $0.60 per share, payable September 15, 2025, to holders of record on September 2, 2025.
OGE Energy reported second-quarter 2025 diluted earnings of $0.53 per share, up from $0.51 a year earlier, with net income of $107.5 million and operating revenues of $741.6 million. The company said its 2025 consolidated earnings are expected to land in the top half of its $2.21 to $2.33 per-share guidance range, which assumes normal weather for the rest of the year.
Q2 2025 diluted EPS was $0.53, versus $0.51 in Q2 2024; net income was $107.5 million, versus $102.3 million.
Operating revenues rose to $741.6 million from $662.6 million, while OG&E net income fell to $107.7 million from $109.3 million, which the filing attributes mainly to milder weather.
2025 consolidated EPS guidance remains $2.21 to $2.33, with earnings now expected in the top half of that range.
OGE Energy is constructing about 550 MW of natural gas combustion turbine generation, expected to be operational in 2026.
BXP, Inc. reported second-quarter 2025 results, with net income attributable to BXP of $89.0 million, or $0.56 per diluted share, up from $61.2 million, or $0.39 per share, in the first quarter of 2025. Diluted FFO per share rose to $1.71 from $1.64, and the company set 2025 full-year diluted EPS guidance of $1.74 to $1.82 and third-quarter EPS guidance of $0.41 to $0.43.
Revenue was $868.5 million for Q2 2025, compared with $865.2 million in Q1 2025.
Diluted FFO per share was $1.71 for Q2 2025, compared with $1.64 in Q1 2025.
Full-year 2025 guidance: diluted EPS of $1.74 to $1.82 and diluted FFO per share of $6.84 to $6.92.
Third-quarter 2025 guidance: diluted EPS of $0.41 to $0.43 and diluted FFO per share of $1.69 to $1.71.
Four Corners Property Trust (FCPT) reported second-quarter 2025 results, with rental revenue up 10.7% from a year earlier and net income attributable to common shareholders of $27.9 million, or $0.28 per diluted share. The company also acquired 24 properties for $84.4 million and reported that it received 99.8% of contractual base rent for the quarter, which indicates steady growth and rent collection for shareholders.
Rental revenue rose 10.7% to $64.8 million; net income attributable to common shareholders was $27.9 million, or $0.28 per diluted share, versus $0.27 a year earlier.
NAREIT FFO per diluted share was $0.42, up $0.01; AFFO per diluted share was $0.44, up $0.01.
During the quarter FCPT acquired 24 properties for $84.4 million at an initial weighted average cash yield of 6.7%; it sold no properties.
Declared a second-quarter 2025 dividend of $0.3550 per common share; the filing gives no updated full-year guidance.
Regency Centers reported second-quarter 2025 results that improved from a year earlier, with Nareit FFO of $1.16 per diluted share versus $1.06 and net income of $0.56 per diluted share versus $0.54. The company raised its 2025 Nareit FFO guidance to $4.59 to $4.63 per diluted share from $4.52 to $4.58, which is a positive signal for shareholders.
Q2 2025 Nareit FFO was $212.1 million, or $1.16 per diluted share, up from $196.4 million, or $1.06, a year earlier
Same Property NOI, excluding lease termination fees, rose 7.4% for the quarter; 2025 guidance for this measure was raised to 4.5% to 5.0%
2025 Nareit FFO guidance raised to $4.59 to $4.63 per diluted share from $4.52 to $4.58
Subsequent to quarter end, on July 23, 2025, the company acquired five shopping centers in Orange County, CA, for $357 million
Essex Property Trust reported second-quarter 2025 Core FFO of $4.03 per diluted share, up 2.3% from $3.94 a year earlier and $0.07 above the midpoint of its guidance range. The company raised its full-year 2025 Core FFO guidance to $15.80 to $16.02 per diluted share, with a midpoint of $15.91, up $0.10. Reported net income per diluted share rose to $3.44 from $1.45, mainly due to a gain on sale of real estate that the company excludes from Core FFO.
Q2 2025 Core FFO per diluted share $4.03 vs. $3.94 in Q2 2024, up 2.3%
Q2 2025 net income per diluted share $3.44 vs. $1.45, driven primarily by a gain on sale of real estate
Full-year 2025 Core FFO per diluted share guidance raised to $15.80 to $16.02 from $15.56 to $16.06
Same-property revenue growth of 3.2% and NOI growth of 3.3% for Q2 2025 versus Q2 2024
The Cheesecake Factory reported second-quarter fiscal 2025 results, with revenue of $955.8 million, up from $904.0 million a year earlier, and net income of $54.8 million, up from $52.4 million. Management said profitability exceeded its guidance, and the company also declared a quarterly dividend of $0.27 per share payable August 26, 2025.
Diluted net income per share was $1.14 versus $1.08 a year earlier; adjusted diluted EPS was $1.16 versus $1.09
Comparable restaurant sales at The Cheesecake Factory rose 1.2% year-over-year
Quarterly dividend of $0.27 per share declared July 23, 2025, payable August 26, 2025 to holders of record on August 12, 2025
Total available liquidity was $515.3 million as of July 1, 2025
WesBanco reported second-quarter 2025 net income available to common shareholders of $54.9 million, or $0.57 per diluted share, up from $26.4 million and $0.44 a year earlier, following its February 28, 2025 acquisition of Premier Financial Corp. Excluding after-tax restructuring and merger-related expenses, adjusted diluted EPS was $0.91 versus $0.49, and the filing does not include updated guidance. For shareholders, the quarter shows a larger bank with higher net interest income, though restructuring costs and a higher provision for credit losses in the first half weighed on reported results.
Q2 2025 net income available to common shareholders was $54.9 million, compared with $26.4 million in Q2 2024.
Diluted EPS was $0.57 versus $0.44; adjusted diluted EPS excluding restructuring and merger costs was $0.91 versus $0.49.
Net interest margin rose to 3.59% from 2.95% a year earlier, and net interest income was $216.8 million, up 85.9%.
Restructuring and merger-related expenses were $41.1 million in the quarter, and total loans reached $18.8 billion as of June 30, 2025.
First Interstate BancSystem reported second-quarter 2025 net income of $71.7 million, or $0.69 per diluted share, up from $50.2 million in the first quarter, with a net interest margin of 3.30%. The board also declared a $0.47 per share dividend payable August 21, 2025, and the company posted a new corporate presentation on its website. Criticized loans rose $176.9 million to $1,203.0 million, which the company attributed mainly to commercial real estate downgrades.
Net income of $71.7 million, or $0.69 per diluted share, versus $50.2 million, or $0.49, in Q1 2025 and $60.0 million, or $0.58, in Q2 2024
Net interest margin of 3.30%, up from 3.19% in Q1 2025
Criticized loans increased $176.9 million to $1,203.0 million as of June 30, 2025, driven primarily by commercial real estate downgrades
Quarterly dividend of $0.47 per share, payable August 21, 2025, to holders of record as of August 11, 2025
Artisan Partners reported results for the quarter ended June 30, 2025, with revenue of $282.8 million, up 4% from a year earlier, and GAAP net income of $67.6 million, or $0.94 per share, up from $57.6 million, or $0.80 per share. GAAP operating margin fell to 28.2% from 32.0%, mainly reflecting higher compensation costs, and the board declared a variable quarterly dividend of $0.73 per share.
Revenue of $282.8 million for the June 2025 quarter, up $12.0 million, or 4%, from $270.8 million a year earlier
GAAP net income of $67.6 million, or $0.94 per diluted share, versus $0.80 in the June 2024 quarter
Ending AUM of $175.5 billion at June 30, 2025, up 10% from $158.9 billion a year earlier
Board declared a $0.73 per share dividend, payable August 29, 2025, to holders of record on August 15, 2025
Caesars Entertainment reported second-quarter 2025 net revenues of $2.9 billion, up from $2.8 billion a year earlier, and a net loss attributable to Caesars of $82 million, versus $122 million in the prior-year quarter. Same-store Adjusted EBITDA fell to $955 million from $996 million, so shareholders see higher sales and a smaller loss alongside lower operating earnings on the company's preferred measure.
Net revenues were $2.9 billion versus $2.8 billion for the second quarter of 2024, a 2.9% increase on a same-store basis.
Net loss attributable to Caesars was $82 million, or $0.39 per share, compared with $122 million, or $0.56 per share, a year earlier.
Same-store Adjusted EBITDA was $955 million, down 4.1% from $996 million; Caesars Digital Adjusted EBITDA rose to $80 million from $40 million.
On July 8, 2025, Caesars redeemed $546 million of its 8.125% senior unsecured notes due 2027, which the company says cuts run-rate interest expense by $44 million a year.
Seagate reported fiscal fourth-quarter revenue of $2.44 billion, up from $1.89 billion a year earlier, and non-GAAP diluted EPS of $2.59, up from $1.05. GAAP diluted EPS fell to $2.24 from $2.39. The company guided fiscal first-quarter 2026 revenue to $2.50 billion, plus or minus $150 million, and non-GAAP diluted EPS to $2.30, plus or minus $0.20.
Fiscal Q4 2025 revenue $2.44 billion vs. $1.89 billion a year earlier; GAAP diluted EPS $2.24 vs. $2.39
Fiscal Q4 2025 non-GAAP diluted EPS $2.59 vs. $1.05 a year earlier
Fiscal Q1 2026 guidance: revenue $2.50 billion plus or minus $150 million; non-GAAP diluted EPS $2.30 plus or minus $0.20
Quarterly dividend of $0.72 per share, payable October 9, 2025 to holders of record on September 30, 2025
Zurn Elkay Water Solutions reported second-quarter 2025 net sales of $444.5 million, up 8% from $412.0 million a year earlier, and adjusted EPS of $0.42, up 27% from $0.33. The company raised its full-year 2025 adjusted EBITDA outlook to $420 million to $430 million from $405 million to $420 million, which points to a stronger expected year for shareholders.
Q2 net sales were $444.5 million, up 8% year over year; core sales also rose 8%.
GAAP diluted EPS from continuing operations was $0.29, up from $0.26; adjusted EPS was $0.42, up from $0.33.
Full-year 2025 adjusted EBITDA outlook raised to $420 million to $430 million from $405 million to $420 million.
The company repurchased 1.0 million shares for $33 million in the quarter and reported net debt leverage of 0.7x as of June 30, 2025.
NMI Holdings reported second-quarter 2025 net income of $96.2 million, or $1.21 per diluted share, up from $92.1 million, or $1.13 per share, a year earlier, and total revenue of $173.8 million, up from $162.1 million. Results were lower than the first quarter of 2025, when net income was $102.6 million, or $1.28 per diluted share, and insurance claims rose to $13.4 million from $4.5 million.
Q2 2025 net income was $96.2 million, or $1.21 per diluted share, compared with $92.1 million, or $1.13, in Q2 2024 and $102.6 million, or $1.28, in Q1 2025.
Adjusted diluted EPS was $1.22, compared with $1.20 in Q2 2024 and $1.28 in Q1 2025.
Total revenue was $173.8 million, compared with $162.1 million in Q2 2024 and $173.2 million in Q1 2025.
Loss ratio was 9.0%, compared with 0.2% in Q2 2024 and 3.0% in Q1 2025; book value per share excluding unrealized gains and losses was $32.08 at June 30, 2025.
Mercury General reported second-quarter 2025 net income of $166.5 million, or $3.01 per diluted share, up from $62.6 million, or $1.13, a year earlier, with net premiums earned up 10.6% to $1.37 billion. For the six months, however, net income fell 57.3% to $58.1 million because of losses from the Palisades and Eaton wildfires, and the Board declared a quarterly dividend of $0.3175 per share.
Q2 2025 net income was $166.5 million ($3.01 per diluted share) versus $62.6 million ($1.13) in Q2 2024.
Q2 combined ratio improved to 92.5% from 98.9%, and catastrophe losses net of reinsurance fell to $13 million from $125 million.
Six-month net income was $58.1 million, down 57.3%, and the six-month combined ratio rose to 105.4% from 99.9%.
Quarterly dividend of $0.3175 per share is payable September 25, 2025 to holders of record on September 11, 2025.
Republic Services reported second-quarter 2025 net income of $550 million, or $1.75 per diluted share, up from $1.62 a year earlier, on revenue of $4,235 million, up from $4,048 million. The company reiterated its 2025 adjusted diluted EPS guidance of $6.82 to $6.90 and raised its adjusted free cash flow guidance to $2.375 billion to $2.415 billion, while updating full-year revenue guidance to $16.675 billion to $16.750 billion.
Q2 2025 adjusted diluted EPS was $1.77, up from $1.61 in Q2 2024, a 9.9% increase
Revenue rose 4.6% in the quarter, including 3.1% organic growth and 1.5% from acquisitions
Full-year 2025 adjusted EBITDA guidance of $5.275 billion to $5.325 billion was reiterated
The quarterly dividend will rise to $0.625 per share, payable October 15, 2025 to holders of record on October 2, 2025
EXL reported second-quarter 2025 revenue of $514.5 million, up 14.7% from a year earlier, and raised its full-year 2025 revenue and adjusted diluted EPS guidance. The company also agreed on July 29, 2025 to pay Citibank $125 million under an accelerated share repurchase, part of its $500 million buyback program.
Q2 2025 revenue of $514.5 million, up 14.7%; diluted EPS of $0.40 versus $0.28, and adjusted diluted EPS of $0.49 versus $0.40
2025 revenue guidance raised to $2.050 billion to $2.070 billion from $2.035 billion to $2.065 billion
2025 adjusted diluted EPS guidance raised to $1.86 to $1.90 from $1.83 to $1.89
Adjusted operating income margin was 19.6%, down from 19.8% a year earlier; $125 million accelerated share repurchase with Citibank under the $500 million program
Visa reported fiscal third-quarter 2025 results for the quarter ended June 30, 2025, with net revenue up 14% to $10.2 billion and GAAP net income up 8% to $5.3 billion. GAAP results absorbed a $615 million litigation provision, which is excluded from the company's non-GAAP figures, where EPS rose 23% to $2.98. The board also declared a quarterly dividend of $0.590 per share, payable September 2, 2025.
Net revenue of $10.2 billion, up 14%; payments volume up 8% and cross-border volume up 12% in constant dollars
GAAP EPS of $2.69, up 12%; non-GAAP EPS of $2.98, up 23%
Special item of $615 million for a litigation provision tied to the interchange multidistrict litigation and other legal matters
Quarterly dividend of $0.590 per share payable September 2, 2025, to holders of record as of August 12, 2025
Nextracker reported first-quarter fiscal 2026 results for the period ended June 27, 2025, with revenue of $864 million, up 20% from a year earlier, and GAAP diluted EPS of $1.04 versus $0.84. The company raised its fiscal 2026 revenue and profitability ranges, including GAAP diluted EPS of $3.24 to $3.55, and disclosed three robotics and AI acquisitions, which matters to shareholders because it signals stronger growth and a higher profit outlook, while the company also cautions that U.S. policy changes could affect project timing and results.
Q1 FY26 revenue of $864 million, up 20% year over year, but down from $924 million in Q4 FY25
GAAP diluted EPS of $1.04 vs. $0.84 a year earlier; adjusted diluted EPS of $1.16 vs. $0.93
FY26 revenue outlook raised to $3.2 to $3.45 billion; GAAP diluted EPS range raised to $3.24 to $3.55
Three robotics and AI acquisitions made over the past four quarters with an aggregate investment of over $40 million, including contingent earnouts; $743 million cash and no debt at quarter end
UMB Financial reported second quarter 2025 GAAP net income available to common shareholders of $215.4 million, or $2.82 per diluted share, up 112.5% from the second quarter of 2024. The results include a $29.4 million pre-tax gain on its investment in Voyager Technologies, which went public in June 2025, and the company declared a $0.40 quarterly dividend per common share.
GAAP net income available to common shareholders was $215.4 million, or $2.82 per diluted share, versus $101.3 million, or $2.07 per diluted share, in Q2 2024.
Non-GAAP net operating income available to common shareholders was $225.4 million, or $2.96 per diluted share.
Total revenue was $689.2 million, up 22.2% from the prior quarter; net interest margin was 3.10%.
Quarterly common dividend of $0.40 per share is payable October 1, 2025, to holders of record on September 10, 2025.
MARA reported record second-quarter 2025 revenue of $238.5 million, up 64% from $145.1 million a year earlier, and net income of $808.2 million, or $1.84 per diluted share, compared with a net loss of $199.7 million in Q2 2024. The filing says the profit includes a $1.2 billion gain on the fair value of digital assets, so shareholders should note that much of the swing reflects the higher bitcoin price rather than operations alone. Adjusted EBITDA was $1.2 billion, compared with a loss of $125.5 million a year earlier.
Revenue was $238.5 million, up 64% from $145.1 million in Q2 2024; a 50% increase in the average bitcoin price contributed $76.6 million.
Net income was $808.2 million, or $1.84 per diluted share, versus a net loss of $199.7 million, or $0.72 per diluted share, in Q2 2024.
Purchased energy costs were $41.7 million versus $26.1 million, and G&A excluding stock-based compensation was $40.1 million versus $25.2 million.
On July 25, 2025, the company closed an upsized $950.0 million of 0.00% convertible senior notes due 2032 after quarter end.
InvenTrust Properties reported second-quarter 2025 net income of $95.9 million, or $1.23 per diluted share, up from $1.5 million, or $0.02, a year earlier, and Nareit FFO of $0.45 per diluted share, up from $0.44. The company raised its 2025 Same Property NOI growth guidance to 4.00% to 5.00% and its net income per diluted share guidance to $1.43 to $1.49, while keeping Nareit FFO and Core FFO guidance unchanged, and completed a $306.0 million sale of five California properties.
Q2 2025 net income was $95.9 million, or $1.23 per diluted share, including a $90.9 million gain on sale of investment properties, compared with $1.5 million, or $0.02, in Q2 2024.
Q2 2025 Nareit FFO was $0.45 per diluted share and Core FFO was $0.44, versus $0.44 and $0.43 a year earlier.
2025 guidance: Same Property NOI growth raised to 4.00% to 5.00% from 3.50% to 4.50%; net income per diluted share raised to $1.43 to $1.49 from $0.27 to $0.33.
Leased occupancy was 97.3% as of June 30, 2025, and the quarterly distribution of $0.2377 per share was paid on July 15, 2025.
Red Rock Resorts reported second quarter 2025 results, with net revenues of $526.3 million, up 8.2%, and net income of $108.3 million, up 55.1%, from the same period of 2024. Adjusted EBITDA rose 13.7% to $229.4 million, and the Board declared a $0.25 per share third quarter dividend.
Net revenues were $526.3 million, up $39.9 million (8.2%) from $486.4 million a year earlier.
Net income was $108.3 million, up 55.1%; net income attributable to Red Rock Resorts was $56.4 million versus $35.7 million.
Adjusted EBITDA was $229.4 million, up 13.7%; Las Vegas operations Adjusted EBITDA was $239.4 million, up 7.3%.
Third quarter dividend of $0.25 per Class A share is payable September 30, 2025 to holders of record on September 15, 2025.
Lithia Motors reported second quarter 2025 revenue of $9.6 billion, up 4% from a year earlier, and diluted earnings per share of $9.87, up 25%. That EPS figure includes a $1.03 per-share unrealized gain on its Pinewood Technologies investment, and the company also declared a $0.55 per share dividend. Shareholders see higher profit on modestly higher sales, with the EPS gain partly reflecting the Pinewood investment gain.
Second quarter revenue rose 4% to $9.6 billion from $9.2 billion; net income was $258 million, up 19.2%.
Diluted EPS was $9.87 versus $7.87 a year earlier; adjusted diluted EPS was $10.24, up 30%.
Board approved a $0.55 per share dividend, payable August 22, 2025 to holders of record on August 8, 2025.
Chief People Officer Gary Glandon will retire effective December 31, 2025; succession planning is underway.
Universal Health Services reported second-quarter 2025 net income attributable to UHS of $353.2 million, or $5.43 per diluted share, up from $4.26 a year earlier, on net revenues up 9.6% to $4.284 billion. The company raised its full-year 2025 Adjusted EPS-diluted forecast to $20.00 to $21.00 per share from $18.45 to $19.95, which matters to shareholders because it signals higher expected earnings for the year.
Q2 2025 diluted EPS was $5.43 versus $4.26 in Q2 2024; net revenues rose 9.6% to $4.284 billion
Results included approximately $101 million of incremental net Medicaid reimbursements, including about $58 million from the Tennessee Medicaid directed payment program
Revised 2025 Adjusted EPS-diluted forecast is $20.00 to $21.00 per share, up from the original $18.45 to $19.95
Q2 2025 included a pre-tax loss of approximately $25 million from a newly opened 142-bed hospital in Washington, D.C.
GATX reported second-quarter 2025 net income of $75.5 million, or $2.06 per diluted share, up from $44.4 million, or $1.21, a year earlier, and raised its full-year 2025 earnings guidance to $8.50 to $8.90 per diluted share. Total revenues rose to $430.5 million from $386.7 million, while Rail Europe fleet utilization fell to 93.3% from 95.8% a year earlier. For shareholders, the higher guidance reflects year-to-date results and expected stronger second-half performance at Engine Leasing.
Q2 2025 net income was $75.5 million, or $2.06 per diluted share, compared with $44.4 million, or $1.21, in Q2 2024.
Q2 2025 total revenues were $430.5 million, compared with $386.7 million in Q2 2024.
2025 full-year diluted EPS guidance was raised to $8.50 to $8.90, excluding tax benefits and other items and the pending Wells Fargo rail asset acquisition.
The Brookfield Infrastructure joint venture to acquire Wells Fargo's rail assets is expected to close in Q1 2026 or sooner, subject to regulatory approvals.
Ecolab reported second quarter 2025 diluted EPS of $1.84, up 8%, and adjusted diluted EPS of $1.89, up 13%, on net sales of $4.0 billion, up 1%. The company kept its full-year 2025 adjusted diluted EPS outlook of $7.42 to $7.62, and expects third quarter adjusted diluted EPS of $2.02 to $2.12.
Hubbell reported second-quarter 2025 net sales of $1,484.3 million, up 2% from a year earlier, and diluted EPS of $4.56 compared with $4.01. The company raised its full-year 2025 diluted EPS outlook to $16.25-$16.75 and its adjusted diluted EPS outlook to $17.65-$18.15. The company said a change to FIFO inventory accounting lowered cost of goods sold by $29 million in the quarter, or $0.42 per diluted share, which affects the reported results.
Second-quarter diluted EPS was $4.56 versus $4.01; adjusted diluted EPS was $4.93 versus $4.44
Second-quarter net sales were $1,484.3 million, up 2% (organic growth also 2%)
Operating margin was 22.7% versus 21.1% a year earlier
2025 diluted EPS outlook is $16.25-$16.75; adjusted diluted EPS outlook is $17.65-$18.15
Commvault reported first-quarter fiscal 2026 results for the quarter ended June 30, 2025, with total revenue of $282 million, up 26% year over year, and GAAP net income of $23 million, or $0.52 per diluted share, compared with $0.41 a year earlier. The company also issued revenue guidance for the second quarter and updated full-year fiscal 2026 revenue guidance, and said the pending Satori Cyber acquisition is expected to close in the second quarter.
Total revenue was $282 million, up 26% year over year; total ARR grew to $996 million, up 24%.
GAAP net income was $23 million, or $0.52 per diluted share, versus $0.41 per diluted share a year earlier.
Second-quarter fiscal 2026 total revenue is expected to be $272 million to $274 million; full-year total revenue is expected to be $1,161 million to $1,165 million.
The acquisition of Satori Cyber, Ltd. is expected to close in the second quarter of fiscal 2026.
Repligen reported second-quarter 2025 revenue of $182 million, up from $159 million a year earlier, and raised its full-year 2025 total reported revenue guidance to $715 million to $735 million. GAAP earnings per share rose to $0.26 from $0.10, while adjusted earnings per share fell to $0.37 from $0.40, a non-GAAP measure.
Q2 2025 revenue was $182 million, up 15% as reported and 17% organic non-COVID growth.
GAAP diluted EPS was $0.26 versus $0.10; adjusted diluted EPS was $0.37 versus $0.40.
Full-year 2025 total reported revenue guidance is $715 million to $735 million; GAAP net income guidance is $48 million to $51.5 million.
Cash, cash equivalents and short-term investments were $709 million at June 30, 2025, versus $757 million at December 31, 2024.
Asbury Automotive reported second quarter 2025 net income of $153 million, or $7.76 per diluted share, compared with $28 million, or $1.39 per diluted share, in the same quarter of 2024. Revenue rose 3% to $4.4 billion and gross profit rose 3% to $752 million. The company also completed its acquisition of The Herb Chambers Automotive Group on July 21, 2025.
Revenue of $4.4 billion, up 3%; gross profit of $752 million, up 3%
Net income of $153 million ($7.76 per diluted share) vs. $28 million ($1.39) in Q2 2024
Adjusted EPS of $7.43 vs. $6.40 a year earlier, up 13%; prior-year results included $101 million of non-cash asset impairments
Herb Chambers acquisition completed July 21, 2025; group has approximately $3 billion in annual revenue
CBRE reported second-quarter 2025 results on July 29, 2025, with revenue up 16% to $9.8 billion and GAAP net income up 65% to $215 million. The company raised its 2025 core EPS outlook to $6.10 to $6.20 from $5.80 to $6.10, which would be higher by at least $0.10 based on current forward currency rates.
Q2 2025 GAAP EPS rose 71% to $0.72 and core EPS rose 47% to $1.19.
Q2 revenue rose 16% to $9.8 billion; Q2 free cash flow was $2 million, down from $220 million a year earlier.
Stock repurchases since year-end 2024 totaled about 5.2 million shares for $663 million, with about $5.2 billion of authorization remaining as of June 30, 2025.
Incyte reported second-quarter 2025 total revenues of $1,216 million, up 16% from a year earlier, and GAAP net income of $405 million, compared with a loss of $444.6 million in the prior-year quarter. The company raised its full-year 2025 guidance for Jakafi and other oncology net product revenues, while absorbing a $242.3 million charge from its contract dispute settlement with Novartis.
Total revenues were $1,216 million in Q2 2025, up 16% year over year; Jakafi net product revenues were $764 million, up 8%.
GAAP diluted EPS was $2.04, compared with a loss of $2.04 per share in Q2 2024.
Full-year 2025 Jakafi net product revenue guidance was raised to $3,000-$3,050 million from $2,950-$3,000 million; other oncology guidance was raised to $500-$520 million from $415-$455 million.
The Novartis contract dispute settlement led to a $242.3 million difference recorded in contract dispute settlement expense; Incyte paid Novartis $280.0 million.
Corning reported second-quarter 2025 results, with core sales up 12% year over year to $4.05 billion and core EPS up 28% to $0.60, which the company said exceeded its Q2 guidance. GAAP net income attributable to Corning was $469 million, or $0.54 per diluted share, compared with $104 million, or $0.12, a year earlier. For the third quarter, management expects core sales of $4.2 billion and core EPS of $0.63 to $0.67.
Core sales were $4.05 billion, up 12% year over year; GAAP sales were $3.86 billion, up 19%
Optical Communications Enterprise sales grew 81% year over year
Adjusted free cash flow was $451 million, up 28% year over year
Q3 2025 guidance: core sales of $4.2 billion and core EPS of $0.63 to $0.67, including about $0.01 to $0.02 for tariffs
PayPal reported second-quarter 2025 results for the period ended June 30, 2025, with net revenues up 5% to $8.3 billion and non-GAAP earnings per diluted share up 18% to $1.40. The company raised its full-year 2025 non-GAAP EPS guidance to $5.15 to $5.30 from $4.95 to $5.10, which signals higher expected profit for shareholders.
Net revenues rose 5% to $8.3 billion; GAAP EPS rose 20% to $1.29 and non-GAAP EPS rose 18% to $1.40.
Full-year 2025 non-GAAP EPS guidance raised to $5.15 to $5.30, up from $4.95 to $5.10; GAAP EPS guidance raised to $4.90 to $5.05 from $4.80 to $4.95.
Returned $1.5 billion to stockholders through repurchases of about 22 million shares in the quarter; operating cash flow was $898 million, down 41%.
Carrier Global reported second-quarter 2025 net sales of $6.1 billion, up 3% from a year earlier, with organic sales up 6%. Adjusted earnings per share rose 26% to $0.92, and GAAP diluted EPS from continuing operations rose 56% to $0.70. The company reaffirmed its full-year 2025 guidance, including adjusted EPS of $3.00 to $3.10 and free cash flow of $2.4 billion to $2.6 billion.
Q2 2025 net sales were $6.1 billion, up 3%; organic sales rose 6%, offset by a 4% headwind from divestitures, mainly Commercial Refrigeration.
Adjusted EPS was $0.92, up 26% from $0.73; GAAP EPS from continuing operations was $0.70, up from $0.45.
Free cash flow was $568 million in the quarter, compared with $549 million a year earlier.
Full-year 2025 guidance was unchanged: adjusted EPS of $3.00 to $3.10 and free cash flow of $2.4 billion to $2.6 billion.
PJT Partners reported record second-quarter revenue of $407 million, up 13% from a year ago, with GAAP diluted EPS of $1.21, up 14%. Advisory fees rose 15% on higher strategic advisory revenue, and the company ended the quarter with $318 million in cash and short-term investments and no funded debt, which supports shareholder returns through buybacks and a $0.25 quarterly dividend.
Q2 2025 revenues of $407 million, up 13%; GAAP pretax income of $76 million, up 19%
Q2 GAAP diluted EPS of $1.21, up 14%; adjusted EPS of $1.54, up 29%
Six-month GAAP diluted EPS of $3.21, up 40%; six-month revenues of $731 million, up 6%
Cash and short-term investments of $318 million and no funded debt as of June 30, 2025; $0.25 quarterly dividend payable September 17, 2025
Royal Caribbean reported second-quarter 2025 diluted EPS of $4.41, up from $3.11 a year earlier, and total revenues of $4.5 billion, up from $4.1 billion. The company raised its full-year 2025 Adjusted EPS guidance to $15.41 to $15.55, which it said reflects stronger second-quarter performance and lower expected spending.
Q2 2025 diluted EPS was $4.41 vs. $3.11 in Q2 2024; Adjusted EPS was $4.38 vs. $3.21.
Total revenues were $4.5 billion for the quarter, vs. $4.1 billion a year earlier.
Full-year 2025 Adjusted EPS guidance is $15.41 to $15.55, which the company says is approximately 31% growth year over year.
Third-quarter 2025 Adjusted EPS is guided to $5.55 to $5.65.
Flowserve reported second-quarter 2025 sales of $1.19 billion, up 2.7% from a year earlier, with reported EPS of $0.62 and adjusted EPS of $0.91, up 24.7%. The company raised its full-year 2025 adjusted EPS guidance to $3.25 to $3.40 from $3.10 to $3.30, while bookings fell 13.8% and it ended its merger agreement with Chart Industries, receiving a $266 million termination payment.
Q2 sales of $1.19 billion, up 2.7% from $1.16 billion; bookings of $1.07 billion, down 13.8%
Reported EPS of $0.62 vs. $0.55 a year earlier; adjusted EPS of $0.91 vs. $0.73
Full-year 2025 adjusted EPS guidance raised to $3.25 to $3.40 from $3.10 to $3.30
Flowserve will receive a $266 million termination payment after ending its merger agreement with Chart Industries
Armstrong World Industries reported second-quarter 2025 net sales of $424.6 million, up 16.3%, and diluted EPS of $2.01, up 34%. The company raised its full-year 2025 guidance for net sales, adjusted EBITDA, adjusted diluted EPS and adjusted free cash flow, citing strong results in the first half.
Q2 operating income rose 29.7% to $123.2 million; operating margin was 29.0%, up 300 basis points.
Full-year 2025 adjusted diluted EPS guidance raised to $7.15 to $7.30, from a 2024 actual of $6.31.
Full-year 2025 net sales guidance raised to $1.600 billion to $1.630 billion, versus $1.446 billion in 2024.
Company repurchased shares for $30 million in Q2 and had $610 million remaining under its buyback authorization as of June 30, 2025.
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