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).
Ares Management reported second quarter 2025 results, with GAAP net income attributable to the company of $137.1 million, or $0.46 per share, compared with $94.9 million a year earlier. Total revenues rose to $1.35 billion from $788.7 million, and fee related earnings grew 26% to $409.1 million. The company also declared a $1.12 quarterly dividend per Class A share, payable September 30, 2025.
GAAP net income attributable to Ares Management was $137.1 million, or $0.46 per share, versus $94.9 million, or $0.43 per share, in the second quarter of 2024.
Total revenues were $1.35 billion, compared with $788.7 million a year earlier.
Fee related earnings were $409.1 million, up 26%; after-tax realized income was $1.03 per share, versus $0.99 a year earlier.
Quarterly dividend of $1.12 per Class A share is payable September 30, 2025, to holders of record as of September 16, 2025.
Mettler-Toledo reported second-quarter 2025 reported sales of $983.2 million, up 4% from a year earlier, and adjusted EPS of $10.09, up 5%. GAAP diluted EPS fell to $9.76 from $10.37, which included a one-time non-cash tax benefit in the prior-year period. The company raised its full-year 2025 adjusted EPS forecast to $42.10 to $42.60 from $41.25 to $42.00, while local currency sales growth guidance of 1% to 2% was unchanged.
Q2 2025 reported sales rose 4% to $983.2 million; local currency sales rose 2%.
Q2 diluted EPS was $9.76 vs. $10.37 a year earlier, which included a $1.07 per share one-time tax benefit; adjusted EPS was $10.09 vs. $9.65.
Full-year 2025 adjusted EPS forecast raised to $42.10 to $42.60, from $41.25 to $42.00.
Estimated gross incremental tariff costs were cut to approximately $60 million annualized from $115 million, due to lower tariff rates.
Federated Hermes reported second quarter 2025 earnings of $1.16 per diluted share, up from $0.20 a year earlier, on revenue of $424.8 million, up 6%. The prior-year quarter included a $66.3 million impairment charge, and compared with the first quarter of 2025, EPS fell 7% and revenue was flat. The board also declared a $0.34 per share dividend and approved a new buyback of up to 5 million shares.
Q2 2025 net income was $91.0 million, compared with $21.0 million in Q2 2024, which included a $66.3 million non-cash impairment.
Total managed assets were a record $845.7 billion at June 30, 2025, up 8% from a year earlier and up 1% from March 31, 2025.
Quarterly dividend of $0.34 per share is payable Aug 15, 2025 to holders of record as of Aug 8, 2025.
The board authorized an 18th share repurchase program of up to 5 million additional Class B shares with no expiration date.
Arthur J. Gallagher & Co. reported second-quarter 2025 results, with total revenues before reimbursements of $3.18 billion, up from $2.74 billion a year earlier, and diluted EPS of $1.40 versus $1.27. Adjusted diluted EPS was $2.33 against $2.29, and the company said it expects the pending AssuredPartners acquisition to close in the third quarter of 2025. A separate CFO Commentary, made available with the release, includes estimates for 2025 and other future results.
Total revenues before reimbursements were $3,177.9 million vs. $2,736.0 million in Q2 2024.
Net earnings (as reported) were $366.2 million vs. $285.4 million; diluted EPS was $1.40 vs. $1.27.
Adjusted diluted EPS (non-GAAP) was $2.33 vs. $2.29 in Q2 2024.
The AssuredPartners acquisition, agreed December 7, 2024 for approximately $13.45 billion, is expected to close in Q3 2025.
AptarGroup reported second-quarter 2025 results on July 31, 2025, with reported sales up 6% to $966 million and diluted EPS of $1.67, up from $1.34 a year earlier. Its third-quarter adjusted EPS guidance of $1.53 to $1.61 is roughly flat against the $1.54 reported for the same quarter of 2024, including 6 to 7 cents of higher legal fees. Shareholders see stronger quarterly profit, while the filing points to little year-over-year EPS growth in the third quarter.
Q2 reported net income rose 24% to $112 million; adjusted EBITDA rose 13% to $218 million.
Q2 adjusted EPS was $1.66, up 18% from $1.41 a year earlier.
Q3 2025 adjusted EPS guidance is $1.53 to $1.61, compared with $1.54 in Q3 2024, and includes about 6 to 7 cents of higher legal fees.
Aptar returned $100 million to shareholders in Q2; the quarterly dividend of $0.45 per share is payable August 14, 2025.
On July 31, 2025, WisdomTree agreed to acquire Ceres Partners, a U.S. farmland investment manager, for $275.0 million in cash at closing plus up to $225.0 million in earnout payments in 2030. The deal is expected to close in Q4 2025, subject to regulatory approvals, consents and financing. The same day, WisdomTree reported Q2 2025 operating revenues of $112.6 million, up 4.2% from Q1, and net income of $24.8 million, or $0.17 per diluted share.
Cash consideration of $275.0 million at closing, subject to customary adjustments; earnout of up to $225.0 million payable in 2030 if Ceres meets a 12% to 22% revenue compound annual growth rate for 2025 to 2029
Ceres has approximately $1.85 billion in assets under management across about 545 U.S. farmland properties in 12 states, per the press release
Agreement terminates if closing has not occurred by December 31, 2025, unless the parties agree to extend
Q2 2025 operating income margin was 30.8%, down from 31.6% in Q1, which the company attributed mainly to $2.0 million of acquisition-related costs
MasTec reported second quarter 2025 revenue of $3.5 billion, up 20% from a year earlier, and GAAP diluted earnings per share of $1.09, up from $0.43. The company raised its full year 2025 diluted EPS guidance midpoint to $4.71 and adjusted diluted EPS guidance midpoint to $6.33, which indicates higher expected earnings for shareholders.
Q2 2025 revenue was $3,545 million versus $2,961 million in Q2 2024, a 19.7% increase; Pipeline Infrastructure revenue fell 5.7%.
Q2 2025 adjusted diluted EPS was $1.49 versus $1.00 a year earlier; GAAP net income was $90.1 million.
Full year 2025 guidance: revenue of $13.9 billion to $14.0 billion and GAAP diluted EPS of $4.61 to $4.82.
Six-month free cash flow was $(0.4) million, compared with $346.4 million in the prior-year period.
Ameren reported second quarter 2025 net income attributable to common shareholders of $275 million, or $1.01 per diluted share, up from $258 million, or $0.97 per diluted share, a year earlier. Total operating revenues were $2,221 million, up from $1,693 million, and the company reaffirmed its 2025 diluted EPS guidance range of $4.85 to $5.05 per share, saying it is well positioned to land in the top half of that range.
Q2 2025 diluted EPS was $1.01 versus $0.97 in Q2 2024; net income was $275 million versus $258 million.
Q2 2025 total operating revenues were $2,221 million versus $1,693 million in Q2 2024.
Ameren reaffirmed 2025 diluted EPS guidance of $4.85 to $5.05 and said it is well positioned for earnings in the top half of the range, assuming normal temperatures for the last six months of the year.
Ameren Missouri Q2 2025 earnings were $150 million, compared with $128 million a year earlier, reflecting new electric rates effective June 1, 2025.
Cousins Properties reported second quarter 2025 net income available to common stockholders of $14.5 million, or $0.09 per share, up from $7.8 million, or $0.05 per share, a year earlier. The company raised its full-year 2025 FFO guidance to $2.79 to $2.85 per share from $2.75 to $2.83, and it said it acquired The Link, a Dallas office property, for $218.0 million on July 28, 2025.
Q2 2025 FFO was $117.5 million, or $0.70 per share, compared with $103.3 million, or $0.68 per share, in Q2 2024
2025 net income guidance was raised to $0.28 to $0.34 per share from $0.26 to $0.34 per share
The Link, a 292,000 square foot office property in Uptown Dallas, was acquired on July 28 for $218.0 million
Company issued $500.0 million of 5.250% senior notes in Q2 and repaid $250.0 million of 3.91% private notes after quarter end
Mirion reported second-quarter 2025 revenue of $222.9 million, up 7.6% from a year earlier, and swung to GAAP net income of $8.5 million from a net loss of $12.0 million. The company raised its full-year 2025 guidance for total revenue growth, Adjusted EBITDA, Adjusted Free Cash Flow and Adjusted EPS, while lowering its Organic Revenue growth range.
Q2 2025 revenue rose 7.6% to $222.9 million; GAAP net income was $8.5 million versus a $12.0 million loss in Q2 2024
Adjusted EBITDA was $51.2 million, up 4.9%; GAAP diluted EPS was $0.03 and Adjusted EPS was $0.11
2025 total revenue growth guidance raised to approximately 7.0%–9.0% from 5.0%–7.0%; Adjusted EBITDA guidance raised to $223 million–$233 million
Organic Revenue growth guidance revised down to approximately 5.0%–7.0% from 5.5%–7.5%, citing reductions in Labs & Research and Dosimetry Services
Bright Horizons reported second quarter 2025 revenue of $731.6 million, up 9%, and net income of $54.8 million, up 40%, with diluted EPS of $0.95 versus $0.67 a year earlier. The company also issued 2025 guidance of $2.9 billion to $2.92 billion in revenue and $4.15 to $4.25 in diluted adjusted EPS, but the filing does not compare that outlook with prior guidance.
Q2 2025 revenue $731.6 million, up 9% from $670.1 million; income from operations $86.1 million, up 25%
Q2 diluted EPS $0.95 versus $0.67; diluted adjusted EPS $1.07 versus $0.88
2025 outlook: revenue $2.9 billion to $2.92 billion; diluted adjusted EPS $4.15 to $4.25
Cash and equivalents $179.2 million at June 30, 2025; $483.3 million available under revolving credit facility
Eversource Energy reported second-quarter 2025 earnings of $352.7 million, or $0.96 per share, up from $335.3 million, or $0.95 per share, a year earlier, and reaffirmed its 2025 EPS projection of $4.67 to $4.82. Transmission, electric distribution, natural gas and water segments all earned more, while a larger parent and other companies loss offset part of the gain. Shareholders get a modest year-over-year improvement with guidance unchanged.
Q2 2025 earnings were $352.7 million, or $0.96 per share, versus $335.3 million, or $0.95 per share, in Q2 2024
First half 2025 earnings were $903.5 million, or $2.45 per share, versus $857.2 million, or $2.43 per share, in the first half of 2024
2025 EPS projection of $4.67 to $4.82 and long-term EPS growth of 5% to 7% were reaffirmed
Parent and other companies loss widened to $66.5 million in Q2 2025 from $38.5 million, mainly due to higher interest expense after the sale of offshore wind projects
American Homes 4 Rent reported second quarter 2025 results, with rents and other single-family property revenues up 8.0% year-over-year to $457.5 million and net income attributable to common shareholders up to $105.6 million, or $0.28 per diluted share. The company raised its full-year 2025 Core FFO guidance midpoint by $0.03 per share to $1.86, which matters to shareholders because it signals stronger expected per-share operating results for the year.
Q2 2025 net income attributable to common shareholders was $105.6 million, or $0.28 per diluted share, versus $92.1 million, or $0.25, a year earlier.
Core FFO per share was $0.47 for Q2 2025, up 4.9% from $0.45 a year earlier.
Full-year 2025 Core FFO guidance rose to $1.84 to $1.88 from $1.80 to $1.86, citing stronger leasing and lower property tax expense outlook.
On June 30, 2025, the company had cash of $323.3 million and total outstanding debt of $5.2 billion.
Cavco reported fiscal first quarter results for the period ended June 28, 2025, with net revenue of $557 million, up 16.6%, mainly on higher home sales volume. Net income rose 50% to $51.6 million, and diluted earnings per share were $6.42 compared with $4.11 a year earlier, which shows improvement in both headline profit measures for shareholders.
Net revenue was $557 million, up 16.6% from $478 million, with factory-built homes sold up 14.7%.
Diluted net income per share was $6.42, up from $4.11; net income was $51.6 million, up from $34.4 million.
Factory-built housing gross margin was 22.6%, unchanged; financial services gross margin was 40.9%, compared with (0.6)% a year earlier.
Stock repurchases were about $50 million in the quarter, and $178 million remains available under Board authorizations.
Omega Healthcare Investors reported second-quarter 2025 net income of $140 million and adjusted funds from operations (AFFO) of $232 million, both up from a year earlier, and raised its full-year 2025 AFFO guidance to $3.04 to $3.07 per share from $2.95 to $3.01. The company also disclosed that tenant Genesis Healthcare filed for Chapter 11 bankruptcy on July 9, 2025, and said it expects to keep receiving full rent from Genesis during the process.
Q2 2025 AFFO was $232 million, or $0.77 per share, versus $185 million, or $0.71 per share, in Q2 2024.
Q2 2025 net income was $140 million, or $0.46 per share, versus $117 million, or $0.45 per share, a year earlier.
Full-year 2025 AFFO guidance was raised to $3.04 to $3.07 per diluted share from $2.95 to $3.01.
Genesis filed for Chapter 11 on July 9, 2025; Omega agreed to provide an $8.0 million debtor-in-possession financing.
Dolby Laboratories reported fiscal third-quarter 2025 results for the quarter ended June 27, 2025, with total revenue of $316 million, up from $289 million a year earlier, and GAAP diluted earnings per share of $0.48, up from $0.40. The company also declared a $0.33 per share cash dividend payable August 20, 2025, and gave fourth-quarter and full-year fiscal 2025 estimate ranges, including full-year GAAP diluted EPS of $2.40 to $2.55.
Total revenue was $316 million, compared with $289 million in the third quarter of fiscal 2024.
GAAP net income was $46 million, or $0.48 per diluted share; non-GAAP net income was $76 million, or $0.78 per diluted share.
Q4 fiscal 2025 total revenue is estimated at $288 million to $318 million; full-year GAAP diluted EPS is expected at $2.40 to $2.55.
Cash dividend of $0.33 per share is payable August 20, 2025, to holders of record on August 12, 2025.
Strategy reported second-quarter 2025 net income of $10.02 billion, or $32.60 per diluted share, compared with a net loss of $102.6 million a year earlier. The company said the profit came mainly from a $14.0 billion unrealized gain on its bitcoin holdings, and it issued FY2025 guidance that depends on a year-end bitcoin price of $150,000.
Q2 2025 operating income of $14.03 billion and net income of $10.02 billion, versus a Q2 2024 operating loss of $200.3 million
Total revenues of $114.5 million, up 2.7% year-over-year; gross margin fell to 68.8% from 72.2%
FY2025 guidance: operating income of about $34 billion, net income of about $24 billion, diluted EPS of about $80, assuming a $150,000 year-end bitcoin price
FY2025 BTC $ Gain target raised to $20 billion from $15 billion; BTC Yield target raised to 30% from 25%
Floor & Decor reported second-quarter fiscal 2025 results for the quarter ended June 26, 2025, with net sales of $1.21 billion and diluted EPS of $0.58, both up year over year. The company also issued updated fiscal 2025 guidance, including diluted EPS of approximately $1.75 to $2.00, giving shareholders a current range for full-year profit.
Net sales of $1,214.2 million, up 7.1% from $1,133.1 million in the second quarter of fiscal 2024
Diluted EPS of $0.58, up 11.5% from $0.52; net income of $63.2 million
Comparable store sales rose 0.4%, the first quarterly increase since the fourth quarter of fiscal 2022
Updated fiscal 2025 outlook: net sales of approximately $4,660 million to $4,750 million and diluted EPS of approximately $1.75 to $2.00
Envista reported second-quarter 2025 sales of $682 million, up from $633 million a year earlier, and GAAP net income of $26 million, compared with a net loss of $1,152 million in the prior-year quarter that included a goodwill and intangible asset impairment. The company raised its full-year 2025 guidance, lifting core sales growth to 3% to 4% and adjusted diluted EPS to $1.05 to $1.15 from prior ranges of 1% to 3% and $0.95 to $1.05.
Q2 2025 sales were $682.1 million; core sales growth was 5.6%, and adjusted diluted EPS was $0.26, up from $0.11.
GAAP diluted EPS was $0.16 in Q2 2025, compared with a loss of $6.69 in Q2 2024.
Full-year 2025 adjusted diluted EPS guidance is $1.05 to $1.15, up from $0.95 to $1.05; core sales growth guidance is 3% to 4%, up from 1% to 3%.
During Q2 2025 the company repurchased 4.8 million shares for about $82 million and had $150 million remaining under its repurchase program.
SPX Technologies reported second-quarter 2025 revenue of $552.4 million, up 10.2%, and GAAP EPS of $1.10, up 14.6%, and raised its full-year 2025 guidance for revenue, adjusted EBITDA and adjusted EPS. For shareholders, the higher outlook reflects the company's view of demand and operations, while total debt rose to $1,019.3 million from $614.7 million at year-end 2024.
Q2 2025 revenue was $552.4 million, up 10.2%; GAAP income from continuing operations was $52.5 million, up 16.2%.
Full-year adjusted EBITDA guidance raised to $485 million to $510 million from $470 million to $495 million.
Full-year revenue guidance raised to $2.225 billion to $2.275 billion from $2.20 billion to $2.26 billion; adjusted EPS guidance raised to $6.35 to $6.65 from $6.10 to $6.40.
Total debt was $1,019.3 million at June 28, 2025, compared with $614.7 million at December 31, 2024.
Roku reported second-quarter 2025 total net revenue of $1.111 billion, up 15% year over year, and net income of $10.5 million, compared with a net loss a year earlier. The company raised its full-year 2025 Platform revenue and Adjusted EBITDA outlook and authorized up to $400 million in share repurchases through December 31, 2026.
Q2 total net revenue was $1.111 billion, up 15% YoY; Platform revenue was $975 million, up 18% YoY
Net income was $10.5 million, or $0.07 per share, versus a net loss of $34.0 million in Q2 2024
Full-year 2025 outlook raised to $4.075 billion Platform revenue and $375 million Adjusted EBITDA; Q2 Adjusted EBITDA was $78 million, up 79%
Board authorized up to $400 million of Class A stock repurchases; Dan Jedda was named Chief Financial Officer and Chief Operating Officer, approved July 28, 2025
Five9 reported second-quarter 2025 revenue of $283.3 million, up 12% from $252.1 million a year earlier, and GAAP net income of $1.2 million, compared with a net loss of $12.8 million in the year-earlier quarter. The company also issued full-year and third-quarter 2025 guidance, though the filing gives no prior guidance for comparison. Bryan Lee, previously interim CFO, was appointed Chief Financial Officer effective July 31, 2025.
Q2 2025 revenue rose 12% to a record $283.3 million from $252.1 million in Q2 2024
GAAP net income was $1.2 million, or $0.01 per diluted share, versus a $12.8 million net loss a year earlier
Q3 2025 revenue guidance is $283.0 million to $286.0 million; full-year 2025 revenue guidance is $1.1435 billion to $1.1495 billion
Bryan Lee was appointed CFO effective July 31, 2025, after serving as interim CFO since April 2025
Boot Barn reported first-quarter fiscal 2026 net sales of $504.1 million, up 19.1% from a year earlier, and net income of $53.4 million, or $1.74 per diluted share, compared with $1.26 a year earlier. The company raised its full-year fiscal 2026 outlook, now expecting net income per diluted share of $5.80 to $6.70, which matters to shareholders because it sets updated profit and sales expectations for the year.
Net sales rose 19.1% to $504.1 million; consolidated same store sales rose 9.4%.
Net income was $53.4 million, or $1.74 per diluted share, versus $38.9 million, or $1.26, a year earlier.
Full-year fiscal 2026 guidance: total sales of $2.100 billion to $2.180 billion and net income per diluted share of $5.80 to $6.70.
Second-quarter guidance calls for net income per diluted share of $1.19 to $1.27, with total sales of $487 million to $495 million.
Universal Display reported second quarter 2025 revenue of $171.8 million, up from $158.5 million a year earlier, and net income of $67.3 million, or $1.41 per diluted share, versus $1.10 in the prior-year quarter. The company raised the low end of its 2025 revenue guidance, which it now projects at $650 million to $700 million, and declared a third quarter dividend of $0.45 per share.
Q2 2025 total revenue $171.8 million vs. $158.5 million in Q2 2024; royalty and license fees rose to $75.7 million from $59.6 million
Material sales fell to $88.7 million from $95.4 million, which the company attributed to customer mix and lower unit material volume
Net income $67.3 million, or $1.41 per diluted share, vs. $52.3 million, or $1.10, a year earlier
2025 revenue guidance raised at the low end to $650 million to $700 million; $0.45 quarterly dividend payable September 30, 2025 to holders of record on September 16, 2025
Reddit reported second-quarter 2025 results for the quarter ended June 30, 2025, with revenue of $500 million, up 78% from $281 million a year earlier, and net income of $89 million compared with a net loss of $10 million in the prior-year quarter. The company also guided to third-quarter 2025 revenue of $535 million to $545 million and Adjusted EBITDA of $185 million to $195 million, which gives shareholders a near-term outlook for the business.
Q2 2025 revenue was $500 million, up 78% year-over-year; advertising revenue was $465 million, up 84%
Diluted EPS was $0.45 versus a loss of $(0.06) a year earlier; Adjusted EBITDA was $167 million versus $40 million
Q3 2025 guidance: revenue of $535 million to $545 million and Adjusted EBITDA of $185 million to $195 million
Cash, cash equivalents, and marketable securities were $2.06 billion as of June 30, 2025
Bloom Energy reported second-quarter 2025 revenue of $401.2 million, up 19.5% from a year earlier, and its GAAP net loss to common stockholders narrowed to $42.6 million from $61.8 million. The company reaffirmed its full-year 2025 revenue guidance of $1.65 billion to $1.85 billion, so shareholders see improved sales and a smaller loss with no change to the outlook.
Q2 2025 revenue of $401.2 million, up 19.5% from $335.8 million in Q2 2024
GAAP operating loss of $3.5 million, compared with $23.1 million a year earlier
GAAP diluted loss per share of $0.18, compared with $0.27 in Q2 2024
2025 outlook reaffirmed: revenue of $1.65 billion to $1.85 billion and non-GAAP operating income of $135 million to $165 million
Middlesex Water reported second-quarter 2025 net income of $10.8 million, up from $10.5 million a year earlier, with operating revenues of $49.3 million, up $0.2 million. For the first six months, net income fell $1.0 million to $20.3 million, mainly because of a one-time 2024 recovery, while the Delaware Public Service Commission approved a rate increase of $5.5 million in annual operating revenues effective July 3, 2025.
Q2 2025 diluted EPS was $0.60 versus $0.59 in Q2 2024; operating revenues were $49.3 million versus $49.1 million.
Six-month diluted EPS was $1.13 versus $1.18 in the first half of 2024; six-month net income was $20.3 million, down $1.0 million.
Delaware rate increase of $5.5 million in annual operating revenues, based on a 9.5% authorized return on common equity, took effect July 3, 2025.
Board declared a $0.34 per share third-quarter dividend, payable September 2, 2025, to holders of record as of August 15, 2025.
Shenandoah Telecommunications (Shentel) reported second quarter 2025 revenue of $88.6 million, up 3.2% from a year earlier, and a net loss from continuing operations of $9.0 million, compared with $12.8 million in the second quarter of 2024. The company also issued its first 2025 financial guidance, projecting total revenue of $352 million to $357 million and Adjusted EBITDA of $113 million to $118 million for the full year.
Adjusted EBITDA rose 21.9% to $28.4 million; Adjusted EBITDA margin was 32%, up from 27%
Glo Fiber Expansion Markets revenue grew 40.5% to $19.8 million, with data subscribers up 43.1% to about 76,000
2025 guidance: total revenue $352 million to $357 million; Adjusted EBITDA $113 million to $118 million; capital expenditures, net of government grant reimbursements, $260 million to $290 million
Depreciation and amortization rose 37.2% to $35.1 million, including a $4.2 million write-off of plant under construction inventory
AppFolio reported second-quarter 2025 revenue of $236 million, up 19% from a year earlier, and GAAP net income of $36 million, up from $30 million. GAAP operating margin slipped to 17.2% from 18.3%. The company also gave a full-year 2025 revenue outlook of $935 million to $945 million and named Tim Eaton Chief Financial Officer effective July 30, 2025.
Q2 2025 revenue was $235.6 million, up from $197.4 million in Q2 2024
GAAP diluted EPS was $0.99 versus $0.81 a year earlier; GAAP operating margin was 17.2% versus 18.3%
Full-year 2025 revenue is expected at $935 million to $945 million; non-GAAP operating margin at 24.5% to 26.5%
Tim Eaton was appointed CFO effective July 30, 2025, after serving as interim CFO since October 2024
ResMed reported fourth-quarter fiscal 2025 results for the quarter ended June 30, 2025, with revenue up 10% to $1.3 billion and diluted earnings per share up 30% to $2.58. The company also declared a quarterly dividend of $0.60 per share, a 13% increase, payable September 18, 2025 to holders of record on August 14, 2025.
Q4 revenue $1,348.0 million, up 10% (9% constant currency); income from operations up 19% to $454.5 million
Q4 diluted EPS $2.58 vs. $1.98 a year earlier; non-GAAP diluted EPS $2.55 vs. $2.08
Full-year revenue $5.1 billion, up 10%; full-year diluted EPS $9.51 vs. $6.92
Quarterly dividend $0.60 per share; ex-dividend date August 13, 2025
First Solar reported second-quarter 2025 net sales of $1.1 billion, up $0.3 billion from the prior quarter, and diluted earnings of $3.18 per share, up from $1.95 in the first quarter. The company raised its 2025 net sales guidance to $4.9 billion to $5.7 billion and kept the midpoint of its diluted EPS guidance at $15.00, narrowing the range to $13.50 to $16.50. Shareholders get a stronger quarter and a higher sales outlook, though year-over-year quarterly EPS was slightly below the $3.25 reported in the second quarter of 2024.
Q2 2025 net sales $1.1 billion, up $0.3 billion from Q1; net income $341.9 million
Diluted EPS $3.18 versus $1.95 in Q1 2025 and $3.25 in Q2 2024
2025 net sales guidance raised to $4.9 billion to $5.7 billion from $4.5 billion to $5.5 billion
Sold $312 million of Section 45X tax credits for $296 million cash, recognizing a $16 million loss
BJ's Restaurants reported fiscal second quarter 2025 results, with revenue of $365.6 million, up 4.5% from a year earlier, and diluted earnings of $0.97 per share, up from $0.72. The company also reaffirmed a fiscal 2025 outlook calling for comparable restaurant sales growth of about 2%, restaurant level operating profit of $211 million to $219 million, and Adjusted EBITDA of $132 million to $140 million.
Q2 2025 revenue $365.6 million, up 4.5%; comparable restaurant sales up 2.9%
Diluted EPS $0.97 versus $0.72; adjusted diluted EPS $0.97, up 25.1% from $0.78
Perdoceo Education reported second-quarter 2025 revenue of $209.6 million, up 25.7% from $166.7 million a year earlier, and GAAP diluted earnings per share of $0.62 versus $0.57. The board also raised the quarterly dividend 15.4% to $0.15 per share and approved a new $75.0 million share buyback, while the full-year 2025 GAAP earnings per share outlook of $2.29 to $2.36 compares with $2.19 in 2024.
Q2 2025 revenue $209.6 million, up 25.7% from $166.7 million; operating income $51.4 million, up 11.7%.
GAAP diluted EPS $0.62 for the quarter versus $0.57; year to date $1.27 versus $1.16.
Full-year 2025 GAAP EPS outlook $2.29 to $2.36 versus $2.19 in 2024; third-quarter outlook $0.55 to $0.57 versus $0.57.
Quarterly dividend raised to $0.15 per share, payable September 12, 2025; new $75.0 million buyback runs through January 31, 2027.
Monolithic Power Systems (MPS) reported second-quarter 2025 revenue of $664.6 million, up 31.0% from a year earlier and 4.2% from the first quarter, with GAAP net income of $133.7 million, or $2.78 per diluted share. The company expects third-quarter 2025 revenue of $710.0 million to $730.0 million, while GAAP gross margin of 55.1% was slightly below the 55.3% reported a year earlier.
Q2 2025 revenue of $664.6 million, up 31.0% from $507.4 million in Q2 2024 and up 4.2% from $637.6 million in Q1 2025
GAAP net income of $133.7 million, or $2.78 per diluted share, versus $100.4 million, or $2.05 per diluted share, a year earlier
Q3 2025 revenue outlook of $710.0 million to $730.0 million; GAAP gross margin guidance of 54.9% to 55.5%
GAAP gross margin of 55.1% in Q2 2025 compared with 55.3% in Q2 2024
AMETEK reported second-quarter 2025 net sales of $1.78 billion, up 2.5% from a year earlier, and GAAP diluted earnings of $1.55 per share versus $1.45. The company raised its full-year 2025 adjusted earnings guidance, citing the second-quarter results and its recently announced acquisition of FARO Technologies.
Q2 2025 net sales were $1.78 billion, up 2.5%; operating income rose 3% to $461.6 million.
Q2 GAAP diluted EPS was $1.55 versus $1.45; adjusted diluted EPS was $1.78, up 7% from $1.66.
2025 adjusted diluted EPS guidance is now $7.06 to $7.20, up from $7.02 to $7.18; overall sales are expected to rise mid-single digits.
Q3 2025 adjusted diluted EPS is expected at $1.72 to $1.76, and third-quarter sales are expected to rise mid-single digits.
EMCOR Group reported record second-quarter 2025 revenue of $4.30 billion, up 17.4%, and diluted EPS of $6.72, up 28.0%, with a record $11.91 billion in remaining performance obligations. The company raised its full-year 2025 non-GAAP diluted EPS guidance to $24.50-$25.75 from $22.65-$24.00 and narrowed its revenue guidance to $16.4 billion-$16.9 billion.
Q2 2025 revenue $4.30 billion, up 17.4% from $3.67 billion; net income $302.2 million, or $6.72 per diluted share
Operating margin 9.6% in Q2 2025 versus 9.1% a year earlier
Full-year 2025 non-GAAP diluted EPS guidance raised to $24.50-$25.75 from $22.65-$24.00; operating margin guidance raised to 9.0%-9.4%
Remaining performance obligations reached a record $11.91 billion as of June 30, 2025, up 32.4%
Cullen/Frost reported second-quarter 2025 net income available to common shareholders of $155.3 million, up from $143.8 million a year earlier, and diluted earnings of $2.39 per share, up from $2.21. Net interest income rose 7.9% to $450.6 million, while non-interest expense rose 9.5% to $347.1 million. The board also declared a third-quarter common dividend of $1.00 per share, payable September 15, 2025.
Net income available to common shareholders was $155.3 million, versus $143.8 million in Q2 2024; diluted EPS was $2.39 versus $2.21.
Net interest income was $450.6 million, up 7.9%; net interest margin was 3.67% versus 3.54% a year earlier.
Non-interest expense was $347.1 million, up 9.5%; credit loss expense was $13.1 million.
Board declared a $1.00 per common share dividend, payable September 15, 2025 to holders of record on August 29.
Lincoln Electric reported second quarter 2025 results on July 31, 2025. Net sales rose 6.6% to $1,088.7 million and diluted EPS was $2.56, up from $1.77 a year earlier. The company also agreed to buy the remaining 65% of Alloy Steel Australia for about $90 million, with closing expected on August 1, 2025.
Net sales of $1,088.7 million, up 6.6%: organic sales rose 2.9% and acquisitions added 3.0%.
Diluted EPS of $2.56 versus $1.77 a year earlier; adjusted EPS of $2.60 versus $2.34.
Operating income margin of 17.6% versus 14.6%; cash from operations of $144 million.
Alloy Steel acquisition for about $90 million, expected to close August 1, 2025; expected to add $0.13 to $0.15 per diluted share annually, excluding transaction costs.
Millrose Properties reported second-quarter 2025 net income attributable to common shareholders of $112.8 million, or $0.68 per share, driven by $149.0 million in option fees and other related income. The company raised its year-end AFFO quarterly run rate guidance to $0.70 to $0.73 per share, citing higher transaction funding outside the Lennar Master Program Agreement.
Q2 2025 net income attributable to common shareholders was $112.8 million, or $0.68 per share, versus a net loss of $59.8 million in the prior-year period.
Adjusted Funds From Operations (AFFO) was $115.0 million, or $0.69 per share.
Year-end AFFO quarterly run rate guidance raised to $0.70 to $0.73 per share.
Net cash proceeds from homesite sales were $797 million, including $768 million from Lennar; the company also reported a $1 billion delayed draw term loan closed during the quarter.
InterDigital reported second-quarter 2025 revenue of $300.6 million, up 34% year over year, driven by the conclusion of the Samsung arbitration and a new license agreement with HP. The company raised its full-year 2025 revenue outlook to $790 million to $850 million from $660 million to $760 million, which matters to shareholders because it signals higher expected licensing revenue for the year.
Q2 2025 revenue of $300.6 million, up 34% year over year, and net income of $180.6 million, up 65%
Diluted EPS of $5.35 for the quarter, up 36% from $3.93 a year earlier
Full-year 2025 revenue outlook raised to $790 million to $850 million from $660 million to $760 million
Third-quarter 2025 revenue outlook of $136 million to $140 million, covering existing licenses only
National Fuel Gas reported third-quarter fiscal 2025 GAAP earnings of $149.8 million, or $1.64 per share, compared with a net loss of $54.2 million, or $0.59 per share, a year earlier. The company revised its fiscal 2025 adjusted EPS guidance to $6.80 to $6.95 and issued preliminary fiscal 2026 guidance of $8.00 to $8.50 per share at a $4.00 NYMEX gas price, which it says would be a 20% increase from fiscal 2025. It also raised its dividend 4% to an annual rate of $2.14 per share and paused share repurchases during the quarter.
Q3 adjusted EPS of $1.64 rose 66% from $0.99; Seneca produced a company-record 112 Bcf, up 16%
Fiscal 2025 adjusted EPS guidance revised to $6.80 to $6.95 per share
Preliminary fiscal 2026 adjusted EPS: $6.35 to $6.85 at $3.00 NYMEX, $8.00 to $8.50 at $4.00, $9.75 to $10.25 at $5.00
Dividend increased 4% to an annual rate of $2.14 per share; repurchases paused during the quarter
Vericel reported second quarter 2025 results for the period ended June 30, 2025, with total revenue up 20% to $63.2 million and a net loss of $0.6 million, or $0.01 per diluted share, versus $4.7 million a year earlier. The company reaffirmed its full-year MACI revenue growth and profitability guidance, which matters to shareholders because it shows revenue and earnings improving while the outlook was held steady.
Total net revenue rose to $63.2 million from $52.7 million; MACI net revenue grew 21% to $53.5 million.
Gross margin was 74%, up from 70% a year earlier; non-GAAP adjusted EBITDA rose 112% to $13.4 million.
Full-year 2025 guidance was reaffirmed for MACI revenue growth in the low 20% range and for a 74% gross margin and 26% adjusted EBITDA margin.
As of June 30, 2025, the company had approximately $164 million in cash and investments and no debt.
BGC Group reported record second-quarter 2025 revenue of $784.0 million, up 42.3% from $550.8 million a year earlier, and GAAP net income for fully diluted shares of $55.1 million, or $0.11 per share, compared with $36.1 million, or $0.08, in the prior-year quarter. The company also gave third-quarter revenue guidance of $715 million to $765 million and pre-tax Adjusted Earnings guidance of $150 million to $165 million, and set its 2025 annual meeting for November 12, 2025.
Q2 2025 revenues of $784.0 million, up 42.3%; excluding OTC, revenues rose 20.9% to $665.7 million.
GAAP fully diluted EPS of $0.11 vs. $0.08; post-tax Adjusted Earnings per share of $0.31 vs. $0.23.
Q3 2025 guidance: revenues of $715 million to $765 million and pre-tax Adjusted Earnings of $150 million to $165 million.
Quarterly dividend of $0.02 per share, payable September 3, 2025, to holders of record August 20, 2025; stockholder proposal deadline for the November 12 annual meeting is August 10, 2025.
IDACORP reported second quarter 2025 net income attributable to IDACORP of $95.8 million, or $1.76 per diluted share, up from $89.5 million, or $1.71 per diluted share, a year earlier. It raised the lower end of its full-year 2025 earnings guidance to $5.70 to $5.85 per diluted share from $5.65 to $5.85, with the upper end unchanged.
Q2 2025 net income was $95.8 million ($1.76 per diluted share) versus $89.5 million ($1.71) in Q2 2024.
Six-month 2025 earnings were $2.87 per diluted share, compared with $2.67 in the first six months of 2024.
2025 EPS guidance is now $5.70 to $5.85, assuming Idaho Power uses $60 million to $77 million of additional tax credits under the Idaho regulatory mechanism.
Higher retail revenues per MWh, customer growth, and usage were partly offset by higher depreciation and financing costs, according to the company.
Belden reported second quarter 2025 results, with revenue up 11% year over year to $672 million and GAAP diluted EPS of $1.53, up from $1.19. The company also gave third quarter guidance of $670 million to $685 million in revenue and adjusted EPS of $1.85 to $1.95, which shows the expected range for the coming quarter.
Q2 revenue $672 million, up 11% year over year and up 5% organically
Q2 GAAP diluted EPS $1.53 vs. $1.19 a year earlier; adjusted EPS $1.89 vs. $1.51
Q2 adjusted EPS benefited by $0.11 from a lower-than-expected tax rate, per the company
Q3 2025 guidance: revenue $670 million to $685 million; adjusted EPS $1.85 to $1.95
APi Group reported second-quarter 2025 net revenue of $1.99 billion, up 15.0%, and reported net income of $77 million, up 11.6%. The company raised its full-year 2025 guidance for net revenue and adjusted EBITDA, and gave third-quarter guidance of $1.985 billion to $2.035 billion in net revenue, while gross margin fell 50 basis points.
Q2 2025 net revenue $1.99 billion, up 15.0% (8.3% organic); diluted EPS $0.16 versus $0.15 a year earlier
Adjusted EBITDA $272 million, up 17.7%; adjusted EBITDA margin rose 30 basis points to 13.7%
Full-year 2025 net revenue guidance raised to $7.65 billion to $7.85 billion, from $7.40 billion to $7.60 billion
Full-year adjusted EBITDA guidance raised to $1,005 million to $1,045 million, from $985 million to $1,035 million
ATI reported second quarter 2025 sales of $1.14 billion, up 4% year over year, with net income attributable to ATI of $100.7 million, or $0.70 per diluted share, compared with $0.58 a year earlier. The company raised the mid-point of its full-year 2025 adjusted earnings and cash flow guidance and repurchased $250 million of stock in the quarter, bringing 2025 buybacks to $320 million.
Q2 2025 sales of $1.14 billion, up 4% year over year, with aerospace and defense sales of $761.8 million, or 67% of sales
Net income attributable to ATI of $100.7 million, up 23% year over year; adjusted EPS of $0.74 versus $0.60 a year earlier
Full-year 2025 adjusted EBITDA guidance of $810 million to $840 million and adjusted EPS guidance of $2.90 to $3.07; Q3 adjusted EBITDA guidance of $200 million to $210 million
Repurchased $250 million of common stock in Q2; $270 million of buyback authorization remains as of June 29, 2025
Intercontinental Exchange reported second-quarter 2025 results, with record net revenues of $2.5 billion, up 10% year over year, and GAAP diluted EPS of $1.48, up 35%. The company also gave updated guidance, including full-year 2025 Exchanges recurring revenue growth of 4% to 5%, which gives shareholders a view of expected near-term results.
Q2 2025 net revenues of $2.5 billion, up 10% year over year; net income attributable to ICE was $851 million
GAAP diluted EPS of $1.48 (up 35%); adjusted diluted EPS of $1.81 (up 19%)
Third-quarter 2025 GAAP operating expenses expected at $1.245 billion to $1.255 billion
Through June 30, 2025, ICE repurchased $496 million of common stock and paid $555 million in dividends
Baxter reported second-quarter 2025 sales from continuing operations of $2.81 billion, up 4% on a reported basis and 1% on an operational basis, which the company said was in line with its prior guidance. Adjusted diluted EPS from continuing operations rose 28% to $0.59, while U.S. GAAP diluted EPS from continuing operations was $0.24. The company also updated its full-year 2025 adjusted EPS guidance to $2.42 to $2.52.
Q2 2025 sales from continuing operations of $2.81 billion, up 4% reported and 1% operational
Adjusted diluted EPS from continuing operations of $0.59, up 28% from the prior year; GAAP diluted EPS from continuing operations of $0.24
Full-year 2025 adjusted EPS from continuing operations guidance of $2.42 to $2.52; third-quarter guidance of $0.58 to $0.62
Andrew Hider's appointment as president and CEO was previously announced July 7, 2025, with a start date by Sept. 3, 2025
Balchem reported second-quarter 2025 results for the quarter ended June 30, 2025, with net sales of $255.5 million, up 9.1% from the prior year quarter, and GAAP net earnings of $38.3 million, up 19.4%. All three reporting segments grew sales and earnings from operations, and the company repurchased $33.3 million of common stock during the quarter.
Net sales were $255.5 million, up $21.4 million, or 9.1%, from $234.1 million a year earlier.
GAAP diluted EPS was $1.17 versus $0.98; adjusted EPS was $1.27 versus $1.09.
Adjusted EBITDA was $69.2 million, up 11.2% from $62.3 million; free cash flow was $40.7 million.
Share repurchases totaled $33.3 million in the quarter, and the company announced a planned $36 million micro-encapsulation facility in Orange County, NY, subject to county approval.
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