1,024 material Form 8-K filings that 799 companies we cover made with the SEC in August 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).
RBC Bearings reported fiscal first quarter 2026 results for the quarter ended June 28, 2025, with net sales up 7.3% to $436.0 million and GAAP diluted EPS of $2.17, compared with $1.90 a year earlier. The company also guided second-quarter net sales to $445.0 million to $455.0 million, or growth of 11.8% to 14.4%, which matters to shareholders because it signals the company's expected sales trajectory.
Net sales of $436.0 million rose 7.3% from $406.3 million; Aerospace/Defense rose 10.4% and Industrial rose 5.5%.
GAAP net income attributable to common stockholders was $68.5 million, up from $55.7 million; GAAP diluted EPS was $2.17 versus $1.90.
Gross margin was 44.8% versus 45.3% a year earlier; adjusted operating income was $105.3 million.
Second-quarter fiscal 2026 outlook: net sales of $445.0 million to $455.0 million and gross margin of 44.0% to 44.25%.
Franklin Resources reported fiscal third-quarter results for the period ended June 30, 2025, furnished in an 8-K with a press release. GAAP net income attributable to the company fell 47% from a year earlier to $92.3 million, or $0.15 per diluted share, and operating revenues dropped 3% to $2,064.0 million. Shareholders are also weighing the $157.4 million spent on share repurchases and $9.3 billion in long-term net outflows.
Operating revenues were $2,064.0 million, down 3% from $2,122.9 million a year earlier and 2% from $2,111.4 million in the prior quarter.
Net income attributable to Franklin Resources was $92.3 million, or $0.15 per diluted share, versus $174.0 million, or $0.32, a year earlier.
Adjusted diluted EPS, a non-GAAP measure, was $0.49, compared with $0.60 a year earlier and $0.47 in the prior quarter.
Long-term net outflows were $9.3 billion; total AUM was $1,611.8 billion at June 30, 2025.
Arbor Realty Trust reported second quarter 2025 results on August 1, 2025, with net income attributable to common stockholders of $24.0 million, or $0.12 per diluted share, down from $47.4 million, or $0.25, a year earlier. Distributable earnings were $52.1 million, or $0.25 per diluted share, versus $91.6 million, or $0.45, in the second quarter of 2024. The company declared a $0.30 per share quarterly common dividend, payable August 29, 2025, to holders of record on August 15, 2025.
Net income attributable to common stockholders: $24.0 million ($0.12 per diluted share) vs. $47.4 million ($0.25) in Q2 2024
Distributable earnings: $52.1 million ($0.25 per diluted share) vs. $91.6 million ($0.45) in Q2 2024; excluding $10.5 million of realized losses from sales of two real estate owned properties, the company cites $0.30 per diluted share
Quarterly common dividend declared at $0.30 per share, payable August 29, 2025 to holders of record on August 15, 2025
In July 2025, the company issued $500.0 million of 7.875% senior unsecured notes due 2030 to repay $287.5 million of convertible senior notes
Insperity reported second-quarter 2025 revenue up 3% to $1.7 billion, but swung to a net loss of $5 million, or $(0.14) per diluted share, from net income of $18 million a year earlier. The company said higher-than-expected benefits costs drove the decline and lowered its 2025 guidance.
Q2 2025 revenues rose 3% to $1.7 billion; gross profit fell 14% to $223 million.
Q2 2025 adjusted EBITDA was $32 million and adjusted EPS was $0.26, versus $0.86 in Q2 2024.
Updated full-year 2025 guidance: adjusted EPS of $1.81 to $2.51 and adjusted EBITDA of $170 million to $205 million; Q3 2025 adjusted EPS of $0.06 to $0.49.
On July 31, 2025, Insperity also announced an updated HR solutions portfolio, including Insperity HRScale with Workday, which the company said will be available to early adopter customers in 2026.
Colgate-Palmolive reported second-quarter 2025 net sales of $5,110 million, up 1.0%, and GAAP diluted EPS of $0.91, up 2%, while narrowing its full-year organic sales growth outlook to the low end of 2% to 4%. The company also approved a three-year productivity program with projected pre-tax charges of $200 million to $300 million, which will weigh on reported results through December 31, 2028.
Q2 2025 net sales were $5,110 million, up 1.0%; organic sales rose 1.8%, including a 0.6% negative impact from lower private label pet sales.
GAAP diluted EPS was $0.91, up from $0.89; GAAP gross profit margin fell 50 basis points to 60.1%.
Full-year 2025 organic sales growth is now expected at the low end of 2% to 4%; GAAP EPS is still expected to rise low single digits.
The productivity program carries projected cumulative pre-tax charges of $200 million to $300 million over three years, with substantially all incurred by December 31, 2028, recorded in the Corporate segment.
Oshkosh reported second-quarter 2025 net sales of $2.73 billion, down 4.0% from a year earlier, and GAAP diluted EPS of $3.16 versus $2.56, with adjusted EPS of $3.41 versus $3.34. The company raised its 2025 adjusted EPS expectation to approximately $11.00 and its GAAP EPS expectation to approximately $10.25, while keeping its net sales outlook at about $10.6 billion. The filing also announced a $0.51 quarterly dividend.
Q2 net sales decreased $114.8 million, or 4.0%, to $2.73 billion, mainly on lower Access and Transport volume
Q2 GAAP diluted EPS was $3.16 versus $2.56; adjusted diluted EPS was $3.41 versus $3.34
2025 adjusted EPS expectation raised to approximately $11.00; GAAP EPS expectation approximately $10.25; net sales expectation about $10.6 billion, unchanged
Quarterly dividend of $0.51 per share, payable September 2, 2025 to holders of record August 19, 2025
IES Holdings reported fiscal third-quarter 2025 revenue of $890 million, up 16% from a year earlier, with operating income up 24% to $111.9 million and diluted EPS of $3.81 versus $2.67. Residential revenue fell 8%, while Communications and Infrastructure Solutions grew, and the company disclosed the Qypsys acquisition and the purchase of the remaining 20% of Edmonson Electric after quarter end.
Revenue was $890 million, up 16% from $768 million; net income attributable to IES was $77.2 million, up 24%.
Diluted EPS was $3.81 versus $2.67; adjusted diluted EPS was $3.95 versus $2.72.
Communications revenue rose 56% to $299.2 million; Residential revenue fell 8% to $346.1 million.
Backlog was approximately $2.1 billion as of June 30, 2025; the company repurchased 33,900 shares for $5.3 million in the quarter.
Dominion Energy reported unaudited second-quarter 2025 GAAP net income of $760 million ($0.88 per share), up from $563 million ($0.64 per share) a year earlier. Operating earnings, the non-GAAP measure the company uses as its primary performance metric, rose to $649 million ($0.75 per share) from $567 million ($0.65 per share), and the company affirmed its full-year 2025 operating EPS guidance of $3.28 to $3.52 per share.
Q2 2025 operating revenue was $3,810 million, up from $3,486 million in Q2 2024.
Q2 2025 GAAP net income was $760 million ($0.88 per share) versus $563 million ($0.64 per share) in Q2 2024.
Q2 2025 operating earnings were $649 million ($0.75 per share) versus $567 million ($0.65 per share).
Full-year 2025 operating EPS guidance of $3.28 to $3.52 per share was affirmed, along with earnings, credit and dividend guidance from the Q4 2024 call.
Church & Dwight reported second-quarter 2025 net sales of $1,506.3 million, down 0.3% from a year earlier, and reported EPS of $0.78 versus $0.99 diluted a year ago. Adjusted EPS of $0.94 exceeded the company's $0.85 outlook, and the company kept its full-year adjusted EPS growth outlook of 0 to 2%, but its Q3 adjusted EPS outlook of $0.72 is down 9% from last year.
Net sales $1,506.3 million, down 0.3%; organic sales up 0.1%, the high end of the company's quarterly outlook
Reported EPS $0.78 versus $0.99 diluted a year earlier; adjusted EPS $0.94 versus the $0.85 outlook
About $51 million of pre-tax charges tied to exiting the Flawless, Spinbrush and Waterpik showerhead businesses, excluded from adjusted earnings
Full-year 2025 adjusted EPS growth outlook of 0 to 2% maintained; Touchland acquisition closed in July
T. Rowe Price reported second-quarter 2025 results on August 1, 2025. Net revenues were $1.72 billion, down 0.6% from a year earlier, while GAAP diluted EPS rose 6.2% to $2.24, helped by higher non-operating income. Adjusted diluted EPS of $2.24 was down 0.9% from $2.26, and the firm had net client outflows of $14.9 billion, so shareholders see mixed headline results.
Net revenues of $1,723.3 million, down 0.6% from $1,733.3 million in Q2 2024
GAAP diluted EPS of $2.24 versus $2.11 a year earlier; adjusted diluted EPS of $2.24 versus $2.26
Operating expenses rose 6.5% to $1,245.0 million, while ending AUM reached $1.68 trillion
Full-year 2025 GAAP effective tax rate estimated at 23.5% to 27.5%
Piper Sandler reported second-quarter 2025 net revenues of $397 million, up 17% from a year earlier but up 11% from the first quarter. Net income attributable to the company was $42 million, or $2.38 per diluted share, up 21% year over year but down 35% from the first quarter, which included a $25.4 million tax benefit. The company also raised its quarterly dividend to $0.70 per share from $0.65 and announced a pending acquisition of G Squared Capital Partners.
Q2 2025 net revenues were $397 million, up 17% year over year and 11% from Q1 2025; adjusted net revenues were $405 million, up 14% year over year.
Diluted EPS was $2.38 versus $1.97 a year earlier; adjusted EPS was $2.95 versus $2.52.
Q1 2025 results included $25.4 million of tax benefits from restricted stock vesting, or $1.43 per diluted share.
Quarterly dividend increased to $0.70 per share, payable September 12, 2025, to holders of record as of August 29, 2025.
Moderna reported second-quarter 2025 total revenue of $142 million, down 41% from $241 million a year earlier, and a net loss of $825 million, or $2.13 per share, versus a $3.33 loss per share a year earlier. The company lowered the high end of its 2025 revenue range by $300 million to $1.5 to $2.2 billion, mainly because some U.K. contracted deliveries shifted into the first quarter of 2026, while it expects operating expenses to improve by about $400 million.
Q2 2025 total revenue was $142 million, down 41% from $241 million; Q2 net loss was $825 million, versus $1.3 billion a year earlier
2025 revenue range is now $1.5 to $2.2 billion, a $300 million reduction at the high end
2025 GAAP operating expenses are now expected at $5.9 to $6.1 billion, an improvement of about $400 million
Year-end 2025 cash balance expected at about $6 billion; cash and investments were $7.5 billion as of June 30, 2025
CNH Industrial reported second-quarter 2025 results with consolidated revenues of $4.71 billion, down 14% from a year earlier, and net income of $217 million, down 46%. Diluted earnings per share were $0.17 versus $0.32 a year earlier, and the company reaffirmed its full-year 2025 outlook rather than changing it. For shareholders, the filing shows lower sales and profit from weaker equipment demand and dealer destocking, with the outlook unchanged.
Consolidated revenues were $4.71 billion, down 14%; net sales of Industrial Activities were $4.02 billion, down 16%.
Net income was $217 million versus $404 million; adjusted diluted EPS was $0.17 versus $0.35.
Agriculture adjusted EBIT margin was 8.1% versus 12.8%; Construction adjusted EBIT margin was 4.5% versus 6.7%.
Full-year 2025 guidance was reaffirmed, including Adjusted diluted EPS of $0.50 to $0.70 and free cash flow of Industrial Activities of $100 million to $500 million.
Regeneron reported second quarter 2025 total revenues of $3.68 billion, up 4% from a year earlier, and GAAP earnings per diluted share of $12.81, up 3%. GAAP net income fell 3% to $1.39 billion, and the company raised its full-year 2025 GAAP effective tax rate guidance to 11%–13%.
Total revenues $3.68 billion, up 4%; GAAP net income $1.39 billion, down 3%
Non-GAAP EPS $12.89, up 12%; GAAP EPS $12.81, up 3%
2025 GAAP effective tax rate guidance raised to 11%–13% from 9%–11%; non-GAAP tax rate guidance unchanged at 11%–13%
Company expects delays to pending FDA approvals for EYLEA HD with August 2025 PDUFA dates; FDA issued a Complete Response Letter for odronextamab on July 30, 2025
nVent reported second-quarter 2025 net sales of $963 million, up 30%, and GAAP diluted EPS from continuing operations of $0.65, up 18%. The company raised its full-year 2025 reported sales growth outlook to 24% to 26% and raised its adjusted EPS guidance to $3.22 to $3.30, while its GAAP EPS guidance range narrowed to $2.48 to $2.56, with a lower top end than before.
Q2 2025 net sales of $963 million, up 30%; organic sales up 9%
Q2 adjusted EPS from continuing operations of $0.86, up 28%; GAAP EPS of $0.65, up 18%
Full-year 2025 adjusted EPS guidance raised to $3.22 to $3.30 from $3.03 to $3.13
Q2 free cash flow of $74 million, compared with $101 million in Q2 2024
Cinemark Holdings reported second-quarter 2025 results for the three months ended June 30, 2025, with total revenue up 28.1% year over year and net income attributable to the company more than doubling. For the six months ended June 30, 2025, net income attributable to the company fell to $54.6 million from $70.6 million, so the year-to-date picture is weaker than the quarter alone.
Q2 total revenue was $940.5 million, up from $734.2 million a year earlier.
Q2 net income attributable to Cinemark Holdings was $93.5 million, or $0.63 per diluted share, versus $45.8 million, or $0.32 per diluted share, in Q2 2024.
Q2 Adjusted EBITDA was $232.2 million, up from $142.1 million, with a margin of 24.7%.
Six-month net income attributable to the company was $54.6 million, down from $70.6 million, and diluted EPS was $0.38 versus $0.51.
Kimberly-Clark reported second quarter 2025 results, with net sales of $4.2 billion down 1.6% from a year earlier and adjusted diluted EPS of $1.92, down 2.0%. The company also raised its 2025 outlook, although the filing's outlook figures are framed as growth ranges and reflect the divestiture of its PPE business and exit of its US private label diaper business.
Q2 net sales were $4.2 billion, down 1.6%, while organic sales rose 3.9% on 5.0% volume growth.
Diluted EPS was $1.53 versus $1.61 a year earlier; adjusted EPS was $1.92, down 2.0%.
The 2025 outlook was raised; adjusted free cash flow is expected to be about $2 billion in 2025.
LyondellBasell reported second-quarter 2025 net income of $115 million, or $0.34 per diluted share, down from $924 million, or $2.82 per share, in the second quarter of 2024 and from $177 million in the first quarter of 2025. Excluding identified items such as asset write-downs and Cash Improvement Plan costs, EPS was $0.62, up from $0.33 in the first quarter but down from $2.20 a year earlier, and the company returned $536 million to shareholders.
Q2 2025 net income was $115 million ($0.34 per diluted share), versus $924 million ($2.82 per share) in Q2 2024.
Excluding identified items, EPS was $0.62, compared with $0.33 in Q1 2025 and $2.20 in Q2 2024.
Sales and other operating revenues were $7,658 million, versus $7,677 million in Q1 2025 and $8,678 million in Q2 2024.
Third-quarter operating rates are expected to be 85% for North American O&P, 75% for European O&P and 80% for I&D assets.
Newell Brands reported second quarter 2025 net sales of $1.9 billion, down 4.8% from a year earlier, and normalized diluted EPS of $0.24 versus $0.35. Gross margin rose to 35.4%, but the company also updated its full year 2025 outlook to include higher tariff costs, with normalized EPS now expected at $0.66 to $0.70 and operating cash flow at $400 million to $450 million. For shareholders, lower sales and profit alongside higher tariff costs weigh on the outlook.
Net sales were $1.9 billion, down 4.8%; core sales declined 4.4%
Normalized diluted EPS was $0.24 versus $0.35; GAAP diluted EPS was $0.11, unchanged
Full year 2025 normalized EPS outlook is $0.66 to $0.70; operating cash flow outlook is $400 million to $450 million
Year-to-date operating cash outflow was $271 million; company estimates incremental cash tariff cost of about $155 million versus 2024
Interface reported second-quarter 2025 net sales of $376 million, up 8% from a year earlier, and GAAP diluted earnings per share of $0.55, up 45%. The company raised its full-year 2025 net sales outlook to $1.370 billion to $1.390 billion from $1.340 billion to $1.365 billion, which gives shareholders a higher revenue range for the year.
Q2 net sales $375.5 million, up 8.3% (7.1% currency neutral); Americas currency-neutral sales up 11%
GAAP diluted EPS $0.55 vs $0.38 a year earlier; adjusted diluted EPS $0.60 vs $0.40
Full-year 2025 net sales outlook raised to $1.370 billion to $1.390 billion; Q3 net sales outlook $350 million to $360 million
Q2 adjusted gross profit margin 39.8%, up 402 basis points year over year
Ingredion reported second-quarter 2025 diluted EPS of $2.99, up from $2.22 a year earlier, and adjusted EPS of $2.87, flat year over year. Net sales fell 2% to $1.83 billion, while the company raised its full-year 2025 reported EPS guidance to $11.25 to $11.75 and adjusted EPS guidance to $11.10 to $11.60.
Q2 2025 net sales were $1.83 billion, down 2% from $1.88 billion a year earlier.
Q2 operating income rose 13% to $271 million; adjusted operating income was $273 million, up 1%.
Full-year 2025 reported EPS guidance is $11.25 to $11.75, and adjusted EPS guidance is $11.10 to $11.60.
The company cited a mechanical fire that briefly shut down its Chicago plant as a negative factor in the F&II U.S./Canada segment.
Avient reported second quarter 2025 sales of $866.5 million, up from $849.7 million a year earlier, and adjusted EPS of $0.80 versus $0.76, slightly above its prior guidance of $0.79. The company narrowed its full-year 2025 adjusted EPS guidance to $2.77 to $2.87 from $2.70 to $2.94, and reduced debt by $50 million in the quarter.
Q2 sales were $866.5 million, up from $849.7 million; GAAP EPS was $0.57 versus $0.36 a year earlier.
Q2 adjusted EPS was $0.80, above the prior guidance of $0.79 and up from $0.76.
Full-year 2025 adjusted EPS guidance narrowed to $2.77 to $2.87 from $2.70 to $2.94.
Third-quarter adjusted EPS is expected to be $0.70; the company repaid $50 million of debt in Q2.
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.