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).
Par Pacific reported second quarter 2025 net income of $59.5 million, or $1.17 per diluted share, up from $18.6 million, or $0.32 per diluted share, a year earlier. Revenue fell to $1.89 billion from $2.02 billion, and Adjusted EBITDA rose 69% to $137.8 million, so headline results point in opposite directions. The company also repurchased $28 million of common stock and announced a Hawaii Renewables joint venture with expected cash proceeds of $100 million.
Net income was $59.5 million ($1.17 per diluted share) versus $18.6 million ($0.32) in Q2 2024.
Revenues were $1,893.4 million versus $2,017.5 million in Q2 2024.
Adjusted EBITDA was $137.8 million, a 69% improvement from $81.6 million.
The company repurchased $28 million of common stock at an average price of $17.36 per share in the quarter.
Louisiana-Pacific reported second-quarter 2025 results, with net sales down $60 million to $755 million and net income down $106 million to $54 million, or $0.77 per diluted share. The company reaffirmed its full-year 2025 siding guidance and said oriented strand board (OSB) prices are at multi-year lows, which is the main drag on results.
Q2 net sales fell $60 million to $755 million; siding sales rose $45 million (11%) to $460 million while OSB sales fell $101 million to $250 million
Q2 net income was $54 million ($0.77 per diluted share), down $106 million; Adjusted EBITDA was $142 million, down $86 million
Full-year 2025 consolidated Adjusted EBITDA guidance is about $405 million; third-quarter guidance is about $65 million
Quarterly cash dividend of $0.28 per share payable August 29, 2025, to holders of record as of August 15, 2025
Avista reported second-quarter 2025 net income of $14 million, or $0.17 per diluted share, down from $23 million, or $0.29, a year earlier. The company confirmed its 2025 EPS guidance of $2.52 to $2.72 but expects to land at the low end because of investment valuation losses, mainly in clean technology investments, while Avista Utilities is expected to finish toward the upper end of its own range.
Q2 2025 net income was $14 million and EPS was $0.17, versus $23 million and $0.29 in Q2 2024.
Year-to-date net income was $93 million and EPS was $1.15, versus $94 million and $1.20 a year earlier.
2025 consolidated EPS guidance of $2.52 to $2.72 was confirmed, with the company expecting the low end due to $0.15 of other-business losses in the first half.
Avista Utilities is expected to contribute toward the upper end of its $2.43 to $2.61 per-share range.
Carlyle Group reported unaudited second-quarter 2025 results in a press release dated August 6, 2025, filed with the SEC as Exhibit 99.1 to an 8-K. U.S. GAAP net income attributable to common stockholders was $320 million, or $0.87 per diluted share, compared with $148 million, or $0.40 per diluted share, in the second quarter of 2024. The company also declared a quarterly dividend of $0.35 per share.
Total revenues were $1,572.9 million in Q2 2025, up from $1,069.7 million in Q2 2024.
Income before provision for income taxes was $441 million, a 28.0% margin, versus a 20.5% margin in Q2 2024.
Distributable Earnings were $431 million, or $0.91 per common share, and Fee Related Earnings were $323 million, up 18% from $273 million in Q2 2024.
The $0.35 dividend is payable August 28, 2025, to holders of record at the close of business on August 18, 2025.
Mosaic reported results for the quarter ended June 30, 2025, in a press release dated August 5, 2025, with supporting performance data furnished as Exhibit 99.2. Net earnings attributable to Mosaic were $411 million, against a loss of $162 million a year earlier, and net sales rose to $3,005 million from $2,817 million. Adjusted diluted EPS of $0.51 was below $0.54 in Q2 2024, and adjusted EBITDA of $566 million was below $584 million, so shareholders see a mixed picture driven partly by notable items.
Diluted EPS of $1.29 in Q2 2025, versus a loss of $0.50 per share in Q2 2024
Notable items added $0.78 per share in Q2 2025, including a $216 million Ma'aden mark-to-market gain
Adjusted diluted EPS of $0.51, down from $0.54 in Q2 2024 but up from $0.49 in Q1 2025
Gross margin rate of 17% in Q2 2025, up from 14% a year earlier
Chemours reported second quarter 2025 net sales of $1.6 billion, up 4% from a year earlier, but swung to a net loss of $381 million, or $2.54 per diluted share, from net income of $60 million a year earlier. The company said the loss was driven mainly by litigation charges tied to its New Jersey PFAS settlement, while adjusted net income rose to $87 million, or $0.58 per share.
Net sales were $1.6 billion, up 4% from $1,554 million in Q2 2024
Net loss attributable to Chemours was $381 million, or $2.54 per diluted share, versus net income of $60 million, or $0.39, in Q2 2024
Adjusted net income was $87 million, or $0.58 per diluted share, versus $58 million, or $0.38, a year earlier
Full-year 2025 Adjusted EBITDA is expected to be $775 million to $825 million, and Q3 2025 Adjusted EBITDA $175 million to $195 million
Interparfums reported second-quarter 2025 net sales of $334 million, down 2% from a year earlier, with operating income down 9% to $59 million and diluted EPS of $0.99 versus $1.14. Management said second-quarter results were affected by trade destocking and reaffirmed full-year 2025 guidance of $1.51 billion in net sales and $5.35 diluted EPS. The company also declared a regular quarterly dividend of $0.80 per share.
Q2 net sales $334 million (down 2%); gross margin rose 170 basis points to 66.2%
Q2 operating income $59 million (down 9%); net income attributable to Interparfums $32 million (down 13%)
First-half net sales $673 million (up 1%); first-half diluted EPS $2.32 vs $2.41
2025 guidance reaffirmed at $1.51 billion net sales and $5.35 diluted EPS; $0.80 dividend payable September 30, 2025
RingCentral reported second-quarter 2025 results on August 5, 2025, with total revenue up 5% to $620 million and GAAP net income of $13.2 million, compared with a net loss a year earlier. The company raised its full-year 2025 non-GAAP EPS and free cash flow guidance while reiterating its revenue growth guidance. The filing also states that Vaibhav Agarwal was promoted to chief financial officer, succeeding Abhey Lamba.
Total revenue of $620 million, up from $593 million a year earlier; subscriptions revenue of $599 million, up 6%.
GAAP operating income of $37 million versus a loss of $5 million a year earlier; GAAP diluted EPS of $0.14 versus ($0.16).
Full-year 2025 non-GAAP EPS range raised to $4.20 to $4.32 from $4.13 to $4.27; free cash flow guidance raised to $515 to $520 million from $500 to $510 million.
Vaibhav Agarwal named CFO; Abhey Lamba stepped down as CFO and will serve as executive advisor through December 31, 2025.
Amentum reported third-quarter fiscal 2025 results for the period ended June 27, 2025, with pro forma revenue up 2% year over year and pro forma Adjusted EBITDA up 7%. The company raised its fiscal 2025 organic revenue guidance and the low end of its Adjusted Diluted EPS guidance, while GAAP results improved from a year earlier largely because of the Jacobs CMS combination.
Q3 revenue was $3.6 billion ($3,561 million), up 2% on a pro forma basis; GAAP revenue rose 66% to $3,561 million from $2,142 million.
Q3 GAAP net income was $10 million, or $0.04 per diluted share, compared with a net loss of $26 million, or $0.29 per share, a year earlier.
Q3 Adjusted EBITDA was $274 million, up 7%, and Adjusted Diluted EPS was $0.56, up from $0.51.
Fiscal 2025 revenue guidance was raised to $13,975 million to $14,175 million from $13,850 million to $14,150 million; Adjusted Diluted EPS guidance low end rose to $2.05 from $2.00.
Noble reported second quarter 2025 total revenue of $849 million, down from $874 million in the first quarter but up from $693 million a year earlier. Net income fell to $43 million, or $0.27 per diluted share, from $108 million in the first quarter and $195 million in the second quarter of 2024. The company lowered its 2025 total revenue guidance to $3,200 million to $3,300 million but raised its Adjusted EBITDA guidance to $1,075 million to $1,150 million.
Q2 2025 total revenue was $849 million, versus $874 million in Q1 2025 and $693 million in Q2 2024.
Q2 2025 net income was $43 million, or $0.27 per diluted share, versus $108 million in Q1 2025 and $195 million in Q2 2024.
2025 total revenue guidance was cut to $3,200 million to $3,300 million from $3,250 million to $3,450 million; Adjusted EBITDA guidance was raised to $1,075 million to $1,150 million from $1,050 million to $1,150 million.
The board approved a $0.50 per share Q3 2025 dividend, payable September 25, 2025, to shareholders of record on September 4, 2025.
StoneX reported fiscal third-quarter results for the period ended June 30, 2025, with net operating revenues of $488.3 million, up 4%, and net income of $63.4 million, up 2%. Diluted EPS fell 2% to $1.22 from $1.25, and the company cited $8.9 million in acquisition-related charges, about $0.12 per diluted share, as a drag on the quarter.
Net operating revenues were $488.3 million, up 4%, and net income was $63.4 million, up 2%.
Diluted EPS was $1.22 versus $1.25 a year earlier, down 2%; the company cited $8.9 million in acquisition-related charges, about $0.12 per diluted share.
Acquisitions of R.J. O'Brien and The Benchmark Company, LLC closed on July 31, 2025, after the quarter ended.
A conference call is scheduled for 9:00 a.m. Eastern on August 6, 2025, and the full Form 10-Q is to follow.
United Fire Group reported second quarter 2025 net income of $22.9 million, or $0.87 per diluted share, compared with a net loss of $2.7 million, or $0.11 per share, in the second quarter of 2024. The combined ratio improved to 96.4% from 105.6%, and net written premium rose 14% to $372.9 million, which points to better underwriting results for shareholders.
Net income was $22.9 million ($0.87 per diluted share) versus a net loss of $2.7 million ($0.11 per share) a year earlier.
Adjusted operating income was $23.7 million ($0.90 per diluted share), a non-GAAP measure, versus a loss of $1.8 million a year earlier.
Combined ratio improved 9.2 points to 96.4%, with catastrophe losses at 5.5% of earned premium versus 11.2% a year earlier.
Net written premium grew 14% to $372.9 million; book value per share rose to $33.18 as of June 30, 2025, from $30.80 at December 31, 2024.
Innovex reported second-quarter 2025 revenue of $224 million, down 7% from the prior quarter, and net income of $15 million. The company guided to third-quarter 2025 revenue of $230-$240 million and Adjusted EBITDA of $40-$45 million, and said it closed the $70 million all-cash Citadel Casing Solutions acquisition on May 30.
Q2 2025 revenue of $224 million, down 7% quarter over quarter; net income of $15 million
Q2 operating cash flow of $59 million and free cash flow of $52 million
Q3 2025 guidance: total revenue of $230-$240 million and Adjusted EBITDA of $40-$45 million
Citadel acquisition closed May 30 for $70 million in cash; Eldridge facility sale targeted to close in Q3 2025
Acadia Healthcare reported second-quarter 2025 revenue of $869.2 million, up 9.2% from a year earlier, but net income attributable to the company fell to $30.1 million, or $0.33 per diluted share, from $78.5 million, or $0.85. The company also updated its 2025 guidance and said CFO Heather Dixon will step down effective August 15, 2025, with Senior Vice President Tim Sides named interim CFO effective August 16, 2025.
Q2 2025 revenue $869.2 million, up 9.2%; adjusted EPS $0.83 versus $0.91 in Q2 2024
Net income attributable to Acadia $30.1 million, or $0.33 per diluted share, versus $78.5 million, or $0.85, a year earlier
2025 guidance: revenue $3.3 billion to $3.35 billion; adjusted EPS $2.45 to $2.65; startup losses $60 million to $65 million, a $10 million increase
CFO Heather Dixon resigns effective August 15, 2025; Tim Sides becomes interim CFO effective August 16, 2025 at a $445,000 base salary
Resideo reported second quarter 2025 net revenue of $1.94 billion, up 22% from a year earlier, and adjusted EBITDA of $210 million, up 20%. The company also posted a net loss of $825 million, driven by an $882 million expense tied to its agreement with Honeywell to terminate the Indemnification Agreement, and raised its full-year 2025 outlook. Shareholders will see both the strong operating results and the large one-time charge, with a further one-time payment to Honeywell of $1.59 billion due in the third quarter upon closing.
Net revenue was $1,943 million, up 22% from $1,589 million; adjusted EBITDA was $210 million, up 20% from $175 million.
GAAP diluted loss per share was $(5.59), compared with $0.19 a year earlier; adjusted EPS was $0.66, compared with $0.62.
The net loss reflects an $882 million expense tied to the Honeywell agreement; a $1.59 billion one-time cash payment to Honeywell is due in the third quarter of 2025 upon closing.
The company raised its 2025 outlook, with full-year net revenue now $7,450 million to $7,550 million and adjusted EBITDA of $845 million to $885 million.
IFF reported second-quarter 2025 net sales of $2.76 billion, down 4% from a year earlier, while reported diluted EPS was $2.38 versus $0.66 a year earlier. The company reaffirmed its full-year 2025 guidance, authorized a $500 million share repurchase program with no set end date, and agreed to sell its soy crush, concentrates and lecithin business to Bunge, which the company said generated about $240 million in 2024 revenue. For shareholders, first-half results include a $1,153 million goodwill impairment that produced a $405 million net loss for the six months.
Q2 net sales $2.76 billion, down 4% reported; up 3% on a comparable currency-neutral basis
Q2 reported diluted EPS $2.38 versus $0.66 a year earlier; first-half EPS was a loss of $1.59
Board authorized up to $500 million in share repurchases with no specified term or termination date
Full-year 2025 guidance reaffirmed: sales of $10.6 billion to $10.9 billion and adjusted operating EBITDA of $2 billion to $2.15 billion
Powell Industries reported fiscal third-quarter 2025 revenue of $286.3 million, down 1% from a year earlier, while net income rose 4% to $48.2 million, or $3.96 per diluted share. The company also declared a quarterly cash dividend of $0.2675 per share and announced a definitive agreement to acquire Remsdaq Ltd. after quarter end.
Revenue was $286.3 million versus $288.2 million a year earlier, a 1% decline; gross profit rose 8% to $87.9 million
Net income was $48.2 million, or $3.96 per diluted share, compared with $3.79 a year earlier
Backlog reached $1.4 billion as of June 30, 2025, up 5% from June 30, 2024
Dividend of $0.2675 per share is payable September 17, 2025 to holders of record on August 20, 2025
Vestis reported fiscal third-quarter 2025 revenue of $673.8 million, down $24.4 million or 3.5% from a year earlier, and a net loss of $0.7 million, or $(0.01) per diluted share, compared with net income of $5.0 million, or $0.04 per share, in the prior-year quarter. Adjusted EBITDA fell to $64.0 million from $86.9 million, and CEO Jim Barber said results were in line with the company's expectations. Shareholders face lower profit and a narrower margin for covenant compliance, with the Net Leverage Ratio at 4.50x against a 5.25x limit.
Revenue of $673.8 million, down $24.4 million (3.5%) year over year, driven by a $18.0 million decline in rental revenue
Net loss of $0.7 million, or $(0.01) per diluted share, versus net income of $5.0 million, or $0.04 per share, a year earlier
Adjusted EBITDA of $64.0 million versus $86.9 million in the prior-year quarter
Net Leverage Ratio of 4.50x; the credit agreement caps it at 5.25x for quarters ending before July 3, 2026
Jackson Financial reported second quarter 2025 net income attributable to common shareholders of $168 million, or $2.34 per diluted share, down from $264 million, or $3.43, a year earlier. Adjusted operating earnings, which the company says better reflect underlying performance, fell to $350 million, or $4.87 per share, from $410 million, or $5.32. Retail annuity sales rose 4% to $4.4 billion and free cash flow increased to $290 million, but lower earnings reflect a weaker quarter for shareholders.
Net income attributable to common shareholders was $168 million, or $2.34 per diluted share, versus $264 million, or $3.43, in Q2 2024.
Adjusted operating earnings were $350 million, or $4.87 per diluted share, versus $410 million, or $5.32, in Q2 2024.
Retail annuity sales rose 4% to $4.4 billion, and free cash flow was $290 million versus $229 million in Q2 2024.
The company returned $216 million to common shareholders in the quarter, including $158 million in share repurchases; a conference call is set for August 6, 2025, at 11 a.m. ET.
Gulfport reported second-quarter 2025 net income of $184.5 million, compared with a net loss of $26.2 million a year earlier, on total revenues of $447.6 million. The company also raised its stock repurchase authorization by 50% to $1.5 billion and plans to redeem all outstanding Series A Convertible Preferred Stock for cash on September 5, 2025, while warning that full-year 2025 production is trending toward the low end of its guidance range.
Q2 2025 net income was $184.5 million versus a net loss of $26.2 million in Q2 2024; total revenues were $447.6 million versus $181.1 million.
Full-year 2025 production is now forecast to trend toward the low end of guidance, as midstream capacity projects remain ongoing.
Stock repurchase authorization expanded to $1.5 billion through December 31, 2026; about $790.9 million remains, and 31,356 preferred shares are outstanding for redemption on September 5, 2025.
GXO Logistics reported second quarter 2025 revenue of $3.3 billion, up 16% year over year, and raised its full-year 2025 adjusted EBITDA guidance to $865 million to $885 million. GAAP net income fell to $28 million from $39 million, while adjusted diluted EPS rose to $0.57 from $0.55. CFO Baris Oran also plans to step down, which adds leadership change to the picture for shareholders.
Revenue was $3.3 billion, up 16% from $2.8 billion a year earlier; organic revenue growth was 6%.
Net income was $28 million versus $39 million; diluted EPS was $0.23 versus $0.32. Adjusted diluted EPS was $0.57 versus $0.55.
Full-year 2025 adjusted EBITDA guidance was raised to $865 million to $885 million.
CFO Baris Oran plans to step down to pursue new opportunities and will remain until a successor is named.
OUTFRONT Media reported second-quarter 2025 revenue of $460.2 million, down 3.6% from a year earlier, and net income attributable to the company of $19.5 million, down sharply from $176.8 million in the prior-year quarter, which included gains from the sale of its Canadian business. The company also declared a $0.30 per share quarterly dividend, and recorded $19.8 million of restructuring charges tied to its sales function reorganization.
Q2 2025 revenue was $460.2 million, down $17.1 million, or 3.6%, from $477.3 million; organic revenue was $460.2 million, down 0.2%.
Diluted net income per share was $0.10 versus $1.04 a year earlier; Adjusted OIBDA was $124.1 million, down 1.5%.
Restructuring charges were $19.8 million in the quarter, and the company expects SG&A expenses to decline for the rest of 2025 and the first half of 2026.
Board declared a $0.30 per share quarterly cash dividend, payable September 30, 2025, to holders of record on September 5, 2025.
News Corp reported fiscal 2025 full-year revenue of $8.45 billion, up 2%, and net income from continuing operations of $648 million, up 71%. The company also announced a new $1 billion stock repurchase program, which adds to about $300 million remaining under an earlier program, and fourth-quarter adjusted EPS of $0.19 compared with $0.20 a year earlier.
Full-year revenue was $8.45 billion, up 2% from $8.25 billion; Total Segment EBITDA was $1.42 billion, up 14%.
Full-year diluted EPS from continuing operations was $0.84 versus $0.47; adjusted diluted EPS was $0.89 versus $0.74.
Fourth-quarter revenue was $2.11 billion, up 1%; quarterly net income from continuing operations was $86 million, up 28%, while adjusted EPS was $0.19 versus $0.20.
A new $1 billion buyback was authorized in July, and a semi-annual dividend of $0.10 per share is payable October 8, 2025.
Voya Financial reported second-quarter 2025 net income available to common shareholders of $162 million, or $1.66 per diluted share, down from $201 million, or $1.96 per diluted share, a year earlier. After-tax adjusted operating earnings rose to $240 million, or $2.46 per diluted share, from $223 million, or $2.18, as the company cited earnings from the business acquired from OneAmerica. The GAAP decline reflected investment losses and severance expenses, and total revenues fell to $1,981 million from $2,033 million.
Net income available to common shareholders: $162 million ($1.66 per diluted share) vs. $201 million ($1.96) in Q2 2024
After-tax adjusted operating earnings: $240 million ($2.46 per diluted share) vs. $223 million ($2.18) in Q2 2024
Total revenues: $1,981 million vs. $2,033 million; net losses on investments were $41 million vs. $4 million a year earlier
Returned $44 million to shareholders through common dividends in the quarter; about $0.3 billion of excess capital as of June 30, 2025
Equitable Holdings reported a second-quarter 2025 net loss attributable to Holdings of $349 million, or $(1.21) per share, compared with net income of $428 million a year earlier. Non-GAAP operating earnings fell to $352 million, or $1.10 per share, from $495 million, or $1.43 per share, which the company attributed mainly to elevated mortality in its Individual Life block. Shareholders may weigh the July 31 closing of the Individual Life reinsurance deal with RGA, which the company says frees over $2 billion of capital, against the weaker quarterly earnings.
Net loss attributable to Holdings of $349 million, or $(1.21) per share, versus net income of $428 million in Q2 2024.
Non-GAAP operating earnings of $352 million, or $1.10 per share, versus $495 million, or $1.43 per share; $1.41 per share excluding notable items of $95 million.
Individual Life reinsurance transaction with RGA closed July 31, 2025; the company says it frees over $2 billion of capital and reduces mortality exposure by 75%.
The company returned $318 million to shareholders in Q2 and said it expects earnings per share growth to accelerate in the second half of 2025.
Stride reported results for the fourth quarter and fiscal year ended June 30, 2025. Fiscal 2025 revenue rose 17.9% to $2.41 billion and net income rose 41.0% to $287.9 million, while fourth-quarter revenue grew 22.4% but GAAP net income fell 18.3% to $51.3 million after a $59.5 million impairment charge tied to its Galvanize business. The charge reduced reported profit in the quarter, though the company's adjusted earnings per share rose to $2.29 from $1.68.
Fiscal 2025 revenue was $2,405.3 million, up from $2,040.1 million, and net income was $287.9 million, up from $204.2 million.
Fourth-quarter revenue was $653.6 million, up 22.4%, while net income was $51.3 million, down 18.3% from $62.8 million.
The $59.5 million impairment charge for the Galvanize business was excluded from adjusted measures; fourth-quarter diluted EPS was $1.03 versus $1.42, and adjusted EPS was $2.29 versus $1.68.
Full-year enrollments averaged 234.0K, up 20.4%; cash and marketable securities totaled $1,011.4 million at June 30, 2025.
Champion Homes reported first-quarter fiscal 2026 results for the quarter ended June 28, 2025, with net sales up 11.7% to $701.3 million and net income up 41.3% to $64.7 million. The company also said its board raised the share repurchase authorization by up to $50.0 million on July 24, 2025, and that it repurchased $50.0 million of stock in the quarter.
Net sales rose 11.7% to $701.3 million; U.S. homes sold rose 6.5% to 6,965
Net income rose 41.3% to $64.7 million; diluted EPS was $1.13 versus $0.79 a year earlier
Backlog fell 11.9% to $302.5 million from the fourth quarter of fiscal 2025
Board refreshed the buyback authorization to $150 million on July 24, 2025; cash and equivalents were $605.3 million at June 28, 2025
Devon Energy reported second-quarter 2025 net earnings of $899 million, or $1.41 per diluted share, up from $494 million, or $0.77 per share, in the first quarter, and raised its full-year 2025 production and oil forecasts. The company also lowered its full-year capital guidance by $100 million and declared a $0.24 per share quarterly dividend, though oil, gas and NGL sales and realized prices fell from the prior quarter.
Net earnings of $899 million ($1.41 per diluted share) and core earnings of $536 million ($0.84 per share) in Q2 2025, versus $494 million ($0.77) in Q1 2025; the quarter included a $307 million gain on asset dispositions.
Q2 production averaged 841,000 Boe per day, above the top end of guidance; full-year 2025 production outlook raised to 825,000-842,000 Boe per day.
Full-year 2025 capital guidance cut to $3.6 billion-$3.8 billion from about $3.8 billion.
Oil, gas and NGL sales were $2.7 billion versus $3.1 billion in Q1 2025, and realized price fell to $36.30 per Boe from $42.45.
A10 Networks reported second-quarter 2025 revenue of $69.4 million, up 15% from $60.1 million a year earlier, with GAAP net income rising to $10.5 million from $9.5 million. The Board also approved a quarterly dividend of $0.06 per share, payable September 2, 2025, which the company says remains subject to further Board review.
Q2 2025 revenue of $69.4 million, up 15% year-over-year; first-half revenue of $135.5 million, up about 12%
GAAP net income of $10.5 million, or $0.14 per diluted share, vs. $9.5 million, or $0.13, in Q2 2024
Non-GAAP EPS of $0.21 vs. $0.18 in Q2 2024; GAAP gross margin of 78.9% vs. 80.0%
Quarterly dividend of $0.06 per share payable September 2, 2025 to holders of record on August 15, 2025
Match Group reported second-quarter 2025 revenue of $864 million, flat year over year, and adjusted operating income of $290 million, down 5%, after a $14 million legal settlement charge it described as unanticipated. The company guided third-quarter revenue to $910 million to $920 million, up 2% to 3%, and adjusted operating income to $330 million to $335 million, down 3%, and declared a $0.19 per share dividend.
Q2 2025 paying users fell 5% year over year to 14.1 million, while revenue per payer rose 5% to $20.00.
Q3 2025 guidance: total revenue of $910 million to $920 million and adjusted operating income of $330 million to $335 million.
Board declared a $0.19 per share cash dividend payable October 17, 2025 to holders of record as of October 3, 2025.
Toast reported second-quarter 2025 results on August 5, 2025. GAAP net income rose to $80 million from $14 million a year earlier, and Adjusted EBITDA rose to $161 million from $92 million. The company raised its full-year 2025 Adjusted EBITDA outlook to $565 million to $585 million, from $540 million to $560 million.
Q2 2025 total revenue was $1.55 billion, up from $1.24 billion in Q2 2024; GAAP net income was $80 million versus $14 million.
Adjusted EBITDA was $161 million in Q2 2025 versus $92 million in Q2 2024.
Full-year 2025 Adjusted EBITDA outlook raised to $565 million to $585 million, from $540 million to $560 million.
Third-quarter 2025 Adjusted EBITDA is expected in the range of $140 million to $150 million; ARR grew 31% to $1.9 billion as of June 30, 2025.
QuidelOrtho reported second-quarter 2025 revenue of $614 million, down from $637 million a year earlier, and a GAAP net loss of $255 million, or $3.77 per diluted share, versus a $148 million loss in the prior-year quarter. The loss includes $179 million in mostly non-cash restructuring, integration and other charges, while adjusted diluted EPS rose to $0.12 from a loss of $0.07 and adjusted EBITDA rose to $107 million from $90 million. The company reiterated its full-year 2025 guidance.
Total revenue was $614 million versus $637 million, down about 4%, mainly due to lower COVID-19 and Donor Screening revenue.
GAAP diluted loss per share was $3.77 versus $2.20 a year earlier; GAAP net loss was $255 million.
Adjusted diluted EPS was $0.12 versus a loss of $0.07; adjusted EBITDA margin was 17%, a 330 basis point improvement.
Full-year 2025 guidance was reiterated, including total revenue of $2.60 to $2.81 billion and adjusted diluted EPS of $2.07 to $2.57.
Douglas Emmett reported second-quarter 2025 results for the period ended June 30, 2025. Revenue rose to $252.4 million from $245.8 million a year earlier, but the company posted a net loss attributable to common stockholders of $5.8 million, compared with net income of $10.9 million in the prior-year quarter. FFO per fully diluted share fell to $0.37 from $0.46, and the company now expects 2025 diluted net income per share of $0.07 to $0.11 and FFO per share of $1.43 to $1.47.
Total revenues were $252.4 million for Q2 2025, up from $245.8 million in Q2 2024.
Net loss attributable to common stockholders was $5.8 million, or $0.04 per share, versus net income of $10.9 million a year earlier.
FFO per fully diluted share was $0.37, down from $0.46; AFFO was $54.5 million, down from $74.2 million.
The company now expects 2025 diluted net income per share of $0.07 to $0.11 and narrowed its FFO per share guidance to $1.43 to $1.47.
Aflac reported second-quarter 2025 net earnings of $599 million, or $1.11 per diluted share, down from $1.8 billion, or $3.10 per share, a year earlier. The drop reflects net investment losses of $421 million, while adjusted earnings fell 7.5% to $957 million, so shareholders face lower reported profit even as the company kept its dividend growing and repurchased $829 million of shares.
Total revenues were $4.2 billion, compared with $5.1 billion in the second quarter of 2024.
Adjusted earnings per diluted share decreased 2.7% to $1.78; net investment losses were $421 million.
The board declared a third-quarter dividend of $0.58 per share, payable September 2, 2025.
In the second quarter, Aflac repurchased 7.9 million shares for $829 million, with 30.9 million shares remaining authorized.
Astera Labs reported second-quarter 2025 revenue of $191.9 million, up 20% from the first quarter and 150% from a year earlier, with GAAP net income of $51.2 million and GAAP diluted earnings per share of $0.29. The company forecast third-quarter 2025 revenue of $203 million to $210 million and GAAP diluted earnings per share of $0.23 to $0.24, which is below the second-quarter GAAP figure. Shareholders get a higher revenue and profit base for the quarter, along with a third-quarter outlook that points to lower GAAP earnings per share than the second quarter reported.
Q2 2025 revenue was $191.9 million, up 20% sequentially and 150% year over year
GAAP net income was $51.2 million, or $0.29 per diluted share, versus $0.18 per diluted share in the prior quarter ended March 31, 2025
Non-GAAP diluted EPS was $0.44 for the quarter; GAAP operating margin was 20.7%
Q3 2025 outlook: revenue of $203 million to $210 million and GAAP diluted EPS of $0.23 to $0.24
Jazz reported second-quarter 2025 total revenues of $1.05 billion, up 2% from a year earlier, but posted a GAAP net loss of $718.5 million after a $905.4 million acquired in-process R&D charge tied to the Chimerix acquisition. The company lowered the top end of its full-year 2025 revenue guidance to $4.15 billion to $4.30 billion and named Renee Gala President and CEO effective August 11, 2025.
Q2 2025 total revenues were $1.05 billion, up from $1.02 billion in Q2 2024.
GAAP net loss was $718.5 million, or $11.74 per diluted share, versus GAAP net income of $168.6 million, or $2.49 per share, in Q2 2024.
The net loss includes a $905.4 million acquired IPR&D charge for dordaviprone, which reduced results by $14.78 per share on a GAAP basis.
2025 total revenue guidance is now $4.15 billion to $4.30 billion, down from $4.15 billion to $4.40 billion at the top end; GAAP net loss guidance is $(565) million to $(450) million.
Safehold reported results for the quarter ended June 30, 2025, in an earnings release and presentation published August 5, 2025. Revenue rose 4% from a year earlier to $93.8 million, but GAAP earnings per share fell 6% to $0.39, which the company attributed mainly to a $1.7 million increase in non-cash general provisions for credit losses. For shareholders, higher revenue was offset by lower per-share earnings.
Total revenue was $93.8 million, up from $89.9 million in Q2 2024.
GAAP EPS was $0.39, down from $0.42; net income attributable to common shareholders was $27.9 million, down from $29.7 million.
Non-cash general provision for credit losses was $2.4 million in Q2 2025, compared with $0.6 million in Q2 2024.
Q2 2025 originations totaled $220 million: four new ground leases for $123 million and three new leasehold loans for $97 million.
Kemper Corporation reported second quarter 2025 results on August 5, 2025. Total revenues rose $95.7 million year over year to $1,225.6 million, but net income attributable to Kemper shareholders fell to $72.6 million, or $1.12 per diluted share, from $75.4 million, or $1.16, a year earlier. Adjusted net operating income also declined, to $84.1 million, or $1.30 per diluted share, from $91.7 million, or $1.42.
Total revenues were $1,225.6 million, up $95.7 million from the second quarter of 2024, mainly from higher Specialty Property & Casualty earned premiums.
Net income attributable to Kemper was $72.6 million, or $1.12 per diluted share, versus $75.4 million, or $1.16, in the second quarter of 2024.
Specialty P&C underlying combined ratio was 93.6 percent, compared with 89.6 percent a year earlier, driven mainly by higher claim severity.
Parent liquidity was approximately $1.1 billion, and Kemper repurchased $80 million of stock between April 1 and July 31, 2025.
DaVita reported second-quarter 2025 results with revenue of $3.380 billion, up from $3.187 billion a year earlier. Net income attributable to DaVita fell to $199 million from $223 million, while diluted earnings per share rose to $2.58 from $2.50, helped by a lower share count. The company also issued $1.0 billion of 6.75% senior notes and repurchased 3.1 million shares for $446 million.
Q2 2025 revenue was $3.380 billion versus $3.187 billion in Q2 2024; operating income was $538 million versus $506 million.
Diluted EPS was $2.58 (adjusted $2.95) versus $2.50 a year earlier; net income attributable to DaVita was $199 million versus $223 million.
Cybersecurity incident charges were about $13.5 million in the quarter, and debt expense rose to $146 million from $98 million.
Teradata reported second-quarter 2025 total revenue of $408 million, down 6% from $436 million a year earlier, and GAAP diluted EPS of $0.09 versus $0.38. The company also set third-quarter and updated full-year 2025 outlook ranges, including a full-year total revenue range of -5% to -7% in constant currency, which shareholders will weigh against the lower current results.
Total revenue was $408 million versus $436 million, down 6% as reported; recurring revenue was $354 million versus $368 million
GAAP diluted EPS was $0.09 versus $0.38; non-GAAP diluted EPS was $0.47 versus $0.64
Third-quarter 2025 outlook: total revenue down 7% to 9% year over year in constant currency; non-GAAP diluted EPS of $0.51 to $0.55
Full-year 2025 outlook: total revenue down 5% to 7% in constant currency; non-GAAP diluted EPS of $2.17 to $2.25; public cloud ARR grew 17% to $634 million
Paylocity reported fiscal 2025 total revenue of $1,595.2 million, up 14%, and GAAP net income of $227.1 million, up 10%, with diluted EPS of $4.02 versus $3.63. Its board also raised the share repurchase authorization by $500 million, on top of $200 million remaining as of June 30, 2025, and the company gave fiscal 2026 total revenue guidance of $1.707 billion to $1.722 billion.
Fiscal 2025 GAAP net income of $227.1 million, or $4.02 per diluted share, versus $206.8 million, or $3.63, in fiscal 2024
Fourth-quarter total revenue of $400.7 million, up 12%; fourth-quarter GAAP net income of $48.6 million, versus $48.8 million a year earlier
Fiscal 2026 total revenue guidance of $1.707 billion to $1.722 billion, about 8% growth over fiscal 2025
Repurchase authorization increased by $500 million, adding to $200 million remaining as of June 30, 2025
BlackLine reported second quarter 2025 results on August 5, 2025, with revenue up 7% to $172.0 million, but GAAP net income attributable to BlackLine fell to $8.3 million, or $0.13 per diluted share, from $76.7 million, or $0.22, a year earlier. The prior-year figure included a gain on extinguishment of convertible senior notes, and non-GAAP net income also declined to $37.9 million, or $0.51 per share, from $42.9 million, or $0.58. The company also issued third quarter and full year 2025 guidance, with full year GAAP revenue expected at $696 million to $705 million.
Total GAAP revenue of $172.0 million in Q2 2025, up 7% from the prior-year quarter; billings of $182.3 million, up 11%
GAAP net income attributable to BlackLine of $8.3 million ($0.13 per diluted share) versus $76.7 million ($0.22) in Q2 2024, which included a gain on extinguishment of convertible senior notes
Q3 2025 GAAP revenue guidance of $177 million to $179 million; full year 2025 non-GAAP net income guidance of $159 million to $167 million, or $2.13 to $2.24 per share
Repurchased about 0.8 million shares for $43.3 million; about $111.2 million of buyback capacity remained at June 30, 2025
Adeia reported second-quarter 2025 revenue of $85.7 million, down from $87.4 million a year earlier and $87.7 million in the first quarter. GAAP diluted EPS rose to $0.15 from $0.07, helped by a $9.1 million income tax benefit, while non-GAAP diluted EPS fell to $0.25 from $0.28, so shareholders see a mixed picture.
Q2 2025 revenue was $85.7 million versus $87.4 million in Q2 2024
GAAP net income was $16.7 million versus $8.4 million a year earlier; non-GAAP diluted EPS was $0.25 versus $0.28
Adjusted EBITDA was $45.7 million versus $52.8 million in Q2 2024
Full-year 2025 GAAP net income outlook raised to $85.1 to $86.5 million from $76.5 to $81.6 million; revenue outlook of $390 to $430 million reiterated
Grocery Outlet reported second quarter fiscal 2025 results for the period ended June 28, 2025, with net sales up 4.5% to $1.18 billion but GAAP net income down to $5.0 million from $14.0 million, weighed by $11.2 million in restructuring charges. The company raised its fiscal 2025 diluted adjusted earnings per share guidance to $0.75 to $0.80 from $0.70 to $0.75 and maintained its other guidance figures, so the profit outlook improved even as reported second quarter earnings declined.
Net sales rose 4.5% to $1.18 billion and comparable store sales increased 1.1%.
Net income was $5.0 million, or $0.05 per diluted share, versus $14.0 million, or $0.14, a year earlier.
Diluted adjusted EPS for fiscal 2025 guidance raised to $0.75 to $0.80 from $0.70 to $0.75; net sales guidance of $4.7 billion to $4.8 billion unchanged.
Restructuring Plan total costs estimated at approximately $63 million, of which approximately $39 million is expected to be cash expenditures.
Viasat reported first quarter fiscal 2026 results, with revenue up 4% year over year to $1.2 billion and Adjusted EBITDA up 1% to $408 million. The net loss widened to $56 million from $33 million a year earlier, mainly due to higher depreciation and amortization and a higher income tax provision, so shareholders see top-line growth alongside a larger loss.
Q1 FY2026 revenue of $1.2 billion, up 4% year over year, led by a 15% rise in Defense and Advanced Technologies revenue
Net loss of $56 million, compared with $33 million in Q1 FY2025
Adjusted EBITDA of $408 million, up 1%; full-year Adjusted EBITDA outlook of flattish year over year was kept
Capital expenditure guidance for FY2026 cut to approximately $1.2 billion, an improvement of $100 million from prior guidance
Advanced Energy reported second quarter 2025 revenue of $441.5 million and GAAP earnings of $0.67 per diluted share, both up from a year earlier and from the first quarter of 2025. The company also issued third quarter 2025 guidance of $440 million in revenue, plus or minus $20 million, and repurchased $22.8 million of common stock during the quarter.
Revenue was $441.5 million, up from $364.9 million in Q2 2024 and $404.6 million in Q1 2025
GAAP EPS from continuing operations was $0.67, versus $0.41 in Q2 2024; non-GAAP EPS was $1.50
Data Center Computing revenue was $141.6 million, up from $73.0 million in Q2 2024
Skyworks reported fiscal third-quarter 2025 revenue of $965 million, up 7% from a year earlier, and non-GAAP diluted EPS of $1.33, up from $1.21. GAAP diluted EPS fell to $0.70 from $0.75. The company guided fourth-quarter revenue to $1.00 billion to $1.03 billion and non-GAAP EPS of $1.40 at the revenue midpoint, and raised its quarterly dividend 1% to $0.71 per share.
Q3 revenue $965 million vs. $905.5 million a year earlier; GAAP operating income $111 million
Non-GAAP diluted EPS $1.33 vs. $1.21; GAAP diluted EPS $0.70 vs. $0.75
Q4 fiscal 2025 outlook: revenue of $1.00 billion to $1.03 billion; non-GAAP EPS of $1.40 at the revenue midpoint
Quarterly dividend of $0.71 per share, payable Sept. 16, 2025, to holders of record on Aug. 26, 2025; Woburn facility consolidation into Newbury Park begun
Pacira BioSciences reported second-quarter 2025 total revenue of $181.1 million, up from $178.0 million a year earlier, but swung to a GAAP net loss of $4.8 million from net income of $18.9 million. The company narrowed its full-year 2025 revenue guidance to $730 million to $750 million and raised its non-GAAP gross margin guidance to 78 to 80 percent, while non-GAAP net income and adjusted EBITDA both declined year over year.
Total revenue $181.1 million versus $178.0 million in Q2 2024; EXPAREL net product sales $142.9 million.
GAAP net loss of $4.8 million, or $0.11 per share, versus GAAP net income of $18.9 million, or $0.41 per share (basic), in Q2 2024.
Non-GAAP net income $36.0 million, or $0.74 per share (diluted), versus $44.2 million, or $0.89 per share (diluted), a year earlier.
Full-year 2025 revenue guidance narrowed to $730 million to $750 million from $725 million to $765 million; non-GAAP gross margin guidance raised to 78 to 80 percent from 76 to 78 percent.
Cirrus Logic reported fiscal first-quarter 2026 results for the quarter ended June 28, 2025, with revenue of $407.3 million, up 9% from a year earlier but down 4% from the prior quarter. GAAP diluted earnings per share were $1.14, compared with $0.76 a year earlier, and the company guided September-quarter revenue to $510 million to $570 million. One customer accounted for approximately 86% of first-quarter revenue, a concentration shareholders may weigh against the outlook.
Revenue of $407.3 million, up 9% year over year and down 4% quarter over quarter.
GAAP diluted EPS of $1.14 versus $0.76 a year earlier; non-GAAP diluted EPS of $1.51 versus $1.12.
Q2 FY26 revenue guidance of $510 million to $570 million; GAAP gross margin guided to 51% to 53%.
One customer contributed approximately 86% of total revenue in Q1 FY26.
Expeditors International reported second quarter 2025 results, with diluted earnings per share up 8% to $1.34 and revenues up 9% to $2.7 billion from the same quarter of 2024. Operating income rose 11% to $248 million, while net earnings attributable to shareholders grew 5% to $184 million, with a higher effective tax rate limiting the gain. The company returned $335 million to shareholders through dividends and share repurchases in the quarter.
Diluted EPS of $1.34 vs. $1.24 in the second quarter of 2024, up 8%
Revenues of $2.7 billion, up 9%; operating income of $248 million, up 11%
Effective tax rate rose to 28.7% from 25.8% a year earlier, which CFO Bradley S. Powell said slowed net earnings growth
Airfreight tonnage and ocean container volume each increased 7%; $335 million returned to shareholders
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