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).
EPAM reported second-quarter 2025 revenue of $1.353 billion, up 18.0% year over year, and raised its full-year 2025 revenue growth outlook to 13.0% to 15.0%. GAAP diluted earnings per share fell 8.2% to $1.56, while non-GAAP diluted EPS rose 13.1% to $2.77, so shareholders see higher sales and a raised revenue outlook alongside lower GAAP profit per share.
Q2 2025 revenue was $1.353 billion, up 18.0%; organic constant currency revenue rose 5.3%.
GAAP diluted EPS was $1.56, down from $1.70 (down 8.2%); non-GAAP diluted EPS was $2.77, up 13.1% from $2.45.
Full-year 2025 revenue growth outlook raised to 13.0% to 15.0%; organic constant currency growth outlook is 3.0% to 5.0%.
Third-quarter 2025 revenue is expected in the range of $1.365 billion to $1.380 billion.
LifeStance Health Group reported second-quarter 2025 revenue of $345.3 million, up 11% from a year earlier, and a net loss of $3.8 million, narrowed from $23.3 million. The company reiterated its full-year 2025 revenue outlook of $1.40 billion to $1.44 billion and raised its full-year Adjusted EBITDA and Center Margin expectations.
Q2 revenue was $345.3 million, up 11% from $312.3 million; visit volumes rose 12% to 2.2 million.
Net loss was $3.8 million versus $23.3 million a year earlier; Adjusted EBITDA rose 19% to $34.0 million.
Full-year 2025 Adjusted EBITDA raised to $140 million to $150 million; Center Margin raised to $441 million to $465 million.
Third-quarter 2025 revenue is expected at $345 million to $365 million.
Ziff Davis reported unaudited second-quarter 2025 results, with revenue up 9.8% to $352.2 million and GAAP net income down 28.6% to $26.3 million. The company reaffirmed its full-year 2025 guidance, including revenue of $1,442 million to $1,502 million and adjusted diluted EPS of $6.64 to $7.28, and will discuss the results on an August 7, 2025 call.
Q2 2025 revenue rose 9.8% to $352.2 million; income from operations rose 17.2% to $33.5 million.
GAAP net income fell to $26.3 million from $36.9 million, and GAAP diluted EPS fell to $0.62 from $0.77.
Adjusted diluted EPS rose 5.1% to $1.24 from $1.18; adjusted EBITDA rose 11.8% to $107.7 million.
FY2025 guidance reaffirmed: revenue $1,442 million to $1,502 million, adjusted EBITDA $505 million to $542 million.
Kinetik reported second quarter 2025 results, with total operating revenues of $426.7 million, up from $359.5 million a year earlier, and Adjusted EBITDA of $242.9 million, up from $234.4 million. Net income including noncontrolling interest fell to $74.4 million from $108.9 million, and diluted earnings per share were $0.33 versus $0.54, so shareholders see higher sales alongside lower GAAP profit. The company updated its 2025 Adjusted EBITDA guidance to $1.03 billion to $1.09 billion and narrowed its capital guidance to $460 million to $530 million.
Total operating revenues were $426.7 million versus $359.5 million in Q2 2024; net income including noncontrolling interest was $74.4 million versus $108.9 million.
Diluted earnings per share attributable to Class A holders were $0.33 versus $0.54 in the prior-year quarter.
2025 Adjusted EBITDA guidance updated to $1.03 billion to $1.09 billion; full-year capital guidance narrowed to $460 million to $530 million.
Kings Landing full commercial in-service is expected in late September 2025; Kinetik has repurchased $172.6 million of Class A stock year to date.
Ormat Technologies reported second-quarter 2025 results, with total revenues of $234.0 million, up 9.9%, and net income attributable to stockholders of $28.0 million, up 26.1%. The company reiterated its full-year 2025 revenue and Adjusted EBITDA guidance, which matters to shareholders because it signals management's expectations for the rest of the year.
Q2 2025 total revenues were $234.0 million, up 9.9% from $213.0 million a year earlier.
Diluted EPS was $0.46 versus $0.37 in Q2 2024; Adjusted EBITDA was $134.6 million, up 6.7%.
Full-year 2025 guidance reiterated: total revenues of $935 million to $975 million and Adjusted EBITDA of $563 million to $593 million.
Quarterly dividend of $0.12 per share declared, payable September 3, 2025, to holders of record on August 20, 2025.
Talos Energy reported second-quarter 2025 results on August 6, 2025, with a net loss of $185.9 million that included a $223.9 million non-cash impairment charge. The company also improved its full-year 2025 guidance, citing higher production, lower operating expenses and lower capital expenditures, and reported $357.3 million of cash at June 30, 2025.
Net loss of $185.9 million, or $1.05 per diluted share, including a $223.9 million non-cash ceiling test impairment; adjusted net loss of $48.3 million, or $0.27 per share
Total revenues of $424.7 million, Adjusted EBITDA of $294.2 million and net cash from operating activities of $351.6 million for the quarter
Full-year 2025 production guidance revised to 91.0 to 95.0 MBoe/d from 90.0 to 95.0 MBoe/d; cash operating expenses and workovers guidance lowered to $555 million to $585 million
Repurchased 3.8 million shares for $32.6 million in the quarter; net debt of $892.7 million and net debt to LTM Adjusted EBITDA of 0.7x at June 30, 2025
Royal Gold reported second-quarter 2025 net income of $132.3 million, or $2.01 per share, up from $81.2 million, or $1.23 per share, a year earlier, on revenue of $209.6 million versus $174.1 million. Operating cash flow was $152.8 million. The company also has pending agreements to acquire Sandstorm Gold and Horizon Copper, which it expects to close in the fourth quarter of 2025, and it completed the $1.0 billion Kansanshi gold stream advance after the quarter ended.
Revenue of $209.6 million versus $174.1 million in the year-earlier quarter, at an average gold price of $3,280 per ounce
Net income of $132.3 million, or $2.01 per share, versus $81.2 million, or $1.23 per share, a year earlier
Sandstorm Transaction equity value of approximately $3.5 billion and Horizon Transaction equity value of approximately $196 million at signing, with closing expected in the fourth quarter of 2025
Quarterly dividend of $0.45 per share, a 12.5% increase over the prior year period
CF Industries reported second-quarter 2025 net sales of $1,890 million, up from $1,572 million a year earlier, while net earnings attributable to common stockholders fell to $386 million from $420 million. Diluted earnings per share rose to $2.37 from $2.30, with a lower diluted share count of 163.1 million versus 182.8 million, and adjusted EBITDA edged up to $761 million from $752 million.
Q2 2025 net sales $1,890 million vs $1,572 million in Q2 2024
Net earnings attributable to common stockholders $386 million vs $420 million; diluted EPS $2.37 vs $2.30
Q2 2025 adjusted EBITDA $761 million vs $752 million; 1H 2025 adjusted EBITDA $1,405 million, up 16%
Over $800 million returned to shareholders in 1H 2025 through repurchases and dividends; ~$425 million left in $3 billion repurchase authorization
Kodiak Gas Services reported second-quarter 2025 net income attributable to common shareholders of $39.5 million, up from $6.2 million a year earlier, with diluted EPS of $0.43. The company raised the low end of its full-year 2025 adjusted EBITDA guidance by $5 million and increased its share repurchase program by $100 million, with $115.0 million now available for repurchases.
Q2 2025 net income attributable to common shareholders was $39.5 million, versus $6.2 million in Q2 2024; diluted EPS was $0.43
Quarterly adjusted EBITDA was $178.2 million, up 15.5% from Q2 2024
Full-year 2025 adjusted EBITDA guidance is now $700 million to $725 million, with the low end raised $5 million
Share repurchase program increased by $100 million and extended to December 31, 2026; $115.0 million is available
MetLife reported second-quarter 2025 net income of $698 million, down 23% from a year earlier, and adjusted earnings of $1.4 billion, down 16%. The company said higher net derivative losses and lower adjusted earnings drove the net income decline, while premiums, fees and other revenues fell 6% to $12.7 billion. Shareholders also received approximately $900 million through share repurchases and dividends during the quarter.
Net income was $698 million, down 23%, or $1.03 per share, down 20%.
Adjusted earnings were $1.4 billion ($1,362 million), down 16%, or $2.02 per share, down 11%.
Adjusted premiums, fees and other revenues excluding pension risk transfers rose 5% to $12.4 billion.
Book value per share rose 7% to $35.79; the company returned approximately $900 million to shareholders.
Watts Water Technologies reported second quarter 2025 net sales of $644 million, up 8% on a reported basis and 6% organically, with diluted EPS of $3.01, up 23%. The company raised its full year 2025 sales and margin outlook, but first-half free cash flow fell to $105 million from $120 million a year earlier.
Q2 net sales $643.7 million, up 8% reported and 6% organic; operating margin 21.0%, up 230 basis points.
Diluted EPS $3.01 vs. $2.44 a year earlier, up 23%; adjusted diluted EPS $3.09, up 26%.
Full year 2025 reported sales growth now expected at 2% to 5%; operating margin expected at 17.2% to 17.8%.
First-half free cash flow $105 million vs. $120 million, reflecting higher working capital and tariff-related inventory costs.
Alamo Group reported second-quarter 2025 results for the quarter ended June 30, 2025, with net sales of $419.1 million, up 0.7% from a year earlier, and net income of $31.1 million, up 9.8%. Diluted EPS was $2.57 versus $2.35 a year earlier, though the company said an unfavorable currency revaluation reduced EPS by about $0.21 per share. The company did not give a numeric full-year outlook, saying it expects continued operating gains and plans to use its balance sheet for organic and inorganic growth.
Net sales $419.1 million, up 0.7% year over year; Industrial Equipment Division sales $240.7 million, up 17.6% organically; Vegetation Management Division sales $178.4 million, down 15.7%
Income from operations $47.1 million, or 11.2% of net sales, up 83 basis points from the second quarter of 2024
Diluted EPS $2.57 versus $2.35; currency revaluation reduced EPS by about $0.21 per share
Total debt net of cash reduced to $11.3 million from $175.1 million a year earlier; backlog $687.2 million at June 30, 2025
CACI reported fiscal 2025 full-year revenue of $8.6 billion, up 12.6%, and net income of $499.8 million, up 19.0%, with diluted EPS of $22.32. It also issued fiscal 2026 guidance for revenue of $9.2 billion to $9.4 billion and adjusted diluted EPS of $27.13 to $28.03. Contract awards fell sharply in both the fourth quarter and the full year, which shareholders may weigh against the growth outlook.
Fourth-quarter revenue was $2.3 billion, up 13.0%, and diluted EPS was $7.14, up 19.4%.
Fiscal 2026 guidance: revenue of $9.2 billion to $9.4 billion, adjusted diluted EPS of $27.13 to $28.03, and free cash flow of at least $710 million.
Fiscal 2025 contract awards were $9.6 billion, down 32.1%; fourth-quarter awards were $2.6 billion, down 51.3%.
Management will discuss results on a conference call at 8:00 AM Eastern on August 7, 2025.
Chord Energy reported a second-quarter 2025 net loss of $389.9 million, or $6.77 per diluted share, after a $539.3 million non-cash goodwill impairment that reduced goodwill to zero. Adjusted net income was $103.2 million ($1.79 per diluted share), down from $234.9 million in the second quarter of 2024, while the company raised its full-year 2025 oil production guidance and lowered its capital spending guidance, and declared a $1.30 per share base dividend.
Q2 2025 net loss of $389.9 million ($6.77 per diluted share); Adjusted EBITDA of $547.2 million versus $567.9 million in Q2 2024
Non-cash goodwill impairment charge of $539.3 million, reducing goodwill to zero as of June 30, 2025
FY25 oil production guidance raised 500 barrels per day at midpoint to 153.0 MBopd; E&P and other CapEx lowered $20 million to $1.35 billion at midpoint
Base dividend of $1.30 per share payable September 8, 2025; new $1 billion share repurchase program authorized
American States Water reported second quarter 2025 diluted earnings of $0.87 per share, up from $0.85 a year earlier, with total operating revenues of $163.1 million compared with $155.3 million. The gain came mainly from new rates at its water and electric utilities, partly offset by lower construction activity at its contracted services business. The board also approved an 8.3% increase in the quarterly dividend, to $0.5040 per share.
Q2 2025 diluted EPS of $0.87 versus $0.85 in Q2 2024; water segment contributed $0.73 per share, up from $0.67.
Contracted services EPS fell to $0.13 from $0.19, mainly due to timing of construction projects; the company still expects $0.59 to $0.63 per share for full-year 2025.
Six-month diluted EPS was $1.57 versus $1.47 a year earlier.
Quarterly dividend rises to $0.5040 per share from $0.4655, payable September 3, 2025 to holders of record on August 15, 2025.
Coeur Mining reported record second quarter 2025 revenue of $481 million, up from $360 million in the first quarter, and GAAP net income from continuing operations of $71 million, or $0.11 per share. The company reaffirmed its full-year 2025 production and cost guidance and repaid the remaining $110 million on its revolving credit facility, and it has begun a $75 million share repurchase program. The results show a sharp improvement in profit and cash flow for shareholders.
Q2 2025 revenue of $481 million versus $360 million in Q1 2025 and $222 million in Q2 2024
GAAP net income from continuing operations of $71 million ($0.11 per share); adjusted net income of $127 million ($0.20 per share)
Free cash flow of $146 million; $110 million revolver balance repaid and net leverage ratio at 0.4x
$75 million share repurchase program announced May 27, 2025; 216,500 shares bought in Q2 at an average $9.24 per share
CF Industries reported first-half 2025 net earnings of $698 million, or $4.20 per diluted share, up from $614 million, or $3.31 per share, a year earlier, on net sales of $3.55 billion versus $3.04 billion. Second-quarter net earnings were $386 million ($2.37 per share), down from $420 million in the second quarter of 2024, though per-share earnings rose from $2.30, and the company cited higher realized natural gas costs. The results matter to shareholders because the company also repurchased shares and authorized a new $2 billion buyback program.
First-half 2025 net earnings were $698 million, or $4.20 per diluted share, versus $614 million, or $3.31, in first-half 2024.
Second-quarter 2025 net earnings were $386 million, or $2.37 per diluted share, versus $420 million, or $2.30, a year earlier.
Average natural gas cost in cost of sales was $3.36 per MMBtu in the second quarter of 2025, compared with $1.90 in the second quarter of 2024.
On May 6, 2025, the board authorized a $2 billion share repurchase program, effective through December 2029, to begin after the current program is completed.
SiTime reported second-quarter 2025 revenue of $69.5 million, up 58% from $43.9 million a year earlier and up from $60.3 million in the first quarter. The GAAP net loss narrowed to $20.2 million, or $0.84 per diluted share, from $26.8 million a year earlier, and non-GAAP net income was $11.6 million, or $0.47 per diluted share. The company did not provide outlook in the release, saying it would discuss business outlook on its conference call.
Revenue $69.5 million vs. $43.9 million in Q2 2024; Communications, Enterprise and Data Center (CED) revenue grew 137% year over year
GAAP net loss $20.2 million, or $0.84 per diluted share, vs. $26.8 million, or $1.16 per share, in Q2 2024
Non-GAAP net income $11.6 million, or $0.47 per diluted share; non-GAAP income from operations $7.2 million
Cash, cash equivalents and short-term investments were $796.7 million on June 30, 2025
Murphy Oil reported second quarter 2025 net income attributable to Murphy of $22.3 million, or $0.16 per diluted share, down from $127.7 million, or $0.83, a year earlier. Total revenues fell to $695.6 million from $802.8 million, and free cash flow was $17.8 million versus $174.4 million. Full-year capital expenditure guidance was reaffirmed at the midpoint of its range, and the company declared a $0.325 per share quarterly dividend.
Net income attributable to Murphy was $22.3 million ($0.16 diluted) versus $127.7 million ($0.83) in the second quarter of 2024.
Adjusted net income from continuing operations was $38.5 million ($0.27 per diluted share) versus $124.2 million ($0.81).
Production was 189,677 BOEPD, a sequential increase; full-year capital expenditure guidance was reaffirmed at the midpoint of the range.
Declared a quarterly dividend of $0.325 per share; closed a $23 million Eagle Ford Shale acquisition on July 1, 2025.
Tennant reported second-quarter 2025 net sales of $318.6 million, down 3.7% from a year earlier, and net income of $20.2 million, down 27.6%. Diluted EPS was $1.08 versus $1.45, and the company reaffirmed its 2025 guidance. The company attributed the decline mainly to lapping a $26 million backlog-reduction benefit in the prior-year quarter, while order rates rose 4.0%.
Net sales of $318.6 million, down 3.7%, with an organic decline of 4.5%
Adjusted EBITDA of $51.0 million versus $58.6 million a year earlier; margin 16.0%, down 170 basis points
Order rates increased 4.0% compared with the second quarter of 2024
2025 guidance reaffirmed: net sales of $1,210 million to $1,250 million and diluted EPS of $3.80 to $4.30
STERIS reported first-quarter fiscal 2026 revenue of $1.4 billion, up 9%, and diluted EPS from continuing operations of $1.79, up from $1.41 a year earlier. The company raised its fiscal 2026 reported revenue growth outlook to 8-9% from 6-7%, while its adjusted EPS outlook of $9.90 to $10.15 was unchanged, and CFO Michael J. Tokich is stepping down with Karen Burton taking over on August 18, 2025.
Q1 fiscal 2026 revenue was $1.4 billion, up 9% from $1.3 billion; diluted EPS from continuing operations was $1.79 versus $1.41, and adjusted EPS was $2.34 versus $2.03.
Fiscal 2026 reported revenue growth outlook raised to 8-9% from 6-7%, mainly due to about 200 basis points of expected favorable currency impact.
Adjusted EPS outlook unchanged at $9.90 to $10.15; estimated tariff impact on pre-tax profit increased to about $45 million from $30 million.
CFO Michael J. Tokich steps down; Karen Burton, currently Vice President and Chief Accounting Officer, becomes Senior Vice President and CFO effective August 18, 2025.
Hecla Mining reported record second-quarter 2025 sales of $304.0 million, up 16% from the first quarter, and net income applicable to common stockholders of $57.6 million, or $0.09 per share, versus $28.7 million in the prior quarter. The company also said it will redeem up to $212 million of its 7.25% Senior Notes due 2028 on August 19, 2025, subject to a condition, and declared dividends on its common and Series B preferred stock, which the company says will lower its net leverage and interest expense.
Q2 2025 sales were $304.0 million, up from $261.3 million in Q1 2025; free cash flow was $103.8 million and Adjusted EBITDA was $132.5 million.
Net leverage ratio fell to 0.7x from 1.5x in the prior quarter; the CEO said this frees up $17.8 million annually in interest expense.
Up to $212 million of 7.25% Senior Notes due 2028 to be redeemed on August 19, 2025 at 101.813% of principal, subject to liquidating deposits from the June and July 2025 at-the-market offering.
Common dividend of $0.00375 per share: record date August 22, 2025, payable on or about September 4, 2025.
MKS Inc. reported second-quarter 2025 revenue of $973 million, up from $887 million a year earlier, and GAAP net income of $62 million, or $0.92 per diluted share, compared with $23 million, or $0.33, in the second quarter of 2024. The company also guided third-quarter 2025 revenue to $960 million, plus or minus $40 million, and said it made $200 million in term loan prepayments across June and August 2025.
Q2 2025 revenue of $973 million, above the high end of company guidance and up from $887 million in Q2 2024.
GAAP net income of $62 million, or $0.92 per diluted share, versus $23 million, or $0.33 per diluted share, in Q2 2024.
Q3 2025 guidance: revenue of $960 million plus or minus $40 million; Non-GAAP net earnings per diluted share of $1.80 plus or minus $0.29.
Voluntary term loan prepayments of $100 million in June 2025 and another $100 million in August 2025.
HubSpot reported second-quarter 2025 revenue of $760.9 million, up 19% from a year earlier on an as-reported basis, and a GAAP net loss of $3.3 million, or $0.06 per share, versus a $14.4 million loss a year earlier. The company also issued third-quarter and full-year 2025 guidance, including full-year non-GAAP net income per diluted share of $9.47 to $9.53, which gives shareholders a forward range to compare against results.
Q2 2025 total revenue was $760.9 million, up 19% as reported and 18% in constant currency versus Q2 2024.
GAAP net loss was $3.3 million ($0.06 per share), compared with a $14.4 million loss ($0.28 per share) in Q2 2024.
Non-GAAP operating margin was 17.0%, compared with 17.2% in Q2 2024; non-GAAP diluted EPS was $2.19 versus $1.94.
Full-year 2025 revenue guidance is $3.080 billion to $3.088 billion; third-quarter revenue guidance is $785.0 million to $787.0 million.
Helmerich & Payne reported a fiscal third-quarter net loss of $163 million, or $1.64 per share, compared with net income of $0.01 per share in the prior quarter, after a $173 million non-cash goodwill impairment. Excluding this and other one-time items, earnings were $22 million, or $0.22 per share, and revenue rose to $1.04 billion from $1.02 billion in the prior quarter. The company also raised its fiscal 2025 gross capital expenditure estimate to $380-$395 million.
Q3 fiscal 2025 net loss of $163 million, or $1.64 per diluted share, versus $0.88 per diluted share in the year-earlier quarter
Operating revenues of $1.04 billion, up from $1.02 billion in the prior quarter
Q4 fiscal 2025 North America Solutions direct margin guidance of $230-$250 million
Term loan repayment expected to total $200 million by end of calendar 2025, up from the prior $175 million expectation
F&G Annuities & Life reported second quarter 2025 results on August 6, 2025. Revenue rose to $1.36 billion from $1.17 billion a year earlier, but net earnings to common shareholders fell to $35 million, or $0.26 per diluted share, and adjusted net earnings fell to $103 million, or $0.77 per share. The mixed results show higher sales and revenue alongside lower profit for shareholders.
Net earnings to common shareholders were $35 million, or $0.26 per diluted share, versus $198 million, or $1.55 per share, in Q2 2024.
Adjusted net earnings were $103 million, or $0.77 per share, versus $139 million, or $1.10 per share, in Q2 2024.
Total revenues were $1.36 billion, up from $1.17 billion; gross sales were $4.1 billion and AUM before flow reinsurance was $69.2 billion, up 13%.
Book value per common share excluding AOCI was $43.39 at June 30, 2025; the company will hold a conference call on August 7, 2025 at 9:00 a.m. Eastern Time.
Innoviva reported second quarter 2025 results on August 6, 2025. Total revenue was $100.3 million, up slightly from $99.9 million a year earlier, and the company swung to net income of $63.7 million, or $1.01 basic per share, from a net loss of $34.7 million. Income from operations fell 11% to $48.8 million, while favorable changes in investment fair values helped the bottom line.
Total revenue of $100.3 million, compared with $99.9 million in Q2 2024
Net income of $63.7 million, or $1.01 basic per share, versus a net loss of $34.7 million, or $(0.55) per share, a year earlier
Income from operations of $48.8 million, down 11% from $54.7 million, partly due to zoliflodacin R&D costs
U.S. net product sales of $29.0 million, up 54% from $18.8 million; zoliflodacin PDUFA date is December 15, 2025
Fidelity National Financial reported second-quarter 2025 net earnings attributable to common shareholders of $278 million, or $1.02 per diluted share, down from $306 million, or $1.12, a year earlier. Adjusted net earnings were $318 million, or $1.16 per share, compared with $338 million, or $1.24, while total revenue rose to $3.6 billion from $3.2 billion. The results show higher revenue alongside lower profit, with the company also citing repurchases of 2.9 million shares for $159 million and $135 million in dividends during the quarter.
Total revenue was $3,635 million, compared with $3,158 million in the second quarter of 2024.
Adjusted pre-tax title margin was 15.5%, versus 16.2%, with elevated health claims and higher investments in security, technology and recruiting cited.
F&G Segment net earnings were $33 million, compared with $171 million, due to unfavorable mark-to-market movement; adjusted net earnings were $89 million versus $122 million.
FNF will host a conference call on Thursday, August 7, 2025, at 11:00 a.m. Eastern Time.
Global Net Lease reported second-quarter 2025 revenue of $124.9 million, down from $145.5 million a year earlier, mainly due to asset dispositions including the multi-tenant retail portfolio sale. The company narrowed its net loss attributable to common stockholders to $35.1 million from $46.6 million and raised the low end of its 2025 AFFO per share guidance to a range of $0.92 to $0.96.
Revenue was $124.9 million versus $145.5 million in second quarter 2024, primarily reflecting asset dispositions.
Net loss attributable to common stockholders was $35.1 million, or $0.16 per diluted share, versus $46.6 million, or $0.20 per share, a year earlier.
AFFO was $53.1 million, or $0.24 per share, versus $76.7 million, or $0.33 per share, in second quarter 2024.
The low end of 2025 AFFO per share guidance was raised to a new range of $0.92 to $0.96; the Net Debt to Adjusted EBITDA range of 6.5x to 7.1x was reaffirmed.
Certara reported second-quarter 2025 revenue of $104.6 million, up 12% from a year earlier, and its net loss narrowed to $2.0 million from $12.6 million. The company reiterated its full-year 2025 guidance, including revenue of $415 million to $425 million, which means the outlook was neither raised nor cut.
Revenue $104.6 million, up 12%; software revenue $46.7 million, up 22%; services revenue $57.9 million, up 5%
Net loss $2.0 million, versus $12.6 million in Q2 2024; diluted loss per share $(0.01) versus $(0.08)
Adjusted EBITDA $31.9 million, up 21% from $26.3 million
Full-year 2025 guidance reiterated: revenue $415 million to $425 million; adjusted diluted EPS $0.42 to $0.46
Deluxe reported second quarter 2025 revenue of $521.3 million, down 3.1% from a year earlier, while net income rose 9.3% to $22.4 million. The company affirmed its 2025 revenue, adjusted EBITDA, and adjusted diluted EPS guidance and raised its free cash flow range to $130 million to $150 million, which matters to shareholders because it signals stronger expected cash generation even as sales decline.
Revenue was $521.3 million versus $537.8 million a year earlier; comparable adjusted revenue fell 2.5%.
Net income was $22.4 million versus $20.5 million; diluted EPS was $0.50 versus $0.46.
Comparable adjusted diluted EPS rose 3.5% to $0.88, and comparable adjusted EBITDA rose 4.6% to $106.5 million.
Full-year free cash flow outlook was raised to between $130 million and $150 million; a $0.30 quarterly dividend is payable September 2, 2025.
Crane NXT reported second-quarter 2025 sales of $404.4 million, up 9.1% from a year earlier, driven mainly by acquisitions and favorable foreign exchange, with core sales down 0.8%. GAAP earnings per diluted share fell to $0.43 from $0.72, and the company kept its full-year adjusted EPS guidance of $4.00 to $4.30, so shareholders see higher sales alongside lower reported profit.
Q2 2025 net sales $404.4 million, up $33.8 million or 9.1% year over year; core sales declined 0.8%
GAAP operating profit $47.9 million versus $67.6 million; GAAP EPS $0.43 versus $0.72; adjusted EPS $0.97 versus $1.06
Full-year 2025 adjusted EPS guidance of $4.00 to $4.30 maintained, as given on May 7, 2025
Quarterly dividend of $0.17 per share declared, payable September 10, 2025, to holders of record as of August 29, 2025
Rayonier reported second quarter 2025 net income attributable to Rayonier of $408.7 million ($2.63 per share), driven by a $404.4 million gain on the sale of its New Zealand joint venture interest. Excluding that gain and related items, pro forma net income was $9.6 million ($0.06 per share), up from a pro forma loss of $2.6 million a year earlier, and the company said it is on track for full-year Adjusted EBITDA and pro forma EPS within its prior guidance range.
Q2 revenues were $106.5 million versus $99.6 million in the prior year quarter; Adjusted EBITDA was $44.9 million versus $33.3 million.
Pro forma net income was $9.6 million ($0.06 per share) versus a pro forma loss of $2.6 million ($0.02 per share) a year earlier.
Third quarter guidance: net income attributable to Rayonier of $29 to $44 million, EPS of $0.18 to $0.28, and Adjusted EBITDA of $80 to $100 million.
The company repurchased 1.5 million shares for $34.9 million and had $262.4 million remaining on its repurchase authorization as of June 30, 2025.
AIG reported second-quarter 2025 net income attributable to common shareholders of $1.1 billion, or $1.98 per diluted share, compared with a net loss of $4.0 billion in the prior-year quarter. Adjusted after-tax income rose 56% to $1.81 per diluted share, and the Board declared a quarterly cash dividend of $0.45 per share payable September 30, 2025.
Net income of $1.1 billion ($1.98 per diluted share) vs. net loss of $4.0 billion ($5.96 per share) a year earlier; the prior-year loss included a $6.67 per share deconsolidation effect from Corebridge Financial
Adjusted after-tax income of $1.0 billion ($1.81 per diluted share), up from $771 million ($1.16 per share)
General Insurance combined ratio of 89.3% vs. 92.5% a year earlier; net premiums written of $6.9 billion, down 1% as reported and up 1% on a comparable basis
Dividend of $0.45 per share payable September 30, 2025 to holders of record at the close of business on September 16, 2025
Acadia Pharmaceuticals reported second-quarter 2025 total revenue of $264.6 million, up 9% from a year earlier, driven by growth in NUPLAZID and DAYBUE sales. Net income fell to $26.7 million, or $0.16 per share, because the effective tax rate rose, and the company raised the low end of its 2025 NUPLAZID sales guidance and its total revenue guidance.
Total revenue was $264.6 million, up 9% from $242.0 million in the second quarter of 2024.
Net income was $26.7 million, or $0.16 per diluted share, versus $33.4 million, or $0.20 per share, a year earlier.
Full-year 2025 total revenue guidance low end raised to $1.045 billion from $1.030 billion; NUPLAZID net sales guidance low end raised to $665 million; other guidance reiterated.
Top-line results from the COMPASS PWS Phase 3 study of ACP-101 are expected in early Q4 2025.
Central Garden & Pet reported fiscal third-quarter 2025 results for the period ended June 28, 2025. Net sales fell 4% to $961 million, while GAAP diluted earnings per share rose to $1.52 from $1.19, helped by gross margin expansion from its Cost and Simplicity program. The company reaffirmed its fiscal 2025 non-GAAP EPS outlook of approximately $2.60.
Net sales were $961 million, down 4%; Pet segment sales fell 3% and Garden segment sales fell 4%.
GAAP diluted EPS was $1.52 vs. $1.19 a year earlier; non-GAAP diluted EPS was $1.56 vs. $1.32.
Gross margin expanded 280 basis points to 34.6%; the company repurchased 1.7 million shares for $55 million in the quarter.
Fiscal 2025 non-GAAP EPS outlook of approximately $2.60 was reaffirmed, not changed.
Primerica reported second-quarter 2025 results, with total revenue of $793.3 million and GAAP diluted EPS of $5.40, down from $6.07 from continuing operations a year earlier. Adjusted diluted operating EPS rose 10% to $5.46, but the year-earlier GAAP figure included a $50 million insurance claim gain that the company excludes from its adjusted measures.
Total revenue was $793.3 million versus $791.0 million in Q2 2024; net income was $178.3 million.
Diluted adjusted operating EPS was $5.46, up 10% from $4.95; adjusted operating revenues rose 7% to $796.0 million.
Term Life adjusted direct premiums rose 5%; ISP product sales were $3.5 billion, up 15%.
The company repurchased $129 million of common stock and declared a $1.04 per share dividend payable September 15, 2025.
Topgolf Callaway Brands reported second quarter 2025 net revenue of $1,110.5 million, down 4.1% year over year, and GAAP net income of $20.3 million, down 67.3%. The company raised its full year 2025 Adjusted EBITDA guidance for continuing businesses to $430 million to $490 million, after completing the sale of Jack Wolfskin on May 31, 2025, which lowered its forecast revenue and EBITDA.
Q2 net revenue was $1,110.5 million, down 4.1%, mainly due to lower Active Lifestyle revenue after the Jack Wolfskin sale; GAAP diluted EPS was $0.11 versus $0.32 a year earlier
Non-GAAP diluted EPS was $0.24 versus $0.42, and Adjusted EBITDA was $195.8 million, down 4.8%
Full year 2025 Consolidated Adjusted EBITDA guidance is $430 million to $490 million, versus $415 million to $505 million previously; consolidated net revenue guidance is $3.80 billion to $3.92 billion following the Jack Wolfskin exclusion
Topgolf CEO Artie Starrs announced his resignation on July 31; he will remain through September 2025, and a Topgolf spin-off is likely not until 2026
EnerSys reported first-quarter fiscal 2026 net sales of $893.0 million, up 4.7%, and adjusted diluted EPS of $2.08, up 5%, while GAAP diluted EPS fell to $1.46 from $1.71. The Board also approved a new $1 billion share repurchase authorization over five years and raised the quarterly dividend 9% to $0.2625 per share, which matters to shareholders because it adds capacity for buybacks and higher cash payouts. The company paused full-year quantitative guidance.
Net sales of $893.0 million, up 4.7%, above the $830 million to $870 million first-quarter guidance range given May 21, 2025
GAAP diluted EPS of $1.46 versus $1.71 a year earlier; adjusted diluted EPS of $2.08 versus $1.98, within the $2.03 to $2.13 guidance range
Board approved a $1 billion repurchase authorization over five years and a dividend of $0.2625 per share payable September 26, 2025, to holders of record as of September 12, 2025
Second-quarter fiscal 2026 outlook: net sales of $870 million to $910 million and adjusted diluted EPS of $2.33 to $2.43; full-year quantitative guidance remains paused
Tandem Diabetes reported second quarter 2025 worldwide sales of $240.7 million, up from $221.9 million a year earlier, but its GAAP net loss widened to $52.4 million from $30.8 million, including a $20.0 million litigation and settlement expense. The company also gave full-year 2025 guidance of about $1.0 billion in sales and a 53% to 54% gross margin, which matters to shareholders because it sets the company's expected revenue and margin path for the year.
Q2 2025 worldwide sales were $240.7 million, including $70.5 million outside the United States, compared with $221.9 million in Q2 2024.
GAAP net loss per share was $0.78, compared with $0.47 a year earlier; GAAP operating loss was $51.8 million.
2025 guidance calls for about $1.0 billion in sales, with about $700 million in the United States and about $300 million outside it.
Adjusted EBITDA margin for 2025 was recast from about 3% to about negative 5%, reflecting an 8 percentage point impact from a first quarter acquired in-process research and development charge.
Texas Pacific Land Corporation reported second-quarter 2025 net income of $116.1 million, or $5.05 per diluted share, and total revenues of $187.5 million, both down from the first quarter of 2025. For the six months ended June 30, 2025, net income rose to $236.8 million from $229.0 million a year earlier, and the Board declared a $1.60 per share quarterly dividend payable September 16, 2025.
Q2 2025 total revenues were $187.5 million, versus $196.0 million in Q1 2025; net income was $116.1 million, versus $120.7 million.
Easements and other surface-related income rose to $36.2 million from $18.2 million in Q1 2025, while produced water royalties were $30.7 million.
Six-month total revenues were $383.5 million, up from $346.5 million for the same period of 2024.
Quarterly dividend of $1.60 per share is payable September 16, 2025, to holders of record on September 2, 2025.
Occidental reported second-quarter 2025 net income attributable to common stockholders of $288 million, or $0.26 per diluted share, down from $766 million, or $0.77 per share, in the first quarter. Adjusted earnings were $0.39 per diluted share, and the company reduced the mid-point of its 2025 capital guidance by $100 million and international operating costs by $50 million. For shareholders, lower earnings are offset in part by production above the mid-point of guidance and $3.0 billion of debt repaid year-to-date.
Net income of $288 million, or $0.26 per diluted share, versus $766 million, or $0.77, in the first quarter of 2025; adjusted earnings of $0.39 per diluted share
Total production of 1,400 Mboed, above the mid-point of guidance; oil and gas pre-tax income of $934 million
Operating cash flow of $3.0 billion and free cash flow before working capital of $0.7 billion; $3.0 billion of debt repaid year-to-date
2025 capital guidance mid-point reduced by $100 million and international operating costs by $50 million
Permian Resources reported second-quarter 2025 results on August 6, 2025. Oil and gas sales were $1.2 billion and diluted EPS was $0.28, both lower than a year earlier, while average production rose to 385,118 Boe/d from 338,761 Boe/d. The company raised its 2025 production guidance midpoint to 385.0 MBoe/d, and shareholders should weigh higher output against lower sales and earnings.
Diluted EPS was $0.28 versus $0.36 a year earlier; net income attributable to Class A Common Stock was $207.1 million versus $235.1 million.
Oil and gas sales were $1.2 billion ($1,197.6 million) versus $1.2 billion ($1,246.1 million) in the second quarter of 2024.
Average production was 385,118 Boe/d versus 338,761 Boe/d; 2025 production guidance midpoint was raised to 385.0 MBoe/d.
Board declared a $0.15 per share base dividend payable September 30, 2025; the company repurchased $43 million of stock at $10.52 per share.
Universal Corporation reported results for the quarter ended June 30, 2025, with revenue of $594 million, down slightly from $597 million a year earlier, and operating income of $34 million, up from $17 million. Net income attributable to the company rose to $8.5 million, or $0.34 per diluted share, from $130 thousand, or $0.01 per share, a year earlier. Shareholders also elected three directors and ratified Ernst & Young LLP as auditor at the August 5, 2025 annual meeting.
Revenue was $593.8 million versus $597.1 million a year earlier; operating income was $33.8 million versus $17.2 million.
Net income attributable to Universal Corporation was $8.5 million; adjusted diluted EPS was $0.38 after excluding $1.1 million in restructuring and impairment costs.
At the August 5, 2025 annual meeting, Lennart R. Freeman, Fotini E. Manolios and Preston D. Wigner were elected as directors for three-year terms.
Thomas H. Johnson was appointed Lead Independent Director effective August 5, 2025; the company will hold a conference call on August 7, 2025.
Verra Mobility reported second quarter 2025 results on August 6, 2025, with total revenue up 6% to $236.0 million and net income up to $38.6 million, or $0.24 per diluted share, from $34.2 million, or $0.20, a year earlier. The company reaffirmed all of its 2025 full-year guidance, but CEO David Roberts said a further modest decline in travel volume could push results toward the lower end of the ranges previously provided.
Total revenue was $236.0 million, up from $222.4 million in the second quarter of 2024; Government Solutions segment revenue rose 10% to $107.1 million.
Net income was $38.6 million, or $0.24 per diluted share, versus $34.2 million, or $0.20, in the prior-year quarter.
Adjusted EBITDA was $105.3 million, compared with $102.2 million, with a margin of 45% versus 46% a year earlier.
2025 guidance was reaffirmed: total revenue of $925 million to $935 million, Adjusted EPS of $1.30 to $1.35, and Free Cash Flow of $175 million to $185 million.
Veeco reported second quarter 2025 results for the period ended June 30, 2025, with revenue of $166.1 million, down from $175.9 million a year earlier. GAAP diluted EPS was $0.20 versus $0.25, and non-GAAP diluted EPS was $0.36 versus $0.42, so both revenue and profit declined year over year. The company also gave third quarter revenue guidance of $150 million to $170 million, with non-GAAP diluted EPS expected at $0.20 to $0.35.
Q2 2025 revenue was $166.1 million, compared with $175.9 million in Q2 2024, and above the $135 million to $165 million range given on May 7, 2025
GAAP net income was $11.7 million, or $0.20 per diluted share, versus $14.9 million, or $0.25, a year earlier
Non-GAAP net income was $21.5 million, or $0.36 per diluted share, versus $25.4 million, or $0.42, a year earlier
Q3 2025 guidance: revenue of $150 million to $170 million; GAAP diluted EPS of $0.04 to $0.22
Dutch Bros reported second-quarter 2025 results on August 6, 2025, with total revenues up 28.0% year over year to $415.8 million and net income of $38.4 million, compared with $22.2 million a year earlier. The company also raised its full-year 2025 guidance for total revenues, same shop sales growth and adjusted EBITDA.
Total revenues rose 28.0% to $415.8 million from $324.9 million in Q2 2024.
Diluted net income per share was $0.20, compared with $0.12 a year earlier.
2025 guidance now calls for total revenues of $1.59 billion to $1.60 billion and adjusted EBITDA of $285 million to $290 million.
Same shop sales growth guidance is now approximately 4.5%; the company opened 31 new shops in Q2.
NCR Atleos reported second quarter 2025 revenue of $1.10 billion, up 2% year over year, and GAAP diluted earnings per share of $0.60, up from $0.41. The company reaffirmed its full year 2025 guidance and authorized a $200 million share repurchase program with a two-year duration. The filing also discloses immaterial revisions to previously issued financial statements.
Q2 2025 revenue of $1.10 billion, up 2% year over year, with $773 million from recurring revenue
GAAP diluted EPS of $0.60 vs. $0.41 a year earlier; non-GAAP diluted EPS of $0.93 vs. $0.85
Full year 2025 guidance reaffirmed; $200 million share repurchase authorized with a two-year duration
Prior financials revised for immaterial misstatements, including about $15 million overstatement of 2023 pre-tax income
Power Integrations reported second-quarter 2025 revenue of $115.9 million, up 9% from a year earlier, but GAAP net income fell to $1.4 million, or $0.02 per diluted share, after a $9.2 million employment litigation charge. Non-GAAP diluted EPS was $0.35, and the company guided third-quarter revenue to $118 million plus or minus $5 million.
Q2 2025 net revenues were $115.9 million, up 9% year over year and up 10% from the first quarter.
GAAP diluted EPS was $0.02, compared with $0.09 in Q2 2024; non-GAAP diluted EPS was $0.35, compared with $0.28.
Q3 2025 guidance: revenue of $118 million plus or minus $5 million; GAAP gross margin of 54.5% to 55%.
The company repurchased 706 thousand shares for $32.6 million in Q2 and had $42.4 million left on its authorization at quarter-end.
Protagonist Therapeutics reported its second quarter 2025 results, with license and collaboration revenue of $5.5 million, up from $4.2 million a year earlier, while its net loss widened to $34.8 million, or $0.55 per share, from $30.6 million, or $0.50 per share. Cash, cash equivalents and marketable securities totaled $673.0 million at June 30, 2025, which the company expects to fund operations through at least the end of 2028.
Q2 2025 license and collaboration revenue was $5.5 million, compared with $4.2 million in Q2 2024, all from development services under the Takeda collaboration.
Q2 2025 net loss was $34.8 million, or $0.55 per basic and diluted share, versus a net loss of $30.6 million, or $0.50 per share, in Q2 2024.
Cash, cash equivalents and marketable securities were $673.0 million at June 30, 2025, up from $559.2 million at December 31, 2024.
Icotrokinra NDA for plaque psoriasis was filed with the FDA in July 2025; the rusfertide U.S. NDA for polycythemia vera is expected in Q4 2025.
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