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).
Ralliant reported second quarter 2025 revenue of $503 million, down 6% from a year earlier, and net earnings of $47.6 million, down from $64.8 million, following its separation from Fortive on June 28, 2025. The company also gave its first quarterly outlook, projecting third quarter revenue of $513 million to $527 million and adjusted EPS of $0.54 to $0.60, and authorized up to $200 million of share repurchases.
Q2 revenue $503 million, down 6% year over year; diluted EPS $0.42 versus $0.57 a year earlier
Test & Measurement operating loss of $14.3 million in the quarter; Sensors & Safety Systems revenue $310.8 million
Q3 2025 outlook: revenue $513 million to $527 million, adjusted EPS $0.54 to $0.60, adjusted EBITDA margin 18% to 20%
Board authorized up to $200 million of share repurchases on June 28, 2025; quarterly dividend of $0.05 per share declared August 6, 2025
Diodes reported second-quarter 2025 revenue of $366.2 million, up 14% from a year earlier and 10% from the first quarter, with GAAP net income of $46.1 million, or $0.99 per diluted share. The company expects third-quarter 2025 revenue of about $392 million, plus or minus 3%, which it says would be 12% growth year over year at the midpoint.
Q2 2025 revenue $366.2 million, up 14% year over year from $319.8 million
GAAP net income $46.1 million, or $0.99 per diluted share, versus $8.0 million, or $0.17, a year earlier
Non-GAAP adjusted net income $15.0 million, or $0.32 per diluted share, versus $0.33 in Q2 2024
Gross margin 31.5% of revenue, versus 33.6% in the prior-year quarter
Jack Henry & Associates reported $20.5 million in deconversion revenue for the fiscal fourth quarter ended June 30, 2025, and $33.9 million for full fiscal 2025. The company says this revenue mainly arises when a client agrees to be acquired by another financial institution, and it excludes deconversion revenue from non-GAAP revenue in its earnings releases.
Fiscal Q4 2025 deconversion revenue: $20.5 million
Full fiscal 2025 deconversion revenue: $33.9 million
Deconversion revenue is excluded from non-GAAP revenue because the company says it is driven by factors outside its control
The release was issued August 11, 2025, and attached as Exhibit 99.1
Life360 reported second-quarter 2025 revenue of $115.4 million, up 36% from a year earlier, and net income of $7.0 million, compared with a net loss of $11.0 million in the same quarter of 2024. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance and named Chief Operating Officer Lauren Antonoff as chief executive effective August 11, 2025, succeeding co-founder Chris Hulls, who becomes Executive Chairman.
Q2 2025 total revenue $115.4 million, up 36% year over year; Adjusted EBITDA $20.3 million, up 85% from $11.0 million
Q2 2025 net income $7.0 million, versus a net loss of $11.0 million in Q2 2024; the filing notes $4.6 million of other income included in net income
FY 2025 revenue guidance raised to $462 million to $482 million from $450 million to $480 million; Adjusted EBITDA guidance raised to $72 million to $82 million from $65 million to $75 million
Celanese reported second quarter 2025 net sales of $2.5 billion, up 6% from the first quarter but below $2.65 billion a year earlier, and adjusted earnings per share of $1.44 versus $2.38 in the second quarter of 2024. GAAP diluted EPS was $1.90, aided by a $77 million tax benefit. The company expects third quarter adjusted EPS of $1.10 to $1.40 and reaffirmed 2025 free cash flow of $700 to $800 million, citing softening demand in the second half.
Adjusted EPS was $1.44 versus $2.38 in Q2 2024; GAAP diluted EPS was $1.90, including a $77 million tax benefit
Net sales were $2,532 million versus $2,651 million in Q2 2024, and up 6% from $2,389 million in Q1 2025
Third quarter 2025 adjusted EPS is expected at $1.10 to $1.40; 2025 free cash flow target is $700 to $800 million, with Q2 free cash flow at $311 million
Macerich reported a second-quarter 2025 net loss attributable to the company of $40.9 million, or $0.16 per diluted share, compared with net income of $252.0 million a year earlier. That prior-year period included a $334.3 million gain tied to the Chandler Fashion Center transaction, so the comparison is distorted, but FFO excluding certain items fell to $0.33 per share from $0.39, while total revenues rose to $249.8 million from $215.5 million.
Q2 2025 total revenues were $249.8 million, up from $215.5 million in Q2 2024.
Q2 2025 net loss attributable to the company was $40.9 million, or $0.16 per diluted share, versus net income of $252.0 million, or $1.16 per share, in Q2 2024.
FFO excluding certain items was $87.3 million, or $0.33 per share, versus $88.1 million, or $0.39 per share, a year earlier.
Portfolio occupancy was 92.0% at June 30, 2025, down from 93.3% a year earlier; the company cited Forever 21 closures. The quarterly dividend is $0.17 per share, payable September 23, 2025.
Mercury Systems reported fourth-quarter fiscal 2025 revenue of $273.1 million, up from $248.6 million a year earlier, and GAAP net income of $16.4 million, compared with a net loss of $10.8 million in the prior-year quarter. For the full fiscal year, revenue rose to $912.0 million from $835.3 million, while the GAAP net loss narrowed to $37.9 million from $137.6 million, and the company reported a record backlog of $1.40 billion.
Q4 fiscal 2025 GAAP diluted EPS was $0.27, versus a loss of $0.19 a year earlier; adjusted EPS was $0.47, versus $0.23
Q4 fiscal 2025 adjusted EBITDA was $51.3 million, compared with $31.2 million in the prior-year quarter
Q4 bookings were a record $341.5 million, with a book-to-bill ratio of 1.25 and backlog of $1.40 billion at June 27, 2025
Free cash flow was a record $119.0 million for fiscal 2025, compared with $26.1 million in fiscal 2024
TDS reported second-quarter 2025 operating revenues of $1,186 million, down from $1,238 million a year earlier, while its net loss attributable to common shareholders narrowed to $5 million, or $(0.05) per share, from $14 million, or $(0.13) per share. The company also lowered the top end of its TDS Telecom 2025 Adjusted OIBDA and Adjusted EBITDA estimates, which matters to shareholders because the revenue decline and narrower guidance range point to a softer telecom outlook.
Q2 2025 operating revenues were $1,186 million versus $1,238 million in Q2 2024.
Net loss attributable to TDS common shareholders was $(5) million, or $(0.05) per diluted share, versus $(14) million, or $(0.13), a year earlier.
TDS Telecom 2025 Adjusted OIBDA estimate narrowed to $310-$340 million from $310-$350 million; Adjusted EBITDA narrowed to $320-$350 million from $320-$360 million.
Array completed the sale of its wireless operations and select spectrum assets to T-Mobile on August 1, 2025, for total consideration of $4.3 billion.
Sphere Entertainment reported second-quarter 2025 revenue of $282.7 million, up 3% from the prior year, and an operating loss of $50.2 million, an improvement of $21.2 million. Net income was $151.8 million, or $3.39 per diluted share, helped by a $346.1 million gain on extinguishment of debt tied to the MSG Networks credit facility restructuring. The company still posted an operating loss, so the gain drove the net result rather than core operations.
Q2 2025 revenue of $282.7 million, up $9.3 million or 3%; Sphere segment revenue rose 16% to $175.6 million while MSG Networks fell 12% to $107.1 million
Operating loss of $50.2 million versus $71.4 million a year earlier; adjusted operating income of $61.5 million, up $35.8 million
Net income of $151.8 million, or $3.39 per diluted share, includes a $346.1 million gain on extinguishment of debt from the June 27, 2025 MSG Networks credit facility restructuring
AAON reported second-quarter 2025 net sales of $311.6 million, down 0.6% year over year, and GAAP diluted earnings per share of $0.19, down 69.4%. The company cut its full-year 2025 outlook, citing Longview facility inefficiencies and slower production at Tulsa tied to its ERP system rollout, which weighs on shareholders' earnings expectations.
Net sales fell 0.6% to $311.6 million; AAON Oklahoma sales fell 18.0%, while BASX sales rose 20.4% and AAON Coil Products sales rose 86.4%.
GAAP diluted EPS was $0.19, down 69.4%; non-GAAP adjusted diluted EPS was $0.22, down 64.5%.
Gross profit margin fell to 26.6% from 36.1%; adjusted EBITDA margin was 14.9% versus 26.1%.
Full-year 2025 outlook: low teens year-over-year sales growth and a 28%-29% gross profit margin; backlog rose 71.9% to $1.12 billion.
Roivant reported a loss from continuing operations of $273.9 million for the quarter ended June 30, 2025, compared with income of $31.6 million a year earlier, or $0.33 loss per share versus $0.01 income per share. Revenue fell to $2.2 million from $8.0 million, while research and development and general and administrative expenses rose, and share-based compensation increased sharply.
Revenue was $2.2 million versus $8.0 million in the prior-year quarter
Research and development expenses rose $32.4 million to $152.9 million; general and administrative expenses rose $34.1 million to $134.0 million
Share-based compensation in general and administrative expenses was $71.1 million versus $36.8 million
Cash, cash equivalents, restricted cash and marketable securities were $4.5 billion at June 30, 2025; a new $500 million buyback was approved in June 2025
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.