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).
Ulta Beauty reported second-quarter fiscal 2025 results for the period ended August 2, 2025, with net sales up 9.3% to $2.8 billion and diluted earnings per share up 9.1% to $5.78. The company also raised its full-year fiscal 2025 outlook, including diluted earnings per share of $23.85 to $24.30, up from $22.65 to $23.20. Operating margin declined to 12.4% from 12.9% a year earlier.
Comparable sales rose 6.7% in the quarter, compared with a 1.2% decrease a year earlier.
Net income was $260.9 million, or $5.78 per diluted share, compared with $252.6 million, or $5.30 per diluted share.
Fiscal 2025 comparable sales outlook raised to 2.5% to 3.5% from 0% to 1.5%; net sales outlook raised to $12.0 billion to $12.1 billion from $11.5 billion to $11.7 billion.
Results include Space NK since its July 10, 2025 acquisition; the company drew $289.1 million on its revolving credit facility to fund it.
Ollie's Bargain Outlet reported second-quarter fiscal 2025 net sales of $679.6 million, up 17.5% from a year earlier, and diluted earnings per share of $0.99, up from $0.79. The company raised its fiscal 2025 net sales, earnings per share and comparable store sales outlook, which gives shareholders a higher expected range for the full year.
Net sales were $679.6 million for the 13 weeks ended August 2, 2025, up from $578.4 million; comparable store sales rose 5.0%.
Net income was $61.3 million, or $0.99 per diluted share, versus $49.0 million, or $0.79, a year earlier; adjusted EPS was $0.99 versus $0.78.
Fiscal 2025 adjusted EPS outlook was raised to $3.76 to $3.84 from $3.65 to $3.75; net sales outlook was raised to $2.631 billion to $2.644 billion from $2.579 billion to $2.599 billion.
The company opened 29 stores in the quarter, ending with 613 stores in 34 states, and raised its fiscal 2025 store opening target to 85 from 75.
CooperCompanies reported fiscal third-quarter 2025 results for the period ended July 31, 2025, with revenue up 6% to $1,060.3 million and non-GAAP diluted EPS up 15% to $1.10, while GAAP diluted EPS fell 6% to $0.49. The company raised its fiscal 2025 non-GAAP diluted EPS guidance to $4.08 to $4.12, and CEO Al White said revenues were below expectations and that the company expects improving revenue in the fourth quarter and fiscal 2026. For shareholders, the decline in GAAP earnings and charges tied to a CooperSurgical product line exit sit alongside the higher adjusted earnings outlook.
Revenue of $1,060.3 million, up 6% year over year and up 2% organically; CooperVision revenue was $718.4 million and CooperSurgical revenue was $341.9 million.
GAAP diluted EPS was $0.49, down from $0.52; non-GAAP diluted EPS was $1.10, up from $0.96.
Fiscal 2025 guidance: non-GAAP diluted EPS of $4.08 to $4.12 and total revenue of $4,076 million to $4,096 million.
Repurchased $52.1 million of common stock in the quarter, with $163.6 million of remaining program availability.
Five Below reported second-quarter fiscal 2025 net sales of $1,026.8 million, up 23.7%, and GAAP diluted earnings per share of $0.77, up from $0.60 a year earlier. The company also raised its full-year 2025 sales and earnings per share guidance, which points to higher expected results for shareholders.
Q2 net sales were $1,026.8 million, up 23.7%, with comparable sales up 12.4%
Q2 GAAP diluted EPS was $0.77 versus $0.60; adjusted diluted EPS was $0.81 versus $0.54
Full-year 2025 net sales are now expected at $4.44 billion to $4.52 billion, with diluted EPS of $4.56 to $4.96
Third-quarter 2025 net sales are expected at $950 million to $970 million, with diluted EPS of $0.09 to $0.21
Pure Storage reported second-quarter fiscal 2026 results for the quarter ended August 3, 2025, with revenue of $861.0 million, up 13% year-over-year, and net income of $47.1 million, or $0.14 per diluted share. The company raised its full-year fiscal 2026 revenue and non-GAAP operating income guidance, which signals higher expected sales and profit for shareholders, although GAAP operating income fell sharply from a year earlier.
Revenue of $861.0 million, up 13% year-over-year; subscription services revenue of $414.7 million, up 15%.
GAAP operating income of $4.9 million, compared with $24.9 million a year earlier; non-GAAP operating income of $130.0 million.
Net income of $47.1 million, or $0.14 per diluted share, compared with $35.7 million, or $0.10 per diluted share, a year earlier.
Fiscal 2026 revenue guidance raised to $3.60 billion to $3.63 billion from $3.515 billion; non-GAAP operating income guidance raised to $605 million to $625 million from $595 million.
Agilent reported third-quarter fiscal 2025 revenue of $1.74 billion, up 10.1% reported and 6.1% on a core basis, and GAAP EPS of $1.18, up 22% from a year earlier. Non-GAAP EPS was $1.37, up 4%, and the company revised its full-year revenue outlook to $6.91 billion to $6.93 billion with non-GAAP EPS of $5.56 to $5.59. For shareholders, the filing shows higher revenue and profit and a revised full-year and fourth-quarter outlook.
Q3 revenue of $1.74 billion for the quarter ended July 31, 2025, up 10.1% reported and 6.1% core versus Q3 2024
GAAP EPS of $1.18 versus $0.97 a year earlier; non-GAAP EPS of $1.37 versus $1.32
Full-year fiscal 2025 revenue outlook of $6.91 billion to $6.93 billion; non-GAAP EPS of $5.56 to $5.59
Q4 revenue outlook of $1.822 billion to $1.842 billion; non-GAAP EPS of $1.57 to $1.60
Nutanix reported fourth-quarter fiscal 2025 revenue of $653.3 million, up 19% from a year earlier, and GAAP net income of $38.7 million, compared with a net loss of $126.1 million in the prior-year quarter. The company also issued a separate release saying its Board authorized repurchases of up to $350 million of Class A common stock, and it gave fiscal 2026 and first-quarter outlooks.
Q4 fiscal 2025 revenue was $653.3 million, up 19% from $548.0 million; fiscal 2025 revenue was $2.54 billion, up 18%.
Q4 GAAP net income was $38.7 million, or $0.13 per diluted share, versus a net loss of $126.1 million, or $(0.51) per share, a year earlier.
Fiscal 2025 free cash flow was $750.2 million; fiscal 2026 free cash flow outlook is $790 million to $830 million.
Board authorized repurchases of up to $350 million of Class A common stock; first-quarter fiscal 2026 revenue outlook is $670 million to $680 million.
Williams-Sonoma reported second-quarter 2025 results for the period ended August 3, 2025, with net revenues of $1.84 billion, diluted EPS of $2.00 versus $1.67 a year earlier, and an operating margin of 17.9%. The company raised its fiscal 2025 net revenue outlook but reiterated its operating margin guidance, noting that higher tariff costs will pressure the flow-through of higher revenue.
Net revenues of $1.84 billion versus $1.79 billion in the second quarter of 2024; comparable brand revenue rose 3.7%.
Diluted EPS of $2.00, up 19.8% from $1.67; operating income of $328 million at a 17.9% margin.
Fiscal 2025 net revenue growth outlook raised to +0.5% to +3.5%; operating margin outlook reiterated at 17.4% to 17.8%.
Returned $280 million to stockholders in the quarter, including $199 million in stock repurchases and $81 million in dividends.
BJ's Wholesale Club reported second-quarter fiscal 2025 results for the thirteen weeks ended August 2, 2025, with net sales up 3.2% to $5.26 billion and net income up 3.9% to $150.7 million. The company raised and narrowed its fiscal 2025 adjusted EPS outlook to $4.20 to $4.35, though total comparable club sales fell 0.3% due to lower gasoline prices.
Diluted EPS rose to $1.14 from $1.08, and adjusted EPS was $1.14 versus $1.09 a year earlier.
Comparable club sales excluding gasoline rose 2.3%, while total comparable club sales declined 0.3% because of lower fuel prices.
Fiscal 2025 adjusted EPS outlook is $4.20 to $4.35; the company also projects capital expenditures of approximately $800 million.
Membership fee income rose 9.0% to $123.3 million, and the member count reached a record 8 million.
Workday reported fiscal 2026 second-quarter results for the quarter ended July 31, 2025, with total revenue up 12.6% year over year and GAAP diluted earnings per share rising to $0.84 from $0.49. The company raised its full-year fiscal 2026 subscription revenue guidance to $8.815 billion, which includes its planned acquisition of Paradox.
Total revenues were $2.348 billion, up 12.6%; subscription revenues were $2.169 billion, up 14.0%.
GAAP operating income was $248 million versus $111 million a year earlier; non-GAAP operating income was $680 million, or 29.0% of revenues.
Diluted EPS was $0.84 (GAAP) and $2.21 (non-GAAP), compared with $0.49 and $1.75 a year earlier.
Full-year fiscal 2026 subscription revenue guidance was raised to $8.815 billion, growth of 14.2%, with a non-GAAP operating margin of 29.0%.
Intuit reported fourth-quarter fiscal 2025 revenue of $3.8 billion, up 20%, and GAAP net income of $381 million, compared with a net loss of $20 million a year earlier. The company set fiscal 2026 revenue guidance of $20.997 billion to $21.186 billion, growth of about 12 to 13 percent, and its board approved a $1.20 per share cash dividend and a new $3.2 billion buyback authorization.
Q4 GAAP diluted EPS was $1.35 versus a loss of $0.07 a year earlier; non-GAAP diluted EPS was $2.75, up 38%.
Fiscal 2026 guidance: non-GAAP diluted EPS of $22.98 to $23.18, and first-quarter non-GAAP EPS of $3.05 to $3.12.
Board approved a $1.20 per share dividend payable October 17, 2025, to holders of record on October 9, 2025.
Nordson reported fiscal third-quarter 2025 sales of $742 million, up 12% from a year earlier, and diluted EPS of $2.22 versus $2.04, with adjusted EPS up 13% to $2.73. The company affirmed its full-year guidance, though sales are now tracking slightly below the midpoint and adjusted EPS slightly above it. The board also approved a $500 million share repurchase, bringing total authorization to about $793 million.
Third-quarter sales were $742 million, up from $662 million; organic sales rose 2%, acquisitions added 8%, and currency added 2%.
Diluted EPS was $2.22 versus $2.04; adjusted diluted EPS was $2.73 versus $2.41, up 13%.
Backlog fell about 5% sequentially; full-year sales are tracking slightly below and adjusted EPS slightly above the midpoint of original guidance.
On August 18, 2025, the board authorized an additional $500 million in repurchases; total authorization is about $793 million, including about $293 million previously remaining.
StandardAero reported second-quarter 2025 revenue of $1,528.9 million, up 13.5% from a year earlier, and net income of $67.7 million, compared with $5.4 million in the prior-year quarter. The company raised its full-year 2025 revenue and Adjusted EBITDA targets, which for shareholders signals higher expected results for the year.
Q2 2025 revenue was $1,528.9 million, up 13.5% year over year; net income was $67.7 million versus $5.4 million a year earlier
Q2 2025 Adjusted EBITDA was $204.6 million, up 20.1%, with an Adjusted EBITDA margin of 13.4%
Full-year 2025 revenue guidance raised to $5,875 million to $6,025 million (prior $5,825 million to $5,975 million)
Full-year 2025 Adjusted EBITDA guidance raised to $790 million to $810 million (prior $775 million to $795 million)
Brinker International reported fourth-quarter fiscal 2025 results with company sales of $1,448.9 million, up from $1,196.5 million, and diluted earnings per share of $2.30, up from $1.24. The company also issued fiscal 2026 guidance calling for total revenues of $5.60 billion to $5.70 billion and non-GAAP diluted EPS of $9.90 to $10.50, and its board added $400.0 million to the share repurchase program.
Q4 fiscal 2025 company sales were $1,448.9 million vs. $1,196.5 million; Chili's comparable restaurant sales rose 23.7%.
Q4 net income was $107.0 million vs. $57.3 million; diluted EPS was $2.30 vs. $1.24.
Fiscal 2026 guidance: total revenues of $5.60 billion to $5.70 billion; non-GAAP diluted EPS of $9.90 to $10.50.
Board authorized an additional $400.0 million in buybacks on August 11, 2025, for total available authority of $507.0 million.
Everus Construction Group reported second quarter 2025 revenues of $921.5 million, up 31.0% from a year earlier, and net income of $52.8 million, or $1.03 per diluted share, up from 76 cents. The company raised its full-year 2025 revenue guidance to $3.3 billion to $3.4 billion and its EBITDA guidance to $240 million to $255 million, indicating management expects higher results for the year.
Net income rose 35.4% to $52.8 million; diluted EPS was $1.03 versus 76 cents in the second quarter of 2024.
EBITDA rose 35.6% to $84.2 million; backlog reached $3.0 billion as of June 30, 2025, up 23.9% from June 30, 2024.
2025 revenue guidance was raised from $3.0 billion to $3.1 billion to $3.3 billion to $3.4 billion; EBITDA guidance was raised from $210 million to $225 million to $240 million to $255 million.
Management will discuss the results on a webcast at 10:30 a.m. EDT on August 13, 2025.
Cardinal Health reported fourth-quarter and fiscal 2025 results and raised its fiscal 2026 non-GAAP diluted EPS outlook to $9.30 to $9.50, a $0.20 increase from the preliminary range given at its June 2025 Investor Day. Fourth-quarter revenue was flat at $60.2 billion, while non-GAAP diluted EPS rose 13% to $2.08, and the company said results were helped by segment profit growth. The company also announced that its Specialty Alliance unit has agreed to acquire Solaris Health, a urology management services organization.
Q4 FY2025 revenue was $60.2 billion, flat year over year; non-GAAP diluted EPS rose 13% to $2.08
Fiscal 2025 GAAP diluted EPS was $6.45; non-GAAP diluted EPS rose 9% to $8.24
FY2026 non-GAAP EPS outlook raised to $9.30 to $9.50, from $9.10 to $9.30 previously
Definitive agreement to acquire Solaris Health, announced in a separate news release on August 12, 2025
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
Sotera Health reported second-quarter 2025 net revenues up 6.4% to $294 million and Adjusted EBITDA up 9.8% to $151 million, and raised its full-year 2025 outlook for revenue, Adjusted EBITDA and Adjusted EPS. GAAP net income was $8 million, or $0.03 per diluted share, slightly below $9 million a year earlier, and includes a pending settlement of about $34 million related to ethylene oxide claims against Sterigenics.
Q2 2025 net revenues rose 6.4% to $294 million; Adjusted EBITDA rose 9.8% to $151 million
Q2 2025 net income was $8 million, or $0.03 per diluted share, versus $9 million, or $0.03, in Q2 2024
Full-year 2025 Adjusted EPS outlook raised to $0.75 to $0.82 from $0.70 to $0.76
Six-month net loss of $5 million, or $0.02 per diluted share, includes settlements related to ethylene oxide claims
ANI Pharmaceuticals reported second-quarter 2025 net revenues of $211.4 million, up 53.1% from a year earlier, and GAAP net income available to common shareholders of $8.1 million, or $0.36 per diluted share, compared with a loss of $0.14 per share in the prior-year period. The company raised its full-year 2025 guidance for net revenues to $818 million to $843 million and adjusted non-GAAP diluted EPS to $6.98 to $7.35.
Q2 2025 net revenues were $211.4 million, up 53.1% year over year, or 37.0% on an organic basis excluding the Alimera acquisition.
Cortrophin Gel net revenues were $81.6 million, up 66.0% year over year.
GAAP diluted EPS was $0.36 versus a loss of $0.14 a year earlier; adjusted non-GAAP diluted EPS was $1.80 versus $1.02.
Full-year 2025 net revenue guidance was raised to $818 million to $843 million from $768 million to $793 million.
Atmus Filtration Technologies reported second-quarter 2025 net sales of $454 million, up 4.8% from $433 million a year earlier, and GAAP net income of $60 million, or $0.72 per diluted share, versus $0.67 a year earlier. The company raised its 2025 outlook, with adjusted earnings per share now expected at $2.40 to $2.60, although gross margin fell to 28.9% from 30.5%.
Net sales of $454 million, up 4.8% from $433 million, driven mainly by higher volume and pricing
Diluted EPS of $0.72 versus $0.67; adjusted EPS of $0.75 versus $0.71
2025 guidance raised: revenue of $1,685 million to $1,735 million and adjusted EPS of $2.40 to $2.60
Gross margin 28.9% versus 30.5%; $20 million of stock repurchased during the quarter
ePlus reported first-quarter fiscal 2026 results for the quarter ended June 30, 2025, with net sales up 19.0% to $637.3 million and diluted earnings per share from continuing operations up 14.4% to $1.03. The company raised its fiscal 2026 guidance and declared its first quarterly cash dividend of $0.25 per share, while also authorizing a new buyback of up to 1.5 million shares. For shareholders, the filing shows higher sales and earnings, a higher forecast, and a new cash return through dividends and repurchases.
Net sales rose 19.0% to $637.3 million; gross profit rose 16.8% to $148.2 million, and gross margin was 23.3% versus 23.7% a year earlier.
Diluted EPS from continuing operations was $1.03 versus $0.90; non-GAAP diluted EPS was $1.26 versus $1.01.
Fiscal 2026 guidance now calls for net sales growth in the upper single digits and adjusted EBITDA growth in the mid-teens.
Quarterly dividend of $0.25 per share is payable September 17, 2025, to holders of record on August 26, 2025; new buyback covers up to 1.5 million shares over 12 months starting August 11, 2025.
Alarm.com reported second-quarter 2025 total revenue up 8.8% to $254.3 million and GAAP net income up 5.2% to $34.2 million, and it raised its full-year 2025 guidance. Cash flow from operating activities for the first six months fell to $46.8 million from $72.8 million a year earlier, and cash and cash equivalents declined to $1.02 billion from $1.22 billion at December 31, 2024.
Q2 2025 total revenue rose 8.8% to $254.3 million from $233.8 million; SaaS and license revenue rose 9.0% to $170.0 million.
GAAP diluted EPS was $0.63 versus $0.62 a year earlier; non-GAAP adjusted EBITDA rose 13.0% to $48.4 million.
Full-year 2025 total revenue is guided to $990.0 million to $996.4 million; non-GAAP adjusted EBITDA to $195.0 million to $196.5 million. The filing does not state the prior guidance ranges.
Six-month non-GAAP free cash flow was $36.1 million versus $67.8 million in the same period of 2024.
Take-Two Interactive reported first-quarter fiscal 2026 results for the quarter ended June 30, 2025, with Net Bookings of $1.42 billion, up 17%, and GAAP net revenue of $1.50 billion, up from $1.34 billion. The company also raised its fiscal 2026 Net Bookings outlook to $6.05 to $6.15 billion, and the GAAP net loss narrowed to $11.9 million from $262.0 million a year earlier.
Q1 fiscal 2026 Net Bookings were $1.42 billion, up 17% from $1.22 billion a year earlier.
GAAP net revenue was $1.50 billion, compared with $1.34 billion in the prior-year quarter.
GAAP net loss was $11.9 million, or $0.07 per share, versus $262.0 million, or $1.52 per share, a year earlier.
GoDaddy reported second-quarter 2025 revenue of $1.2 billion, up 8% year over year, with net income of $199.9 million, up 37%. The company raised its full-year 2025 revenue range to $4.89 billion to $4.94 billion and its free cash flow target to approximately $1.6 billion, which points to higher expected results for shareholders.
Q2 total revenue of $1.2 billion, up 8% year over year; operating income of $266.3 million, up 28%
Q2 net income of $199.9 million, up 37%; free cash flow of $391.5 million, up 21%
Full-year 2025 revenue outlook raised to $4.89 billion to $4.94 billion; free cash flow target raised to approximately $1.6 billion
Exit of .CO registry role from Q4 2025 expected to create an approximate 50 basis point headwind to bookings and revenue
Block reported second-quarter 2025 gross profit of $2.54 billion, up 14% year over year, and diluted EPS of $0.87 versus $0.31 a year earlier. The company raised its full-year 2025 guidance, now expecting $10.17 billion in gross profit and $2.03 billion in Adjusted Operating Income, which shareholders would see as a higher outlook than before.
Q2 2025 operating income was $484 million, up from $307 million in Q2 2024; net income attributable to common stockholders was $538 million.
Diluted EPS was $0.87 and Adjusted Diluted EPS was $0.62, up 181% and 32% year over year, respectively.
Full-year 2025 guidance raised to $10.17 billion in gross profit (growth of over 14%) and $2.03 billion in Adjusted Operating Income at a 20% margin.
Third-quarter 2025 guidance calls for gross profit of $2.60 billion, up 16% year over year, with an 18% Adjusted Operating Income margin.
Adtalem Global Education reported fiscal 2025 results for the year ended June 30, 2025, with revenue of $1.79 billion, up 12.9%, and diluted earnings per share of $6.18, compared with $3.39 a year earlier. It also initiated fiscal 2026 guidance calling for revenue of $1.90 billion to $1.94 billion and adjusted earnings per share of $7.60 to $7.90. Separately, on August 6, 2025, it amended its credit agreement to add $100.0 million of revolving commitments, bringing the total to $500.0 million, and extended the facility's maturity to August 6, 2030.
Fiscal 2025 GAAP net income was $237.1 million, compared with $136.8 million; fourth-quarter revenue was $457.1 million, up 11.5%.
Fiscal 2026 guidance: revenue of $1.90 billion to $1.94 billion and adjusted EPS of $7.60 to $7.90.
Revolving facility commitments rose by $100.0 million to $500.0 million, with maturity extended to August 6, 2030; drawn loans priced at SOFR plus 2.25% to 3.00%.
Twilio reported second-quarter 2025 revenue of $1.23 billion, up 13% from a year earlier, and GAAP income from operations of $37 million, compared with a loss of $19 million in the second quarter of 2024. The company raised its 2025 organic revenue growth target to 9% to 10% from 7.5% to 8.5% and raised its 2025 free cash flow target to $875 million to $900 million, while initiating third-quarter revenue guidance of $1.245 billion to $1.255 billion.
Total revenue of $1.23 billion, up 13% year-over-year; GAAP income from operations of $37 million versus a $19 million loss a year earlier
GAAP diluted EPS of $0.14 versus a loss of $0.19; non-GAAP diluted EPS of $1.19 versus $0.87
FY2025 organic revenue growth target raised to 9% to 10%; free cash flow target raised to $875 million to $900 million
Q3 2025 revenue guidance of $1.245 billion to $1.255 billion; FY2025 non-GAAP income from operations target reiterated at $850 million to $875 million
ESCO reported fiscal third-quarter 2025 sales of $296.3 million, up 27% from a year earlier, and adjusted EPS from continuing operations of $1.60, up 25%, while GAAP EPS fell 13% to $0.96 after acquisition costs. The company raised its full-year 2025 revenue guidance by $20 million to a range of $1.075 billion to $1.105 billion and set adjusted EPS guidance at $5.75 to $5.90 for continuing operations, after the July 21, 2025 sale of VACCO Industries and the addition of Maritime.
Q3 sales were $296.3 million, up $62.7 million (27%); organic sales rose 11% excluding Maritime
GAAP EPS from continuing operations was $0.96, down 13% from $1.10; adjusted EPS was $1.60, up 25% from $1.28
FY2025 revenue guidance raised to $1.075 billion to $1.105 billion; adjusted EPS guidance set at $5.75 to $5.90
Quarterly dividend of $0.08 per share payable October 16, 2025 to holders of record on October 2, 2025
Solventum reported second-quarter 2025 net sales up 3.9% to $2.2 billion, with adjusted diluted EPS of $1.69 versus $1.56 a year earlier. The company raised its full-year 2025 adjusted EPS outlook to $5.80-$5.95 and its organic sales growth outlook to 2.0%-3.0%, but GAAP operating income margin and quarterly free cash flow declined.
Q2 net sales rose 3.9% to $2.2 billion; organic sales rose 2.8%.
Adjusted diluted EPS was $1.69, up 8.3%; GAAP diluted EPS was $0.51, flat year over year.
Full-year adjusted EPS outlook raised to $5.80-$5.95 from $5.45-$5.65; organic sales growth outlook raised to +2.0% to +3.0%.
GAAP operating income margin fell to 9.9% from 11.7%; Q2 free cash flow was $59 million versus $297 million.
CarGurus reported second-quarter 2025 revenue of $234.0 million, up 7% from a year earlier, and GAAP net income of $22.3 million, compared with a net loss of $68.7 million a year earlier. The company also decided to wind down its CarOffer transactions business, with expected total expenditures of $14.0 million to $19.0 million, which will weigh on results in the second half of 2025.
Q2 2025 total revenue was $234.0 million, up 7%; Marketplace revenue was $222.0 million, up 14%.
GAAP net income was $22.3 million, or $0.22 per diluted share, versus a net loss of $68.7 million in Q2 2024; non-GAAP Adjusted EBITDA was $77.3 million, up 39%.
CarOffer wind-down expected to cost $14.0 million to $19.0 million, mostly in the second half of 2025, with the company expecting to substantially complete the wind-down in the second half of 2025.
Board approved an additional $150 million share repurchase, raising the 2025 authorization to $350 million and extending it through July 2026.
Instacart reported second-quarter 2025 results on August 7, 2025. Orders rose 17% to 82.7 million, GTV rose 11% to $9,081 million, and GAAP net income was $116 million, up 92% year-over-year, while the company also gave third-quarter GTV and adjusted EBITDA guidance. The shareholder letter also said Chris Rogers is the right leader for the company's next chapter as CEO, a leadership change shareholders will track.
Total revenue was $914 million, up 11% year-over-year; GAAP gross profit was $678 million, up 9%, but 74% of total revenue versus 76% in Q2 2024.
GAAP net income was $116 million, up 92%; adjusted EBITDA was $262 million, up 26%.
Q3 2025 outlook: GTV of $9,000 million to $9,150 million and adjusted EBITDA of $260 million to $270 million.
The letter says Chris Rogers will be Instacart's next CEO; the excerpt gives no effective date.
Gen Digital reported first-quarter fiscal 2026 revenue of $1,257 million, up 30% from $965 million a year earlier, and raised its full-year fiscal 2026 revenue and non-GAAP EPS guidance. GAAP diluted EPS fell 25% to $0.22, while non-GAAP diluted EPS rose 20% to $0.64. The board also approved a regular quarterly dividend of $0.125 per share, payable September 10, 2025.
Q1 revenue of $1,257 million, up 30%; Cyber Safety Platform $869 million and Trust-Based Solutions $388 million
FY26 revenue guidance raised to $4,800 million to $4,900 million from $4,700 million to $4,800 million
FY26 non-GAAP EPS guidance raised to $2.49 to $2.56 from $2.46 to $2.54
GAAP diluted EPS $0.22, down from $0.29; Q2 FY26 revenue guidance $1,180 million to $1,210 million
Akamai reported second-quarter 2025 revenue of $1.043 billion, up 7% year over year, and non-GAAP earnings of $1.73 per diluted share, up 9%. CEO Tom Leighton said the company is increasing its revenue and earnings guidance for the rest of 2025, with full-year revenue now projected at $4.135 billion to $4.205 billion. GAAP net income fell 21% to $104 million, so shareholders should weigh the gap between GAAP and non-GAAP results.
Q2 2025 revenue was $1.043 billion, up 7% year over year; Cloud Infrastructure Services revenue was $71 million, up 30%.
Non-GAAP net income per diluted share was $1.73, up 9%; GAAP net income per diluted share was $0.71, down 17%.
Full-year 2025 revenue guidance is $4.135 billion to $4.205 billion; non-GAAP EPS guidance is $6.60 to $6.80.
Akamai repurchased 3.9 million shares for $300 million in the second quarter, at an average price of $77.51.
Progyny reported second-quarter 2025 revenue of $332.9 million, up 9.5% from a year earlier, and net income of $17.1 million, or $0.19 per diluted share, compared with $0.17 a year earlier. The company raised its full-year 2025 guidance, now projecting revenue of $1.235 billion to $1.270 billion, but the expiration of a large client's transition agreement on June 30 removes that client's contribution in the second half. For shareholders, the higher outlook reflects stronger member engagement, while Adjusted EBITDA margin slipped to 17.4% from 17.9%.
Q2 2025 revenue was $332.9 million, up 9.5% from $304.1 million; excluding the large client, revenue rose 18%.
Net income was $17.1 million, or $0.19 per diluted share, versus $16.5 million, or $0.17, in Q2 2024.
Full-year 2025 revenue guidance is $1.235 billion to $1.270 billion, and net income guidance is $52.3 million to $58.9 million.
As of June 30, 2025, the company had cash and marketable securities of $305.1 million and no debt; a $200 million revolving credit facility was entered into after quarter end.
For the fiscal first quarter ended June 28, 2025, Ralph Lauren reported revenue of $1.7 billion, up 14% on a reported basis, and diluted earnings per share of $3.52 versus $2.61 a year earlier. The company raised its fiscal 2026 constant-currency revenue and operating margin expansion outlook while stating continued caution on the global operating environment in the second half of the year.
Revenue rose 14% to $1.7 billion on a reported basis and 11% in constant currency; net income was $220 million.
Diluted EPS was $3.52 versus $2.61; adjusted diluted EPS was $3.77 versus $2.70, excluding restructuring-related and other net charges.
Fiscal 2026 outlook now calls for constant-currency revenue growth of low- to mid-single digits and operating margin expansion of about 40 to 60 basis points, up from the prior outlook.
The company returned $300 million to shareholders in the quarter through dividends and repurchases, including about $250 million of Class A common stock.
Maximus reported fiscal third-quarter 2025 results for the quarter ended June 30, 2025, with revenue up 2.5% to $1.35 billion and diluted EPS of $1.86, compared with $1.46 a year earlier. The company raised its full-year fiscal 2025 revenue and adjusted EPS guidance, but free cash flow was an outflow of $198.2 million in the quarter, driven by payment delays on two large programs. For shareholders, the guidance raise is the main development, while the cash outflow and a 6.9% drop in U.S. Services revenue are offsetting points.
Revenue rose 2.5% to $1.35 billion; diluted EPS was $1.86 versus $1.46 a year earlier
FY25 revenue guidance raised to a range of $5.375 billion to $5.475 billion; adjusted diluted EPS guidance set at $7.35 to $7.55
U.S. Services segment revenue fell 6.9% to $439.8 million; free cash flow was an outflow of $198.2 million in the quarter
Quarterly cash dividend of $0.30 per share payable August 31, 2025, to holders of record on August 15, 2025
Warby Parker reported second-quarter 2025 net revenue up 13.9% to $214.5 million and a net loss of $1.8 million, narrowed from $6.8 million a year earlier, and raised its full-year 2025 guidance. The company also said CFO Steve Miller will resign effective October 1, 2025, with co-CEO Dave Gilboa serving as interim principal financial officer until a successor is appointed.
Net revenue of $214.5 million, up 13.9% year over year; Active Customers of 2.60 million, up 9.0%
Net loss of $1.8 million vs. $6.8 million a year earlier; gross margin fell to 53.0% from 56.0%
2025 guidance raised to net revenue of $880 million to $888 million and Adjusted EBITDA of $98 million to $101 million
Steve Miller resigns as CFO effective October 1, 2025; Dave Gilboa to serve as interim principal financial and accounting officer
Kontoor Brands reported second-quarter 2025 revenue of $658 million, up 8 percent, with reported diluted EPS of $1.32 versus $0.92 a year earlier. The company raised its full-year revenue, operating income and cash flow outlook, though it said higher tariffs and added demand-creation spending are included in the updated figures. Shareholders get a higher revenue forecast, while the company's Q3 adjusted EPS outlook of $1.35 is slightly below the $1.37 reported in the prior year.
Q2 revenue $658 million, up 8 percent; up 4 percent excluding Helly Hansen, acquired May 31, 2025
Reported diluted EPS $1.32 vs. $0.92 a year earlier; adjusted EPS $1.21, up 23 percent
Full-year 2025 revenue outlook raised to $3.09 to $3.12 billion; adjusted EPS now about $5.45 vs. prior $5.40 to $5.50
Cash from operations now expected to exceed $375 million, up from a prior outlook of more than $350 million
BD reported third-quarter fiscal 2025 revenue of $5.5 billion, up 10.4% as reported and 3.0% on an organic basis, with GAAP diluted EPS of $2.00 versus $1.68 a year earlier. The company raised its full-year adjusted diluted EPS guidance to $14.30 to $14.45 from $14.06 to $14.34 and reaffirmed its organic revenue growth outlook of 3.0% to 3.5%.
Q3 fiscal 2025 revenue of $5.5 billion, up 10.4% as reported; GAAP diluted EPS $2.00 vs. $1.68; adjusted diluted EPS $3.68 vs. $3.50
GAAP net income of $574 million vs. $487 million in the prior-year quarter
Full-year adjusted diluted EPS guidance raised to $14.30 to $14.45; organic revenue growth guidance reaffirmed at 3.0% to 3.5%
Nine-month GAAP net income fell 9.2% to $1.185 billion; a definitive agreement to combine BD's Biosciences & Diagnostic Solutions business with Waters Corporation was announced in July
Targa Resources reported second quarter 2025 net income attributable to the company of $629.1 million, up from $298.5 million a year earlier, and adjusted EBITDA of $1,163.0 million, up 18%. Its board approved a new $1.0 billion share repurchase program on August 4, 2025, in addition to the $566.2 million remaining under the existing program as of June 30, 2025. The company kept its full-year 2025 adjusted EBITDA estimate of $4.65 billion to $4.85 billion but raised its estimate of 2025 net growth capital expenditures to approximately $3.0 billion.
Net income attributable to Targa Resources Corp. was $629.1 million in Q2 2025 versus $298.5 million in Q2 2024; total revenues were $4,260.1 million, up 20%.
Adjusted EBITDA was $1,163.0 million, up from $984.3 million; the company said it was relatively flat compared with the first quarter.
Targa repurchased $324.3 million of common stock in Q2 2025, with $566.2 million left under its $1.0 billion program as of June 30, 2025.
A new $1.0 billion repurchase program was approved August 4, 2025; the full-year adjusted EBITDA estimate of $4.65 billion to $4.85 billion is unchanged, and net growth capital expenditures are now estimated at approximately $3.0 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.
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
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
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.
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
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.
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.
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
Fortinet reported second-quarter 2025 results, with revenue up 14% year over year to $1.63 billion and net income of $440.1 million, compared with $379.8 million a year earlier. The company raised the midpoint of its full-year 2025 billings guidance by $100 million, to a range of $7.325 billion to $7.475 billion.
Q2 2025 revenue rose 14% to $1.63 billion; billings rose 15% to $1.78 billion.
GAAP diluted EPS was $0.57, up from $0.49; non-GAAP diluted EPS was $0.64, up from $0.57.
GAAP operating margin was 28.1%, down from 30.5% a year earlier.
Third-quarter 2025 revenue guidance is $1.670 billion to $1.730 billion; full-year revenue guidance is $6.675 billion to $6.825 billion.
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